Team
Small, senior, and in the model with you.
Engagements are led by the principal and staffed by analysts who build the model themselves. There is no layer between the person who understands the numbers and the person who presents them to your board.
Founded the firm in 2013. Previously led Corporate Development at Medibank and founded its telehealth business, Anywhere Healthcare, which delivered specialist consultations to rural GPs and patients and was acquired by Telstra Health in 2015. Earlier, corporate finance at ANZ Investment Bank and treasury at Colonial Group. Post Graduate Diploma in Applied Finance (FINSIA).
More than 25 years in mergers and acquisitions, capital raising and funds management, including over eleven years at Macquarie, and senior roles at RBS, CIMB and KPMG across Australia, New Zealand and South Korea. Has advised on more than $10 billion of M&A, $4 billion of equity financing and $2.5 billion of debt. FCA, GAICD, Master of Applied Finance.
Data integration, mapping and automation. Designs the systems that let providers submit and reconcile data to sector benchmarks without the manual overhead that usually comes with it.
Driver-level financial modelling, scenario construction and sensitivity analysis. Builds the models that sit underneath board recommendations.
Commercial review and benchmarking. Works across the aged care and disability engagements, translating operational data into margin and unit economics.
How we work
Six principles.
- Value creation first. Every recommendation is measured against whether it creates value or quietly consumes it.
- Quantitative wherever pragmatic. If a question can be answered with a number, we answer it with a number.
- Transparent modelling. Assumptions are tabled with the basis for each one. Nothing important is buried in a cell.
- Thorough diligence. We would rather find the problem than be the ones who missed it.
- Clear messaging. A board should be able to see the hinge points of a decision on one page.
- Collaborative independence. We form our own view first, then discuss where it aligns with yours and where it does not. The disagreements are usually the valuable part.