in businesses with an eye on the future

Jonathan is the Managing Partner and Founder of Liverpool Partners. He has extensive experience as both an investor and adviser across sectors in private equity, corporate advisory, equity capital markets and operational management. He previously worked at Arowana, a specialist mid-market investment group. He has over 15 years of senior experience in the corporate mid-market across both public and unlisted markets in industry sectors such as mining services, media, publishing, software, retail and infrastructure services.

Jonathan holds a Bachelor of Business with Double Majors in Accounting and Finance (with Distinction) from the University of Technology Sydney, post graduate qualifications in Corporate and Applied Finance (FINSIA) as well as the CAIA qualification.

Brad is a Managing Partner of Liverpool Partners. Previously he spent c.10 years as a senior investment professional at Archer Capital, a leading mid-market Australian Private Equity Fund where he was responsible for transaction identification, deal execution and portfolio management and led or co-led transactions with collective enterprise value in excess of A$1bn. In prior roles, Brad was a Group Executive Director at Seven Group Holdings (SVW.ASX), an ASX 200 listed conglomerate with responsibilities including the Chair of AllightSykes and the advisory Board of CMC Capital (a Chinese based technology/media PE fund). Brad was also the Managing Director and head of Australia/NZ for Coast2Coast Capital, a global mid-market private equity fund based in South Africa.

Brad holds a Bachelor of Economics (Hons) with majors in Finance and Government from the University of Sydney where was the President of the University of Sydney Student Union. Brad is also a NSW Government appointed director on the Board of the NSW Institute of Sport.

Craig is the Chief Financial Officer and Co-Founder of Liverpool Partners. He has accumulated experience across the UK, Australia and NZ, working across private equity, mergers and acquisitions advisory and funds management. Craig brings a broad range of expertise across healthcare, transport & logistics, infrastructure, real estate and professional services on transactions totalling ~$1bn.

Craig is a Chartered Financial Analyst (CFA), a Chartered Certified Accountant (FCCA), completed the CFA UK Certificate in Investment Management (IMC), and holds a BSc (Hons) in Applied Accounting.

Katharine is an experienced corporate responsibility, sustainability and social impact practitioner, working with organisations across multiple industries to plan, deliver and measure improved social and environmental outcomes for almost twenty years. With a background in financial markets, she has worked in Australia, New Zealand, the UK and Russia and also in West Africa as a volunteer school teacher.

Katharine has a Postgraduate Diploma in Sustainable Development from Macquarie University and has been recognised as a Certified Shared Value Consultant and a Certified Sustainability Assurance Practitioner.

James is an Investment Manager at Liverpool Partners and has over five years’ experience advising on Corporate Finance, Taxation and Business Advisory matters. Prior to joining Liverpool Partners, James held a Senior Analyst role with Crowe Horwath.

James holds a Bachelor of Commerce from the University of New South Wales.

Jamie is an Investment Strategy Managerat Liverpool Partners and has over five years’ experience working both in-houseand as a consultant on strategy and M&A projects in Australia, China, andthe US. Prior to joining Liverpool Partners, Jamie worked as a CorporateStrategy Manager at Treasury Wine Estates.

Jamie holds a Bachelor of Arts from Yale University.

Julie is a Team Assistant at LiverpoolPartners. Prior to this she has spent the last 8 years based in the Middle Eastwithin the Aviation Industry, and has had over 10 years’ experience in clientrelations.

Julie holds a Certificate 2 in Tourismand Events Management, as well as a Certificate 3 in Business Management.

Justyna is an Executive Assistant at Liverpool Partners and has over six years’ experience in supporting leaders. Prior to joining Liverpool Partners, Justyna held an Executive Assistant role at Archer Capital.

Justyna holds a Bachelor of Marketing from the University of Finance and Management in Warsaw.

Michael is an Investment Associate at Liverpool Partners and has over four years of experience advising private equity and strategic clients on transactions across Australia and North America. Prior to joining Liverpool Partners, Michael held a Manager role within Ernst & Young’s M&A Strategy and Transactions team in Sydney and New York.

Michael holds a Bachelor of Commerce and Bachelor of Laws from Deakin University and is a certified Chartered Accountant (CA).

Nathan is an Analyst at Liverpool Partners and has over two years of experience working on tax and accounting matters. Prior to joining Liverpool Partners, Nathan held roles at Deloitte and EY.

Nathan holds a Bachelor of Commerce (Finance and Accounting) from the University of New South Wales.

