About Me.
Dynamic finance professional with over 15 years of experience in investment banking, corporate finance, and advisory roles across consumer, gaming, and industrial sectors. Proven expertise in evaluating financial structures, analysing stocks and balance sheets, and advising on capital raising to deliver measurable outcomes and actionable strategies.
Recognised for delivering out-of-consensus insights, identifying balance sheet inefficiencies, and exposing overlooked vulnerabilities. My advanced studies in behavioural economics have further sharpened my ability to navigate complex corporate and market challenges, ensuring precise and impactful financial decision-making. Adept at fostering collaboration, engaging stakeholders, and leveraging financial modelling to drive organisational success and long-term value creation.
Experience
2023 - Present
Management Consultant
Inversion Analytics
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Financial consultant to corporates, fund managers, advisory, private equity and venture capital clients.
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Consulting projects encompass market research, due diligence, feasibility studies, financial model development, and strategic guidance on capital raisings, including equity positioning, marketing material preparation, crisis management, and behavioural analysis.
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Recent global engagements in PE and VC across med-tech (capital raising), real-estate (feasibility), construction (takeover defence), financial result strategy (ASX-listed), Fitness & Lifestyle (Board strategy and financial model), hospitality and discretionary retail sectors (pre-IPO management).
2021 - 2023
Director
Head of Emerging Companies
Jarden
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As Head of Emerging Companies, led a team of five analysts (Graduates to Vice Presidents) covering ~80 emerging companies across a diverse portfolio of sectors.
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As Lead Gaming Analyst, I led coverage of the global Wagering, Lottery, Casino, Social and Real Money Gaming sectors.
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Developed and managed corporate and fund client relationships while collaborating with ECM and IB teams, building financial models, delivering morning pitches, and devising trading strategies for sales trading and global fund manager clients.
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Notable mandates constitute pre-IPO and IPO research and are pivotal in investor education for the ~$10b sale of SG Lottery and the demerger of Tabcorp.
2019 - 2021
CITIC CLSA
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Spearheaded a high-performing research team of three analysts, across global construction, life sciences, mining, oil & gas services, chemicals, and fertilisers.
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1 ranking in Asia Institutional surveys in consecutive years; and #1 rankings with key clients in Industrials.
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Stock coverage: ALS Global, CIMIC, Emeco, Imdex, Incitec Pivot, Monadelphous, NRW Holdings, Orica, Perenti, Seven Group Holdings.
2018 - 2021
Deutsche Bank
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Highest revenue-generating analyst during tenure through delivering actionable insights and high-value investment strategies to clients across the emerging companies portfolio. Meaningfully contributed to elevating the team to a Top 3 ranking
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Pioneered industry analysis on the Australian solar market and accurately forecasted the insolvency of RCR Tomlinson.
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Notable mandates include the merger of Ausdrill and Barminco.
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Stock coverage: Alliance Aviation, Cleanaway, Emeco, G8 Education, Imdex, Hotel Property Investments, Macmahon Holdings, NRW Holdings,Perenti, RCR Tomlinson, Seven Group Holdings.
2009 - 2016
Commonwealth Bank
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Led in-depth research initiatives across various sectors, including construction, industrials, property, mining, oil & gas services, transport and life sciences, offering a holistic view of market opportunities and risks.
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Pioneered cross-product analysis in collaboration with the credit team, focusing on AUD corporations, to provide a 360-degree financial assessment for clients.
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Consistently rated among the Top 3 in Australian Institutional surveys, reflecting ongoing excellence in equities research and client advisory services. Multiple out-of-consensus calls and alpha generation for clients.
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Correctly identified balance sheet and capital structure risks leading to the recapitalisations of ALS Global, CIMIC, Broadspectrum and Reliance Rail PPP.
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Established the CBA Equities work experience program, mentoring five university students.
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Notable mandates include pre-IPO and IPO research for the Bilfinger Berger IPO of Valemus, merger of Tatersalls and Tabcorp, Lendlease acquisition of Valemus, UGL acquisition of DTZ, Transfield acquisition of Easternwell, ALS Global acquisition of Reservoir Group.
Education
2023 - 2024
University of Technology Sydney
2022 - 2022
University of Sydney
2005 - 2006
University of Sydney
2003 - 2004
University of Sydney
2000 - 2003
University of Sydney
Master of Behavioural Economics
WAM: 86.62 | GPA: 6.67
Graduate Diploma in Psychology
Psychology 1001, 1002
Master of International Business
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Master of Commerce (Finance)
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Bachelor of Economics
Executive Education
Harvard University
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Columbia University
Behavioral Economics
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Value Investing