Caleena has over 35 years’ experience providing corporate advisory services through senior roles with Grant Samuel Group and Ernst & Young.  With extensive experience working with senior management, boards and advisers, her expertise encompasses financial and strategic analysis, valuation theory and application and a broad understanding of Corporations Law, ASX Listing rules and ASIC requirements.

Caleena’s experience includes assignments involving mergers and acquisitions, asset acquisitions and divestments, restructurings, capital raisings, business valuations and public independent expert’s reports.  She has worked across a wide range of industries including energy infrastructure and utilities, property, industrial goods, telecommunications and media, funds management, resources and agribusiness.

The breadth of Caleena’s experience is seen in the following selection of recent roles:

  • Advising NeuClone Pharmaceuticals on equity capital raisings, commercialisation negotiations and a range of financial and strategic matters;

  • Advising the CEO of a fast growing online business in the real estate sector including on funding options;

  • Preparation of an independent expert’s report for DuluxGroup on its proposed acquisition by Nippon Paint;

  • Preparation of an independent expert’s report for APA Group on its proposed acquisition by CKI Consortium (not published as transaction blocked by Federal Govt);

  • Preparation of an independent expert’s report for Ricegrowers Limited (SunRice) on the proposed removal of ownership restrictions and ASX listing of its Class B Shares;

  • Independent advice to Hastings Funds Management regarding the value of its interest in Port of Portland;

  • Advising Queensland Treasury Corporation in relation to valuations of interests in a range of infrastructure assets;

  • Preparation of an independent expert’s report for Fairfax Media on the proposed separation of its Domain business;

  • Preparation of an independent expert’s report for Tatts Group in relation to the proposed merger with Tabcorp;

  • Advising Patrick Auto, Bulk & General Ports on the renewal of port operating agreements for Port of Geelong;

  • Preparation of an independent expert’s report for UGL on the takeover offer by CIMIC Group;

  • Preparation of an independent expert’s report for GPT Metro Office Fund on the takeover offer by Growthpoint Properties Australia;

  • Advising Stockland Group on the sale of the Saville Hotel Group;

  • Preparation of an independent expert’s report for Wotif.com in relation to the offer by Expedia Inc;

  • Preparation of an independent expert’s report for Amcor in relation to the proposed demerger of Orora Limited;

  • Advising Grain Growers Association (former controlling shareholder of GrainCorp Limited) on structural issues; and

  • Non public valuation advisory services for a range of companies including HT&E, NRMA, Woolworths Group, Travelodge Group and Vodafone Pacific.