Biography

    Adam is a partner in Gilbert + Tobin’s Corporate Advisory group and also heads up the Investment Funds practice.

    Adam has worked with clients across a wide range of industries, advising on large-scale equity capital raisings and mergers and acquisitions for funds and financial services institutions, listed and unlisted property trusts and other companies. Adam advises his clients on their fundraising, merger and acquisition activities, and their funds establishment and structuring work, and is ranked as one of Australia’s leading Corporate and Funds lawyers.  He is also an expert in Australian financial services laws and financial product disclosure.

    Adam’s practice is unique in the Australian market as he presents a complete solution to his sponsor clients.  He is fluent in the structuring of their investment vehicles, which allows him to bring that experience to bear in their acquisition and exit work. 

    He has negotiated over 80 M&A transactions, acted on more than 20 IPOs raising in excess of $15Bn, advised many listed company boards on a wide range of issues, and structured dozens of collective investment vehicles and management arrangements.

    M&A Experience

    Acting for:

    • Barrenjoey on its acquisition of the JV interest in the Tea Tree Shopping Centre portfolio from Scentre Group.
    • Goldman Sachs on the acquisition of the Mirvac Industrial Trust (ASX listed) by way of trust scheme.
    • RMR (NYSE) on the take-private of the ASX listed Commonwealth REIT by trust scheme, and the acquisition of management rights for the establishment and licensing of its Australian funds business.
    • Australian Unity on the acquisition of the Investa Retail Funds Management business.
    • Charter Hall Office REIT in the take-private by trust scheme, by the Singapore's sovereign wealth fund's Reco Ambrosia, and the Public Sector Pension Investment Board of Canada.
    • Blackstone on the Co-invest (as part of a consortium including Canada Pension Plan Investment Board and GIC) of a controlling interest in a new entity housing the Financial and Risk business in JV with the previous owner Thomson Reuters, at an overall valuation of US$20 billion.
    • Blackstone on its acquisition of a stake in the PAG Asia funds management business.
    • Blackstone on the acquisition of Centro US assets.
    • Blackstone on the trust and company schemes of arrangement for the acquisition of Valad Funds (ASX listed staple).
    • Sime Darby Berhad (Hastings Deering) on the A$211 million acquisition of Gough Group and the related Caterpillar heavy machinery business in Australia and NZ.
    • Sime Darby Berhad (Hastings Deering) on the A$120 million acquisition of the Salmon Engineering (Earthmoving) business.
    • Sime Darby Berhad on the $650m acquisition of Online Rentals Group.
    • Pemba Capital Partners on the approximately A$700 million sale of Device Technologies (Medical Devices company) to Navis Capital Partners.
    • Pemba Capital Partners on the sale of Heavy Maintenance Group Pty Ltd (a Queensland based heavy machinery parts manufacturing company) to Sime Darby.
    • Pemba Capital Partners on the sale of its shares in Coverforce Pty Ltd to existing shareholders.
    • Pemba Capital Partners on the acquisition of the Oncall Group, a leading provider of specialist services in the Disability, NDIS and Child Youth and Family Services Sectors and subsequent bolt on acquisition of Ablecare.
    • Pemba Capital Partners on the acquisition of RxMx - a global healthtech company and provider of specialty medicine management systems.
    • Qscan, one of Australia’s leading national diagnostic imaging businesses - on the sale to Infratil and Morrison & Co.
    • Icon, Australia’s leading clinical oncology business – on the sale to Goldmans, QIC and Pagoda and subsequent sale to EQT.
    • BGH in connection with its acquisition of Virtus and arrangements with Doctors.
    • Bain Asia Cap on the acquisition of aged care businesses Ardmillan and Craigcare.
    • Barrenjoey on the acquisition of an interest in the Guzmen y Gomez business from Magellan.

    Funds Experience

    Acting for:

    • Pemba Capital Partners in connection with the establishment of all its PE Funds.
    • Ord Minnett on the establishment of its wholesale funds platform (including ESVCLP).
    • Barrenjoey on the establishment of its wholesale funds platform.
    • Qualitas on the establishment on the establishment of its second flagship debt fund, Qualitas Real Estate Opportunities Fund II, an international fund targeting up to $500 million in commitments.
    • Telstra on the establishment of a new blind pool offshore fund to structure its holding of the balance sheet venture capital portfolio, corner-stoned by Harbourvest (US$400 million) and its investment into Telstra Ventures III.
    • QIC on it’s wholesale funds consolidation and raising activities.
    • Bain AsiaCap on the establishment of the investment structure and the M&A roll-up of a series of Aged Care businesses worth in excess of $250m into one of their Global Funds platforms.
    • Oaktree, Blackstone and CVC Credit in relation to establishment of fund structures and operations in Australia, and related M&A.
    • LendLease in connection with its wholesale funds platforms and dealings with global co-investors.
    • Altis and Hines in connection with their respective property funds and JV platforms and related management arrangements.
    • CVC in connection with the listing of its Global Credit Fund on the ASX.
    • Viva Energy Australia in relation to the establishment and ASX-listing of Viva Energy REIT, a multibillion dollar stapled real estate investment trust structure.
    • APN on the restructure and IPO of certain assets held within their wholesale and retail funds platforms, into the Convenience Retail REIT (ASX Listed).
    • Australian Unity on the restructure and subsequent IPO of the $400m Australian Unity Office Fund IPO.

    Adam is ranked Band 2 in Investment Funds.

    The Legal 500 Asia-Pacific 2024

    Adam was recognised in the areas of Commercial Law, Corporate Law, Equity Capital Markets Law, Funds Management, Investment Funds, Mergers and Acquisitions Law, Private Equity Law and Venture Capital Law.

    BEST LAWYERS 2025

    Adam is ranked for Investment Funds.

    Chambers Asia-Pacific 2024