Record Point is an independent corporate
advisory firm specialising in domestic
and international advisory services for public
and private companies.
Record Point acted as the exclusive financial advisor to CH2
2024
Record Point acted as the exclusive financial advisor to me&u
2023
Record Point acted as lead financial advisor to Telstra.
2023
Record Point acted as lead financial advisor to My Plan Manager.
2023
Record Point advises Max Kelsen on the divestment of its consulting business to Bain & Company
2023
Record Point advises Vita Group on its sale to Sonic Healthcare via a scheme of arrangement
2023
Record Point Advises GenesisCare on its sale of CardioCo to Adamantem Capital
2022
Acquisition of Uniti Group
2022
Record Point advises Carbar on ABS Warehouse funding and growth capital raise
2022
Record Point advises Telstra on the acquisition of Vita Group’s Retail ITC and accessories businesses
2021
Record Point Advises Zuuse on Its Investment from IFM Investors
2020
Sale of Axieo Engineered Plastics
2020
Sale of Axieo Specialities
2020
Acquisition of 21st Century Oncology
2020
Sale of RCR Tomlinson businesses
2019
Equity Raising and Debt Refinancing
2018
Sale of Kmart Tyre & Auto Services
2018
Sale of WhistleOut
2018
Acquisition of Ardent Leisure's Bowling & Entertainment Division
2018
Minority Investment by Advent Partners
2018
Investment in The Timezone Group
2017
Capital Raising
2017
Equity Placement and SPP
2017
General Compulsory Acquisition of Nido Petroleum
2017
Seed Capital Raising
2017
Sale of Fitness First Australia
2016
Sale of Iron Mountain Australia
2016
Sale of Active Media Group
2016
Sale of Clifford Hallam Pharmaceuticals
2015
Sale of FirstClick Consulting
2015
Acquisition of Cowal gold mine
2015
Acquisition of Galoc Production Company WLL
2015
Sale of Diversified Mining Services
2014
Takeover of Nido Petroleum
2014
Sale of COALTRAM business
2013
Sale of Industrea Limited
2012
Acquisition of GenesisCare stake
2012
On 3rd June 2024, CH2 (Clifford Hallam Healthcare) completed its merger with ParagonCare (ASX:PGC). Together, CH2 and ParagonCare will form a leading healthcare wholesaler, distributor and manufacturer operating across growing healthcare markets in Australia , New Zealand and Asia.
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On 7th November 2023, me&u and Mr Yum merged to form the new entity me&u. me&u and Mr Yum are Australia’s leading tap, order & pay platform with global operations
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On 17th November 2023, Telstra completed its acquisition of Versent. Australian IT consultancy and market-leading AWS partner providing digital transformation services and cloud management platform for enterprise customers
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On 7th December 2023, Arthur J. Gallagher & Co completed its acquisition of My Plan Manager. Largest provider of plan management services to participants in Australia's National Disability Insurance Scheme, with tech-enabled capabilities, leveraging sophisticated automation tools and processes
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On 31st July 2023, Max Kelsen completed the divestment of its consulting business to Bain & Company. Max Kelsen is a leading provider of artificial intelligence (“AI”) and machine learning (“ML”) solutions across Australia and globally. The company delivers innovation…
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On 21st June 2023, Sonic Healthcare, via a subsidiary, acquired 100% of the shares in Vita Group (ASX:VTG) via a scheme of arrangement. The total consideration received by shareholders was a 59% premium to the undisturbed share price before the…
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GenesisCare, the largest provider of integrated cancer care globally and cardiology services in Australia, announced Australian based investment manager Adamantem Capital as its new investment partner for its cardiology services network ‘CardioCo’. With Adamantem’s new investment, CardioCo will demerge from…
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On 4th August 2022, the HRL Morrison & Co, Brookfield Asset Management and Commonwealth Superannuation Corporation consortium completed the A$[3.7] billion acquisition of Uniti Group Limited (ASX:UWL) via a scheme of arrangement. Uniti Group is the second largest fibre-to-the-premises (FTTP)…
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Carbar completed the first issue of a new ABS warehouse facility to Global Credit Investments before undertaking a growth capital raise where Insurance Australia Group and Seven West Media invested to support operations and growth. Carbar is a leading consumer…
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On 12th November 2021, Vita Group (ASX:VTG) completed the sale of its Retail ICT business to Telstra (ASX:TLS). Vita Group, via a master Telstra dealer licence operated a Telstra branded network of 104 stores across Australia (“Retail ICT”). The transaction…
