Advisory — AE Financial Group

Advisory

Independent advice on growth, mergers and acquisitions, capital markets and strategic corporate matters — aligned to our clients’ goals, vision and values, and free of the bias and conflict that come with the large institutions.

Corporate Advisory

We assist private and public companies with capital raisings and corporate advisory solutions.

With an impeccable track record, our independence from any large financial institution means that the advice given is completely free of bias and conflict.

Mergers, acquisitions and divestment advice
Strategic investments, joint ventures and other commercial transactions
Strategic corporate advisory and shareholder wealth creation and protection
Negotiation and management of corporate transactions
Capital Markets

Equity & Debt

Capital raising and debt advisory across public and private markets — from secondary issues and IPOs to private capital and refinancing.

Public Markets

Public Company Secondary Issues

  • Advice relating to size and structure of capital raisings
  • Negotiating commercial terms on behalf of clients with capital providers, institutions, brokers and investors
  • Negotiating appropriate valuations and pricing of capital raisings
  • Preparations leading to capital raising and working with clients on use of funds and growth strategies
  • Providing advice on post capital raising strategies and investor communications
Going Public

Initial Public Offerings

  • Assisting private companies to transition to public markets
  • Evaluating global markets and relevant stock exchanges to access suitable new capital
  • Negotiations with institutions, brokers and other intermediaries with regard to commercial terms
  • Strategic advice and management of IPO process
  • Advising on appropriate valuations for IPO
Private Markets

Private Unlisted Capital

  • Providing clients with access to suitable private investors that are able to bring appropriate capital to assist in growth or sell down
  • Sourcing strategic investors
  • Negotiating on behalf of client, commercial terms with private equity providers
  • Assistance in formulating growth initiatives for companies
Debt

Debt Advisory

  • Assisting clients with seeking appropriate debt for their business
  • On behalf of clients, running competitive processes with debt providers to seek best terms, as well as preparing clients for managing debt in their business
  • Negotiating the refinancing of existing debt facilities, including assessment and benchmarking of existing facilities
Investor Relations

Communication amongst investors and stakeholders is paramount for the growth and success of a company.

AE provides a range of services and assistance with investor relations activities including:

  • Development of investor relations strategies
  • Investor communications
  • Institutional and broker communications
  • Investor briefings and road shows
  • Market intelligence
Live market data on a trading screen
Equity Advisory

Independent Board Advisory

The types of situations where we have provided advice include:

Investor Relations
and Registry Makeup
Takeover Defence
Shareholder Activism
Management Buyouts
Board Structure
Track Record

Selected Transactions

$1.9bn+Capital
Raised
$2.7bn+Corporate
Transactions
2006Advising
Since
$550m+
Iron Ore
Takeover Response Advisor

ASX-listed iron ore company on its response to a proposed takeover from an LSE-listed steel producer, by scheme of arrangement.

$500m+
Oil & Gas
Lead Corporate Advisor

ASX-listed oil and gas company on its acquisition of an unlisted oil and gas producer.

$500m+
Power & Infrastructure
Lead Corporate Advisor

International infrastructure company on its proposed acquisition of Australian power generation assets.

$90m+
Oil & Gas
Lead Corporate Advisor

ASX-listed oil and gas company on its takeover of a listed oil and gas company.

$90m+
Gold
Lead Corporate Advisor

ASX-listed gold company on its proposed merger with a listed gold company.

$75m+
Iron Ore
Takeover Response Advisor

ASX-listed iron ore company on its response to a takeover from a private New Zealand group.

$71m+
Software
M&A Advisor

Private software company on its merger with another software company.

$70m+
Oil & Gas
Lead Corporate Advisor

Australian oil and gas company on its takeover of a listed oil and gas company.

$65m+
Iron Ore
Lead Corporate Advisor

ASX-listed iron ore company on its proposed divestment of a flagship asset.

$64m+
Gold
Lead Advisor

Successful takeover bid of an ASX-listed gold exploration and development company for an ASX-listed gold producing company.

$50m+
Oil & Gas
Lead Corporate Advisor

ASX-listed oil and gas company on its proposed acquisition of a listed oil and gas company.

$45m+
Oil & Gas
Takeover Response Advisor

New Zealand based dual ASX/NZX-listed oil and gas company on its response to a takeover from an unlisted company.

$42m+
Medical Technology
M&A Advisor

ASX-listed medical technology company on its sale of the Australian business.

$32m+
Advanced Manufacturing
Lead IPO Advisor

ASX-listed advanced manufacturing company on its pre-IPO capital raise and subsequent IPO.

$30m+
Oil, Gas & Coal
Lead Corporate Advisor

New Zealand based oil and gas company regarding the divestment of coal interests overseas.

$25m+
Aerial Mapping
Lead IPO Advisor

ASX-listed aerial mapping technology company on its capital raise and IPO.

US$18m+
Oil & Gas
Lead Adviser

Successful 8-well farm-in transaction for an ASX-listed oil producer.

$18m+
Gaming Technology
Lead IPO Advisor

ASX-listed gaming technology company on its capital raise and IPO.

$12m+
Medical Devices
Lead Advisor

ASX-listed medical device company on its institutional capital raising.

$12m+
Environmental Services
Lead Manager

ASX-listed environmental services company on its institutional capital raising.

US$9m+
Oil & Gas
Lead Adviser

Successful farm-in transaction with an ASX-listed oil producer of US$1.3 billion market capitalisation.

$9m+
Advanced Manufacturing
Lead IPO Advisor

ASX-listed advanced manufacturing company on its capital raise and IPO.

Transaction values are indicative and stated in Australian dollars unless otherwise marked. Client names are withheld in the interests of confidentiality.

Speak with our advisory team.

Sydney · Adelaide · Southern Highlands

Contact us

Advisory

Position

Advisory — AE Financial Group Advisory Independent advice on growth, mergers and acquisitions, capital markets and strategic corporate matters — aligned to our clients’ goals, vision and values, and free of the bias and conflict that come with the large institutions. Speak with our team → Corporate Advisory We assist private and public companies with […]