Delivering exceptional outcomes and peace of mind for our clients >
OUR MISSION
To give clients complete confidence during transformational, and often life-changing, business events and to ensure they achieve their desired outcomes.
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STRATEGIC REVIEWS
We work alongside our clients in evaluating and navigating transformational business events and major strategic decisions.
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MERGERS + ACQUISITIONS
We provide specialist services and advice to clients seeking to grow their businesses through mergers or acquisitions.
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BUSINESS SALES
We work with clients that are considering succession options or a sale of their business to strategic buyers and private equity firms.
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CAPITAL RAISINGS
We advise clients seeking to access equity and debt capital, whether for growth or to provide liquidity.
DRIVEN BY RESULTS
We love working with our clients and pride ourselves on providing independent and innovative advice. We recognise that longstanding trusted advisory relationships are the foundations on which our business is built.
Monash Advisory is the trusted adviser for a number of family and founder led businesses and ASX listed companies. Our track record of delivering results speaks for itself.
OUR PARTNERS
Our senior partners and team have extensive experience across a broad range of sectors. They lead each transaction with a ‘hands on’ approach including involvement at every stage of the process, ensuring insightful, honest and creative advice that meets our clients’ specific situations, challenges and opportunities.
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PARTNER
Dean is a Partner at Monash Advisory and a co-founder of the firm, with over 20 years of corporate advisory experience. Over the course of his career, he has successfully completed more than $20 billion of transactions across a range of sectors, including mergers, acquisitions, divestments, demergers, restructures, and capital raisings, including IPOs.
He enjoys working closely with his clients, ranging from market-leading privately owned businesses to ASX-listed companies and is valued for his strategic approach, commercial acumen, market connectivity and dedication to achieving optimal outcomes.
Before co-founding Monash Advisory, Dean held senior positions at Miles Advisory Partners, Investec Australia, and ABN AMRO, where he gained extensive experience in corporate finance and equity capital markets.
Dean holds a Bachelor of Commerce and a Bachelor of Law from the University of New South Wales, a Graduate Diploma in Applied Finance and Investment from FINSIA, and has completed the Program for Leadership Development at Harvard Business School.
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PARTNER
Gavin has over 20 years’ corporate finance experience across mergers and acquisitions, capital raisings and restructures. He is a trusted advisor to public and private companies, financial sponsors, family offices, and entrepreneurs.
His prior experience includes senior positions at Luminis Partners (Australia) and Rand Merchant Bank (South Africa) – where he led the Retail M&A franchise and played a key role in establishing the Indian advisory business for FirstRand Group. He began his career in Sydney with ANZ Banking Group and Greenhill-Caliburn.
Gavin holds a Bachelor of Business Science (Finance, Honours) from the University of Cape Town and a Master of Commerce (Applied Finance) from the University of New South Wales.
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PARTNER
Daniel is a Partner at Monash Advisory, where he leads mergers, acquisitions and divestments on behalf of his clients. With 17 years’ experience, he has deep expertise in managing transactions across a range of sectors.
He advises entrepreneurs, privately owned businesses and ASX-listed corporates, valued for his clear thinking, commercial judgement and steady approach.
Daniel co-founded Monash Advisory after working in advisory and investment roles at Monash Private Capital, NSW Treasury and Investec Bank.
He holds a Bachelor of Commerce from the University of Sydney and a Master of Applied Finance from FINSIA.
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PRINCIPAL
Adam is a Principal at Monash Advisory, with over 10 years of experience in corporate advisory and funds management. He supports entrepreneurs, privately owned businesses and ASX-listed companies on mergers, acquisitions and divestments across a variety of sectors. Adam works closely with clients to help drive clear, practical outcomes in often complex or time-sensitive transactions.
Prior to joining Monash Advisory, he held roles in corporate advisory at Miles Advisory Partners and in investment management at a boutique fund manager.
Adam holds a Bachelor of Commerce from the University of Sydney, majoring in Finance and Econometrics.
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PRINCIPAL
Chris has over seven years of experience in M&A advisory, working with corporates, private equity firms, and high-net-worth individuals across a diverse range of industries in Ireland, the UK, Europe, and Australia.
He joined Monash in 2022, having previously worked in Investment Banking at Goodbody Stockbrokers in Dublin, where he advised on a variety of transactions, including sell-side and buy-side mandates, as well as capital raisings.
Chris holds an MSc in Finance from University College Dublin and a BSc in Finance from University College Cork. He is also a member of the Association of Chartered Certified Accountants.
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ANALYST
Peter has nearly 4 years’ experience working in corporate advisory, with a core focus on M&A and transaction advisory across mid-market private and PE-backed businesses.
Prior to joining Monash Advisory, Peter was an Associate at SRG Advisory, having commenced his career in professional services with a focus on large Australian and multinational companies.
Peter holds a Bachelor of Commerce from the University of Adelaide, a Graduate Diploma of Chartered Accounting (CA ANZ), and a Graduate Diploma of Applied Finance from UNSW.
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CHAIRMAN
Geoff Levy is a co-founder and Chairman of Monash Advisory. He has over 30 years of experience in mergers and acquisitions, banking and finance, venture capital, funds management and corporate commercial law.
He is a founding partner of Our Innovation Fund, a venture capital firm investing in high growth innovative digital businesses and is considered a veteran investor in the Tech Ecosystem. He is also Chair of the OurCrowd Advisory Board, an Israel headquartered crowd funding platform for tech start-ups. He was a Partner at Freehills, (now Herbert Smith Freehills) earlier in his career as well as Principal of boutique corporate advisory firm Wentworth Associates, which was later acquired by Investec Bank (Australia) Ltd where he was the Chief Executive Officer, and the Executive Chairman.
Geoff has extensive ASX listed board experience, over 3 decades, including Non-Executive Directorships at Cromwell Property Group, Hoyts Cinemas Ltd, Ten Network Holdings Ltd, Specialty Fashion Group Ltd, Mirvac Ltd, Rebel Sports Ltd, Freedom Furniture Ltd and WPP Aunz Ltd. He has also been an Executive and Non-Executive director for several property and private equity funds and unlisted companies.
In June 2005, he was appointed an Officer in the Order of Australia in the Queen’s Birthday Honours List for his significant contributions to sports, the arts and philanthropy.
Our Approach >
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We always keep this front of mind, and we understand the owner and entrepreneur EQ.
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We do not hold back on giving the right advice and we are willing to say no.
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We always do the right thing by our clients and focus on long-term relationships that endure beyond the transaction.
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We take pride in delivering exceptional advice backed by rigorous financial analysis, sound logic and our own commercial experiences.
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We bring the full Monash team and network to every client engagement.
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We have extensive local and international industry connections and experience.
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We align ourselves with our clients to deliver superior results and foster an enjoyable working relationship.
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We have the utmost respect for our clients’ privacy and discretion.