Management buyout of an ASX listed shareholder

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 shareholder.  The transaction was entirely balance sheet funded with no...
Investment grade industrial property acquisition

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 was highly complex given the nature of the counterparties and...
Acquisition & consolidation of multiple financial planning practices

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 The acquisitions were funded via a mix of cash equity, vendor terms...