BEAM advised Steadfast Group on the sale of Steadfast Ltd to Dragoneer, KKR and Amwins.
Track record
Examples of completed transactions.
Selected engagements
BEAM advised Macquarie Bank on the roll-up of National Brokers Group, The Mortgage Professionals and The Brokerage to form Vow Financial.
BEAM advised Eclipx on the sale of its asset-backed finance company to Grow, as part of its strategy of disposing of non-core assets.
BEAM advised the owners of SimplyAI on the partial trade sale to Liverpool Partners.
BEAM advised Munich Re and Steadfast on the acquisition of Calliden via a scheme of arrangement.
BEAM advised Steadfast on the acquisition of HWI UK and associated entities in France and Greece.
BEAM advised Calliden on the purchase of IUA.
BEAM advised the owners of Forgacs on the restructure of the company and the formation of a family office.
BEAM advised Global Capital on the establishment of a regulated life company in Australia.
Corporate Risk Holdings
BEAM advised Steadfast Life on the purchase of Corporate Risk Holdings.
BEAM advised the owner on preparing the company to implement a generational transition plan, resulting in a partial sale to Macquarie Capital.
BEAM advised the partners of Burwood Cardiology on preparing the practice for a liquidity event and the sale to GenesisCare, with an immediate on-sale to Adamantem.
BEAM advised Quantaco on the formation of an insurance brokerage joint venture with Steadfast Group.
BEAM advised Munich Re on the formation of a specialist underwriting agency for Austagencies.
BEAM advised Munich Re on the establishment of Rural Affinity, a specialist general insurance agency.
BEAM advised Network Insurance House regarding the restructuring of Scott Winton and the acquisition of all the shares in Scott Winton.
BEAM advised on the merger and listing of 3 independent retail operations to form Retail Cube.
BEAM advised the E52/UPS business on its hybrid capital raise from Macquarie Bank.
BEAM advised the owners of ZIB Insurance Brokers on the trade sale to OAMPS.
BEAM advised the 50% owner of PetSure on the trade sale of their holding to Hollard.
BEAM advised the owner of BAC Insurance Brokers on the partial sale to Steadfast.
BEAM advised Leading Edge on its Series A capital raise from Soul Pattinson.
BEAM advised the owners of WiTH Collective on the trade sale to Dentsu Aegis.
BEAM advised the owners of Accordant on the trade sale to Dentsu Aegis.
BEAM advised the owners of Downstream on the trade sale to Netus Investment Partners.
BEAM advised JLA, the administrator of Tripoint, on the trade sale of Tripoint to UXC via a scheme of arrangement.
BEAM advised the owners of CN Group on the trade sale to Viatek.
BEAM advised ListSure on its formative capital raising from Hollard and a private investor.
BEAM advised the owner of Projex on the trade sale to AlexCo GmbH.
Jouve GmbH
BEAM advised the owner of PPC on the trade sale to AlexCo GmbH and Jouve GmbH.
BEAM advised Dealsdirect on its Series A capital raising from two family offices.
BEAM advised StockCo on the sourcing of funding from Challenger Limited.
BEAM advised the owners of Pro-Pac on its ASX listing.
Thank you for your help with the merger and acquisition of now Australia's fifth largest aggregator of home loans. I'm sure there are not many deals of this nature that brought the complexity and structure that tested all the skills of the BEAM team.
Tim Brown
Head of Sales & Distribution, Divisional Director, Macquarie Bank
Clients we have acted for
