Biography
Sam is a special counsel in our Corporate Advisory group.He has significant experience at major law firms in the UK, Australia and New Zealand.
He has assisted corporates, asset/investment managers, founders, family offices and governments on the acquisition and disposal of assets and companies (both regulated and private treaty), joint ventures, equity arrangements, capital raisings, reorganisations and commercial contracts.
He has advised clients in a range of sectors. Sam has also completed the Level 1 and Level 2 CFA examinations.
Experience
Sam’s experience includes advising:
IFM Investors on its sale of My Plan Manager, a NDIS plan manager, to a NYSE-listed buyer, Gallagher Bassett.
The founders of Fermentum, the owner of the Byron Bay headquartered beer brand, Stone & Wood, on its sale to Lion Brewing.
Silver Lake Partners on its proposed sale of TEG, the owner of Ticketek, and on its investment in Michael Cassel Group.
Qantas Superannuation on its investment in a continuation fund managed by Liverpool Partners, which holds majority interests in technology companies, Orro and Seisma.
Authentic Brands Group on its acquisition from Oaktree Capital of Boardriders, which owns prominent Australian brands such as Quiksilver, Billabong and Roxy, and on its subsequent carve out of the Asia-Pacific business.
Mercury Capital on its majority investment in Matrix Education, and on the establishment of a landscaping platform by way of a series of acquisitions, including Green Options and Skyline Landscape Services.
Genesis Capital on the acquisition of About Smiles by its dentistry platform, Impression Dental Group, and also on the sale of Smart Clinics to Livingbridge to establish a medical centre platform.
The doctor shareholders on the sale by Quadrant Private Equity of Qscan Group Holdings to HMRL Morrison and Infratil.
Pinnacle Investment Management on its cornerstone investment in Five V Capital Group, as general partner, by way of a novel hybrid equity structure (known as a ‘GP stakes’ deal).
eftpos Payments Australia Limited on its acquisition of Digital Wallet, the owner of the ‘Beem It’ app, from Commonwealth Bank of Australia, National Australia Bank Limited and Westpac Banking Corporation.
ASX-listed Cardno, an engineering and environmental consultancy, on the sale of its Americas Consulting and Asia-Pacific Consulting divisions to Stantec.
Infigen Energy (Australia’s largest listed renewable energy generator) on its competing takeover bids from Iberdrola and UAC.