Experience

Prime Financial Group

• Australia
• Financial Services
• 1 - 100 Employee

• Partner

  • Jan 2023 - Present



FIIG Securities

• Australia
• Financial Services
• 1 - 100 Employee

• Head of Debt Capital Markets & Private Debt

  • Jul 2019 - Dec 2022

  DCM & Private Debt team leader. FIIG is a leading arranger of unrated bonds and syndicated loans for Australian corporates. Australian corporates have historically been reliant on sourcing debt capital from the bank market. To help unrated Australian companies diversify their borrowings, FIIG Debt Capital Markets has tailored a bond offering similar in structure to those issued by larger rated corporates in offshore markets but in $A. We also manage syndicates of private debt investors looking to invest in a range of high growth companies via debt structures but often with equity kickers. The FIIG DCM team are specialists in arranging rated and unrated, long tenor bond funding for Australian businesses in the sectors of Property, Infrastructure, Mid-Market Corporate and NBFI. FIIG Debt Capital Markets has arranged more than 70 bond issues raising over A$3 billion. These issues have been for a term of 4yrs+, fixed and floating rate, secured and unsecured for a diverse range of private and public companies including: Elanor Investors, Zagga, earlypay, Supercars, Zip, Stockwell, Evolve Education, Omni Bridgeway, VisionFund, Workpac, SCT, Armour Energy, Nextgen, Maurice Blackburn, Zenith Energy, Merredin Energy, Lucas Total Contract Solutions, Liberty Financial, NRW Holdings, StockCo AgriFinance, Capitol Health, IMF Bentham, Sunland Group, CML Group, IPG Logistics, G8 Education, SCT Logistics, Dicker Data and Plenary Group.

• Director - Private Debt

  • May 2018 - Sep 2019

  FIIG Private Debt arranges high yield debt solutions for corporate and property borrowers and delivers investment opportunities to institutional funds and professional investors. Supply of traditional debt funding in Australia has decreased in recent years as a consequence of heightened regulation and reduced bank lending appetite. Equally, there is unmet demand from institutional funds, family offices and professional investors for alternative asset classes which provide higher yields than ‘vanilla’ debt investments but deliver more stable returns than equity. FIIG Private Debt addresses the under-supply of debt capital, providing funding solutions for borrowers whilst offering wholesale investors access to high yield debt investments. Opportunities are typically offered as high yield loans syndicated to a select group of wholesale investors. FIIG Private Debt target returns of between 8 – 20% depending upon the specific counterparty and transaction risks and security and covenant package available.

• Director - Debt Capital Markets

  • May 2017 - Jun 2018

  Director origination role arranging rated and unrated, long tenor bond funding for Australian businesses in the sectors of Property, Infrastructure, Mid-Market Corporate and NBFI. FIIG Debt Capital Markets has arranged more than 60 bond issues raising over A$2.3 billion. These issues have been for a term of 4yrs+, fixed and floating rate, secured and unsecured for a diverse range of private and public companies including: Workpac, Armour Energy, Nextgen, Maurice Blackburn, Zenith Energy, Zip Money, Elanor Investors Group, Merredin Energy, Lucas Total Contract Solutions, Liberty Financial, NRW Holdings, StockCo AgriFinance, Capitol Health, IMF Bentham, Sunland Group, CML Group, IPG Logistics, G8 Education, SCT Logistics, Dicker Data and Plenary Group.



Westpac Institutional Bank

• Australia
• Banking
• 700 & Above Employee

• Director

  • Feb 2015 - May 2017

  Corporate Banking Originations VIC and TAS Origination, structuring and execution of exclusively new-to-bank client relationships including large private companies and mid-cap listed organisations. Focus on cash flow funding for working capital, capital expenditure programs and acquisition finance requirements. Cross sales of financial markets risk management for interest rates, foreign exchange and commodity hedging. Cross sales of transactional banking and data and insights.



