Our Team
Steven Fine
Managing Director
Steven holds an MBA from the Australian Graduate School of Management and completed studies at the University of Rochester in New York State.
He has led and advised on hundreds of M&A transactions across Australia, the UK and Asia.
Matt Sweeney
Senior M&A Associate
Over 7 years’ experience in M&A, following a successful consulting career. He brings strong execution discipline and structured thinking to transactions.
An adventurer and long-distance hiker, having completed the Appalachian Trail twice, the Pacific Crest Trail and a coast-to-coast cycle across the United States.
Frank Reed
Senior M&A Associate
Frank is a seasoned leader in financial services with a strong track record across global markets.
Known for aligning stakeholders and driving strong outcomes for IFA practices.
Yoko Oshima
Client Service Associate
Yoko brings a highly organised and client-focused approach, ensuring smooth communication and a seamless experience.
David Trinidad
Client Service Associate
David supports deal coordination and execution, ensuring timelines and communication flow effectively.
Katrina Macphillamy
Client Service Associate
Background in Management Consulting at KPMG with experience across advisory and succession planning.
Ekta Gandhi
Research Analyst
Specialises in data analysis, research and documentation to support informed decisions.
Penny Fine
Client Services Associate
Manages operations with a focus on efficiency, time management and streamlined processes.