Tailored proven processes set our corporate advisory apart

Based in Australia with international links BEAM Corp is the boutique experienced and dedicated corporate advisory you need, implemented over 130 transactions with an aggregate value in excess of $16.8bn

Some of The Transactions We Have Worked On

SERVICES PROVIDED

The merger of 3 premier mortgage aggregators to form Vow financial

COMMENTARY

BEAM provided advisory services to Macquarie Bank regarding the formation of Vow financial via a merger of three mortgage aggregators.

Merger of three mortgage aggregators — delivering scalability and an exit strategy

Steadfast Calliden group

SERVICES PROVIDED

Calliden Takeover via a scheme of arrangement

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BEAM acted as advisor to the unincorporated Steadfast, Munich Re JV regarding the Take-Over of Calliden Ltd via a Scheme of Arrangements

SERVICES PROVIDED

The sale of Eclipx’s non-core assets to Grow Finance Group

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BEAM advised Eclipx regarding the trade sale of their commercial finance book

Releasing capital as part of a transformation process

SERVICES PROVIDED

The sourcing of expansion capital from Macquarie Capital by CQMS

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BEAM acted for CQMS regarding the sourcing of expansion capital from Macquarie Capital

Sourcing of an enabling partner delivering both capital and expertise

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PetSure trade sale to Hollard Group

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BEAM acted for the founder of PetSure regarding the trade sale of his shares to the Hollard group

Founder exit releasing first mover embedded value

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ProPac listing on the ASX

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BEAM advised ProPac on the IPO on the Australian Stock Exchange

Facilitating release of value for a private equity company

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Trade sale of 50% of BAC insurance brokers to Steadfast Ltd

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BEAM acted for BAC insurance brokers regarding the trade sale of 50% of the shareholdings to Steadfast Ltd

SERVICES PROVIDED

WiTHCollective Trade sale top Dentsu Aegis

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BEAM acted for the shareholders of WiTHCollective facilitating the trade sale to Dentsu Aegis

Three year strategy delivering shareholder value via a trade sale

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StockCo sourcing of senior funding from Challenger

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BEAM advised StockCo regarding the raising of senior debt from Challenger to fund its innovative finishing finance program

Strategic sourcing of non-bank debt to fund unique finance offering

Leading Edge

SERVICES PROVIDED

Raising of establishment capital to launch a network of Edge data centres in Australia

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BEAM advised The Leading Edge DC’s capital raising from WHSP

SERVICES PROVIDED

Trade sale of Accordant TO Dentsu Aegis Network

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BEAM acted for Accordant regarding the trade sale to Dentsu Aegis Network

SERVICES PROVIDED

Retail Cube IPO on the ASX

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BEAM facilitated the merger of three diverse retailers and listing on the ASX via an IPO

SERVICES PROVIDED

Sourcing of expansion capital from two private investors

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BEAM acted for DealsDirect in sourcing early stage expansion capital from two private investment groups

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Leveraged MBO of Zuellig insurance brokers

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BEAM acted for the management regarding the leveraged buy-out of Zuellig Insurance Brokers

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Corporatisation and optimisation of specialist practice

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BEAM provided corporate advisory services regarding the optimisation and restructure of a specialist medical practice

SERVICES PROVIDED

Trade sale of Computer networks to Viatek

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Beam acted for Computer networks regarding the trade sale to Viatek

SERVICES PROVIDED

Acquisition of Interruption Underwriting Agencies by Calliden Ltd

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BEAM advised Calliden regarding the acquisition of Interruption underwriting Agencies

SERVICES PROVIDED

Acquisition of Arista Underwriting Agency by Calliden Ltd

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BEAM advised Calliden regarding the acquisition of Arista Underwriting Agency

SERVICES PROVIDED

Optimisation and corporatisation of Chargrill Charlies

COMMENTARY

BEAM provided corporate advisory services to the founders of Chargrill Charlies regarding the corporatisation and optimisation of their offering

SERVICES PROVIDED

Support and distribution agreement between Steadfast and Travelcard

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Provided corporate advisory services to Steadfast regarding the distribution support for a new inervative travel insurance product managed by Travelcard

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Digital Reign capital raising from Macquarie bank

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BEAM acted for Digital Reign in facilitating the sourcing of development capital from Macquarie bank

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FluidIntel expansion capital raising from a family office

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BEAM advised FluidIntel regarding the raising of expansion capital from a Family investment office

Sourced private capital to enable the strategic plan

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Restructure and generational transition planning of a family held enterprise

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BEAM acted for the family members to facilitate the corporatisation of the family enterprises

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Greens corporate review of product lines and optimisation of its specialist FMCG operation

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BEAM provided corporate advisory services to Green Ltd regarding  the optimisation of specialist FMCG lines

SERVICES PROVIDED

The formation of a specialist underwriting agency between Munich Re and Austagencies

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BEAM advised Munichre regarding the formation of a specialist underwriting agency enterprise with Austagencies

SERVICES PROVIDED

Knose sourcing of expansion capital from Blend Underwriting agency (a member of the steadfast group)

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BEAM advised Steadfast and Blend regarding the investment of expansion capital in Knose

SERVICES PROVIDED

The establishment of a unique crop insurance underwriting agency

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BEAM advised Munich Re regarding the formation and funding of Rural affinity a rural underwriting general insurance agency

SERVICES PROVIDED

Protecsure trade sale to Steadfast

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BEAM acted for the owners of Protectsure regarding their trade sale to Steadfast

SERVICES PROVIDED

The trade sale of ZIB insurance brokers to OAMPS

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BEAM acted for ZIB regarding its trade sale to OAMPS

SERVICES PROVIDED

Steadfast acquisition of Great wall insurance brokers

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BEAM advised Steadfast regarding the partial acquisition of Great wall insurance brokers

SERVICES PROVIDED

E52 formation and establishment funding with Macquarie bank

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BEAM advised E52’s sourcing of establishment funding from Macquarie bank

SERVICES PROVIDED

Tripoint acquire Platinum Insight

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BEAM acted for Tripoint regarding the acquisition of Platinum Insight

SERVICES PROVIDED

Grow Asset Finance campaign to source strategic acquisitions

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BEAM advised Grow Asset Finance regarding the sourcing of strategic acquisitions

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Tripoint trade sale to UXC Ltd

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BEAM acted for Tripoint regarding the trade sale of its business to UXC

SERVICES PROVIDED

Downstream

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BEAM acted for Downstream regarding the funding of Downstream from Netus

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Structured corporate advisory services

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BEAM Acted for CVC regarding the structure of EGL

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