At the forefront of all our initiatives are each client’s clear priorities. We hold to these priorities in all we do. Our principals are involved every step of the way in the execution of all of our assignments. We are committed to providing our collective best-quality advice, irrespective of the breadth of scope of our engagement.

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Corporate & Financial Advice

Our corporate and financial advice underpins everything we do. We undertake holistic, strategic and analytical reviews of a client’s business, financial dynamics and industry environment in order to contextualise our clients objectives and how to achieve them.

Mergers & Acquisitions

Whether a client is acquiring, merging or divesting, our objective is to optimise value creation and realisation outcomes for them. We have extensive experience advising on buy- and sell-side mandates, in both domestic and international transactions with unlisted and ASX-listed companies, in friendly and hostile takeovers, mergers, acquisitions and divestments.

Capital Markets

Raising capital, from equity through to debt, involves critical decisions on the most efficient capital structure and sourcing aligned investors and financiers. We immerse ourselves in capital structuring and detailed preparation to ensure investors understand the investment thesis and value proposition being presented to them.

Strategic Advice

All material and successful initiatives are outcomes of well-defined and executed corporate and business strategies. We assist clients in undertaking strategic planning activities in order to define and refine strategic direction as a foundation for them to achieve their objectives.
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Notable Experience

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RT Health merger with HCF

Advised RT Health on a ‘merger of mutuals, with HCF, one of Australia’s largest private health insurers resulting in combined total assets of over $2.5 billion. This was the first merger of mutuals of private health insurers in over 20 years and was the first merger in Australia to utilise a structure under the section 33 of the PHIA Act to merge two independent health insurers.

Advised RT Health on a ‘merger of mutuals, with HCF, one of Australia’s largest private health insurers resulting in combined total assets of over $2.5 billion. This was the first merger of mutuals of private health insurers in over 20 years and was the first merger in Australia to utilise a structure under the section 33 of the PHIA Act to merge two independent health insurers.
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Transport Health sale to HCF

As part of RT Health’s merger with HCF, a separate private health insurer, Transport Health being a subsidiary of RT Health, was divested to HCF.

As part of RT Health’s merger with HCF, a separate private health insurer, Transport Health being a subsidiary of RT Health, was divested to HCF.
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Strategic, Financial and Corporate Advice

Providing long term strategic, financial and corporate advice to Australia’s largest complex systems engineering firm. Our advice encompassed detailed strategic and financial reviews leading to the implementation of material business improvement initiatives that led to material profitability improvements in a high growth setting. This positioned Shoal strongly to engage with a range of parties.

Providing long term strategic, financial and corporate advice to Australia’s largest complex systems engineering firm. Our advice encompassed detailed strategic and financial reviews leading to the implementation of material business improvement initiatives that led to material profitability improvements in a high growth setting. This positioned Shoal strongly to engage with a range of parties.
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Corporate Advice

Advised GMHBA, a private health insurer, on strategic alternatives that flow from the evolution of industry dynamics influencing the large Australian private health insurance sector.

Advised GMHBA, a private health insurer, on strategic alternatives that flow from the evolution of industry dynamics influencing the large Australian private health insurance sector.
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Strategic and Corporate Advice

A long-term engagement of providing strategic and corporate advice to one of Australia’s leading PropTech companies on their strategic options and shareholder value maximisation initiatives.

A long-term engagement of providing strategic and corporate advice to one of Australia’s leading PropTech companies on their strategic options and shareholder value maximisation initiatives.
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Corporate Advice

Provided corporate advice to Australia’s largest mutual private health insurer on initiatives within the PHI sector.

Provided corporate advice to Australia’s largest mutual private health insurer on initiatives within the PHI sector.
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Strategic and Corporate Advice

Advised Swoop Aero, a company operating deliver drones in many countries, on strategic and transaction alternatives available to it to enhance its growth objectives.

Advised Swoop Aero, a company operating deliver drones in many countries, on strategic and transaction alternatives available to it to enhance its growth objectives.
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Corporate and Financial Advice

Provided corporate and financial advice to HealthShare, a HealthTech company, including the development enhanced financial operating, budgeting and forecasting capabilities to ensure improved decision making and engagement with stakeholders.

