Transient

OUR Track record

Emerge Capital Partners brings our clients and investors significant international experience in the real estate and infrastructure sectors.  Over the past decade, we have advised many of the leading listed corporations, governments and investors across the region.  Our delivery of pragmatic, industry-leading independent advice, and transaction execution certainty, has resulted in a proven track record.    


TRANSACTIONS

Date Type Transaction Description Value
2017 Transactions Financial Advisor to a market leading ASX listed property development company on the procurement of an equity joint venture partner for a c. £100m residential development in London. Emerge Capital provided access to an extensive network of offshore capital and supported its client in developing the transaction strategy, preparing marketing materials, providing insight into investor risk appetite and strategic intentions, and coordinating the transaction negotiation to bring to a successful close. GBP 100m
2016 Transactions Financial Advisor to a major Japanese property company on a new premium office development JV with a large Australian ASX list property development company and a Chinese life insurer to deliver the tallest office building in Sydney. Emerge Capital worked with the client to develop and execute a bid strategy, coordinate due diligence and negotiate commercial terms with the JV partners. AUD 1.8b
2016 Transactions Independent Financial Advisor to a market leading ASX listed property development company on the establishment of a residential development joint venture with an offshore co-investment partner for a c. A$400m project in Melbourne. Emerge Capital supported its client to structure the transaction, prepare marketing collaterals, conduct financial analysis and coordinate the transaction negotiation to bring to a successful close. AUD 400m
2016 Transactions Financial Advisor to an Australian Fund Manager to divest two Sydney CBD office buildings. Emerge Capital advised the client on divestment options which resulted in the manager being retained as Asset Manager on one of the assets. AUD >130m
2016 Transactions Financial Advisor to a UAE based real estate group developing iconic mixed use project consisting of one of the tallest commercial towers in the world. Emerge Capital undertook a detailed peer review of the corporate finance options available to enable the project, and was able to use its market and real estate insights to drive value across the structuring of project capital. USD 5b
2015 Transactions Financial Advisor to an international real estate group on one of the largest global office transactions for 2015 (to date). Emerge Capital advised its client on the divestment of two prime office buildings located in London to institutional Asian investors. This involved providing advice on the sell-side strategy, developing a target investor population and conducting a sell-side roadshow throughout Asia. GBP 500m
2015 Transactions Financial Advisor to an ASX50 listed property group on the structuring and divestment of a portfolio of New Zealand retirement assets to institutional Asian investors. This involved providing strategic and financial advice in positioning the asset, preparation of offering documentation and conducting a roadshow throughout Asia. > NZD 200m
2015 Transactions Financial Advisor to an ASX50 listed developer on the largest M&A transaction in the Australian Retirement Industry in 5 years. Emerge Capital advised its client on acquiring a premium portfolio of retirement villages in Australia from an international Sovereign Wealth Fund and a consortium of investment banks and hedge funds. > AUD 150m
2014 Transactions Financial Advisor to a Queensland Local Government on the strategy for attracting investment from Australian and International investors into the region. Provided high level strategic and financial advice, and a review and preparation of an investment prospectus for the region, encompassing; a regional airport expansion, a healthcare and hospital development precinct, and a major urban renewal city redevelopment. AUD 200m
2014 Transactions Financial Advisor to an ASX50 listed developer on alternative capital models for outer urban master planned community land development. The strategy quantified the impact of offshore developers and pension fund capital is having on the outer urban sector, and identified opportunities for the business to leverage these changes to replenish and grow its pipeline in using alternative capital sources. N/A
2014 Transactions Financial Advisor to an Australian State Government on divestment valuation and divestment strategy for a portfolio of Government owned and occupied commercial real estate assets. AUD 100m
2014 Transactions Financial Advisor to an ASX50 listed developer on a development strategy, financial analysis and joint venture renegotiation for a major mixed use urban renewal development project. AUD 2.5b
2014 Transactions Financial Advisor to an ASX50 Listed Infrastructure Fund Manager on divestment and realisation strategy for a complex infrastructure fund whose investments include minority interests in Airports and Stadiums in Australia. AUD 50m
2014 Transactions Financial Advisor to an ASX50 listed developer on structuring options for Airport development and surrounding airport and general aviation infrastructure development. AUD 200m
