Expert
Email Verified Identity Verified Tom E
5/5 (1 Feedback)
Member since June 3, 2021

M&A Advisory Transaction Services

  • $200 - $956 / hr
  • Australia
  • Save

I have a background in finance with over 10 years working as an investor with Family Office’s, a debt funder in Corporate Banking with operational roles across Technology, Finance, Advisory, and Business Development. I bring a depth of experience to solve challenges in event-driven scenarios including M&A (buy and sell), expansion, strategic repositioning, and investment.

Experience

Director

  •  PEBBLE VENTURES
  •  Jan 2018 - Present

M&A strategy and Corporate Advice. Clients including Family Offices, Private Equity Firms, mid-market, and growth companies. Key activities Investment DD, Transaction advisory, and closing deals with a focus on Challenger Banks, Technology, FMCG sectors

Investment Director

  •  MAI CAPITAL
  •  Oct 2015 - Oct 2018

Family Office Investment. Building and leading an investment team of 10. Investment transactions between Australia and China in F&B, Technology and Logistics. Creating structured instruments options, debt, and growth equity leading to $12m of capital investmen

Director Business Relationships

  •  CROSSTIVITY
  •  May 2014 - Jun 2015

Marketing workflow SaaS product. Head of business development and general manager. Key tasks: capital raising, securing clients and founder exit for ~$2M

Relationship Manager/Corporate Analyst

  •  CBA
  •  Nov 2013 - Mar 2014

Corporate portfolio with a mix of listed (NASDAQ/ASX) and private equity sponsored transactions. Responsible for both portfolio relationship management and new transactions. Complex and structured cash flow lending with turn over up to $500m

Various Roles

  •  BANK OF MELBOURNE (WBC GROUP)
  •  Mar 2010 - Nov 2013

Corporate Banking co-managing over $1 BN portfolio, launching the Bank of Melbourne brand, Corporate Acquisition work, front line retail banking, and credit remediation across distressed and structured credits predominantly for private family and PE backed assets

Education

Bachelor of Business (Marketing)

  •  Monash University, Australia
  •   - Jan 2008

Client Feedback

Company
Email Verified Ken C

Advisor Required for Capital Raise Preparation and Readiness review for Robotics Startup

  • Australia
  • November 18, 2021
    • How was my professional behaviour?
    • How was my quality of work?
    • Was I focused to deadline?
    • Was it worth it having my services?

Tom has been a fresh pair of eyes backed by relevant experience to identify gaps in our approach. This is what we were seeking. Extremely happy and would like to work long term with Tom.

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