Commonwealth Bank of Australia

The Commonwealth Bank of Australia is a leading provider of integrated financial services, offering a wide range of products including retail banking, premium banking, business banking, and institutional banking. Its services encompass home loans, credit cards, personal loans, transaction accounts, and deposits for individual customers, while also providing business loans, trade finance, and agribusiness products for corporations and government entities. The bank is recognized for its strong focus on digital banking, featuring a user-friendly mobile app and online platform that enable customers to manage their finances conveniently. In addition to its substantial operations in Australia, the Commonwealth Bank has a presence in several international markets, particularly in the Asia-Pacific region, serving clients in New Zealand, China, Hong Kong, Indonesia, India, Vietnam, the United States, and the United Kingdom.

Ian Narev

Managing Director and CEO

Paul Nicolo

Analyst, M&A, Group Strategic Development

Past deals in Oceania

ACEN Australia

Debt Financing in 2025
ACEN Australia is the platform that represents ACEN's renewable energy assets. It includes several solar, wind, battery, and pumped hydro projects under development or construction in New South Wales, Tasmania, Victoria, and South Australia. The first of these projects, New England Solar, is expected to be operational by the end of 2023. Using innovative technology solutions, the company aims to provide low-cost, clean electricity in a socially and environmentally responsible manner.

Akaysha Energy

Debt Financing in 2024
Akaysha Energy specializes in the full-cycle development of battery energy storage systems (BESS) and renewable energy projects throughout Australia. The company engages in a diverse array of initiatives, including grid-connected utility-scale battery storage, hybrid plants that integrate large-scale solar photovoltaic and wind energy, and commercial and industrial battery storage solutions. Additionally, Akaysha Energy is involved in the development of virtual power plants, electric vehicle fleets, commercial transport solutions, and green hydrogen production. By assisting clients and partners at various stages of energy technology project development, delivery, and execution, Akaysha Energy aims to contribute to a more sustainable energy landscape.

Akaysha Energy

Debt Financing in 2024
Akaysha Energy specializes in the full-cycle development of battery energy storage systems (BESS) and renewable energy projects throughout Australia. The company engages in a diverse array of initiatives, including grid-connected utility-scale battery storage, hybrid plants that integrate large-scale solar photovoltaic and wind energy, and commercial and industrial battery storage solutions. Additionally, Akaysha Energy is involved in the development of virtual power plants, electric vehicle fleets, commercial transport solutions, and green hydrogen production. By assisting clients and partners at various stages of energy technology project development, delivery, and execution, Akaysha Energy aims to contribute to a more sustainable energy landscape.

Liontown Resources

Post in 2024
Liontown Resources Limited is a mineral exploration and development company based in West Perth, Australia. Founded in 2006, it focuses on the exploration and evaluation of various mineral properties, primarily in Western Australia. The company specializes in lithium and tantalum projects, with its flagship Kathleen Valley project serving as a key asset. In addition to lithium, Liontown Resources is involved in the exploration of gold, vanadium, copper, nickel, and platinum group elements. The company aims to support the growing demand for battery minerals driven by the Electric Vehicle and Energy Storage industries, positioning itself as a significant player in the sustainable minerals sector.

Amber Electric

Series C in 2024
Amber Electric Pty Ltd is an Australian company based in Melbourne, founded in 2017. It specializes in delivering electricity at wholesale prices, allowing customers to benefit from real-time pricing that reflects the availability of renewable energy. By encouraging users to consume electricity when it is cheapest, Amber enables significant savings while promoting the integration of renewable resources into the energy grid. The company also offers an online platform for bill payments and additional services, positioning itself as a facilitator for customers to actively engage with the changing dynamics of the electricity market.

Waddle

Acquisition in 2023
Waddle provides a flexible, on-demand revolving line of credit tailored for businesses. Utilizing a fully online, cloud-based platform, Waddle modernizes the financing industry by allowing users to link their accounting software, such as Xero, QuickBooks Online, or MYOB, to access funds against future payments. The platform is designed for ease of use, offering loans and credit based on unpaid invoices, which helps businesses manage cash flow effectively and support growth. Waddle is recognized as the highest-rated financial services partner for Xero accounting software in Australia and New Zealand, distinguishing itself through its 100% automated accounting add-on functionality.

Wollemi Capital

Series A in 2023
Wollemi Capital is a global climate specialist investment firm based in Sydney, Australia, founded in 2021. The company focuses on funding and supporting businesses within the climate industry, specifically targeting sectors such as food and agriculture, natural capital, energy transition, and climate services. Wollemi Capital aims to reduce or abate global greenhouse gas emissions through its investments, contributing to the advancement of sustainable practices and technologies.

