Corporate Advisory

Sarah is the Team Assistant for the Corporate Advisory division of E&P. She initially joined the Client Services Team  in 2018, also working in a Front of House role at Evans and Partners before moving across to the Corporate Advisory business in 2020.

Having worked with the Group for two years, Sarah has closely supported many advisers to provide effective client service and has extensive administrative skills across the business.

Megan is the Visual Communications Specialist for E&P Corporate Advisory. She joined the E&P Financial Group marketing team in 2015, before moving across to provide concentrated support to the E&P Corporate Advisory division in 2019. She has more than 20 years of desktop publishing and presentations experience.

Prior to joining the Group, Megan spent 16 years with UBS where she worked as a presentation specialist in investment banking across key business divisions.

Emma is an associate in the Corporate Advisory division of E&P, having joined the business in 2020. She has two years’ experience working across corporate advisory.

Prior to joining E&P, Emma was at Deutsche Bank in the Corporate Finance team where she worked on a number of large-scale domestic and cross-border M&A and financing transactions. She has experience across a broad range of industries including industrials, consumer goods and telecommunications in both an Australian and global context.

Emma holds a Bachelor of Commerce (Liberal Studies) from the University of Sydney.

Dmitry is an associate in the Corporate Advisory division of E&P, having joined the business in 2020. He has three years of experience across corporate advisory.

Prior to joining E&P, Dmitry spent two years in a corporate finance analyst role at the Goldman Sachs’ Perth office, focusing on capital advisory, M&A and debt and equity transactions across the natural resources, agriculture and industrials sectors. During this time Dmitry was involved with two of the largest Perth based M&A transactions, including South32’s acquisition of Arizona Mining (US$1.6bn) and Saracen Mineral’s part acquisition of Kalgoorlie’s Super Pit gold mine (US$750m).

Dmitry’s experience also includes time with Ernst & Young, PwC, Goldman Sachs and Morgan Stanley in Perth, Sydney, Hong Kong, Shenzhen and New York, where he gained expertise in financial modelling, private and public investing as well as the processes of debt and equity financing.

He holds a Bachelor of Commerce in Finance and Accounting from The University of Western Australia.

Chris is an Associate in the Corporate Advisory team of E&P, having joined the division in 2018. Prior to this, Chris commenced his career at E&P Financial Group within the Family Wealth Management team.

In his current role Chris assists in the execution of equity and debt capital market transactions including initial public offerings, private capital raisings (including pre-IPO offerings), and secondary raisings.

Chris holds a Bachelor of Commerce (with Honours in Finance) from the University of Melbourne.

Victor is an Associate with the Corporate Advisory division of E&P, having joined the business in 2018.

During his time with the business, Victor has worked on a range of transactions in the media, healthcare, financials and industrials sectors.

Prior to his current role, Victor also worked in the investment banking teams at UBS and Rothschild, and equities research at Credit Suisse.

Victor has a Bachelor of Commerce (Co-op) from the University of New South Wales.

Alex is an Associate in the Corporate Advisory division of E&P, having been with the business since 2015.

Initially commencing his career with E&P Financial Group servicing SMSF clients, Alex then spent time in the Corporate Finance team of E&P Funds helping structure and execute capital raisings for various new and existing funds. After this he transitioned over to the Corporate Advisory team for the Group where he now assists in both M&A advisory and capital market transactions, helping advise clients on retail, aged care, real estate and tourism transactions.

Alex has a Bachelor of Commerce and Bachelor of Laws from the University of New South Wales.

Kathy is an Associate in the Corporate Advisory division of E&P, having been with Evans and Partners since 2018. She has four years’ experience across a broad range of financial services.

She initially commenced her career in advisory with Ernst & Young, before spending two years in the Corporate Finance division of E&P Funds, focused primarily on equity and debt capital market transactions.

In her current role with the business she continues to execute equity and debt capital market transactions, including initial public offerings, placements and private capital raisings.

Kathy holds a Bachelor of Commerce and Bachelor of Economics from The University of New South Wales.

