Transaction Services

ALL OUR SERVICES WORKING AS ONE


FIRST Advisers provides the full suite of communications, analytics and document production services required
by a company and its advisers when executing takeovers, schemes, IPOs, capital raisings, trade sales and proxy battles.

Communicating with key stakeholders

  • Investor relations. Communication tailored for institutions and retail investors, brokers and financial planners
  • Governance. Compliance with regulatory requirements, disclosure and Companies legislation governing takeovers communication
  • Media relations. Communicating with journalists to achieve informed and effective coverage
  • Proxy solicitation. Contacting shareholders directly and being on hand to answer their questions

Analytics and Document Production

  • Shareholder identification. Tracking the movements of key shareholders or tracing the identity of new entrants
  • Document design. Specialist corporate design, document production, print logistics and management
  • Investor targeting. Identifying and profiling new investors

Our transaction experience spans more than a decade, working on more than 150+ transactions valued at over $40bn.

CAPABILITIES

Clients choose us because of our attention to detail, a 24/7 commitment to media management, high quality register analytics, a capacity to design and produce documents to tight deadlines and our unique ability to control the message through tailored shareholder engagement campaigns.

FIRST Advisers is the only advisory firm in Australia dedicated to providing a fully integrated, high touch approach to the management of public company transactions.


Recent M&A Transactions

2022

HOCHTIEF Australia

TAKEOVER OF CIMIC ($1.5B)
INVESTOR RELATIONS, BIDDER'S STATEMENT, SHAREHOLDER POSTCARD, SHAREHOLDER ANALYTICS, PROXY SOLICITATION, SHAREHOLDER INFORMATION LINE

2021

PRIMERO GROUP

TAKEOVER BY NRW HOLDINGS ($100M)
SHAREHOLDER ANALYTICS, REAL-TIME BENEFICIAL OWNERSHIP ID

2020

PRAEMIUM

TAKEOVER OF POWERWRAP LTD ($70M)
PROXY SOLICITATION, SHAREHOLDER INFORMATION LINE

2020

TERRACOM

TAKEOVER OF UNIVERSAL COAL ($175M)
PROXY SOLICITATION, SHAREHOLDER INFORMATION LINE

2019

AP EAGERS

TAKEOVER OF AUTOMOTIVE HOLDINGS GROUP ($1.8B)
INVESTOR RELATIONS, BIDDER'S STATEMENT, SHAREHOLDER POSTCARD, SHAREHOLDER ANALYTICS, PROXY SOLICITATION, SHAREHOLDER INFORMATION LINE

2019

SILVER CHEF

SCHEME OF ARRANGEMENT REGARDING ACQUISITION BY NEXT CAPITAL SERVICES ($27M)
INVESTOR AND MEDIA RELATIONS, SCHEME BOOKLET, SHAREHOLDER POSTCARD, SHAREHOLDER ANALYTICS, PROXY SOLICITATION, SHAREHOLDER INFORMATION LINE

2019

GODFREYS

TAKEOVER BY ARCADE FINANCE PTY LTD ($13M)
INVESTOR AND MEDIA RELATIONS, PROXY SOLICITATION, SHAREHOLDER INFORMATION LINE

2017

AFTERPAY TOUCH GROUP

SCHEME OF ARRANGEMENT REGARDING MERGER OF AFTERPAY HOLDINGS AND TOUCHCORP ($650M)
SCHEME BOOKLETS, SHAREHOLDER ANALYTICS, SHAREHOLDER INFORMATION LINES

2017

COVER-MORE GROUP

SCHEME OF ARRANGEMENT REGARDING ACQUISITION BY ZURICH INSURANCE ($854M)
SHAREHOLDER ANALYTICS, PROXY SOLICITATION, SHAREHOLDER INFORMATION LINE

2017

BELLAMY’S AUSTRALIA

MEETING REQUISITIONED BY MAJOR SHAREHOLDER (FIRST’S CLIENT) TO REPLACE THE BOARD
INVESTOR RELATIONS, SHAREHOLDER ANALYTICS, PROXY SOLICITATION,
SHAREHOLDER INFORMATION LINE