2014 Transactions Financial Advisor and Transaction Structuring for an ASX50 listed developer to enter into the Chinese retirement real estate development industry, through a 350,000 sqm pilot development in Shanghai, China. CNY 3.2b
2013 Transactions Financial Advisor to an ASX50 listed developer for the divestment of Australia’s largest hotel, the Sydney International Convention Centre Hotel in Darling Harbour. AUD 350m
2013 Transactions Financial Peer Review to a leading Middle Eastern real estate company on a AED 3.2 billion residential island development in the Arabian Gulf. AED 3.2b
2013 Transactions Financial Advisor to a Middle Eastern real estate company on financial restructuring of a portfolio of residential, commercial, hotel assets across the Middle East. AED 730m
2013 Transactions Fund Structuring and Financial Advisor to a US based Private Equity Fund on the purchase of a Mixed Use Real Estate Development in China. USD 2b
2013 Transactions Fund Structuring Advisor for a large Chinese Private Bank on the positioning of a Global Luxury Equities Fund. N/A
2013 Transactions Fund Structuring for a Global Commodities Trading House for an Australian Soft Commodities Fund for the purpose of reducing portfolio volatility and increasing risk adjusted returns. AUD 50m
2013 Transactions Financial Advisor to Australian UHNW investors on the establishment of an Opportunistic Australian Mining Fund for exploration projects and discounted assets. AUD 100m
2013 Transactions Financial Advisor to Offshore UHNW investors on the strategic acquisition of a 5 Star trading Hotel Asset in central Sydney. AUD 320m
2013 Transactions Financial Advisor to an ASX Listed Furniture Retailer on the divestment of their non-core real estate assets. <AUD 20m
2013 Transactions Fund Structuring Advisor to an ASX 200 Real Estate Developer for their Offshore Residential Apartments Fund. AUD 20m
2013 Transactions Fund Structuring for a Global Chinese Private Bank for an Australian Residential Apartments Fund satisfying requirements for the Significant Investor Visa. >AUD 100m
2013 Transactions Fund Structuring for an Australian based Aquaculture Private Equity Fund to capture opportunities in evolving seafood technologies. AUD 50m
2013 Transactions Financial Advisor to a Chinese State Owned Enterprise on their M&A Strategy for an Australian Wine Industry Investment. AUD 100m
2012 Transactions Financial Advisor to an Australian Beef Company on a joint venture partnership with an Asian Capital and Distribution Partner. AUD 20m
2012 Transactions Financial Advisor to a National Rugby League Club on the Development of a High Performance Training Centre in Queensland. AUD 20m
2012 Transactions Financial Advisor to an Australian Wine Company on Divestment and joint venture Structuring with an Asian Partner. AUD 140m
2012 Transactions Financial Advisor to a technology start-up company on available Capital Raising options and strategy. AUD 15m
2012 Transactions Financial Product Structuring of Retail Fixed Income Savings Product. >AUD 100m
2012 Transactions Financial Advisor to an Australian Regional Airport on Strategy and Divestment Options. AUD 25m
2012 Transactions Financial Advisor to Australian Poultry Company on divestment in the Asian capital markets. AUD 20m
2010 Transactions Financial Advisor for Capital Raising and Trade Finance Options regarding an Indonesian Coal mine. AUD 30m
2010 Transactions Financial Advisor to a manufacturing client on Asset-Backed Financing. AUD 20m
2010 Transactions Financial Advisor to an Australian Electricity Retailer on a new distribution and pricing model. AUD 100m
2009 Transactions Financial Advisor and Valuation Analysis for US Information Systems Billing Generation Company. AUD 20m

Advisory

Date Type Transaction Description Value
2017 Advisory Emerge Capital was engaged by engaged by a Government agency to procure an advisory partner to support and enhance the delivery of a renewal project. Emerge Capital conducted initial consultations to determine potential partners and undertook a senior advisor role in the EOI and RFP processes. N/A
2017 Advisory Emerge Capital was engaged by a Government agency to support the management team of a renewal project in its commercial assessment of redevelopment design concepts. Emerge Capital supported the team by developing a dynamic financial model incorporating the different design concepts, making commercial comparisons of the concepts, and providing potential capital structuring options for the project. N/A
2017 Advisory Undertook an independent review of a mixed-use tourism complex on behalf of a leading international developer. Emerge Capital conducted a comprehensive review of the project's financials, the development strategy and the funding structure. Based on the review, Emerge Capital delivered a detailed business plan and a comprehensive financial model for the entire master development. N/A
2017 Advisory Emerge Capital was engaged by a property development company to support its strategy initiatives to enter the hotel and higher education markets. Emerge Capital leveraged off its expertise and experience in these markets, and additional research, to advise the client on the opportunities available, key considerations, potential commercial models for operating in the markets and the potential pipeline available. N/A
