Corporate Finance
As co-founder of PAC Partners and Executive Chairman since its formation, Craig has 25 years' experience across equities research and ECM, and was previously Head of Research and Head of ECM at PAC's precursor business.
He has led 10 RTOs, 30+ IPOs and hundreds of placements, including Select Harvests, Bubs and Titomic, raising $1m to over $100m. Craig focuses on under-covered, high-growth, well-managed businesses, has strong ASX and investor relationships, and oversees PAC's in-house investment fund.
Brooke has been Chief Operating Officer of PAC Partners since inception and brings 23 years of industry experience, with strong relationships across institutional and corporate clients. She began her career in Austock's Research team before moving into Private Equity and then the Institutional desk.
Over the past 18 years, Brooke has worked on a wide range of ECM transactions, helping companies across many industries raise equity capital, and has a strong understanding of corporate structuring.
Jo has 35+ years' experience in the Australian capital markets across corporate advisory and ECM, funds management and institutional equity sales. He was previously Joint Head of Investment Banking at Lodge Partners in Melbourne for more than 14 years, leading industrial and healthcare transactions.
Jo has advised small to large corporates on divestments, spin-outs, IPOs and secondary financings. Earlier roles include portfolio manager at Chessell Capital in Sydney and in institutional equities with Ord Minnett Securities (JPM) in Melbourne.
Sean has over 20 years' experience advising clients on a broad range of transactions, including M&A, ECM and corporate strategy assignments. Before moving into corporate finance, he worked in a private equity team and as a management consultant in a global strategy consulting practice, and earlier at Austock Securities and Bell Potter.
Sean has worked on transactions across financial services, insurance, general industrial, manufacturing, education, agribusiness, life sciences and technology, energy and resources.
Josh has 7 years experience working in the financial services industry and strong relationships with management of many nano and microcap companies on the ASX. Josh is very well versed in all facets of the ECM transaction lifecycle with deep experience in transaction origination, structuring, execution and distribution.
Josh holds a Bachelor of Commerce (Finance) degree from Monash University and a Master of Management (Accounting) from the University of Melbourne. Josh holds a number of ASX listed directorships.
William is a Chartered Accountant with over eight years' experience across corporate services and equity capital markets, including corporate advisory, capital raisings, IPOs, RTOs and M&A. He has led and supported numerous transactions, from private placements and pre-IPO rounds through to IPOs and secondary raisings.
William has strong relationships with investors and issuers, and experience across industrials, resources and technology. He holds a Bachelor of Commerce (Finance & Accounting) from Curtin University and is a member of CA ANZ.
Ash is a Graduate Analyst in PAC Partners' Corporate Finance team, working on corporate advisory and ECM transactions including placements, IPOs and capital raisings, and conducting valuation and research across resources, industrials, healthcare and agribusiness.
Ash previously interned at PAC Partners, Deloitte's Treasury and Capital Markets team and Jemena's Corporate Finance team, gaining experience in advisory and the energy transition. Ash holds a Bachelor of Actuarial Science and Bachelor of Commerce (Finance) from Monash University.
Research
With more than 30 years’ experience across primary industries and capital markets, Paul has built a strong track record connecting companies and investors across Australia and Asia. His career spans Rio Tinto, County NatWest/Citigroup and Austock/Phillip Capital, and he was a founding director of PAC Partners.
Paul has built a leading agribusiness and life sciences franchise, recognised with a top-three AFR/StarMine Analyst Award ranking. Across these sectors he has helped Australasian companies raise more than $1.5 billion in equity.
Shane is an analyst with over 40 years' experience across resources, industrials and strategy at major investment banks, including as Head of Research at UBS and Ord Minnett Institutional (now JP Morgan).
Shane has ranked No. 1 in independent institutional surveys as Bank Analyst and Head of Small Caps, and top three in diversified industrials. A Chartered Accountant for 40 years, he holds a Bachelor of Commerce (Hons) from UWA.
Ken has worked in stockbroking research and funds management since 1996. He began his career as an analyst at ANZ Securities, followed by sell-side roles at Wilson HTM, Austock/PhillipCapital and Petra Capital, and buy-side positions at Challenger, Affinity Capital and family office Henroth Investments.