Vicky is an Associate in the Corporate Advisory division of E&P, having joined the business in 2018. She has more than five years’ experience in the financial services industry, working across debt and corporate advisory.

Prior to joining the business, Vicky also worked in the Institutional Banking division at Commonwealth Bank of Australia, where she participated in a number of large-scale debt transactions in capital markets and project finance.

Since joining the Corporate Advisory team, Vicky has executed M&A transactions across infrastructure, healthcare and real estate, and has worked closely with sponsors and corporates.

Vicky has a Bachelor of Commerce from the University of New South Wales and is a member of the Institute of Chartered Accountants in Australia and New Zealand.

Lance is an Associate Director in the Corporate Advisory division of E&P, having joined the business in 2019. He has four years’ investment banking experience.

Prior to joining the business, Lance worked in the investment banking division of J.P. Morgan where he was involved in a number of M&A and capital markets transactions in the real estate sector.

Lance holds a Bachelor of Commerce and Bachelor of Laws (Hons) from the University of Queensland.

Eric is an Associate Director in the Corporate Advisory division of E&P, having joined the business in 2018. He has five years’ experience in M&A, investment evaluations and corporate strategy.

Prior to joining the business, Eric worked in corporate development at BHP, where he focused on mining M&A and commercial development opportunities. He was also involved in corporate strategy and investment evaluations at BHP, where he gained experience across bulk commodities, logistics, technology and infrastructure.

In his current role Eric advises clients in the retail, real estate and private equity sectors.

Eric has a Bachelor of Engineering and Economics from the University of Adelaide, a Master of Commerce from University of Western Australia and is a CFA Charterholder.

Stephanie is an Associate Director of the Corporate Advisory division of E&P, having been with the business in 2017, when she initially joined Evans and Partners Corporate Advisory.

She initially commenced her career with PwC where she spent six years as a manager. During this time, she worked in corporate finance, with domestic, outbound and inbound businesses to undertake acquisitions, restructures and investments.

In her current role Stephanie provides advice on equity and debt capital market transactions, including initial public offerings and secondary raisings .

Stephanie completed a Bachelor of Commerce and Bachelor of Law at the University of Melbourne and a Master of Applied Finance at Macquarie University. She also has a Graduate Diploma of Legal Practice and is a qualified solicitor.

Cameron is a Director in the Corporate Advisory division of E&P, having joined the business in 2018. He has five years’ investment banking experience.

During his time with the business, Cameron has executed a number of transactions including buy and sell side M&A, debt and equity capital issues and restructuring.

Prior to his current role, Cameron previously worked at UBS covering financial sponsors, TMT and healthcare.

Cameron has a Bachelor of Economics from the University of Sydney.

Andrew is a Director in the Corporate Advisory division at E&P, having joined the business in 2011. He has 10 years’ experience in the financial services industry, working within corporate and investment advisory teams.

Commencing his career at Bank of Western Australia, Andrew subsequently joined the firm as a financial analyst before holding various roles across the Wealth Advice division of E&P, including Associate Director, Wealth Advice and most recently as Director, Advisory.

Andrew has a Bachelor of Commerce (majoring in Finance and Economics) from Melbourne University and a Juris Doctor from RMIT. Additionally, he holds a Graduate Diploma of Applied Finance (majoring in Corporate Finance) and a Diploma of Financial Planning, both from Kaplan Professional.

Carlee is a Director of the Corporate Advisory division of E&P, having been with the business since 2014, when she initially joined Evans and Partners Corporate Advisory.

She initially commenced her career at JBWere in the Markets Group team, which involved managing the syndication of large-scale debt, hybrid and equity transactions.

In her current role Carlee specialises in equity and debt capital markets transactions advice, including initial public offerings and follow-on capital raisings, providing advice and transactional support to key corporate clients of the firm.

Carlee has completed a Bachelor of Commerce and Bachelor of Arts at Monash University and is RG146 compliant. Carlee has also completed her CFA Level 1 accreditation.

