Our team simplifies complex challenges. Blending creativity and technical experience, delivering new solutions to old problems. We provide the opportunities and the people to transform your vision into a successful reality.
Here at Barclay Pearce, we provide advisory services to privately owned businesses as well as small to medium-sized public and ASX listed companies. We believe our corporate advisory success stems from two fundamentals - servicing corporate client needs and the expertise of our Corporate Advisory team.
Our corporate advisory team has extensive experience in handling corporate restructuring, joint ventures, corporate governance, capital raising, mergers and acquisitions and regularly advises on the Corporations Act and ASX Listing Rules compliance.
Chief Operations Officer
Jared has been in the financial services industry for 15 years. He has built and sold a personal mortgage book of $200M and proceeded to build his career in banking and financial advisory.
Having worked within the corporate sector at Citibank, NAB, IOOF and HSBC, Jared transitioned into his director role at Barclay Pearce, where he provides business to business consulting services from Asia into Australia in the areas of expansion, M&A, RTO and IPO’s. Jared holds both a DFS and ADFS in financial services.
Director, Corporate Finance
Tim Wilson is an accomplished Corporate Finance professional with over a decade of experience in the industry, having worked on numerous Pre-IPO raises into IPOs and on market placements with a network of high calibre high net worth and institutional investors both domestically and overseas.
Tim works within public and private markets to help clients develop bespoke solutions in corporate advisory, mergers and acquisitions, equity capital markets and private equity. Tim specializes in bringing proposals to market and providing capital raising solutions while working closely with clients to help them meet their introductory and expansion capital needs.
Recently Tim has taken particular focus on corporate advisory and equity capital market services to emerging and medium-sized companies. Unlike larger financial institutions, the size of BPC allows our team the agility to react responsively to clients’ needs and deliver timely results.
Chief Investment Officer
Andrew works as the head of the Deal Distribution team for high net worth clients. He has been in the financial services sector for several years and is a highly reputable individual. Andrew also has established an extensive network in both broker and fund management businesses.
Andrew has participated in many capital raises from large, mid, small and micro caps and has been involved in Pre-IPO and Post IPO transactions in the mining and tech sectors.
Chief Marketing Officer
Donna has 20+ years’ experience across investor relations, marketing, media, and events for companies ranging from early-stage startups to some of Australia’s largest blue chip and multinational brands.
Many ASX-listed companies have entrusted Donna to generate market confidence in their stock, via the timely and accurate distribution of media announcements and company presentations. Her strong network of investor media contacts, investment bankers, stockbrokers, and corporate advisors enables her to generate high-quality exposure with influencers of trading volume and stock price. Her road shows are attended by some of Australia’s top analysts, fund managers, and potential investors.
Donna holds a Graduate Diploma in Business, Management and Marketing and is a member of the Public Relations Institute of Australia.
Associate Director, Corporate Finance
Chloé is an experienced Corporate Finance professional with a demonstrated track record of successful Pre-IPO raises into IPOs and on market placements across a range of sectors, with a network of high net worth and institutional investors both domestically and overseas.
Chloé works within public and private markets to help clients develop bespoke solutions in corporate advisory, mergers and acquisitions, equity capital markets and private equity. She specialises in bringing proposals to market and providing capital raising solutions while working closely with clients to help them meet their introductory and expansion capital needs. Chloé has a passion for ESG.
Chloé sits on the Board of Directors for PWN Global, a European NGO.
Head of Trading
Trent is an experienced Senior Advisor with a demonstrated successful track record working in the financial services industry. He is skilled in banking, credit analysis, portfolio management, sales, commercial banking, corporate finance and equity trading. Trent is primarily dealing with sophisticated, HNW and wholesale investors.
Senior Equities Trader
Ben has over 15 years’ experience in the financial services industry. His background includes portfolio construction, quantitative trading to large and mid-cap investments.
Ben is predominantly focused on small caps and emerging markets, providing capital solutions and market strategy to listed and Pre-IPO companies. His clients include wholesale investors as well as ASX listed companies having built long term and successful relationships.