Provided corporate and financial advice to HealthShare, a HealthTech company, including the development enhanced financial operating, budgeting and forecasting capabilities to ensure improved decision making and engagement with stakeholders.
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Strategic and Corporate Advice

PSMA, now Geoscape Australia, is the only company in Australia equally owned by the Commonwealth, each State and each Territory government and undertakes a geospatial data-as-a-service business. We provided detailed strategic and corporate advice on strategic alternatives available to the company and its shareholders in order to leverage growth opportunities in an emergent geospatial industry.

PSMA, now Geoscape Australia, is the only company in Australia equally owned by the Commonwealth, each State and each Territory government and undertakes a geospatial data-as-a-service business. We provided detailed strategic and corporate advice on strategic alternatives available to the company and its shareholders in order to leverage growth opportunities in an emergent geospatial industry.
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Strategic Advice

Assisted in strategic planning activities for one of Australia’s largest FinTech companies in the lead up to its listing on ASX.

Assisted in strategic planning activities for one of Australia’s largest FinTech companies in the lead up to its listing on ASX.
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This is some text inside of a div block.

Corporate Advice

Structured, advised and executed on a divestment process for health.com.au, an online Australian private health insurer, that was ultimately acquired by GMHBA

Structured, advised and executed on a divestment process for health.com.au, an online Australian private health insurer, that was ultimately acquired by GMHBA
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Corporate advice and Capital Raising

Provided corporate advice and facilitated raising equity capital for Australia’s first quantum computing software business, prior to its acquisition by NASDAQ listed Rigetti Computing Inc.

Provided corporate advice and facilitated raising equity capital for Australia’s first quantum computing software business, prior to its acquisition by NASDAQ listed Rigetti Computing Inc.
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Corporate Advice

Structured, advised and executed on a demutualisation and divestment process for ahm, a large Australian mutual private health insurer that was ultimately acquired by Medibank Private prior to Medibank’s privatisation and listing on ASX.

Structured, advised and executed on a demutualisation and divestment process for ahm, a large Australian mutual private health insurer that was ultimately acquired by Medibank Private prior to Medibank’s privatisation and listing on ASX.
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Corporate Advice

Structured, advised and executed on a divestment process for Moshtix, an Australian online ticketing company that was ultimately acquired by News Corp

Structured, advised and executed on a divestment process for Moshtix, an Australian online ticketing company that was ultimately acquired by News Corp
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Corporate Advice

Structured, advised and executed on a divestment process for Console, an Australian PropTech company to onthehouse.com.au.

Structured, advised and executed on a divestment process for Console, an Australian PropTech company to onthehouse.com.au.
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Corporate Advice

Advised Reserve Bank Health Fund, a mutual private health insurer, on strategic alternatives that flow from the evolution of industry dynamics influencing the Australian private health insurance sector.

Advised Reserve Bank Health Fund, a mutual private health insurer, on strategic alternatives that flow from the evolution of industry dynamics influencing the Australian private health insurance sector.
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Corporate Advice

Structured, advised and executed on a divestment process for Uber Global, a domain name, web and email hosting company, that was ultimately acquired by ASX listed MelbourneIT.

Structured, advised and executed on a divestment process for Uber Global, a domain name, web and email hosting company, that was ultimately acquired by ASX listed MelbourneIT.
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Strategic Advice

Undertook detailed strategic analysis, planning and facilitation of an holistic strategic review of Medical Indemnity Protection Society, one of four medical indemnity insurers in Australia.

Undertook detailed strategic analysis, planning and facilitation of an holistic strategic review of Medical Indemnity Protection Society, one of four medical indemnity insurers in Australia.
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Corporate Advice

Structured, advised and executed on E*Trade Australia’s acquisition of HSBC Stockbroking, a competitor online stockbroking company, including structuring and arranging the debt financing for the acquisition.

