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 three 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.

Samuel is an analyst in the Corporate Advisory division of E&P, having joined the business in 2021. He is currently working towards his Bachelor of Advanced Finance and Economics (Honours) at the University of Queensland, due to be completed at the end of 2021.

During his studies Samuel has worked in the Private Equity team at Queensland Investment Corporate (QIC) and has been an investment banking analyst intern within Credit Suisse’s General Industrials and Leverage Finance team.

Matthew is an intern in the Corporate Advisory division of E&P, having joined the business in 2020. He holds a Bachelor of Commerce (Finance) and Bachelor of Petroleum Engineering (Hons) from the University of New South Wales.

Prior to joining E&P, Matthew worked in Financial Assurance at PwC and technical roles at Shell and ExxonMobil in Sydney, Brisbane and Melbourne, during the completion of his studies.

Terry is an analyst in the Corporate Advisory division of E&P, having joined the business in 2021. He has two years’ corporate finance experience, working within corporate advisory and in-house M&A teams.

Prior to joining E&P, Terry worked as a corporate finance analyst at a boutique investment bank in Adelaide, where he advised on a range of M&A and corporate strategy mandates. He initially commenced his career in the M&A team of a private equity backed healthcare business, helping it to acquisitively grow into one of Australia’s largest private healthcare companies, which was subsequently sold to Livingbridge. During his studies, Terry also worked as an equity research intern at Platinum Asset Management and completed internships at KPMG and Deloitte.

Terry holds a Bachelor of Laws and Bachelor of Commerce from The University of Adelaide.

Keneisha is an analyst in the Corporate Advisory division of E&P, having joined the business in 2021.

Prior to joining E&P, Keneisha spent two years at Macquarie Capital where she worked on a number of domestic and cross-border M&A and capital markets transactions. She has experience across a broad range of sectors including technology, telecommunications and entertainment.

Keneisha holds a Bachelor of Engineering (Electrical) and Bachelor of Arts from the University of Queensland.

John-Louis is an analyst in the Corporate Advisory division of E&P, having joined the business in 2021. He has four years of experience across corporate advisory and assurance services.

Prior to joining E&P, John-Louis spent two years in a corporate finance analyst role at a boutique investment bank in Melbourne, Australia, across M&A, and equity and debt transactions particularly focused on Agriculture and FMCG. During this time John-Louis was involved with the 2020 acquisition of Lion Dairy & Drinks by Bega Cheese ($550m) among other transactions.

John-Louis’ experience also includes working as a Senior Associate in EY’s Melbourne Assurance practice with a focus on industrials and manufacturing.

John-Louis holds a bachelor’s degree of Commerce (Finance & Accounting) from the University of Melbourne and a Graduate Diploma of Chartered Accounting (CA ANZ).

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.

Jonathon is an Associate in the Corporate Advisory division of E&P, having joined the business in 2021. He has three years’ of investment banking experience.

Prior to his current role, Jonathon worked at RBC Capital Markets covering power, utilities and infrastructure. Jonathon has also worked on the trading desk at Boronia Capital and in corporate taxation advisory at KPMG.

Jonathon holds a Bachelor of Commerce (Finance & Accounting) from the University of Sydney and a Masters of Financial Analysis from the University of New South Wales.

Helen is an associate in the Corporate Advisory division of E&P, having joined the company in 2021.

Prior to joining E&P, Helen was at Deloitte in the M&A Valuations team where she provided valuation advice to listed and unlisted companies in numerous industries including infrastructure, construction, pharmaceuticals, renewable energy, mining and technology, media and communications.

Helen has a broad range of experience, having commenced her career in London at the Swedish Chamber of Commerce for the UK, followed by three years in the Middle East where she worked at a Management Consultancy firm and with the Business Development team at Deloitte.

Helen holds a Bachelor of Science in Business Administration and Economics (minor in Corporate Finance and Strategic Management) from Lund University in Sweden. Helen has also passed the CFA Level 1 exam.

Nancy is an associate in the Corporate Advisory division of E&P, having joined the company in 2021.

She was previously a manager with ANZ’s Corporate Advisory division, advising the bank’s institutional clients on M&A execution, capital restructuring and other strategic matters. She commenced her career as an analyst at Murray & Co in New Zealand, where she was involved with one of the largest NZ software M&A transactions in history, the sale of Seequent to Accel-KKR.

Nancy holds a Bachelor of Commerce in Economics and Finance from the University of Canterbury.

Victor is an Associate with the Corporate Advisory division of E&P, having joined the business in 2018. He has four years’ investment banking experience.

During his time with the business, Victor has executed a number of successful transactions in the Healthcare, Media and Technology sectors.

Prior to his current role, Victor 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 2016.

Alex spent two years 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 where he now assists in executing both M&A advisory and equity capital market transactions.

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

Stephanie is a 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 six 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 11 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 E&P Financial Group.

In his current role Andrew 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.

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

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.

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.

Tom is a Director in the Corporate Advisory division at E&P and primarily focuses on healthcare sector coverage. He has more than 13 years’ industry experience across investment banking, private equity and law.

Previously Tom worked at J.P. Morgan where he was focused on healthcare, technology, media and telecommunications (TMT) and financial sponsors 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.

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.

Jaclyn is an Executive Director in the Corporate Advisory division of E&P. Jaclyn previously held senior management positions within other divisions of E&P and has more than 15 years’ experience in Australia and the UK in funds management, professional services and listed companies.

After a number of years in legal practice, Jaclyn took a role with E&P in the Funds Management division in 2016 and brings substantial experience specialising in debt and equity markets, mergers and acquisitions and corporate development. Jaclyn has structured and executed more than 20 IPOs and capital raisings and has extensive experience in restructure, M&A and strategic transactions.

In her role, Jaclyn advises on equity and debt capital markets transactions, including initial public offerings and follow-on capital raisings, for key corporate clients of the firm.

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.

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 over 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 Senior Advisor 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.