Our partners have advised on some of the most complex and innovative transactions in Australasia’s corporate history
PARTNERS
Professor cav. Simon Mordant ao
Executive Co-Chairman
Simon has been a leading corporate adviser in Australia since 1984 and brings over 35 years of 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.
Ron Malek
Executive Co-Chairman
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 advising Bank of Queensland on its $1.3bn acquisition of ME Bank, Oil Search on the unsolicited $11.2b proposal from Woodside Petroleum, Coal & Allied on the $10.6b agreed takeover by Rio Tinto, Origin Energy on the sale of its 53% interest in Contact Energy (NZ$1.8b), Patrick on its takeover defence of Toll’s hostile offer (A$6.8b), Westpac Banking Corporation on its $18b merger with St George Bank, and Lion Nathan on its $8.2b minority take out by Kirin.
Ron is a Director of the National Institute of Dramatic Art (NIDA), Deputy President of the Australian Takeovers Panel, and a Member of the University of New South Wales (UNSW) Council’s Investment Committee.
Jamie Garis
Managing Director
Jamie has been advising Australian and multinational companies on their corporate, M&A and capital markets strategies for over 25 years. Previously, Jamie was Co-Head and Managing Director of Greenhill Australia, and served as a member of Greenhill’s global management committee and prior to that, Jamie was a Managing Director of Caliburn.
Jamie’s major advisory roles include advising Bank of Queensland on its $1.3bn acquisition of ME Bank, Asaleo Care on its response to Essity’s $0.8b control proposal, Suncorp on the divestment of its Life Insurance business ($700m), Westpac Banking Corporation on its $18b merger with St George Bank, and 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.
Richard Marques
Managing Director
Richard has been advising Australian and multinational companies and Government on their M&A and capital markets strategies for almost 20 years. Prior to joining Luminis, Richard was an Executive Director of Greenhill Australia. Prior to that, Richard was an Associate Director at Deloitte.
Richard’s recent advisory roles include advising Asaleo Care on its response to Essity’s $0.8b control proposal, amaysim on the sale of its Energy business to AGL Energy and its Mobile business to Optus, Metcash on the acquisitions of Total Tools and Home Timber & Hardware, Capgemini on its acquisition of RXP and Empired, Lynas on its $1.6b unsolicited proposal from Wesfarmers, ERM on its recommended takeover by Shell, Lion Nathan on its $8.2b minority take out by Kirin and GrainCorp on its $3.0b unsolicited takeover by Archer Daniels Midland. Recent capital markets roles include capital raisings for Qantas, Flight Centre and Metcash, plus advising ReadyTech and Autosports Group on their respective IPOs.
Richard is a Member of the Institute of Chartered Accountants in England and Wales.
“Evercore shares our commitment to helping our clients achieve superior outcomes”
Ron Malek, Executive Co-Chairman