His experience across both sides of the market has given Ken strong relationships with many fund managers and corporate clients, and in-depth knowledge across a broad range of industrial sectors.
Caleb is an Analyst with over 7 years’ industry experience in general industrials, tech and microcaps having previously worked at APP Securities, EverBlu Capital and ASR Wealth. He has also previously worked in accounting.
Caleb holds a Bachelor of Professional Accounting and Applied Finance from Macquarie University.
Nick is a Chartered Accountant with over 13 years of experience advising clients across various industries. Before joining PAC, Nick worked in business advisory at Field Group and HLB Mann Judd and the Debt Capital Markets team at La Trobe Financial. Leveraging his financial acumen and insights, Nick has spent the past two years focused on writing and analysing ASX-listed stocks, particularly in small and microcap technology.
Nick holds a Bachelor of Business (Accounting) degree from Swinburne University and is a Chartered Accountants Australia & New Zealand member.
Institutional Sales & Distribution
James has 30+ years' experience in stockbroking, starting in research at Potter Partners/UBS in 1989 before moving into Institutional Research Sales. His career includes five years in London with BZW/ABN Amro, four with Wilson HTM in Sydney, and more than 11 with Austock/Phillip Capital, where he ran the sales teams for five years.
His long-term micro, small and mid-cap coverage gives him strong relationships with most Australian small-cap fund managers. He holds a Bachelor of Economics from Monash University.
Andrew has 30 years' financial markets experience. Over 12 years at BZW/ABN Amro, he moved from research into derivatives (Sydney Futures floor, equity options advisory), trading and proprietary trading. He spent five years proprietary trading at Citigroup and over eight at BTIG, advising institutional investors, hedge funds and traders.
He has strong relationships with leading portfolio managers and traders, a reputation for adding value in large and mid-caps, and a Bachelor of Economics from the University of Sydney.
David has 35+ years' experience in banking, financial services and investments, with roles at Commonwealth Bank, CSFB and Lodge Partners before co-founding CCZ Equities Statton in 1999. Over 24 years, he helped manage the firm while building strong institutional and wholesale relationships, and has extensive corporate advisory experience with listed and unlisted industrials.
He holds a Master of Business (Banking and Finance), Postgraduate Diploma of Applied Finance and Bachelor of Economics, and is a FINSIA Fellow and SIAA Master Practitioner.
Ian has 30+ years' experience in stockbroking and corporate finance, including 24 years as co-founder of CCZ Equities Statton, after institutional dealing at ANZ McCaughan. His expertise spans institutional and retail sales, research and corporate advisory, with a track record in placements, rights issues, IPOs, recapitalisations and M&A. His small-cap focus spans health, technology, media, energy, transport, professional services, agriculture, infrastructure and mining services.
He is a GAICD with a Diploma in Law and Graduate Diploma of Applied Finance.
James has over 15 years' capital markets experience, specialising in equity sales and deal origination across small to mid-cap ASX-listed stocks. Having worked at Baillieu, Canaccord and most recently Shaw and Partners, he has built a reputation for valued market insights and exemplary service to corporates, institutions, family offices and high net worth clients.
He holds a Professional Diploma in Stockbroking (Deakin Prime/SAA) and Graduate Diploma of Financial Planning (FASEA), and is RG146 accredited.
Thomas has over 5 years' experience in financial services, with a background in equity sales and trading, equity research and M&A. Before joining PAC Partners, he worked at Bell Potter Securities and, more recently, a boutique M&A advisory firm.
Before his finance career, Thomas was a youth footballer with top European clubs including PSV Eindhoven, Antalyaspor and Gençlerbirliği S.K.
He holds a Bachelor of Business Management, is RG146 accredited and FMVA certified, and is undertaking CFA Level II.
Hayden has over four years of experience in the financial services industry. He possesses a unique blend of expertise within the equity markets. Before joining PAC, Hayden worked as a technical analyst for Snowball Asset Management and held various roles in financial planning and investment advisory.
Hayden holds a Bachelor of Business (International Business) from the Queensland University of Technology and a Bachelor of Business (Finance) from IESEG School of Management in France. Additionally, he is RG 146 compliant.