2016

UGL

Takeover by CIMIC Group (FA Client) ($535m)
INVESTOR AND MEDIA RELATIONS, SHAREHOLDER ANALYTICS,
Bidder's Statement, Proxy Solicitation, Shareholder Information Line

2016

Sedgman

Takeover by CIMIC Group (FA Client) ($250m)
Investor and Media Relations, SHAREHOLDER ANALYTICS,
Bidder's Statement, Proxy Solicitation, Shareholder Information Line

2015

CIMIC GROUP

Takeover Offer for Devine Limited ($64.5m)
Investor and Media Relations, SHAREHOLDER ANALYTICS,
Bidder's Statement, Proxy Solicitation, Shareholder Information Line

2015

Cardno Limited

Proportional Takeover by Crescent Capital ($235m)
Investor and Media Relations, Proxy Solicitation, Shareholder Information Line

2015

ASPEN GROUP

Offer to Merge with Aspen Parks Property Fund
Explanatory Memorandum & Securityholder Booklets

2015

Zijin Mining

Takeover offer for Phoenix Gold ($45m)
Shareholder Analytics, Proxy Solicitation

2005—2015

M&A Transactions

Echo resources takeover by Northern Star ($193m)
Azumah Resources takeover by Ibaera Capital ($32m)
CoverMore takeover by Zurich Insurance ($772m)
Sentinel takeover of Unity Pacific ($15m)
Calliden Group Scheme of Arrangement with Steadfast ($94M)
HOCHTIEF Australia Proportional Takeover of Leighton ($1.2B)
Mutiny Gold Merger with Doray Minerals ($36M)
Sinclair Knight Merz 3 Schemes of Arrangement with Jacobs ($1.3B)
ISS Limited Scheme of Arrangement with P2ES Holdings ($45M)
Gerard Lighting Corporation Takeover by CHAMP ($186M)
National Hire Takeover by Seven Group ($556M)
RP Data Takeover by Core Logic ($300M)
Transfield Services Infrastructure Fund 2 Schemes of Arrangement with Ratchaburi ($373M)
Crane Group Takeover by Fletcher Building ($939M)
Northern Energy Limited Takeover by New Hope Corporation ($242M)
Tutt Bryant Takeover by Tat Hong ($132M)
Gunns Limited Acquisition of Great Southern
MCIG Takeover by Canada Pension Fund ($7.3b)
National Hire Merger with Coates Hire ($340m)
Adstream Marine takeover by SvitzerWijsmuller ($700m)
Lipa Pharmaceuticals takeover by CK Life ($114m)
Veda Advantage takeover by Pacific Equity Partners ($800m)
Pacifica Group takeover by Bosch ($495m)
Mayne Pharma Takeover by Hosipira ($2.6b)
DCA Group takeover by CVC Asia Pacific ($2.7b)
Veda Advantage Bid by Allco Group ($800m)
SIMS GROUP MERGER WITH HUGO NEU ($1.5B)
TRIBECA CORPORATION TAKEOVER BY KAPLAN INC ($55M)

2006—2020

IPO & Capital Raisings

SkyTV (NZ$120m)
Splitit ($90m)
Ingenia Communities ($28m)
Qualitas Real Estate Income Fund ($266m)
Paragon Care ($43m)
Orthocell Limited ($18m)
GASCOYNE ($43M)
CRATER GOLD ($18M)
Afterpay Touch ($117m)
Covermore ($73m)
Noni-B ($38m)
Perseus MINING LIMITED ($102m)
Tigers Realm: Entitlement Issue ($23M)
Protean Wave Energy ($2.5m)
Metro Mining (2015 $3.6m, 2017 $36.5M)
SWW Energy IPO ($5m)
Lynas Corporation ($71M)
Carpentaria Exploration (2013 $2.5M, 2016 $2.6m)
Thundelarra Exploration (2012 $4.5M, 2013 $2.5M)
ALE Limited ($125M)
Gerard Lighting Corporation IPO ($186m)
Boart Longyear ($755M)
Adelaide Brighton ($100m)
Brisconnections Unit Trusts IPO ($1.2B)
Rubicon Group IPO ($165m)
Zing Mobile IPO ($30m)
River City Motorway IPO ($725m)
Adelaide Managed Funds IPO ($200m)

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