Case studies
Recent transactions
Management buyout of an ASX listed shareholder
Actum Advisory assisted an privately held institutional client with the funding strategy and debt capital raising execution of a large (amount confidential) management buyout of an ASX listed...
Investment grade industrial property acquisition
Actum Advisory assisted a long standing client with the $22M acquisition of an investment grade industrial asset in Melbourne's West, leased to a strong tenant on a long term lease The transaction...
Acquisition & consolidation of multiple financial planning practices
Actum Advisory assisted a boutique financial planning dealer group to develop and execute an M&A strategy, acquiring $200m+ in funds under advice via the rollup of several independent practices...
Refinance of senior & subordinated property debt for industrial development site
Actum Advisory assisted a private developer with the refinance of $10.95M of senior debt and $3.55M of subordinated debt secured against a permit approved development site in the bayside of...