years of experience
Josh began his career with Coopers & Lybrand before joining JP Morgan M&A in Sydney in the late 90's helping to establish their Small Caps M&A and Financial Sponsors practice.
Since then Josh has had a long career in mid-market private equity including as business development manager with Cashcard (a Gresham PE portfolio company), CVC Capital Partners and as Partner with Ironbridge Capital.
Josh has invested and advised across numerous industries including retail / consumer, outsourced services and healthcare, and has a passion for working with management teams to build businesses and create value for shareholders.
Josh holds a Bachelor of Commerce degree with First Class Honours from the University of Melbourne.
Between work and (some) play Josh loves to spend time with his family, a young adventurous mob led by his wonderful wife Tash and support crew (arguable!) Charlie and Monty.
deals invested or advised
After finishing his studies in Brisbane Dane built a 17 year career in investment banking in Sydney and Hong Kong, primarily with UBS Investment Bank.
Dane held the role of Co-head of Capital Markets for UBS Australasia for his final five years with the firm, responsible for working with companies to advise on and execute capital raising transactions.
Dane's experience was gained through executing more than 50 transactions from private capital through to ASX listings, and across the full spectrum including debt, hybrid capital and equity.
Dane returned to Brisbane at the start of 2017 and gained operational experience through his role as the Head of Strategy at the Australian Agricultural Company.
Dane holds a Bachelor of Business degree from QUT and a Masters of Applied Finance.
Dane, his wife Monique, and their three young kids (Sean, Georgia and Bernie) are loving being back in Brisbane and spending time with extended family and friends.
Richard started his career as a consultant with McKinsey & Company, focusing on strategy and operational work with businesses in Australia, New Zealand and South Africa.
Richard then spent 10 years in mid-market private equity with ICG in London. He has investment experience across a wide range of industries, including business services, travel, restaurants, and food manufacturing and services. Flexible capital was a feature of these investments, with a range of situations including minority and majority equity holdings, as well as subordinated debt positions. These investments were in partnership with founders or family shareholders, and management teams.
Richard holds a Bachelor of Commerce degree with First Class Honours in Finance from the University of Auckland.
His wife, Christina, is originally from Brisbane and they are both enjoying the quality of life in Queensland having moved back here in 2018.
Richard has been pleasantly surprised by how little grief he has received (to date...) for being a Kiwi.
WHAT WE DO
We work with small and mid-market businesses, their shareholders and management to understand their growth objectives
... and then deliver the capital solution to achieve them
HOW CAN WE HELP YOU?
Do you need capital to fund your growth plans?
Are you a family business dealing with succession challenges?
Do you have a plan for realising value in your business?
Are you the General Manager of a "sleepy" corporate with no funding to expand?
SOME OF OUR PREVIOUS EXPERIENCE
Easternwell GroupCapital investment
Gateway LifestyleASX Listing and Capital Raising
ISGM (now Tandem)Buy-and-build investment
AconexASX Listing and Acquisition Capital Raising
Affinity HealthCapital investment
HFA Asset ManagementConvertible Note and Capital Raising
Super AmartCapital investment
Mayne PharmaMultiple Capital Raisings
WHO WE ARE
WHY WE ARE DIFFERENT
Level 34 Waterfront Place
1 Eagle Street
Brisbane QLD 4000