BEAM advised Steadfast Group on the sale of Steadfast Ltd to Dragoneer, KKR and Amwins.
Global experience. Local knowledge.
BEAM Corp works with owners to transition their company to the next stage of growth.
300+Transactions completed since 2000
$24.5bnAggregate transaction value
46 yearsMerchant and investment banking experience
SydneySydney based, servicing clients nationally and internationally
Our mission
BEAM's mission is to add value to its clients' businesses through professional services and advice.
BEAM Corp was founded in Sydney in 2000 and operates under its own AFSL licence. We provide independent, customised advice on business optimisation, structures, mergers, roll-ups, acquisitions, divestments and generational transition. We objectively review your business and strategise with you to provide tailored solutions.
We have developed strong commercial relationships with local and international investors, equity brokers, private equity firms and investment banks.
What we do
Mergers, acquisitions and divestments
Buy-side and sell-side processes, and divestment structures from buy-outs to schemes of arrangement.
Learn moreCapital raisings
Equity, debt and hybrid capital — private equity funding, debt funding and initial public offerings.
Learn moreCorporate advisory services
Independent, bespoke advice for entrepreneurs, family offices, public and private companies.
Learn moreStrategy
Detailed analysis and planning workshops for boards, executive management and shareholders.
Learn moreGenerational transition
Succession planning that respects sensitive family dynamics and ensures staff alignment.
Learn moreExample transactions
BEAM advised Macquarie Bank on the roll-up of National Brokers Group, The Mortgage Professionals and The Brokerage to form Vow Financial.
BEAM advised Eclipx on the sale of its asset-backed finance company to Grow, as part of its strategy of disposing of non-core assets.
BEAM advised the owners of SimplyAI on the partial trade sale to Liverpool Partners.
BEAM advised Munich Re and Steadfast on the acquisition of Calliden via a scheme of arrangement.
BEAM advised Steadfast on the acquisition of HWI UK and associated entities in France and Greece.
BEAM advised Calliden on the purchase of IUA.
BEAM advised the owners of Forgacs on the restructure of the company and the formation of a family office.
BEAM advised Global Capital on the establishment of a regulated life company in Australia.
Corporate Risk Holdings
BEAM advised Steadfast Life on the purchase of Corporate Risk Holdings.
Why owners work with us
Highly experienced
Over 46 years of advisory experience and enduring relationships.
Boutique team
Delivering premium services to the middle market.
Wide industry experience
Advised on over 300 transactions since 2000.
National focus, international reach
Servicing national and international clients.
BEAM's “can” do attitude was infectious and motivated the teams to achieve the successful outcome within the tight time constraints. Steadfast, together with Munich Re and BEAM achieved what the market believed to be the “impossible”.
Robert Kelly
CEO and Managing Director, Steadfast Ltd