Credentials
I have a long and successful track record of working extensively with boards, executive teams, investment banks, law firms, financial advisers, investors and other stakeholders to deliver complex initiatives effectively and efficiently, with a focus on minimising the cost and disruption to day-to-day business operations.
Today, I focus on:
- M&A – executing and project managing critical transactions for vendors and purchasers.
- Asset Origination – arranging and executing asset opportunities for companies and investors.
- Fundraising – arranging debt, equity and hybrid capital for companies wishing to grow their businesses, as well as start up opportunities with key competitive advantages.
- Advice – providing advice and support to companies on matters of corporate strategy and business development, legal affairs and governance, and investor relations and corporate affairs.
My expertise encompasses identifying opportunities, formulating strategy and tactics, developing business cases, conducting due diligence, structuring and negotiating deals and documents, managing teams and advisers, demerging and integrating businesses, rationalising and restructuring existing operations, re-engineering business processes and systems, and outsourcing critical business services. I have also been a due diligence committee member for many M&A transactions, capital raisings and initial public offerings.
I have worked on transactions in Australia, the United States, Canada, the United Kingdom, Japan, China, New Zealand, Singapore, Thailand, Indonesia, Indonesia, Chile, Poland, the Russian Federation, France, Spain and Germany, across a variety of industries, including metals and electronic recycling, banking and finance, life and general insurance, funds management, infrastructure, heavy engineering, steel distribution, contracting, mining services, equipment hire, resources, telecommunications, media, and technology.
My experience includes, but is not limited to:
| YEAR | INDUSTRY | INITIATIVE |
|---|---|---|
| FROM 2014 | Start-ups | Technology, funds management, biotech and sustainability sectors |
| 2013 | Transportation | Refinance of Avation plc’s F100 fleet servicing the mining industry in Western Australia |
| 2013 | Private Equity | Consulting to Ellerston Capital |
| 2013 | Financial Services | Restructure in Money3 Corporation to support the implementation of a warehouse facility for its motor finance loan book |
| 2012 | Resources | Securing rights to the magnetite, gold and copper reserves contained in the tenements and tailings dams formerly owned by Peko-Wallsend at Tennant Creek in the Northern Territory |
| 2012 | Real Estate | Acquisition of Chesterton International (NSW) by APP Corporation Limited |
| 2012 | Funds Management | Divestment of MIR Investment Management Limited to Challenger Limited |
| 2011 | Telecommunications | Telstra’s $11 billion National Broadband Network shareholder program |
| 2010 | Mining Services | Transfield Services’ acquisition of Easternwell Group and associated entitlement offer and debt refinancing |
| 2008 | Metals Recycling | $1.5 billion scrip merger between Sims Group Limited and NYSE-listed Metal Management |
| 2006 | Funds Management | Recapitalisation, and restructuring and de-stapling of Magellan Financial Group |
| 2005 | Funds Management | Initial public offering of Magellan Flagship Fund Limited |
| 2005 | Funds Management | Divestment of HSBC’s Australian Asset Management business |
| 2004 | Financial Planning | Acquisition of Associated Planners Group |
| 2003 | Life Insurance | Merger and restructuring of Challenger’s life company entities |
| 2003 | Financial Services | Corporate restructuring of Challenger Financial Services Group following the CPH Investment Corp merger |
| 2002 | General Insurance | $1.9 billion acquisition of Aviva plc’s CGU and NZI general insurance businesses in Australia and New Zealand and associated debt and equity capital raising |
| 2001 | Finance | Divestment of NRMA Building Society |
| 2001 | General Insurance | Acquisition of HIH Workers’ Compensation |
| 2001 | General Insurance | Acquisition of State Insurance (New Zealand’s largest general insurer) |
| 2000 | General Insurance | Demerger of NRMA Motoring & Services and NRMA Insurance and the subsequent demutualisation and listing of NRMA Insurance Group |
| 1999 | General Insurance | On-market takeover of SGIO Insurance Limited |
| 1998 | General Insurance | Acquisition of 20% interests in Allianz AG’s Singaporean and Indonesian businesses |
| 1997 | Container Storage & Repair | Leveraged management buy-out of Container Care international (US) |
| 1996 | Equipment Hire | Initial public offering of Coates Hire |
| 1995 | Steel Manufacturing | On-market cash and scrip takeover of Palmer Tube Mills Limited |
Get in touch
M: 0434 188 442 E: stuart@stuartnelson.com.au