I am a senior M&A professional with recognised expertise and a reputation for deal origination, leading deal teams, and negotiation. My extensive and current M&A experience spans large-cap public markets and private mid-market transactions and highlights a track record of relationship management and complex problem-solving. My transaction experience below speaks to consistently delivering above-market outcomes across diverse sectors.
Beyond the financial contribution of my roles I am an authentic leader that contributes to culture, capability development and strategy, enabling people and teams to perform at their best.
Advisor to:
• The shareholders of Not A Trace and Fodmapped, leading gut health and free from food manufacturers, regarding the sale of the business to Summit Holdings (c. $50m)
• The shareholder of MGI Golf, a leading provider of innovative tech golf products, specialising in electric golf caddies, regarding the sale of the business to Anacacia Capital (c. $100m)
• Arlec Australia, a manufacturer and distributor of affordable electrical products, on its acquisition of Brilliant Lighting (confidential)
• The shareholders of Made Group, an Australian health food and beverage company, regarding the sale of the business to TPG Capital ($335m)
• Lagardere, a travel retailer Group, and Australia Way in relation to their Australian merger (confidential);
• The shareholders of Mercator Lighting, a manufacturer and distributor of lighting, fans, electrical and smart home products, on the sale of the business to Arlec Australia (c.$50m)
• Tea Two, an Australian iconic tea retailer, on its sale to Unilever (c.$100m)
• Red Island on the sale of the Rekorderlig cider distribution license to Coca-Cola Amatil (<$50m)
• General Advisory to St. Ali Coffee
• George Weston Foods on buyside opportunities
• The Iconic on buyside opportunities
• E.L. & C. Baillieu Limited in relation to its divestment to Ord Minnett Limited
• The shareholders of Wittner regarding the sale of the business to UK distressed investor, Hilco Capital
• Mercedes Benz / Daimler on the divestment of their Sydney and Brisbane dealerships to Lei Shing Hong group and Toorak dealership to NGP Investments
• The Receivers and Managers of Organic Dairy Farmers of Australia regarding the sale of the business to the Remarkable Milk Company
• Mondelez on buyside opportunities
• The shareholder of Sunfresh Salads, Fortitude Investments regarding the merger of the business with Houston’s Farm (confidential)
• The shareholders of JR Richardson regarding the sale of their duty free operations to Lotte
• The shareholders of Punthill Apartment Hotels regarding the sale of the business to Veriu Hotels & Suites
• The shareholders of Cobs Popcorn regarding the sale of the business to Kin Group
• The shareholder of Yumi Quality Foods on its sale to George Weston Foods
• Tamar Valley Dairy on the sale of the business and assets to Fonterra
• Bead Foods/Gippsland Dairy, a yoghurt & dairy manufacturer, in relation to its sale to Chobani (c.$100m)
• Scalzo Food Industries regarding the acquisition of Australian Premium Dried Fruits
• The Receivers and shareholders of Poseidon Tarama regarding the sale of the Black Swan dip and yoghurt business (<$150m)
• Five:am on its strategic review and marketing of a potential minority stake sale in the business
• The Administrators of Tamar Valley Dairy on the sale of the business and assets to Fonterra (<$20m)
• Bead Foods/Gippsland Dairy, a yoghurt & dairy manufacturer, in relation to its sale to Chobani (c. $100m)
• The Independent Board Committee of Yancoal Australia Limited regarding the acquisition and associated financing of Rio Tinto’s Coal & Allied assets
• ISPT Super Property on its review of the IRAPT Fund establishment, capital raising and 75% Joint-Venture investment in 19 Coles supermarkets in Australia ($338m)
• Allegis on its takeover (in consortium with MBI) of Talent 2 via scheme of arrangement ($142m)
• CPI Group Limited on the merger via Scheme of Arrangement with PagePack Pty Ltd, majority owned by Maui Capital Limited ($62m)
• Vision Systems on its takeover defence, and ultimate sale of its remaining high-growth Vision BioSystems and Invetech businesses to Danaher Corporation ($700m)
• Vision Systems on its sale of its Vision Fire and Safety division to Pacific Equity Partners ($253m)
• Just Group on its response to the unsolicited takeover offer from Premier Investments ($929m)
• Oxiana on its merger by scheme of arrangement with Zinifex ($12.1bn)
• AMP Capital Investors, Catalyst Investment Managers and management on the sale of Olex to Nexans ($515m)