Our partners have advised on some of the most complex and innovative transactions in Australasia’s corporate history
Professor cav. Simon Mordant ao
Simon has been a leading corporate adviser in Australia since 1984 and brings over 35 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), Deputy President 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.
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 the sale of amaysim’s mobile business to Optus and its Energy business to AGL, advising Metcash on the acquisitions of Total Tools and Home Timber & Hardware, Capgemini on its acquisition of RXP, Lynas on its unsolicited takeover offer from Wesfarmers and ERM on its recommended takeover by Shell. Recent capital markets roles include capital raisings for Qantas, Flight Centre and Metcash plus advising ReadyTech and Autosports Group on their respective IPOs. 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.
“Evercore shares our commitment to helping our clients achieve superior outcomes”
Ron Malek, Executive Co-Chairman