Head of Institutional Sales
Jasonworks as the Head of Institutional Sales team at Barclay Pearce.Heis an experienced Institutional advisor with over 20 years of experience in Institutional Sales, Trading and Facilitation, dealing with both domestic and offshore clients.
Jason's previous experience with high calibre firms such as JP Morgan, JB Were, Merrill Lynch and Patersons Securities allows Barclay Pearce to incorporate his skillset and network to further grow our business.
Jasonbrings a wealth of knowledge, Institutional client relationships and a proven track record of getting deals done.
Head of Marketing & Strategy
Amit specialises in brand development and marketing strategy. He has 10+ years of experience across a variety of industries championing an integrated communications approach for start-ups and established brands. Amit helps clients fine-tune their communication strategy online and offline, through brand copy, presentation, strategic partnerships and visual showcases. His strong background in UX, UI and Design Thinking enables him to tackle every hurdle and challenge with a methodical and efficient approach.
Amit’s network of creative and technical experts helps him stay at the forefront of technology and brand trends. He holds a Bachelor of Business specialising in Marketing and Advertising from Auckland University of Technology, a Diploma in Digital Media, a Diploma in Graphic Design and certificates in UX, UI and Design Thinking.
Ray is an experienced Marketing professional. Prior to joining Barclay Pearce Capital, Ray was the Marketing Manager at a client-side marketing team and a Marketing Coordinator at a digital marketing agency in Sydney. Ray has a diverse background in Web Design, CMS Management, SEO Strategy, Graphics Design & Production, Email Marketing, and Social Media Marketing.
He has completed a Bachelor of Communication and Media Studies (double majoring in Computational Media and Marketing Communications) at the University of Wollongong. Fascinated by the impact of technology innovation and a passion for cars, he also founded two startups: SpaceHub - a marketplace for parking spaces and Gozy - automotive classifieds site.
Client Services Officer
CJ Frangieh is the Client Services Officer at Barclay Pearce Capital. He works closely with all the internal teams and specialises in connecting stakeholders by coordinating top-line vision with grass-level execution.
Throughout his career, CJ has assisted businesses to build robust client and partner relationships in the industry, to build network growth momentum. CJ is working towards building a nationwide network of brokers and high net-worth investors while ensuring all our departments work in unison to achieve the client's vision.
In addition, CJ is also the Director and Co-founder of Australian Autos, a car buyers agency where the best-suited vehicle is sourced for each client.
General Manager, Research
Russell is an experienced research analyst with over 28 years’ experience in financial markets, during which he has twice been recognized as Researcher of The Year by the Australian Stockbrokers’ Association.
He is also a qualified Chartered Accountant (under ICAEW) and Responsible Executive under (ASIC).
Senior Investment Analyst
Ethan is an experienced Investment Analyst with a demonstrated history in the financial services industry working alongside companies to advise, facilitate and provide capital raising solutions for numerous Pre-IPO, IPO, and M&A transactions.
As a member of the corporate team, Ethan works within private and public markets with a generalist coverage while specialising in natural resources transactions.
He is skilled in financial modelling, quantitative analytics, financial markets, B2B management, and holds qualifications in finance, geology, and geophysics.
Jack is an Analyst within Barclay Pearce Capital's Corporate Finance Team. Previously, Jack was a full-time athlete representing Australia over the marathon distance with a career-best 45th place at the 2017 IAAF World Championships in London. Prior to athletics, Jack was an Equities Dealer for Paradice Investment Management.
Jack has passed all three levels of the CFA Institutional Program. He has also completed a Masters of Commerce (Finance & Banking) at the University of Sydney, and a Bachelor of Commerce (Accounting) at the University of Notre Dame, Australia.
Aran Anandakumar is an Analyst within Barclay Pearce Capital's Corporate Finance Team. Aran has diverse background spanning across equity research and asset management where he provided key research insights, financial modelling and valuation across the TMT and Healthcare sectors.
Aran is currently completing a Bachelor of Commerce and Economics at UNSW with Distinction, triple majoring in Finance, Econometrics and Accounting.