Structured, advised and executed on E*Trade Australia’s acquisition of HSBC Stockbroking, a competitor online stockbroking company, including structuring and arranging the debt financing for the acquisition.
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Capital Raising

Advised and executed on a US$20 million strategic capital raising for PC Tools from Consolidated Press Holdings.

Advised and executed on a US$20 million strategic capital raising for PC Tools from Consolidated Press Holdings.
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This is some text inside of a div block.

Corporate Advice

Structured, advised and executed on a divestment process for SwitchedOnMedia, a digital advertising agency, that was ultimately acquired by ASX listed STW Group.

Structured, advised and executed on a divestment process for SwitchedOnMedia, a digital advertising agency, that was ultimately acquired by ASX listed STW Group.
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Corporate Advice

Structured, advised and executed on a divestment process for Channel 5, a digital advertising agency, that was ultimately acquired by Clemenger Group.

Structured, advised and executed on a divestment process for Channel 5, a digital advertising agency, that was ultimately acquired by Clemenger Group.
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Corporate Advice

Structured, advised and executed on a divestment process for ExtraCorp, an E-sports business, that was ultimately acquired by ESPN.

Structured, advised and executed on a divestment process for ExtraCorp, an E-sports business, that was ultimately acquired by ESPN.
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Capital Raising

Advised and executed on an equity capital raising for DealsDirect.com.au from CVC Limited

Advised and executed on an equity capital raising for DealsDirect.com.au from CVC Limited
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This is some text inside of a div block.

Capital Raising

Advised and executed on numerous equity capital raisings for ecommerce delivery platform, Temando.

Advised and executed on numerous equity capital raisings for ecommerce delivery platform, Temando.
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This is some text inside of a div block.

Corporate Advice

Advised People Telecom, an Australian telecommunications company on shareholder value maximisation initiatives.

Advised People Telecom, an Australian telecommunications company on shareholder value maximisation initiatives.
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This is some text inside of a div block.

Corporate Advice

Advised IP Systems, an Australian telecommunications company on shareholder value maximisation initiatives.

Advised IP Systems, an Australian telecommunications company on shareholder value maximisation initiatives.
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This is some text inside of a div block.

Corporate Advice

Advised Southern Phone, an Australian IP telephony company on shareholder value maximisation initiatives.

Advised Southern Phone, an Australian IP telephony company on shareholder value maximisation initiatives.
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This is some text inside of a div block.

Corporate Advice

Advised Engin, an Australian IP telephony company on shareholder value maximisation initiatives.

Advised Engin, an Australian IP telephony company on shareholder value maximisation initiatives.
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Corporate Advice

Advised Arctic Capital, a Hong Kong based PE firm associated with Consolidated Press Holdings on a review of investees in its portfolio.

Advised Arctic Capital, a Hong Kong based PE firm associated with Consolidated Press Holdings on a review of investees in its portfolio.
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Corporate Advice

Advised on the IPO of online sports betting platform, FavourIT from Tasmanian Government owned Tote Tasmania

Advised on the IPO of online sports betting platform, FavourIT from Tasmanian Government owned Tote Tasmania
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Capital Raising

Structured and raised equity capital from a range of VC firms for Orbis, an Australian enterprise software firm.

Structured and raised equity capital from a range of VC firms for Orbis, an Australian enterprise software firm.
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This is some text inside of a div block.

Corporate Advice

Advised ingogo, a car booking application on shareholder value maximisation initiatives.

Advised ingogo, a car booking application on shareholder value maximisation initiatives.
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This is some text inside of a div block.

Corporate Advice

Advised Reckon, an accounting software company, on inorganic growth initiatives.

Advised Reckon, an accounting software company, on inorganic growth initiatives.
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This is some text inside of a div block.

Capital Raising

Structured and raised equity capital for aviation company Hawker Pacific, from international investors

Structured and raised equity capital for aviation company Hawker Pacific, from international investors
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This is some text inside of a div block.

Corporate Advice

Advised Metalflex group of companies on shareholder value maximisation initiatives.

Advised Metalflex group of companies on shareholder value maximisation initiatives.
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