Bell Potter Securities

Bell Potter is a prominent full-service stockbroking and financial advisory firm based in Melbourne, Australia, founded in 1970. The firm offers a wide range of services, including equity capital raising, Initial Public Offerings, and corporate advisory. It specializes in placements, market sell-downs, block trades, and provides advisory on mergers and acquisitions, as well as share price advice and valuation. With a focus on delivering comprehensive financial solutions, Bell Potter caters to various clients in the investment landscape.

Dean Davenport

CFO

Matthew Storey

Director, Corporate Finance

Dean Surkitt

Managing Director, Retail

4 past transactions

Willed

Series A in 2022
Willed is an Australian online estate planning platform designed to simplify the process of end-of-life planning. It provides users with the tools to create legally valid wills from the comfort of their own homes, at their own pace, and at a lower cost than traditional methods. The platform aims to make it easier for individuals to organize their affairs, ensuring that their spouses, children, and assets are adequately protected after their passing. By offering an accessible and user-friendly approach to will-writing, Willed addresses a critical need in estate planning for individuals looking to secure their legacies.

Credit Clear

Series A in 2018
Credit Clear is a seamless mobile communication, billing and payment solution.Credit Clear can also replace traditional billing systems with a digital and actionable invoices. Credit clear's disruptive technology houses a machine learning engine, which transforms the collections landscape by profiling customers to provide intelligent insights, including automating the optimum contact time to request payments from customers and the curation of tailored messages.

Agersens

Seed Round in 2017
Agersens Pty Ltd., a technology company, develops an animal collar and phone application named eShepherd for beef and dairy farmers to automate the movement and control of their livestock. The company’s customers include largescale beef producer, beef farmers, dairy farmers, natural resource managers, and researchers. Agersens Pty Ltd. was founded in 2014 and is headquartered in Camberwell, Australia.

Osprey Medical

Post in 2016
Osprey Medical, Inc., incorporated in 2005 and based in Minnetonka, Minnesota, is a medical device company specializing in technologies aimed at reducing the risks associated with contrast agents used in angiographic imaging procedures. The company's primary focus is on protecting patients from Contrast Induced Nephropathy (CIN), a potential complication from X-ray dye used in cardiovascular and peripheral interventions. Osprey Medical offers several products, including the AVERT and DyeVert systems, designed to minimize the amount of contrast material administered during these procedures. The technology behind the CINCOR™ System, which is a key component of its product line, was initially developed at the Baker Heart and Diabetes Institute in Australia. Through its innovative solutions, Osprey Medical aims to enhance patient safety and improve outcomes in diagnostic imaging.
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