Track Record

Record Point is an independent corporate
advisory firm specialising in domestic
and international advisory services for public
and private companies.

RECENT
TRANSACTIONS

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

RECENT
NEWS

Record Point advises CH2 on its merger with ParagonCare

2024

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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Record Point advises me&u on its merger with Mr Yum

2023

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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Record Point advises Telstra on its acquisition of Versent

2023

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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Record Point advises IFM Investors on its divestment of My Plan Manager

2023

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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Record Point advises Max Kelsen on the divestment of its consulting business to Bain & Company

2023

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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Record Point advises Vita Group on its sale to Sonic Healthcare via a scheme of arrangement

2023

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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Record Point advises GenesisCare on its sale of CardioCo to Adamantem Capital

2022

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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Record Point advises the HRL Morrison & Co and Brookfield Asset Management consortium on its acquisition of Uniti Group

2022

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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RECORD POINT ADVISES CARBAR ON ABS WAREHOUSE FUNDING AND GROWTH CAPITAL RAISE

2022

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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Record Point advises Telstra on the acquisition of Vita Group’s Retail ITC and accessories businesses

2021

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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RECORD POINT ADVISES ZUUSE ON ITS INVESTMENT FROM IFM INVESTORS

2020

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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Record Point advises CPE Capital on the sale of Axieo – Specialities

2020

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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Record Point advises CPE Capital on the sale of Axieo – Engineered Plastics

2020

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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Record Point celebrates 10-year anniversary and appoints new Managing Director to lead Australian corporate advisory operations

2020

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 advises GenesisCare on its acquisition of 21st Century Oncology

2019

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 ACTS AS FINANCIAL ADVISOR ON THE SALE OF ALL RCR TOMLINSON BUSINESSES

2019

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 ADVISES GENESISCARE AS IT SETS UP FOR GROWTH WITH EQUITY RAISING AND DEBT REFINANCING

2018

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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Record Point advises Wesfarmers on Kmart’s successful sale of Kmart Tyre & Auto Service

2018

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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Record Point advises WhistleOut on its sale to Clear Link Technologies

2018

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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RECORD POINT ADVISES QUADRANT PRIVATE EQUITY ON THE ACQUISITION OF ARDENT’S BOWLING AND ENTERTAINMENT DIVISION

2018

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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Record Point advises Tribe Breweries on an expansion capital fundraising, introducing Advent Partners as a minority shareholder

2018

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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RECORD POINT ADVISES QUADRANT PRIVATE EQUITY ON THEIR INVESTMENT IN THE TIMEZONE GROUP

2017

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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RECORD POINT ADVISES INTERLATE ON GROWTH CAPITAL RAISING

2017

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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RECORD POINT ADVISES RANGE INTERNATIONAL ON SUCCESSFUL FOLLOW ON EQUITY PLACEMENT AND SPP

2017

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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RECORD POINT ASSISTS BANGCHAK WITH THE COMPULSORY ACQUISITION OF NIDO PETROLEUM’S MINORITY SHAREHOLDINGS

2017

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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RECORD POINT ADVISES INTERLATE ON SEED CAPITAL RAISING

2017

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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Record Point advises Oaktree Capital Management on the sale of Fitness First Australia to Quadrant Private Equity

2016

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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Record Point advises Iron Mountain Incorporated on the sale of its legacy business in Australia

2016

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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2016 East Coles Investment Banking Awards

2016

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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Record Point wins Deal of the Year Award at The 8th Annual International M&A Advisor Awards

2016

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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Record Point advises on the successful sale of Clifford Hallam Healthcare

2015

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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Record Point advises FirstClick Consulting on sale to Publicis Groupe

2015

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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Record Point acts as financial advisor to Evolution Mining on the acquisition of the Cowal Gold mine

2015

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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Nido completes acquisition of Otto Energy’s stake in the Galoc oil field

2015

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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Mastermyne completes acquisition of Diversified Mining Services

2014

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 advises BCPE on A$120 million cross-border takeover

2014

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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Nido Bangchak’s first step to head upstream

2014

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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Completion of sale of Diversified Mining Services’ COALTRAM mining equipment business to PPK Limited (‘PPK’)

2014

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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RECENT
AWARDS

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