The independent corporate advisory firm.

  • Jonathan Fennel

    Jonathan Fennel

    Jonathan is excited by ideas that change and improve industry structures. And after more than 30 years in the business, these ideas still wake him at 4am.

    "When you merge businesses to create a better company, it's hugely satisfying."

    Major projects:

    • Hastie's acquisition of DES and accompanying equity placement to RMB Ventures
    • Sale of GE SeaCo Australia's domestic container leasing operations
    • ClearView Wealth's acquisition of MBF Life and ClearView Retirement Solutions

    His investment banking career began in 1982 at Chase-NBA's lending division. In 1986 he was invited to join the corporate finance division of Wardley Australia after a period at Elder's Finance.

    In 1990 Jonathan became a director of Wardley James Capel, the specialist corporate advisory subsidiary of HSBC in Australia. From 1991 to December 2000 he was an executive director of Hill Young & Associates.

    Jonathan has acted in mergers and acquisitions, divestments, and equity and debt raisings for a range of multinationals, listed companies, private equity funds and private groups.

    Qualifications:

    • Bachelor of Economics (The University of Sydney)
    • Chartered Accountant
  • Jeff White

    Jeff White

    Jeff is very clear about his role as an investment banker and acutely aware that all else is peripheral.

    "I'm there to get the deal done."

    Major projects:

    • ClearView Wealth's acquisition of MBF Life and ClearView Retirement Solutions
    • Calliden's acquisition of Australian Unity General Insurance
    • Alesco's acquisition of Concrete Technologies and previously the sale of Concrete Technologies to private equity

    Jeff has over 25 years' experience in investment banking with leading advisory firms.

    Since 1990, firstly with Barings and then ABN AMRO, Jeff has advised a large number of major Australian companies and multinationals on a range of complex mergers and acquisitions transactions.

    He has extensive experience in providing advice to clients in the financial services industry. He has also been lead adviser to the Commonwealth and State Governments on four business privatisations, a public takeover by a Commonwealth GBE and a range of other Government advisory assignments.

    Jeff is a director of The Anika Foundation, a charity focused on financing research into adolescent depression and suicide.

    From 2001-2004, Jeff was a non-executive director of the Australian Fisheries Management Authority, the Commonwealth statutory authority that managed Australia's fisheries.

    Qualifications:

    • Bachelor of Commerce and Bachelor of Laws (University of NSW)