TagEnergy

Debt Financing in 2023
TagEnergy is a clean energy enterprise for a new cycle in the renewable energy industry. It was formed in 2019 to accelerate the energy transition by developing and investing in competitive and clean power stations in order to compete directly and actively on the energy markets. Renewables have now become the main source of energy able to provide both social responsibility and price efficiency, and we are delivering this in the countries where we have established our activity. ​TagEnergy is operated by a highly-experienced team of manager-shareholders. Its operations span the renewables value chain, from development, financing, construction and asset management of wind, solar and storage projects, to commercialisation of its competitive energy. TagEnergy has developed a portfolio of 2.7GW in the UK, Australia, Spain, Portugal and France, and intends to drive the pace of transition through projects that deliver reliable energy affordably, and at scale.

Metricon Homes

Convertible Note in 2022
Metricon Homes is a prominent home builder operating across Victoria, New South Wales, Queensland, and South Australia. The company specializes in the development of residential homes, offering a variety of designs including alfresco styles, open plan living, split level homes, and townhomes. With a commitment to helping clients realize their dream homes, Metricon provides a range of house and land packages, as well as home finance solutions. Originally starting as a boutique builder focused on land development and commercial construction, Metricon has evolved into a leader in the residential building sector, showcasing outstanding display homes and developments.

Amber Electric

Series B in 2021
Amber Electric Pty Ltd is an Australian company based in Melbourne, founded in 2017. It specializes in delivering electricity at wholesale prices, allowing customers to benefit from real-time pricing that reflects the availability of renewable energy. By encouraging users to consume electricity when it is cheapest, Amber enables significant savings while promoting the integration of renewable resources into the energy grid. The company also offers an online platform for bill payments and additional services, positioning itself as a facilitator for customers to actively engage with the changing dynamics of the electricity market.

Whitecoat

Acquisition in 2021
Whitecoat is a digital healthcare services directory based in Australia that facilitates patient access to a wide range of healthcare providers. The platform enables users to search for and book appointments with healthcare professionals across various specialties, enhancing choice and transparency in the healthcare system. Additionally, Whitecoat offers a digital health payment and claims platform that supports both terminal and in-app mobile claims processing for Medicare, private health insurance, and government schemes. By streamlining these processes, Whitecoat aims to improve the overall well-being of its users and simplify their healthcare experiences.

Lifestyle Communities

Debt Financing in 2019
Lifestyle Communities Limited is an Australian company that specializes in the development, ownership, and management of affordable independent living residential land lease communities tailored for working, semi-retired, and retired individuals. Established in 2003 and headquartered in South Melbourne, the company focuses on providing its residents with reasonably priced, well-designed, and low-maintenance homes, alongside a range of top-tier amenities. Lifestyle Communities aims to foster a sense of belonging and community among its residents, creating environments reminiscent of traditional neighborhoods. The company generates revenue through various streams, including home settlements, rental income, deferred management fees, and additional revenues from utilities and interest.

Pexa Group

Venture Round in 2018
Pexa Group is an Australian online property exchange network established in 2010 to provide a comprehensive digital solution for property transactions. It enables professionals such as lawyers, conveyancers, and financial institutions to electronically lodge documents with Land Registries and facilitate financial settlements. Initially created to support a national e-Conveyancing initiative by the Council of Australian Governments, Pexa has achieved a dominant market position with approximately 99% market share in digital settlement and lodgment, largely due to supportive government policies. The company is actively seeking to expand its operations internationally, having already entered the United Kingdom market, and is exploring opportunities in adjacent products and services, particularly in analytics, to enhance its offerings in the property industry.

Aussie

Acquisition in 2017
Aussie, founded in 1992 by John Symond AM, is a prominent provider of home loan services based in Sydney, Australia. The company revolutionized the Australian home lending industry by offering loans at significantly lower rates than traditional banks, coupled with 24-hour service. In 1994, Aussie introduced the securitisation of home loans, enabling it to further reduce loan costs for consumers. As a result, the company experienced rapid growth and increased market share as awareness of its competitive offerings spread. By the end of September 2012, Aussie's loan portfolio had reached nearly $44.9 billion, and following its acquisition of mortgage aggregator nMB, the total portfolio value exceeded $53 billion. In 2008, Commonwealth Bank of Australia acquired a 33% stake in the company, highlighting its significant role in the home lending market.

HealthScope

Healthscope is Australia’s second largest private hospital operator, providing a range of healthcare services across the country. The company operates a diverse portfolio of acute hospitals, seven psychiatric hospitals, and six rehabilitation and extended-care facilities, catering to patients primarily in the major population centers of Sydney, Melbourne, and Brisbane. In addition to its hospital services, Healthscope is a leading provider of pathology services in New Zealand, Malaysia, and Singapore, and it manages more than 57 medical centers throughout Australia, enhancing access to medical care for various communities.
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