2016 Advisory Assisted a NSW Government agency to assess the level of private sector demand for a high profile transit oriented development opportunity by running a Market Sounding process. We leveraged our network of developers and institutional investors to provide a robust view of market interest from major proponents. N/A
2016 Advisory Performed a comprehensive review of an ASX50 developer's retirement business, with a view to improving the return on assets for shareholders. Emerge Capital performed a detailed review of the client's business model and portfolio and benchmarked against industry peers, providing a suite of recommendations to achieve sustainable growth and improve shareholder returns. N/A
2016 Advisory Assessed the attractiveness of Multifamily Residential as a new asset class in Australia for a major Fund Manager. Emerge Capital identified key drivers and characteristics of Multifamily Residential in mature markets, and assessed the applicability to the Australian market, with specific reference to opportunities within the client's own portfolio. N/A
2016 Advisory Assessed a range of alternative development business models and capital solutions for one of the largest masterplanned communities developers in the UAE. Emerge Capital presented a range of alternative business model options and presented recommendations aimed at increasing the developer's speed to market and enhancing their return on equity. N/A
2016 Advisory Developed a strategy for entry into the Mixed Use sector for one of Australia's larget Fund Managers. Emerge Capital identified the broad macro trends driving the Mixed Use sector and identified areas of future opportunity, as well as examining specific development opportunities across the client's existing portfolio. N/A
2016 Advisory Supported an ASX50 Property Fund Manager in establishing an A$2b healthcare real estate fund by developing a Market Entry Strategy that identified key market drivers, opportunities in the sector and pragmatic pathways to achieve scale. Provided ongoing opportunity identification and transaction support following Board approval of the Strategy. AUD 2b
2016 Advisory Acted as Commercial Advisor to a NSW Government department in developing a Business Case for the procurement of an A$250m portfolio of healthcare logistics assets from the private sector. Emerge Capital performed commercial benchmarking and detailed financial modelling to identify and rigorously assess potential procurement pathways. AUD 250m
2016 Advisory Provided EOI support for a Commonwealth agency seeking to secure a joint venture development partner for a large parcel of government-owned land. Emerge Capital provided detailed transaction structuring advice and supported the EOI campaign with market communications and sitting on the evaluation panel. N/A
2016 Advisory Supported a Queensland regional council in assessing the viability of a proposed major town centre development by conducting a confidential Market Sounding with a number of potential delivery and funding proponents. The Market Sounding was used to test the developer and investor appetite prior to the release of a formal EOI to the market, and feedback used to craft a more effective EOI. N/A
2016 Advisory Strategic Advisor to an ASX listed developer to define a strategy to operationalise a co-working platform, including development of an organisational, operational plan and 5 year business plan. N/A
2016 Advisory Worked with an ASX50 developer to create a Business Case for rolling out an innovative new building material and construction methodology across their project portfolio. Emerge Capital worked with the internal team and supported with feasibility modelling to help create a Business Case that was approved by the Board. N/A
2016 Advisory Undertook an independent peer review of the corporate strategy of one of Australia's largest unlisted property Fund Managers to ensure it remained a Fund Manager of choice for institutional clients. The review articulated the implications of the new strategy for their existing business model, and outlined an implementation strategy. N/A
2015 Advisory Strategic Advisor to a Government agency to develop a business case and feasibility report on how to optimise an asset under ownership. Emerge Capital provided a detailed analysis outlining the impact on the surrounding Precinct, and a financial analysis to determine the viability of alternative options. N/A
2015 Advisory Financial Advisor to a diversified listed property group to provide an independent review of the transaction options analysis for several residential sites. Emerge Capital determined the objectives, key considerations and risks for each of the options. N/A
2015 Advisory Strategic Advisor to a leading property institutional investor to develop a strategy to support a healthcare real estate wholesale investment fund. Emerge Capital defined the investment mandate for investing in healthcare real estate and identified pipeline specific opportunities for the client. N/A
2015 Advisory Financial Advisor to a Government agency to undertake an independent review of their options to finance a commercial development. Emerge Capital assessed and compared estimated project cash flows to determine the range of expected income produced from the securitisation of the asset cash flow, and prepared a detailed proposal calculating the yield, investment risk profile and premium required to attract market interest. N/A
