Felicity is a mergers and acquisitions, equity capital markets and corporate advisory specialist, with extensive experience advising financial services and technology companies as well as advising on the corporate aspects of restructuring and distressed transactions.
Felicity is a member of the Governance Institute of Australia.
Key deals
IOOF
Acted in relation to the potential purchase of a wealth management and distribution business valued at more than A$900 million and a potential ASX equity capital raising to fund the acquisition.
Confidential client
Acted in relation to the sale of AMP’s Australian and New Zealand wealth protection and mature businesses (AMP Life) and reinsure New Zealand retail wealth protection for total proceeds of A$3.45 billion.
Middle Eastern sovereign wealth funds
Acted for a Middle Eastern sovereign wealth fund in relation to the acquisition of a substantial interest and follow on fundraising and option arrangements in the Parklands Ownership Trust, being the entity holding the rights to the financing, development and assets in the A$2.5 billion 2018 Commonwealth Games Village at Parklands in the Gold Coast.
Acted for a Middle Eastern sovereign wealth fund in relation to its substantial investments into various private equity funds.
Acted for a Middle Eastern sovereign wealth fund in relation to the restructure of various Australian listed and unlisted managed investment schemes valued at over A$650 million.
Various investment house clients
Acted for an investment house with global assets of A$515.5 billion in relation to its investment in the consortium vehicle that acquired the right to deliver the A$150 million justice precinct in the Australian Capital Territory via the Territory’s first public-private partnership.
Acted for an investment house with global assets of A$515.5 billion in relation to investment in the consortium vehicle that acquired the right to deliver the A$100 million Western Australia Schools public-private partnership.
Large Global Private Equity Houses
Acted for one of the largest private equity houses globally in relation to multiple acquisitions and disposals of property trusts in Australia, each valued between approximately A$200 million to A$3 billion.
International financial services group
Acted for an international financial services business which is traded on the Borsa Italiana in its acquisition of more than 25 financial services businesses since 2015.
Pacific Partnerships
Assisted Pacific Partnerships in relation to its investment and disposal of equity interests in various projects.
Large Australian Superannuation fund
Acted for one of the largest superannuation funds in Australia in relation to its purchase from Macquarie of a substantial interest in the consortium vehicle which owns the South Australian land titles and registry function valued at A$2.6 billion.
Bathurst Resources Limited
Acted in relation to the purchase of interests in three mines from Solid Energy New Zealand Ltd and multiple bond, convertible note and equity capital raisings to fund the asset acquisitions.
Consortium vehicle
Acted for the consortium vehicle which acquired the civil and mining business of Watpac Limited and advised on the simultaneous equity and debt capital raising to fund the acquisition.
Fuji Xerox
Advised Fuji Xerox, the Japan-based company headquartered in Tokyo, one of the largest integrated document and print management providers in the Asia-Pacific region, and a market leader in Australian and New Zealand, on the acquisition of 100% of the shares in CSG Limited, the ASX listed provider of print and business technology solutions in Australia and New Zealand, supported by an in-house equipment financing business, via a scheme of arrangement.