Oaktower is an independent corporate finance advisory firm that is built on the model of providing our clients with only the most experienced personnel that have a direct and meaningful proprietary stake in our business. Our services are most in need when our clients have business transforming opportunities that require significant strategic, transaction and execution skills.
Our advice is provided to the highest professional standards, is pro active and delivered with a can do attitude. We strive to go the extra distance to ensure our client wins in the marketplace. We have no conflicts of interest and do not engage as a principal in securities trading, underwriting, broking or lending activities. All of our mandates are treated with the utmost confidentiality and are known only to the Oaktower team and our client.
We cover the full suite of merger and acquisition activity with our advice individually tailored to our clients objectives in pursuing:
- Mergers and acquisitions
- Divestitures
- Public market transactions
- IPO’s and capital raisings
- Strategic advice to Boards of Directors and Company Founders
- Public market takeover defence preparation
- Corporate restructures, de-mergers and re-financings
- Debt arranging and structuring
We are at all times objective in the advice we give. The professional judgments we make on behalf of our clients we are prepared to back with our own resources. Our success is measured by the success of our clients, the quality of our solutions and the enduring relationships that we build. |
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Oaktower prides itself on developing creative solutions to deliver value to clients in often complex transaction environments. We have an enviable track record and substantial reputation in:
- Creating outcomes for privately owned businesses, private equity and public companies
- Providing independent advice on transformational, complex and high profile transactions including public company takeover processes, structured public market exits and liquidity events
- Delivering strong independent advice to Boards of Directors and Company Founders aimed at establishing strategies that achieve optimal outcomes
Examples of our unique transactions include:
- Joint lead adviser to Chemist Warehouse Group 2018–2025, culminating in the $34bn merger transaction with Sigma Healthcare in 2025, one of the most significant and innovative transactions in Australian public markets history
- The first Australian large scale private hospital portfolio transaction: the acquisition of the hospital division of the Mayne Group Limited by Affinity Health ($845m)
- The first and largest Australian corporate transaction of a land development business to date: the sale by Fosters of its Lensworth business to Stockland ($846m)
- Lead adviser on a number of transactions involving Private Investments in Public Entities (PIPE’s)
- Dominant healthcare adviser, with deep experience across the sector and various doctor equity models
- The successful MBO of Actrol Parts in Jun 2010, funded by Catalyst Investment Managers, the first MBO with new equity since the global financial crisis
- Financial Adviser to the Vendor of Reliance Worldwide Corporation on the IPO of the business ($919m), working alongside and in conjunction with the appointed Joint Lead Managers.
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