Our team simplifies complex challenges.
Blending creativity and technical experience, delivering new solutions to old problems.
We provide the plan and the people to make your vision successful.
Here at Barclay Pearce, we provide specialised advisory services to privately owned businesses, small to medium-sized public and ASX listed companies. We believe our corporate advisory success stems from two fundamentals - servicing corporate clients needs and the expertise of our Corporate Advisory team.
Our 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.
Richard has worked in financial services for over 20 years. He headed up the Business Development of Hayes Knight and is the founder of the now Barclay Pearce brand. Richard has worked on more than 100 IPO, RTO, M&A and corporate finance transactions across North America Europe and Asia.
More recently Richard has been involved with highly successful IPOs such as Galena Mining, Kingwest Resources and TAPP.
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.
An equity trading specialist with over 9 years experience working in sell and buy-side institutions. Dylan began his career in institutional sales trading before becoming a buy-side trader, most recently for Susquehanna International Group.
Dylan has established an extensive network with family offices, institutional brokers and fund managers whilst honing his skills in derivatives, warrants and futures. His corporate history involves Capital raisings and placements notably in A2 Milk, Freedom Foods and many small and microcap stocks on the ASX.
An Equity dealer with over 20 years of experience working in both funds management and stockbroking. Highly experienced dealer specialising in Australian and New Zealand markets, futures, ETO’s and warrants.
Allen is a highly reputable individual amongst peers with extensive and established networks in both broking and fund management businesses from portfolio management, trade execution, broker panels, corporate actions and compliance. He traded for 14 portfolio managers spanning over a 16 year period for CFS GDP+/Growth funds.
Andrew has 20 years experience working within some of Australia’s most reputable firms including, Rosenblum & Partners, PWC, Holman Webb, Macpherson & Kelley and Matthews Folbigg. Being both a commercial and practical Lawyer he has facilitated numerous transactions involving Corporate Commercial, Capital Raising, M&A, Corporate Governance, Company Secretarial, Joint Ventures, Shareholder Agreements, Shareholder Disputes, Takeovers, Acquisitions and Disposals,employee share and incentives.
Currently a NOMAD for the NSX, he has assisted with many listings, and notably listed a two billion market cap company, the largest company to list on the NSX.
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.
Jonathan specialises in media relations, reputation building, issues and crisis management, advocacy, lobbying, and thought leadership. He has 30 years’ senior experience as an award winning journalist and editor at some of Australia’s largest national and state-wide mastheads: contributing as a business, banking and innovation writer to the Australian Financial Review, and writing and editing for The Australian, The Weekend Australian, and the Daily Telegraph. During this time, he worked as a political reporter, features writer, columnist, investigative reporter, founding production editor, and senior banking and innovation contributor.
Jonathan has extensive experience as a senior media advisor and principal account manager across government, corporate, and not-for-profit sectors. This includes advising the NSW Government, Australian Banking Association and multiple corporate clients at leading thought leadership and issues management PR agencies.
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!”
