Professional experience
Stefan offers comprehensive strategic corporate guidance to private mid-market and public market entities throughout the entire merger & acquisition process. His expertise spans valuation advisory, buy-side and sell-side advisory, initial public offerings (IPOs), and capital funding counsel.
Stefan advocates that organisations benefit greatly from a diverse team of advisors who possess sector-agnostic perspectives and a strategic-commercial mindset. Such advisors equip management and executive teams with invaluable insights into both local and global market dynamics, enabling them to be agile in seizing market opportunities and making informed decisions.
Stefan has advised local and global companies of various sizes from early stage growth companies to multinational mature companies operating across a range of sectors including:
- Health care services, devices & equipment
- Technology (Software & Hardware)
- Telecommunication & Utilities
- Construction & Engineering Services
- Pharmaceutical & Life Sciences
- Resources & Energy
- Defence.
Stefan’s network expands nationally and globally and includes:
- Financial and legal professionals
- Private equity groups and family offices
- Corporate advisors and equity providers
- Lenders and financiers
- Independent specialists such as geologists.
Recent examples of work include:
- Preparation of Independent Expert Reports for publicly listed and unlisted companies for regulatory purposes and to advise shareholders on various transactions across a range of sectors
- Acting as corporate advisor to several growth companies across merger & acquisition opportunities, valuation advisory and capital funding via equity and debt in the Telecommunications & Utilities, Software & Services, Engineering & Construction and Defence sectors
- Performing complex valuation and asset pricing assignments of equity instruments, including various classes of shares as well as options and performance rights to facilitate transactions for accounting and regulatory purposes across a range of sectors.
Qualifications and memberships
- Bachelor of Business (Professional Accountancy) – RMIT University
- Graduate Diploma of Applied Finance (Corporate Finance) – Kaplan Professional
- Member of Chartered Accountants Australia and New Zealand (CA ANZ)
- Accredited Business Valuation Specialist (CA BV Specialist)