2015 Advisory Strategic Advisor to a higher education institution to conduct an independent review of its current real estate assets to assess suitability and fit with its future business model. Emerge Capital recommended a strategic asset management business unit, providing details on organisational structure and responsibilities. N/A
2015 Advisory Strategic Advisor to a higher education institution to develop a strategic review on the options available for a surplus asset. Emerge Capital prepared an evaluation of the benefits and risks of the potential uses, and provided an independent recommendation. N/A
2015 Advisory Strategic Advisor to a Government agency to investigate alternative options for four development sites under ownership. Emerge Capital conducted an independent review to identify and assess the alternative uses for the site, providing a recommendation on a pathway forward that would maximise the outcome for the surrounding Precinct. N/A
2015 Advisory Strategic Advisor to a Government agency to develop a business case to identify the optimal use for a range of its properties under ownership. Emerge Capital provided potential options available for the properties, providing recommendations based on financial feasibility models, economic benefits and qualitative factors. N/A
2015 Advisory Strategic Advisor to a Singapore based medical group for the development of a five year Business Plan to implement an international growth strategy into the Chinese healthcare market. N/A
2015 Advisory Strategic Advisor to a Government agency to provide a peer review concerning an offer on one of their properties. Emerge Capital provided independent commentary on the current valuation of the property and recommended a divestment strategy to optimise the value of the site. N/A
2015 Advisory Strategic Advisor to a Government agency to undertake a market sounding for the divestment of a Government property portfolio. Following confidential conversations with a number of market participants, Emerge Capital provided a report back to Government that detailed participant feedback, divestment options and analysis on the benefits, risks and recommended pathway. N/A
2015 Advisory Financial Advisor on one of the largest mixed use development projects in the Middle East. Emerge Capital create a bespoke project wide financial model that combined the level of granularity required to enable management focus on single plots while also being flexible enough to enable management rework the masterplan as and when required in order to successful execution of the developer’s vision. USD 15b
2015 Advisory Advisor to a Government Agency to develop a higher education institution engagement strategy. Emerge Capital conducted a market sounding to identify preferred models, growth aspirations and selection criteria for future development sites across a range of higher education institutions. N/A
2015 Advisory Strategic Advisor to a Government Agency to produce a business case and feasibility report on optimising asset value. Emerge Capital analysed short and long term financial, operational and place impacts to optimise asset and broader Precinct outcomes. N/A
2015 Advisory Strategic and Financial Advisor to major listed real estate group, planning a mixed-use urban renewal development. Emerge Capital reviewed the financial impact of a proposed tenancy and draft Heads of Terms and made recommendations to optimise the outcome for the client. N/A
2015 Advisory Strategic Advisor to an ASX50 listed real estate developer on the development of its residential business. Emerge Capital developed the Business Plan to ensure a strategy that leveraged its competitive advantage against current market conditions. Emerge Capital also reviewed and supported the financial forecasting and capital allocation models to ensure expected outcomes were achievable. N/A
2015 Advisory Strategic Advisor to Queensland Local Government on strategy development to attract international investment. Emerge Capital provided a framework and methodology to identify and engage with potential Private Equity investors to support the region’s future economic development. N/A
2015 Advisory Strategic Advisor to an ASX50 listed real estate developer on the creation of a national business unit for commercial projects. Emerge Capital developed a Strategy and Business Plan to reflected market trends, competitor analysis and was supported by a financial, operational and organisational model. N/A
2015 Advisory Financial Advisor to an ASX50 listed real estate developer on its 5 year business plan for its urban renewal business. Emerge Capital developed strategic initiatives to support the achievement of KPIs, against the backdrop and current and future market trends. N/A
2015 Advisory Strategic Advisor to an ASX50 listed real estate developer on the design and development of a delivery model to centralise a business function and align with group strategy. Emerge Capital defined the delivery and organisational model as well as articulated the business case to support the change. N/A
