REPRESENTATIVE EXPERIENCE
James Lonie
Represented Centuria Capital Limited (ASX: CNI) in its acquisition of the Arrow Funds Management
platform, including the acquisition of AFSL holder Arrow Funds Management Limited and management
rights in respect of the Arrow Primary Infrastructure Fund stapled managed investment scheme
with AU$444 million AUM.
Advising a AU$20 billion plus listed property funds manager and its satellite listed funds, on a
wide variety of funds, ECM and public and private M&A transactions.
Advising a funds and asset management company in establishing and structuring numerous wholesale
trusts and on significant acquisitions (including real property (student accommodation, hotels,
shopping centres and office buildings), infrastructure and forestry assets) with funds under
management of over AU$9 billion.
Advising a life company with AU$40 billion of assets under management on its investments and
investment structures.
Advising a listed ethical funds manager on fund and listing rule related matters and
transactions.
Advising a financial services company in relation to fund/investment structuring transactions
including numerous PE style investments and capital raisings.
Advising an investment company on numerous funds management related matters.
Advising various companies undertaking IPO's.
Advising on off-market bids and numerous schemes of arrangement and Takeover Panel matters.
Advising various start-ups and joining venture parties particularly in the property and
financial services industries.
Advising trustee companies on numerous debenture trusts and security trust structures.
Advising an investment bank in respect of a variety of TRS transactions.
Advising an Australian catering company on an MBO that included an investment by a PE company
and the acquisition of an airport franchise business division.
Advising an Australian wine grower on a variety of M&A transactions and capital raisings.