BSP Financial Group Limited

• Papua New Guinea
• Financial Services
• 700 & Above Employee

• Senior Relationship Manager, Corporate Banking

  • Aug 2014 - Dec 2014

  Managing Bank relationships across Oil & Gas, Mining & Property by co-ordinating ‘whole of bank solutions’ with assistance from product partners to generate cross sell income to support use of balance sheet. Tier 1 client portfolio includes multinational companies; Exxon, Puma Energy, Newcrest Mining, Barrick, Oil Search and other large companies based in PNG. Key focus on foreign exchange sales and hedging, transactional banking, trade finance as well as deposit taking and lending in USD & Kina to a range of bilateral and syndicated facilities.



Lloyds Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Relationship Director (NBFIs) & Head of Corporate Real Estate

  • Feb 2009 - Dec 2013

  Leadership remit included establishing new client relationships, whilst maintaining and enhancing Lloyds FIG relationships by providing comprehensive coverage across FIG sub-sectors; Global Funds, Diversified Financials and Insurance with key focus being co-ordination of Product Partners to generate cross sell income to support use of balance sheet with appropriate return for risk metrics. Profitable asset growth achieved from on-boarding Global Funds clients filtered by Lloyds client prioritisation framework, targeting a variety of funds with activities in Australasia specialising in private equity, REITS, diversified property funds, infrastructure and real money funds (Australian superannuation funds, pension funds, insurance companies and mutual funds). Products offered included a range of capital light debt solutions to provide liquidity and enhance the internal rate of return for client investments with: • Lending facilities; Liquidity facilities, Surety facilities; • Ancillary products offered were: syndicated senior loan arrangement and underwriting; debt structuring/arranging; interest rate, FX and commodity hedging instruments; standalone hedging; cross currency swaps; debt capital markets; deposits; asset finance; trade finance. Transactions: o AUD$75m Senior Secured Debt Fund Gearing Facility for FTSE250 Specialist Lender. o AUD$50m Senior Secured Debt Fund Gearing Facility for US private equity investment firm. o ASX 50 Construction Company $975m Revolver, $100m participation. o Large Private Infrastructure Company: Joint Lead Arranged $450m ($150m participation Performance Bonding Facility). o ASX 50 Construction Company: $75m Syndicated Lease Facility. o Large Private REIT: $100m bilateral Investment loan as part of a total $1,700m refinance.



Halifax

• Banking
• 700 & Above Employee

• Director

  • Sep 2004 - Jan 2009

  Structured Property Finance Management of deal origination & portfolio management teams Origination, negotiation, structuring and documentation of structured property debt and equity facilities, generally AUD$50m - $150m per transaction Prime responsibility for business development for new-to-bank clients, as well as product development and strategy for c.AUD1.5b portfolio of some 20 clients. Transactions: o AUD$90m multiple option facility for a 9 stage land subdivision (Western Sydney). o AUD$105m Construction funding for luxury apartments situated on Sydney Harbour. o Refinance and acquisition funding for a portfolio of commercial office buildings in Brisbane. o AUD$83m Letter of Credit support for land remediation project, Homebush Bay, Sydney. o NZD110m Banking Syndicate transaction (total NZD330m), New Zealand. o AUD$50m Mezzanine Warehouse for third party Property Mezzanine Lending. o AUD$50m Acquisition Financing for regional bulky goods warehouse site. o Debt and Equity participation to purchase two Brisbane CBD buildings. o AUD$44m Acquisition Financing for high end shopping complex in Main Beach, QLD. o AUD$52.5m Construction Finance for construction mixed use project, Adelaide CBD. o Debt and Equity Finance to purchase residential assets in Adelaide CBD. o Participation in Acquisition Finance for Investa AUD$150m. o AUD$143m Lead Bank in club for Construction Finance for mixed use retail, South Bank, VIC. o Debt & Equity Finance for a residential tower and Hotel in Adelaide CBD. Development/Construction Finance • Acquisition/Investment Finance • Market Risk Products – Residual Stock Support Instruments • Mezzanine Warehouse Funding • Property Equity Investment



DWS Group

• Germany
• Financial Services
• 700 & Above Employee

• Manager

  • 2002 - 2004