A corporate advisory firm with a difference A distinctive business-for-purpose Panel Member structure, clients have delivering market-leading corporate access to the expertise of a minimum Why Adara Partners? advisory services. of two Panel Members who jointly lead engagements, supported by Adara’s Adara Partners provides wise counsel, corporate advisory team. Adara Partners is part of the Adara Our innovative Panel structure independent financial and strategic Group whose mission is to bridge provides clients with unrivalled advice, and complex commercial Adara Panel Members include some the world of business and the world access to some of the most problem-solving services to public of the most distinguished names in of people in extreme poverty, and experienced corporate advisors in and private companies and high net corporate Australia. to support vulnerable communities Australia. worth families. Under its innovative with health, education and other essential services. Direct Panel Member access Our purpose-driven model is unique in Our Panel Member structure is truly The Panel Members are: the global financial services industry. differentiated. No other firm can Our Panel Members provide their provide access to our 15 Panel Members time and expertise pro bono to Adara under the same umbrella. Partners. Profits made by Adara Partners are donated to Adara Development, the Unrivalled experience non-profit arm of the Adara Group. The Adara Panel includes some of the most valued commercial and strategic Adara Development has deep expertise Ilana Catherine Tim Guy David minds in Australia, including leading in maternal, newborn and child Atlas AO Brenner Burroughs Fowler Friedlander investment bankers, lawyers, and non- health, and in remote community executive directors. development. The Adara Group delivers services directly to more than 50,000 people living in poverty each year Alignment and reaches countless others through Panel Members are only engaged on knowledge sharing. mandates once a thorough conflicts check is completed. They provide Graham David Matthew Christian Diccon As a BCorp®, and participant member of advice independently of their home Goldsmith AO Gonski AC Grounds AM Johnston Loxton UN Global Compact, we are committed firm and their other professional to meeting the highest standards commitments. Our fee structures are of verified social and environmental bespoke to each engagement to align performance, public transparency, and with our clients’ needs. We do not sell legal accountability to balance profit research or financial products. and purpose. Proven track record Peter Tony Mike Philippa Cynthia We have provided strategic advice to Mason AM Osmond Roche Stone Whelan some of Australia’s largest and most well-regarded organisations. 2 3 GUY FOWLER Adara Partners Panel Guy is the former Chairman of Corporate Client Solutions for UBS Australasia. He was with UBS for nearly 25 years. Guy has advised a wide range of ASX listed companies and governments, including Westfield, AMP, Westpac, Fairfax and Collectively our Panel Members have advised over 90% of the ASX 100 GPT. He advised the Australian Government on the privatisation of Telstra and and have worked on many of the largest and most critical transactions in the Queensland Government on the IPO of QR National. Guy has advised on Australia’s corporate history. well over 100 capital raisings worth over $150bn. DAVID FRIEDLANDER ILANA ATLAS AO David is the Head of Australian Public Mergers & Acquisitions at King & Wood Ilana is Chairman of Coca-Cola Amatil Limited and a non-executive director of Mallesons and works across Sydney and Melbourne. He is consistently ranked as ANZ Banking Group Limited. She is Chairman of Jawun and on the Board of the one of Australia’s top M&A and equity capital markets lawyers. David regularly Paul Ramsay Foundation and Paul Ramsay Holdings Pty Ltd. Until recently, Ilana acts for both bidders and targets in takeovers and issuers and underwriters in was also a Fellow of the Senate of Sydney University. Her last executive role was securities offerings. He has also worked on the defence side of several high-profile Group Executive, People, at Westpac, where she was responsible for human shareholder activist campaigns. He is a member of several key corporate law bodies resources, corporate affairs and sustainability. Prior to that role, she was Group and a former member of the Takeovers Panel. In 2019, David was awarded AFR’s Secretary and General Counsel. Before her 10 year career at Westpac, Ilana was a ‘Best Lawyers, Lawyer of the Year 2019 – Mergers and Acquisitions’. partner in law firm Mallesons Stephen Jaques (now known as King & Wood Mallesons). In addition to her practice in corporate law, she held a