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Zuuse completes its capital raise from IFM Investors’ Growth Fund to support the continued expansion of its Payapps platform in Australia, New Zealand and the United Kingdom as well as GCPay in North America. Zuuse is a leading global provider…
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On 28th February 2020, CPE Capital completed the sale of Axieo – Specialities to DKSH. Axieo – Specialities is a leading distributor of raw materials, ingredients and speciality chemicals across Australia and New Zealand. The business enables a vital connection…
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On 31st January 2020, CPE Capital completed the sale of Axieo – Engineered Plastics to Spell Capital. Axieo – Engineered Plastics is ANZ’s largest manufacturer of plastic colourants and performance additives with operations across Australia and New Zealand. The business…
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Here’s a win for the boutique advisory set. Deutsche Bank’s recently departed head of investment banking, James Roth, is joining independent boutique firm Record Point to boost its Australia-based deals team. Roth will start at Record Point as managing director,…
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Record Point acts as lead advisor to GenesisCare on its acquisition of leading US radiation oncology and integrated cancer treatment provider, 21st Century Oncology. The acquisition marks GenesisCare’s entry into the US market, establishing a truly global platform with a…
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Record Point acted as the financial advisor to McGrathNicol, the Administrators of RCR Tomlinson (ASX:RCR), on the sale of all RCR Tomlinson businesses. Record Point managed parallel processes across a diverse mix of businesses, helping to achieve an important…
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Record Point acted as lead advisor to GenesisCare as it undertook a significant equity raising and debt refinancing. The process included securing an equity investment of up to $650 million from KKR in addition to raising a new $875 million…
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Wesfarmers Limited (ASX:Wes) announced that it has agreed to sell its Kmart Tyre & Auto Service (“KTAS”) business to Continental AG for $350 million. KTAS is one of Australia’s largest tyre, automotive service and repair retailers with 258 stores across…
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Sykes Enterprises (NasdaqGS:SYKE) and Clear Link Technologies (“Clearlink”) announced that they completed the acquisition of WhistleOut in the third quarter of 2018 for a consideration of A$44 million. WhistleOut is a consumer comparison platform focused on mobile, broadband and pay…
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On 30th April 2018, Quadrant Private Equity’s The Entertainment and Education Group (“TEEG”) completed its acquisition of Ardent Leisure’s (ASX:AAD) Bowling and Entertainment Division for A$160 million. Ardent Leisure’s Bowling and Entertainment Division consists of AMF (an iconic brand in…
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On 20 March 2018, Advent Partners (“Advent”), a leading Australian private equity firm contributed an investment to Tribe Breweries (“Tribe”) to fund the build a state-of-the-art beer production facility in Goulburn to facilitate excess demand from Tribe’s current and potential…
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On 1st December 2017, Quadrant Private Equity completed its investment in the Timezone Group through a newly established holding company, The Entertainment and Education Group (“TEEG”). The Timezone Group is one of the world’s largest family entertainment centre businesses, founded…
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In November 2017 Mining Excellence Alliance (trading as Interlate) completed its second, growth focused capital raising to support the commercialisation of its unique technology enabled services. Having established operations in early 2017, Interlate sought capital to continue the development of…
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In August 2017 Range International Limited (ASX:RAN, “Range”) conducted a follow on equity placement to new and existing institutional and sophisticated investors accompanied by a share purchase plan (“SPP”), raising over $15m. Range (trading as Re>Pal) is an Australian company…
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In June 2017 Bangchak Corporation Public Company Limited (SET:BCP, “Bangchak”) completed the compulsory acquisition of the shares in Nido Petroleum Limited ("Nido") not already held by Bangchak, following the public takeover of Nido conducted in 2014. Nido was formerly an…
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In January 2017 Mining Excellence Alliance (trading as Interlate) completed a seed capital raising to establish its first centre of excellence located in Brisbane. Interlate connects to remote operations to provide technology enabled services to the mining sector to increase…