Equity Sales Trader
Malcolm is Equity Sales trader within the Barclay Pearce Capital trading team. With extensive experience in client relations and a proven track record in delivering results for clients.
Malcolm studied a Bachelor of Economics at the University of Technology in Sydney. He is a lively Trader and possesses a strong personal presence with clients.
Equity Sales Trader
Roberto is an Equity Sales Trader within the Barclay Pearce trading team. He has an extensive background in technical analysis and successful history in the small caps sector.
Roberto is a vibrant trader and has built many successful relationships with his thorough communication and going that extra mile for his clients.
Joseph is a highly experienced Equities Trader. Prior to joining Barclay Pearce Capital, he was a Customer Service Representative for the Commonwealth Bank and a Dealer’s Assistant for a boutique private wealth firm.
Joseph has a Bachelor of Applied Finance degree from Macquarie University and has experience in both trading and investing over a variety of asset classes. His strong interpersonal and communication skills have helped him consistently form robust and healthy relationships with a diverse range of clients.
Mimmi is the Operations Manager. She is responsible for accounting and also facilitates capital raises, IPO and placement transactions. Mimmi values building strong relationships and ethical business practice with 7 years of experience in customer service and management roles. She is advancing her knowledge in financial markets, specialising in electronic trading and investments/securities.
Mimmi holds a Graduate Diploma in Law and Economics from Stagneliusskolan, Sweden.
Kay has over 11 years’ experience as an Executive and Personal assistant for CEO’s and CFO’S. Previously, Kay was the Executive and Research Assistant for a member of NSW Parliament, working in the NSW Parliamentary and the Party Head office. She assisted her Member with matters such as preparation for ICAC, GPS Committees, NSW Budget estimates and immigration cases.
Kay has also worked within the financial sectors for mid-tier accountancy firms. She is completing her Double Masters, the first one being an MBA and the second is a Master’s in Business Management.
Barclay Pearce is all about great people
and successful solutions!
Engaging with an advisor is as simple as talking to us.
Our highly experienced advisory team can aid you at every growth stage of your business. From corporate finance to acquisitions, international expansion or listing on the stock exchange.
Keeping the future in mind we advise your present.
Short and long term planning strives to solve your current issues and encompass a solution that mitigates potential future challenges. One challenge, optimal solutions.
We provide a pathway and the means of achieving your objectives.
Decisive execution is paramount as we coordinate the various moving parts to allow you to do what you do best – growing your business to the next level then to the next curve together. “Do it once, Do it right!”
Barclay Pearce Capital Pty Ltd is a Corporate Authorised Representative (Authorisation Number: 1277964) of Barclay Pearce Capital Management Pty Ltd, the holder of an Australian Financial Services Licence (Number: 503261). The information provided on this website is general in nature only and does not constitute personal advice. The information has been prepared without taking into account you or your company’s objectives, financial situation or needs. Before acting on any information on this website you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. You should seek independent financial advice and read the relevant disclosure statements or other offer documents prior to making an investment decision about a financial product. The material contained on the website is for information purposes only and should not be construed as an offer or solicitation or recommendation to buy or sell financial products.
Sydney Office Level 17, 115 Pitt Street Sydney NSW 2000 Australia Tel: +61 2 8288 6900
Melbourne Office Level 26, 360 Collins Street Melbourne VIC 3000 Australia Tel: +61 3 8609 4848
Adelaide Office Level 24, Westpac House 91 King William Street Adelaide SA 5000 Australia Tel: +61 8 8113 5770
Barclay Pearce Capital Pty Ltd is a Corporate Authorised Representative (Number: 1277964) of Barclay Pearce Capital Management Pty Ltd, the holder of an Australian Financial Services Licence (Number: 503261). The information provided on this website is general in nature only and does not constitute personal advice. The information has been prepared without taking into account you or your company’s objectives, financial situation or needs. Before acting on any information on this website you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. You should seek independent financial advice and read the relevant disclosure statements or other offer documents prior to making an investment decision about a financial product. The material contained on the website is for information purposes only and should not be construed as an offer or solicitation or recommendation to buy or sell financial products.