Our partners have advised on some of the most complex and innovative transactions in Australasia’s corporate history
Simon has been a leading corporate adviser in Australia since 1984 and brings over 30 years' advisory experience to our clients. He previously co-founded Caliburn Partnership (sold to Greenhill in 2010) and prior to that was Head of Corporate Finance at BZW Australia and ABN AMRO.
Simon’s major advisory roles include: Oil Search unsolicited $11.2b proposal from Woodside Petroleum, GrainCorp on its $3.0b unsolicited takeover by Archer Daniels Midland, Beach Energy on the $1.6b acquisition of Lattice Energy, Coal & Allied on the $10.6b agreed takeover by Rio Tinto, Autosports Group on its IPO, Origin Energy on the sale of 53% interest in Contact Energy $NZ1.8b, British Airways on the sell-down of its 18.25% stake in Qantas $1.1b and Qantas on capital management and on-market buybacks.
Simon is Chairman of the MCA Australia, a director of MOMA PS1 in New York, a Trustee of the American Academy in Rome, a member of the International Council of the MOMA, the Executive Committee of the Tate International Council, the Wharton Executive Board for Asia and the NSW Arts and Culture Advisory Committee. He was a director of the ABC (2012 – 2017), Australian Commissioner for the Venice Biennale 2013/2015, and Deputy President of the Takeovers Panel 2000-2010. Simon is a Fellow of the Institute of Chartered Accountants.
Ron is Executive Co-Chairman of Luminis Partners with over 30 years of leading corporate and financial advisory experience. Ron previously co-founded Caliburn (sold to Greenhill in 2010) where he led the firm as Vice Chairman and Managing Director. Prior to Greenhill, Ron was Australian Head of the Consumer Sector at BZW and ABN Amro.
Ron's major advisory roles include Patrick Corp.’s takeover defence of Toll Limited’s hostile offer, advising Westpac Banking Corporation on its $18 billion
merger with St George Bank and advising Lion Nathan on its $8.2 billion minority take out by Kirin.
Ron is a director of the National Institute of Dramatic Art (NIDA), a member of the Australian Takeovers Panel and a member of the University of New South Wales (UNSW) Council’s Investment Committee.
Jamie has been advising Australian and multinational companies and Government on their M&A and capital markets strategies for over 20 years. Jamie was most recently Co-Head and Managing Director of Greenhill Australia, and served as a member of Greenhill’s global management committee. Prior to that, Jamie was a Managing Director of Caliburn.
Jamie's recent major advisory roles include advising Westpac Banking Corporation on its $18b merger with St George Bank and advising Oil Search on its
response to a $12b unsolicited approach from Woodside.
Jamie is a Fellow of the Institute of Chartered Accountants and a Fellow of the Financial Services Institute of Australasia (FINSIA), where Jamie also serves as a Lecturer for the Mergers & Acquisitions graduate diploma course.
Peter brings over 20 years of advisory experience to our clients. Prior to joining Luminis, Peter was a Managing Director at Morgan Stanley and previously a consultant at the LEK Partnership.
Peter has a specialised focus on the healthcare, media/consumer and retail sectors. Peter's recent advisory roles include: The Growth Fund on the sale
of Laser Clinics Australia, Autosports Group on its IPO, Metcash on its acquisition of Home Timber and Hardware, Archer Capital on the sale of HealtheCare
and defence adviser to Affinity Education Group. Previous advisory roles include: the sale of Peters Ice Cream, advising The Coca-Cola Company’s acquisition
of a 35% shareholding in Coca-Cola Indonesia and defence adviser to Foodland on its agreed Scheme of Arrangement with Metcash and Woolworths. Equity
capital market roles include IPOs of APN Outdoor and of Nine Entertainment, with debt advisory roles including the refinancing of QSR Holdings and
financial/structuring adviser to Bain Capital on its $750 million debt facilities for the MYOB acquisition.
Peter has a Bachelor of Economics from the University of Sydney, he is a director of the Sydney Dance Company and is a member of the Institute of Chartered Accountants.
Richard has been advising Australian and multinational companies and Government on their M&A and capital markets strategies for over 15 years. Richard was most recently Executive Director of Greenhill Australia. Prior to that, Richard was an Associate Director at Deloitte.
Richard’s recent advisory roles include advising Beach Energy on its acquisition of Lattice Energy, Autosports Group on its IPO and Metcash on its acquisition
of Home Timber & Hardware Group. Previous major advisory roles include advising Lion Nathan on its $8.2 billion minority takeout by Kirin and GrainCorp
on its conditional agreement to recommend a takeover offer by Archer Daniels Midlands ($3.5 billion).
Richard is a member of the Institute of Chartered Accountants in England and Wales.
Ron Malek, Executive Co-Chairman