Recent Transactions

Advised TT International, a leading independent asset management firm focused on managing high alpha, high conviction active management strategies for institutional investors, on its sale to Sumitomo Mitsui Financial Group, Inc.

Advised Westpac, the third largest company in Australia by market capitalization, on its exit of BT Advice and the sale of select assets to Viridian Advisory

Advised ASX-listed AUB Group, a leading insurance intermediary business operating a network of over 100 insurance brokers and underwriting agencies across Australia and New Zealand, on its fully underwritten entitlement offer to raise A$116mm

Advised Redbubble, a global online independent artist community and marketplace, on the acquisition of TeePublic, a similar online platform, and associated A$61 million equity raising

Advised Blue Sky, an ASX-listed diversified alternative assets manager, on its response to an activist short-seller campaign, strategic review of recapitalisation options, and receipt of a A$50mm long-term capital investment by Oaktree via a 7-year senior secured convertible loan note facility

Advised TAL, Australia’s largest and leading insurance business that is 100% owned by Dai-ichi Life of Japan, on the acquisition of Suncorp Group Limited’s Australian Life Insurance business

Advised Kidman Resources Limited, an ASX-listed hard rock lithium mining company with a 50% interest in the West Australian Mt. Holland lithium project, on a lithium hydroxide offtake agreement with Tesla, Inc., a global leader in electric vehicle, energy storage and solar panel design, development and manufacturing. The agreement is for an initial term of three years on a fixed-price take-or-pay basis and contains two 3-year term renewal options

Advised Investec Bank (Australia) Limited on the sale of its Professional Finance and Asset Finance and Leasing businesses, its deposit book, and its Australian banking licence to Bank of Queensland Limited (“BOQ”). BOQ is a leading regional Australian bank which provides retail and business banking

Advised Transpower New Zealand, the state owned owner-operator of New Zealand’s electricity distribution network on the sale of its wholly owned subsidiary d-cyphaTrade Limited to the Australian Securities Exchange. d-cyphaTrade specializes in the design and marketing of Australian electricity derivatives traded on the ASX24 derivatives platform

Advised the Supervisory Board of ASML on the establishment of a Customer Co-Investment Program including the issue of 23% equity stake and $1.7 billion of R&D funding

Advised Exxaro Resources, a diversified South African-based mining company, on its proposed acquisition of Territory Resources, an Australian-based iron producer

Advised Suncorp, on the sale of its investment management business, Tyndall Investments, in Australia and New Zealand to Nikko Asset Management, a leading Asian mutual funds management company