2015 Advisory Strategic Advisor to an ASX50 listed real estate developer to refine function activities under a new proposed centralised structure. Emerge Capital identified inputs, outputs and handoffs to map existing processes in order to update the delivery model and increase efficiencies. N/A
2015 Advisory Financial Advisor to a residential business unit of an ASX50 listed real estate developer on the development of a risk exposure strategy. Emerge Capital quantified settlement risk exposure through leading indicators and the identified mitigation strategies and implementation initiatives. N/A
2014 Advisory Strategic Advisor to an ASX50 listed developer on the optimal delivery model for its Apartments business. Through consultation with key internal and external stakeholders the strategy considered a range of potential delivery options and provided a recommendation on the best model to enhance the speed and cost competitiveness for the delivery of a $6 billion residential apartments pipeline. AUD 6b
2014 Advisory Strategic Advisor to an ASX50 listed developer on an Urban Regeneration Retail Strategy. The strategy identified and articulated the opportunity to deliver innovative place creation through the introduction of best in class retail. N/A
2014 Advisory Strategic Advisor to an ASX50 Listed Real Estate Developer to identify opportunities and pathways to increase exposure to the growing Asian international residential real estate investment market. N/A
2014 Advisory Strategic Advisor to an ASX50 Listed Real Estate Developer providing an International Buyers Report identifying the opportunities and pathways to increase exposure to the growing Asian international residential real estate investment theme. N/A
2014 Advisory Strategic Advisor to an ASX50 Listed Real Estate Developer and Fund Manager on organisational design considerations across their Commercial and Investment Management departments. N/A
2014 Advisory Conducted detailed analysis and insight into the commercial performance of An ASX50 listed developer’s Urban Regeneration portfolio. AUD 15b
2014 Advisory Strategic Advisor to an ASX50 listed developer on the development of a global strategy to utilise an innovative new environmentally friendly construction material. N/A
2014 Advisory Strategic Advisor to an ASX50 listed developer on their bid to secure the development rights for an integrated resort in Australia. Bid strategy to Government and client representation to international gaming operators. AUD 3b
2014 Advisory Strategic Advisor to an ASX50 Listed Real Estate Developer and Fund Manager on entering the Medium Density Residential Apartments market in Australia. N/A
2013 Advisory Financial Analysis and insight into the addressable civil infrastructure spend of an ASX50 listed developer's master planned communities development business. AUD 400m
2013 Advisory Financial Advisor to a leading Middle Eastern real estate company on a financial review and funding restructuring of a mixed use development in Muscat, Oman. OMR 1.1b
2013 Advisory Strategic Advisor to an ASX50 listed developer on M&A and Divestment Strategy across their Australian retirement portfolio. AUD 900m
2013 Advisory Strategic Advisor to an ASX50 listed developer on their Australian Apartments Strategy and the Internalisation of their Construction Capability. N/A
2013 Advisory Strategic Advisor to an ASX50 listed developer on their Australian Residential Development Portfolio Work Out Strategy. AUD 400m
2013 Advisory Strategic Advisor to an ASX Listed Furniture Retailer on their Investor and ASX Market Communications Strategy. N/A
2013 Advisory Strategic Advisor to an ASX 200 Real Estate Developer on their Offshore Capital Model and Sales Strategy for their expansion into Asia. N/A
2012 Advisory Panel Advisor for the Australian Department of Foreign Affairs and Trade's International Real Estate Office regarding their domestic and overseas real estate portfolio. N/A
2012 Advisory Strategic Advisor to an ASX50 listed developer on Strategy and Communications plan for a new incoming CEO. N/A
2012 Advisory Strategic Advisor to an ASX50 listed developer on cost reduction for Australian & New Zealand Retirement Business. N/A
2012 Advisory Financial Advisor to International Private Equity Firm on expansion strategy for Australian owned Primary Healthcare Business. >AUD 100m
2012 Advisory Strategic Advisor to an aviation consortium on Airline Start Up Strategy and potential options for Capital Raising. AUD 20m
2012 Advisory Advisor to an ASX50 listed developer on establishing a new financial reporting framework for their development business. N/A
2012 Advisory Advisor to an ASX50 listed developer on the improvement of business unit efficiency involving reorganisation and cost reduction. N/A
2011 Advisory Strategic Advisor to an East African Education Non-Governmental Organisation on organisational structure and improving operational processes. N/A
2011 Advisory Advisor to an ASX50 listed developer on cost reduction exercise and operational process model mapping and implementation. N/A
2011 Advisory Strategic Advisor to an Australian Non-Governmental Organisation on East African Renewable Micro Generation Business. AUD 5m
2010 Advisory Advisor to an ASX50 listed developer on internal business unit merger. N/A
2009 Advisory Strategic Advisor to acquire a FTSE 200 Listed Retailer's concession for Australian and New Zealand. N/A