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Street Talk

Today

  • Investment banking
  • Citi names new head of equity capital markets; Jahrling exits

    John McLean has been appointed head of equity capital markets at Citi.

  • Australian Ethical Investment
  • Ex-Perpetual fundie lands at Australian Ethical

    Co-founder of Ethical Partners Funds Management, Nathan Parkin, will join the ASX-listed firm in the newly created position next week.

    Yesterday

  • Capital raising
  • Melbourne Airport shops junior debt to fund capex

    The notes are structured with a 30-year maturity, with a call date between five and seven years to induce the credit ratings agencies to assign equity credit.

  • Capital raising
  • Chemist Warehouse brigade sells another $200m of Sigma; eyes on insiders

    It adds to the roughly $13.8 billion worth of Sigma Healthcare shares that have changes hands since Chemist Warehouse reverse-listed earlier this year.

  • Capital raising
  • Ex-Macquarie equities boss seeks $100m for investment firm

    Factory Capital has pressed play on an equity raising as it seeks to stock up its balance sheet through family offices and high-net-worth investors.

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  • Capital raising
  • Inside Bain’s Virgin pitch, and the one number investors will fear

    A tightly held pathfinder prospectus reveals all the key financial metrics that the airline’s potential new shareholders can look forward to.

  • Capital raising
  • BetMakers launches capital raise to fund Nevada acquisition

    The wagering technology group will seek to raise the funds at a 10¢ fixed price – a tight 4.8 per cent discount to its last traded price.

  • IPO
  • Virgin to raise $685m as Bain signs off on airline’s ASX re-listing

    Brokers are offering shares at $2.90 each, a discount to what rival Qantas trades at. Demand from fund managers, they say, has been running hot.

  • Mergers & acquisitions
  • Forget auctions, bilateral deals are all the rage in PE land: Freehills

    New analysis from Herbert Smith Freehills Kramer shows 78 per cent of private equity M&A deals in 2024 were done bilaterally.

    This Month

  • Capital raising
  • Morgans handles $62m block in McMillan Shakespeare; Eagers sells down

    The trade was done at a 2.2 per cent discount to the share price, with 4 million shares changing hands.

  • IPO
  • Land lease giant GemLife green-lights $2b ASX listing; bookbuild next week

    GemLife is hoping to have the bookbuild wrapped up by next weekend, sneaking in its ASX debut before June 30.

  • Mergers & acquisitions
  • Sydney’s Phocas sells to Californian tech investor for $500m-plus

    It is a spectacular outcome for Phocas’ founders, who bootstrapped it for nearly 15 years and will share the spoils with only a handful of external investors.

  • Capital raising
  • Infrastructure investor UTA draws in private wealth clients

    A $200 million slice of Utilities Trust of Australia has given mum and dad investors exposure to some of the country’s most prized infrastructure assets.

  • Mergers & acquisitions
  • Stake in $4b Adelaide Airport hits auction block

    The deal could see it valued at close to $4 billion and comes after ownership shake-ups at nearly a dozen Australian airports as falling interest rates lift valuations.

  • IPO
  • Koala pulls $100m IPO, plans to sleep through Trump tariffs

    Fund managers were told the decision came down to the fact the US was a key growth market for Koala, but the current tariff uncertainty made forecasting difficult.

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  • Mergers & acquisitions
  • Pemba-backed water advisory biz Sequana makes waves with two bolt-ons

    Sequana has snapped up brownfield water and wastewater specialist Atlas Engineering Group and Brisbane-based engineering and construction delivery firm IPS.

  • Managed funds
  • Global equities hotshot Aoris bids farewell to key PM

    Sources say Alfred “Alfie” Tadros’ resignation was due to personal reasons and that he has sold his shares in the boutique firm.

  • Mergers & acquisitions
  • Public-to-private ninja a late entrant to Perpetual wealth bidding

    Street Talk understands Mike Murphy’s Bain Capital has lobbed a first-round bid for the $500 million unit less than a month after it pulled out of the race for Insignia.

  • Capital raising
  • Soul Patts, Brickworks agree to $14b merger; $500m raise launched

    Stockbroker Aitken Mount Capital Partners pitched the equity raising to fund managers over the weekend.

  • IPO
  • D-Day looms for Virgin Australia’s $4b return to the ASX

    The airline’s owner, Bain Capital, and bankers Barrenjoey, Goldman Sachs and UBS have penned in a mid-week deadline to decide when to open books for the IPO.

    Original URL: https://www.afr.com/street-talk