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On 29th September 2016, the majority shareholder of Fitness First Australia (“FFA”), Oaktree Capital Management (“Oaktree”) entered into an agreement to sell FFA to Quadrant Private Equity, an Australian mid-market private equity firm. The transaction completed on Tuesday, 13th of…
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Iron Mountain Incorporated (NYSE:IRM) (“IRM”) has completed the sale of its legacy Australian business, Iron Mountain Australia (“IMA”), to a consortium led by Housatonic Partners. IMA is a leading document and information management services company in Australia offering a comprehensive…
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The 2016 East Coles Investment Banking Awards were held last week in Sydney and once again Record Point has performed strongly winning several major awards, a testament to the firm’s performance and quality of advice provided to clients throughout the…
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On April 12, 2016 the winners of the 8th Annual International M&A Advisor Awards were announced and presented at an exclusive Gala dinner held during the 2016 Cross Border M&A Summit in New York, NY. The International M&A Advisor Awards are…
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On 26 November 2015, the majority shareholders of Clifford Hallam Healthcare (“CH2”), ASX-listed Australian Pharmaceutical Industries Limited (“API”) and Allegro Funds (“Allegro”) announced that they had entered into an agreement to sell their shareholdings in the Company. CH2 is Australia’s…
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ZenithOptimedia, part of CAC-listed global advertising and public relations company Publicis Groupe, announced that it had acquired FirstClick Consulting, Australia’s leading independent performance marketing agency. FirstClick will become part of Performics Worldwide, ZenithOptimedia’s global performance marketing network. The agency will…
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On 25 May 2015, Evolution Mining Ltd (“Evolution” or the “Company”) announced the successful acquisition of the Cowal mine for A$704m from Barrick Gold Corporation (TSX listed). The Cowal mine is located approximately 40km north-east of West Wyalong, New South…
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Record Point has acted as the exclusive financial advisor to ASX-listed Nido Petroleum Limited (Nido) on its acquisition of Otto Energy Limited’s (Otto) 33% working interest in the Galoc oil field. The transaction is the first in what could be…
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On 26 September 2014, Mastermyne Group Limited (Mastermyne) announced that it had entered into a definitive agreement to acquire Diversified Mining Services Limited (DMS). DMS provides a range of mining services in Queensland and New South Wales through three business…
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Record Point acted as financial advisor to Thai based BCP Energy International Pte. Ltd (BCPE), a wholly-owned subsidiary of The Bangchak Petroleum Public Company Limited (Bangchak) in connection with the A$120 million recommended off market cash offer for ASX listed…
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The Thai oil refiner and marketer bidding $113 million for Nido Petroleum has hinted the take- over could be the first in a series as it establishes a sizeable upstream business in the Australia and South-East Asia region. Bangchak Petroleum,…
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The Board of Diversified Mining Services Limited (‘DMS’) appointed Record Point to assess its options in relation to its underground coal mining equipment business, COALTRAM. Record Point undertook a strategic review process which resulted in engaging with various domestic and…
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Private Equity Deal of the Year
($250m to $500m)
2023
Investment Banker of the Year
(Asia Pacific)
James Roth
2023
Investment Banker of the Year
Michael Firmin
2022
Cross Border Deal of the Year
($100m - $250m)
2022
M&A Deal of The Year
($250m - $500m)
2019
Private Equity Deal of the Year ($100m - $250m)
2017
Boutique Investment Banking Firm of the Year (Finalist)
2017
Oceania Deal of the Year (Finalist)
2017
Best Independent Investment Bank
2016
Best Independent M&A / DCM Bank
2016
Best Independent Investment Banker
2016
Industrial Goods & Basic Resources Deal of the Year
2015
Cross Border Firm of the Year – Boutique IB (Finalist)
2015
Corporate and Strategic Acquisition of the Year (over $500m) (Finalist)
2015
Cross Border M&A Deal of the Year (Finalist)
2015
M&A Deal of the Year
2013
Boutique Advisory Firm of the Year – Australia
2013
Independent Investment Banking Firm of the Year (Finalist)
2012