number of management roles in the firm including Executive Partner, People and Information, and Managing Partner. GRAHAM GOLDSMITH AO Graham worked with Goldman Sachs Australia from 1987 to 2012. Commencing his career as a research analyst at JBWere, Graham headed, and later co-headed, CATHERINE BRENNER the Goldman Sachs Equity Capital Markets team and the broader Financing Group of the firm from 2001 until 2010. During that time he worked on and Catherine is a deeply experienced company director, having served in the led numerous capital raising and general advice mandates for clients ranging past 15 years on the boards of companies including Coca-Cola Amatil Limited, from governments to ASX100 and smaller corporate clients. At the time of Boral Limited, AMP Limited and other organisations in the mining, financial his retirement he was Vice Chairman of the firm in Australia, Chairman of the services, property, biotech, logistics, visual and performing arts, education and Goldman Sachs Australia Foundation, a member of the Australian Operating government sectors. She has previously served as a member of the Takeovers Committee and member of the Goldman Sachs & Co Asia Capital Committee. Panel. Catherine was a Managing Director, Investment Banking at ABN AMRO Graham is currently Chairman of SEEK Limited and a non-executive director of having previously worked at BZW and starting her career as a corporate lawyer. listed company Djerriwarrh Investments Limited. He was previously Chancellor of Swinburne University of Technology and is an advisor to a number of family groups. TIM BURROUGHS Tim has been a mergers and acquisitions advisor for over 30 years. He was DAVID GONSKI AC most recently Chairman of Investment Banking at Goldman Sachs Australia David is Chairman of the ANZ Banking Group Limited, Chancellor of the University where he worked for 11 years. Previously he studied and taught Psychology at of New South Wales, Chairman of the UNSW Foundation Limited, and President of Macquarie University, was Chairman of Mergers and Acquisitions at Merrill Lynch the Art Gallery of NSW. David is a member of the ASIC External Advisory Panel and Australia and a principal of Centaurus Corporate Finance, a leading independent the boards of the Lowy Institute for International Policy and the Sydney Airport advisory firm. He has specialised in providing strategic financial advice to major Corporation Limited, and is also a Patron of the Australian Indigenous Education corporations and their boards within the context of long term relationships. He Foundation and Raise Foundation. He has previously held a number of has advised on capital restructures, capital raisings and more than 100 public directorships including Chairman of the Australian Securities Exchange Limited and company acquisitions. He has served on the councils of both Ascham School and the Guardians of the Future Fund and non-executive director of the Westfield Cranbrook School and chaired the Cranbrook Foundation. He has undergraduate Group. He was previously a member of the Takeovers Panel. degrees from Cambridge University and is a Chartered Accountant. 4 5 MATTHEW GROUNDS AM TONY OSMOND Matthew was Chief Executive Officer and Country Head of UBS Australasia. With Tony is Managing Director and Head of Banking, Capital Markets and Advisory at more than 25 years’ investment banking experience, Matthew is one of Australia’s Citigroup. Tony has over 25 years’ experience in large and complex mergers, leading corporate advisors and has been responsible for a number of landmark acquisitions and capital markets transactions in Australia, advising on over 100 transactions for major Australian and international companies. Matthew is situations and $100bn of mergers & acquisitions and financing transactions. Prior Chairman of Victor Chang Cardiac Research Institute, a member of the University to joining Citi in October 2010, Tony was an equity owner and Head of Industrials of New South Wales Council, a member of the Business Council of Australia and a & Natural Resources and Head of Mergers & Acquisitions, Australasia at Goldman director of the UBS Foundation and Hearts and Minds Investments Limited. Sachs JBWere. Prior to joining Goldman Sachs JBWere, Tony worked in investment banking at UBS and Bankers Trust after commencing his career as a lawyer at Freehills. Tony is a member of the Takeovers Panel, Director of The Australian Ballet, Chairman of Melbourne Electronic Sound Studio and former CHRISTIAN JOHNSTON Chairman of Orchestra Victoria. He is a mentor with Kilfinan Australia. Christian has more than 20 years’ experience as a corporate advisor, including more than 10 years as Head of Investment Banking for Goldman Sachs in MIKE ROCHE Australia and New Zealand. Christian