Tom is a Director in the Corporate Advisory division at E&P, having joined the firm in 2020. He has more than 12 years’ industry experience across investment banking, private equity and law.

Tom previously worked at J.P. Morgan where he was focused on healthcare, technology, media and telecommunications (TMT) coverage. During that time Tom advised a broad range of clients on a variety of transactions across mergers and acquisitions, equity capital markets and debt capital markets.

He has also worked at Commonwealth Bank as a director of their Structured Advisory division and with QIC in their Private Equity team. He initially commenced his career as a corporate lawyer in Brisbane.

Tom holds a Bachelor of Commerce and Law from the University of Queensland. He is also a CFA Charterholder and has been admitted as a solicitor of the Supreme Court of Queensland.

Tribeni is a Director in the Corporate Advisory division at E&P and has more than 12 years’ experience in the investment banking sector.

He specialises in the coverage of real estate clients in investment banking transactions across M&A, debt and equity capital markets. Tribeni’s experience spans a broad range of sectors, including real estate, infrastructure and telecommunications.

Before joining the business, Tribeni was a member of the real estate investment banking team at J.P. Morgan in Sydney and Lazard’s M&A advisory team based in Sydney and Paris.

Tribeni has a Bachelor of Commerce (majoring in Finance and Actuarial Studies) from the University of New South Wales.

Sandesh is a Director in the Corporate Advisory division at E&P, having joined the business in 2018. He has 14 years’ experience in the financial services industry, working across corporate finance, capital markets and accounting.

After qualifying as a Certified Public Accountant in the United States and beginning his career in accounting, Sandesh spent three years at Stephens Inc., a US privately held, full-service investment bank, where he advised clients on mergers and acquisitions and capital markets transactions.

Sandesh then returned home to Sydney and joined Fort Street Advisers, where he managed and executed more than 20 M&A transactions in sectors including healthcare, property, manufacturing, telecommunications and music and publishing rights.

Sandesh has a Bachelor of Science from Missouri State University and is a Certified Public Accountant (CPA inactive) in the U.S. He has also completed his Series 7 and Series 63 securities exams and licences.

Lyndelle is the Business Manager at E&P Corporate Advisory, having joined the business in 2018. She has 20 years’ financial services experience, largely in investment banking and equities research.

Prior to joining Fort Street Advisers in 2010, Lyndelle was Associate Director at UBS Investment Bank and worked in both Sydney and London.

Michael is an Executive Director in the Corporate Advisory division at E&P, focusing on equity capital markets solutions to Australian companies, including IPOs, secondary placements and vendor/ block transactions.  He has 13 years of institutional equity sales and trading experience across North America and Australia.

Michael was formerly Head of the Australian equities desk for North America at Macquarie Bank.  Based in New York, he worked for almost six years delivering Institutional Sales coverage to a range of US and Canadian clients including global long-only, hedge funds, state pension funds and sector specialist managers. During this time, Michael gained extensive experience advising Australian companies on how to build their North American share ownership, as well as managing North American participation in capital market transactions including initial public offerings, listed equity raisings and sell-downs.  Michael has built a wide network of relationships with Chairpersons, CEOs and CFOs of ASX-listed companies.

Previously, Michael spent seven years in Sydney in an institutional equity sales and trading capacity, specialising in the Australia/New Zealand small-mid cap sector.

Michael has a Bachelor of Economics from the University of Sydney.

Manoj is a Melbourne-based Managing Director in the Corporate Advisory division of E&P, having joined in November 2020. He has more than 15 years’ experience in investment banking across both Australia and Canada.

After receiving Bachelor degrees in both Engineering (Software) and Commerce (Finance) at the University of Melbourne, he commenced his investment banking career in 2006 at Citi.

Prior to his current role, Manoj worked at J.P. Morgan and has extensive capital markets and M&A transaction experience across industrials, natural resources, healthcare and infrastructure, including time leading the firm’s M&A practice in Australia with a focus on private treaty sell-side, takeover defence and public market buy-sides.

