REPRESENTATIVE EXPERIENCE
James Lonie
Advising a AU$20 billion plus listed property funds manager and its satellite listed funds, on a wide variety of funds, ECM and public and private M&A transactions.
Advising a funds and asset management company in establishing and structuring numerous wholesale trusts and on significant acquisitions (including real property (student accommodation, hotels, shopping centres and office buildings), infrastructure and forestry assets) with funds under management of over AU$9 billion.
Advising a life company with AU$40 billion of assets under management on its investments and investment structures.
Advising a listed ethical funds manager on fund and listing rule related matters and transactions.
Advising a financial services company in relation to fund/investment structuring transactions including numerous PE style investments and capital raisings.
Advising an investment company on numerous funds management related matters.
Advising various companies undertaking IPO's.
Advising on off-market bids and numerous schemes of arrangement and Takeover Panel matters.
Advising various start-ups and joining venture parties particularly in the property and financial services industries.
Advising trustee companies on numerous debenture trusts and security trust structures.
Advising an investment bank in respect of a variety of TRS transactions.
Advising an Australian catering company on an MBO that included an investment by a PE company and the acquisition of an airport franchise business division.
Advising an Australian wine grower on a variety of M&A transactions and capital raisings.