Rob is an Investment Associate at Liverpool Partners and has 3 years’ experience working in investment banking. Prior to joining Liverpool Partners, Rob held roles at Gresham Partners and Merrill Lynch.

Rob holds a Bachelor of Commerce (Finance and Economics) from the University of Sydney.

Sameer is an Investment Associate at Liverpool Partners and has over five years of experience in advising private equity and strategic clients on M&A transactions. Prior to joining Liverpool Partners, Sameer held an Associate role within Gresham’s corporate advisory team in Sydney.

Sameer holds a Bachelor of Commerce and Bachelor of Laws degree from Sydney University.

Tim is an Investment Manager at Liverpool Partners and has over ten years’ experience working in investment services. Prior to joining Liverpool Partners, Tim held a role as Portfolio Optimisation Manager at Seven Group Holdings.

Tim holds a Bachelor of Commerce (Finance and Accounting) from the University of Sydney.

Toral is Assistant Accountant at Liverpool Partners. She has 15 years’ accounting experience in management, financial, operational and fund accounting and tax compliance and reporting.

Toral holds a Bachelor of Commerce in Accounting and Auditing. She also holds a Master of Commerce in Banking and Finance from the University of Technology Sydney and a diploma in Australian Corporations Law from Macquarie University.

Wendy Dong is a Team Assistant at Liverpool Partners and has over five years’ experience in providing senior administration. Prior to joining Liverpool Partners, Wendy had a role as an Assistant Operations Manager at The Executive Centre.

Wendy holds an Advanced Diploma in Hotel Management at William Blue College.

Yanie is a Financial Controller at Liverpool Partners and has over 25 years’ of experience in various financial roles across a wide range of industries.

She holds an MBA and Bachelor of Accounting and is a CPA.

Bill is an Operational Advisor to Liverpool Partners. He has been involved in Investment Banking and Stockbroking for over 30 years.

Bill was previously a long-time Hill Samuel, Macquarie Bank executive retiring in 2010 after over 27 years with the Investment Bank. During this time, he held a variety of senior management positions including the first Sydney Branch Manager of the retail bank, Managing Director of Macquarie Equities and joint head of Macquarie Underwriting Limited.

Heith is an Operational Advisor to Liverpool Partners. Heith has been involved in the media, education and technology sectors over the past 25 years. Heith is currently the non-executive Chair of UP Education Limited in New Zealand, non-executive director of Liverpool Partners’ portfolio company Orro Holdings Limited and a non-executive director of Southern Cross Media Group Limited (ASX:SXL). Heith is a previous non-executive Chair of hipages Group Limited, LiteracyPlanet and the Vision Australia Foundation as well as a previous non-executive Director of ASX listed LifeHealthcare and Bailador Technology Investments.

In Heith’s prior executive career, he was the founding CEO of Sterling Early Education, the Global CEO and Managing Director of Study Group and CEO for PBL Media New Zealand. Heith also held senior executive positions with Australian Consolidated Press and worked in sales and marketing roles for PepsiCo around Australia.

James is an Operational Advisor to Liverpool Partners. James has over 25 years’ experience working in the media and technology sector and has held industry and advisory roles at a local and international level. James is currently serving as Chairman of Merchant Wise Group, Chairman of Seisma Pty Ltd and a non-executive director of Integrated Research (ASX:IRI), Boom Logistics (ASX:BOL), and Orbx Limited.  James was previously non-executive Chairman of Skyfii (ASX:SKF). In James’ prior executive career, he was the Managing Director of Accenture Digital, Group Chief Operating Officer of Seven Group Holdings, and a Partner of KPMG. James was one of the founders and directors of Imagine broadband Ltd and was a director of WesTrac and Coates Hire during his time at Seven Group.

James holds Bachelor of Electronic & Electrical Engineering (BEng Hons) from Loughborough University, UK and is a Fellow of Engineers Australia, FIEAust CPEng EngExec and a graduate of the Australian Institute of Company Directors (GAICD).

John is an Operational Advisor to Liverpool Partners. He has over 25 years’ experience in the health care sector throughout Australia, Asia and Europe. Prior to joining Liverpool Partners, John held both senior financial and management roles at a business unit level together with group executive roles with responsibility over multiple business units.

John has direct experience in the management of private hospitals, medical centres, pathology, radiology, nutraceutical manufacturing and pharmacy distribution businesses, and has held Executive Director roles in private and publicly listed healthcare companies with turnover of up to in excess of $3 billion.