Consumer Investment Banking Department, Lead Advisory Dec 19 – Nov 23
● Consumer Industry Team Lead Advisory – Middle Market Focus Lead financial advisory with respect to consumer companies seeking to raise capital (private capital placements, venture & growth equity funding, convertibles, SPAC/PIPE, IPO) and effect strategic transactions (M&A, spin-offs & carve-outs, take privates). Segments covered include Food & Beverage (branded, private label, co-mftg and industrial B2B), Restaurants & Hospitality, Wine & Spirits, Fitness, Personal Care & Beauty, Cosmetics, Food Technology (Biotech) and Specialty Ingredients

Mergers & Acquisitions, Middle-market Australia; Deals Lead M&A Advisory Jan 17 – Mar 19 #1 Australian M&A advisory firm by deal volume (MergerMarket 2018), and #1 for Australian middle-market (AFR)
● Industry Team M&A Lead Advisory – M&A cross-border advisory in Consumer/Retail, FIG and Healthcare Cross-border strategy consulting and M&A financial advisory with respect to Consumer Brands, Retail Initiatives, Financial Services, Wellcare and Healthcare. The work involved deal sourcing, origination, valuation, due diligence, contract negotiation and execution of transaction documents to effect strategic partnerships, M&A and capital raises with Board approval from clients operating in the Middle-Market and SME space

Mergers & Acquisitions, Global Investment Banking Oct 07 – May 15
● Origination & Execution: Worked on advisory origination & execution in cross-border transactions focused primarily on Consumer Goods, Agri-Food & Beverage (US, European and Latin American markets), TMT (Media and Technology), and Energy (Utilities & Renewables) for M&A and Capital Raising transactions ‒ Performed valuations to advise Executive Boards of clients on Strategy, M&A Advisory, Deal Execution and Market Entry ‒ Worked on joint Equity & Debt advisory projects with Project Finance, LatAm Debt Capital Markets and ECM Teams