Joel is Managing Director of the Corporate Advisory division at E&P, having been with Fort Street Advisers since its inception. He has more than 18 years’ experience in investment banking and private equity.

Joel initially commenced his career at UBS in Melbourne, later moving to Sydney, and has executed more than 35 M&A transactions and initial public offerings in sectors including healthcare, retail, technology, infrastructure and industrials.

In his role, Joel leads E&P Corporate Advisory’s client coverage in healthcare, with a focus on building long-term, trusted relationships with a limited number of clients, offering a comprehensive suite of services including advice on acquisitions and divestments, capital markets, takeover defence and general corporate advice.

Joel has a Bachelor of Mining Engineering (Honours) and a Masters’ of Commerce from the University of NSW.

Scott is Managing Director of the Corporate Advisory division of E&P, having been with the business since 2015, when he initially joined Evans and Partners Corporate Advisory.

He has more than 20 years’ experience in the financial services industry, working across corporate finance, capital markets and equity research to offer clients considered, outcomes-focused advice.

After qualifying as a Chartered Accountant at the commencement of his career and following time in London covering the technology sector as an equities analyst, Scott returned to Melbourne where he spent more than 10 years at Macquarie in the Equity Capital Markets team.

During this time, Scott gained extensive experience in managing transactions across the capital spectrum including initial public offerings, listed equity raisings and sell-downs, convertible bonds, listed bonds and hybrids as well as general capital structure advisory.

Scott has a Bachelor of Commerce from the University of Melbourne, is a member of the Institute of Chartered Accountants in Australia and New Zealand and is a Graduate member of the Australian Institute of Company Directors. He has also completed his Certificate in Securities from the Securities Institute in London.

Ian is Managing Director and Co-Head of Corporate Advisory at E&P, having joined the business in 2018.

He has 20 years’ corporate advisory experience, focussed predominantly on public market and private treaty M&A and capital markets transactions within the real estate, hospitality and leisure sectors.

Prior to joining Fort Street Advisers in 2010, Ian was a Director at UBS Investment Bank, based in Sydney, working across real estate, private equity, M&A and financial services.

Ian has a Bachelor of Commerce and Bachelor of Laws from the University of New South Wales.

Steve is Managing Director and Co-Head of Corporate Advisory at E&P. He joined Fort Street Advisers in 2013 and has more than 25 years’ experience in investment banking.

Steve was formerly head of global capital markets, Australasia for UBS where he worked for 14 years across the London and Sydney offices. During this time, Steve gained extensive experience in managing transactions across the capital spectrum including initial public offerings, listed equity raisings and sell-downs, convertible bonds, listed bonds and hybrids as well as general capital structure advisory.

Steve has an MBA from Stanford University, California, USA and a Bachelor of Economics from the University of Sydney.

Ben is Managing Director and Head of E&P Capital within the E&P Financial Group.

Ben has almost 25 years’ experience advising on numerous acquisitions, financings, trade sales and initial public offerings, working with a leading number of private equity firms and corporates in the domestic and international market.

Ben was formerly a Principal of Fort Street Advisers and has also held roles as Head of Financial Sponsors and General Industrials at UBS Investment Bank and Managing Director at CVC Asia Pacific.

Ben has a Bachelor of Arts (Honours) degree in Modern Languages and Literature for the University of Bristol and is a Member of the Australian Institute of Company Directors.

Richard is Executive Chairman at E&P Capital. He was previously Principal at Fort Street Advisers which he established in 2009.

Prior to this he worked for UBS Australia for 16 years where he held a number of senior roles including Co-head of Investment Banking Australasia, Head of Real Estate Australasia and a member of a number of global Investment Banking boards and committees.

Richard was appointed as a Panel member of the Australian Takeovers Panel in in 2012 and as an acting President in 2014. Richard is also a member of the New Zealand Takeovers Panel.

Richard holds a Bachelor of Economics degree (Actuarial Studies) from Macquarie University and a Diploma in Applied Finance from Securities Institute of Australia.