Advisory Overview

Case Studies

Examples of our advisory solutions.

Debt Advisory Debt Investment
Alex

Arranger and lead investor of senior note facility secured against Alex Bank’s personal loan book.

Debt Advisory Debt Investment
AllCommercial Finance Australia

Advisor and co-investor in warehouse funding provided to AllCommercial Finance Australia

Debt Advisory
Allied Credit

Advisor to Allied Credit on corporate and asset-backed debt facilities

Debt Advisory
Honey

Participant in Honey’s Series A capital raise

Debt Advisory Debt Investment
Lumi

Arranger and sole funder of structured senior secured debt facility providing strategic growth capital for Lumi’s SME Loan business.

Debt Advisory
Octopus

Advisor to Octopus on corporate debt facility

Debt Advisory Debt Investment
PartPay

Arranger and sole provider of structured funding facility to facilitate the growth of PartPay’s BNPL portfolio

Debt Advisory Debt Investment
Payright

Arranger and sole funder of structured facility supporting Payright’s entry into rooftop solar financing and growth of its BNPL receivables portfolio.

Corporate Advisory Debt Advisory
Pepper

Advisor on Pepper’s acquisition of $4bn GE non-conforming mortgage business and related warehouse financing structures

Corporate Advisory Debt Advisory Equity Advisory
Sydney Zoo

Strategic advisor Sydney Zoo on the development of its zoo facility and raising debt and equity capital to fund construction and operation of the zoo

Debt Advisory Debt Investment
Veridapt

Arranger and sole funder of senior secured debt facility with recourse to Veridapt’s recurring SAS revenue

Corporate Advisory
Allied Credit

Advisor to Allied Credit on acquisition of Macquarie Bank wholesale auto finance business

Corporate Advisory
Allied Credit

Advisor to Allied Credit on acquisition of Macquarie Bank consumer auto finance loan book

Corporate Advisory
ASX Listed Financial Institution

Advisor to ASX listed financial institution in relation to the acquisition of a non-conforming mortgage lender and funds management business

Corporate Advisory
Octopus

Advisor to Octopus on sale to Qoria (ASX:QOR)

Corporate Advisory
Omnyfy

Advisor to Omnyfy on sale to Ultra Commerce

Corporate Advisory
Oxygen

Advisor to sponsor on acquisition of majority interest in Oxygen from McGrath (ASX:MEA)

Corporate Advisory
Oxygen

Advisor to Oxygen on acquisition of mortgage broking business from The Agency (ASX:AU1)

Corporate Advisory
PartPay

Advisor to PartPay on its acquisition by Zip Co (ASX:ZIP)

Corporate Advisory
Pepper

Advisor on Pepper’s acquisition of Equipment Finance Receivables Portfolio from Suncorp

Equity Advisory
Allied Credit

Advisor to Allied Credit on raising equity capital to support the acquisition of the Macquarie Bank wholesale auto finance business

Equity Advisory
Lendi

Advisor to Lendi on its Series A equity capital raising

Equity Advisory
Plenti

Advisor on Plenti’s Series A equity capital raising