Our Leaders

Having completed in excess of 1,000 transactions since 2001, Jason is widely recognised as one of the leading transaction and valuation specialists in the Australian professional and financial services sectors.

With over 30 years of M&A, tax, valuation and corporate advisory experience gained from working with Australia’s leading accounting firms and financial institutions including Macquarie Bank, KPMG, PwC and AxA, Jason’s key strength is his ability to combine technical expertise with extensive deal execution experience to deliver superior results, regardless of the size or complexity of the engagement.

In addition to his extensive transaction experience, Jason has prepared valuation and economic loss reports and appeared as an expert witness for proceedings before the Federal Court, the Family Courts of Australia and Western Australia and the Supreme Courts of New South Wales, Victoria, Queensland, South Australia and Western Australia.

Natalie has over 25 years’ of M&A, equity capital markets, corporate governance, and commercial legal experience gained from working in Australia, the UK and Europe in leading global law firms, such as Linklaters and Minter Ellison. Her commercial experience was expanded as head of investments (portfolio management and M&A) at a leading financial institution including being a non-executive director of a number of financial planning companies.

Natalie’s key strength is her ability to combine technical expertise across a range of disciplines with extensive experience to deliver superior results, regardless of the size or complexity of the engagement. She seeks to truly understand a business and apply her unique skill set to help to drive strategy, change and growth.