Case Studies

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

Pepper

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

Pepper

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

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

PartPay

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

Allied Credit

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

Allied Credit

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

Octopus

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

Oxygen

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

Oxygen

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

Omnyfy

Advisor to Omnyfy on sale to Ultra Commerce