M&A Advisory Transaction Services
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.
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
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
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
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
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
Bachelor of Business (Marketing)
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.