Pottinger (Australia)
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Pottinger is a global
corporate advisory Mergers and acquisitions (M&A) are business transactions in which the ownership of a company, business organization, or one of their operating units is transferred to or consolidated with another entity. They may happen through direct absorpt ...
firm, which provides: * Assistance with the development of strategy and public policy * Advice on
mergers and acquisitions Mergers and acquisitions (M&A) are business transactions in which the ownership of a company, business organization, or one of their operating units is transferred to or consolidated with another entity. They may happen through direct absorpt ...
and similar transactions * Advice on infrastructure * Advice on capital optimisation, financial structuring and capital raising Pottinger has expertise across a wide range of industries, including infrastructure and utilities, energy and resources, property, technology, media and telecomms, and financial services. Pottinger Analytics is a specialist arm of the business that uses
big data Big data primarily refers to data sets that are too large or complex to be dealt with by traditional data processing, data-processing application software, software. Data with many entries (rows) offer greater statistical power, while data with ...
analytics to inform advice to clients, without the need to create and mine large data sets. The company has recently expanded operations into the
United States The United States of America (USA), also known as the United States (U.S.) or America, is a country primarily located in North America. It is a federal republic of 50 U.S. state, states and a federal capital district, Washington, D.C. The 48 ...
, trading as Pottinger Global Advisors. The firm competes primarily against the corporate advisory teams of global investment banks such as
Goldman Sachs The Goldman Sachs Group, Inc. ( ) is an American multinational investment bank and financial services company. Founded in 1869, Goldman Sachs is headquartered in Lower Manhattan in New York City, with regional headquarters in many internationa ...
,
JP Morgan JPMorgan Chase & Co. (stylized as JPMorganChase) is an American multinational finance corporation headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by mar ...
and
UBS UBS Group AG (stylized simply as UBS) is a multinational investment bank and financial services firm founded and based in Switzerland, with headquarters in both Zurich and Basel. It holds a strong foothold in all major financial centres as the ...
, other M&A specialists such as Greenhill,
Lazard Lazard Inc. (formerly known as Lazard Ltd and Lazard Frères & Co.) is a financial advisory and asset management firm that engages in investment banking, asset management and other financial services, primarily with institutional clients. It i ...
and Gresham and the global consulting firms such as
McKinsey McKinsey & Company (informally McKinsey or McK) is an American multinational strategy and management consulting firm that offers professional services to corporations, governments, and other organizations. Founded in 1926 by James O. McKinsey ...
and
Boston Consulting Group Boston Consulting Group, Inc. (BCG) is an American global management consulting firm founded in 1963 and headquartered in Boston, Massachusetts. It is one of the "Big Three (management consultancies), Big Three" (or MBB, the world's three large ...
. The company was founded by Nigel Lake and Cassandra Kelly in 2003 and has offices in Sydney and New York.


Notable transactions and appointments

* In 2012, Pottinger was appointed to the newly formed NSW Treasury panel of financial advisors * In 2011, Pottinger advised
ING Group ING Group N.V. () is a Dutch multinational corporation, multinational banking and financial services corporation headquartered in Amsterdam. Its primary businesses are retail banking, direct banking, commercial banking, investment banking, whol ...
on the sale of its Australian Investment Management business to
UBS UBS Group AG (stylized simply as UBS) is a multinational investment bank and financial services firm founded and based in Switzerland, with headquarters in both Zurich and Basel. It holds a strong foothold in all major financial centres as the ...
, and also on the $300m merger of The Rock Building Society with MyState Financial. Despite its relatively small size, the latter was the largest bank M&A deal globally in the second half of 2011, reflecting the significant challenges of completing acquisitions in the banking sector * In 2010, Pottinger was appointed by The Australian Federal Government's Treasury Department to its newly formed panel of financial advisors * Pottinger advised on the merger of $4.4 billion of water assets that formed
Queensland Urban Utilities Urban Utilities (UU) is the trading name of the Central SEQ Distributor-Retailer Authority, a statutory authority of the Government of Queensland that is responsible for the delivery of retail water supply and wastewater services across five lo ...
in 2010. This was the largest completed M&A transaction in Australia in the 2009/10 financial year, as well as Australia's largest ever water transaction * Pottinger advised on the sale of
LJ Hooker LJ Hooker is one of Australia's largest real estate groups, with 600 franchise offices and 6,000 people engaged in residential and commercial property sales and property management. The company was founded in 1928 by Sir Leslie Joseph Hooker a ...
, the largest LBO announced and completed in Australia in 2009 * In 2008, Pottinger advised Suncorp-Metway on the establishment of a long term credit card partnership with
Citigroup Citigroup Inc. or Citi (Style (visual arts), stylized as citi) is an American multinational investment banking, investment bank and financial services company based in New York City. The company was formed in 1998 by the merger of Citicorp, t ...
, including the sale of Suncorp's A$230 million credit card portfolio to
Citigroup Citigroup Inc. or Citi (Style (visual arts), stylized as citi) is an American multinational investment banking, investment bank and financial services company based in New York City. The company was formed in 1998 by the merger of Citicorp, t ...
, one of the largest ever credit card transactions in Australia * In 2007, Pottinger advised Suncorp-Metway on its merger with Promina, a transaction valued at A$7.8 billion, the largest ever completed general insurance transaction in Australia


Awards and recognition

The
Australian Government The Australian Government, also known as the Commonwealth Government or simply as the federal government, is the national executive government of Australia, a federal parliamentary constitutional monarchy. The executive consists of the pr ...
acknowledged Pottinger as the national role model for effective skills development in financial services in 2012.{{cite web , url= http://www.industry.gov.au/skills/Publications/Documents/Better-use-of-skills-Case-study-booklet-8-May-2012.pdf , title= Better use of skills, better outcomes: Australian case studies , publisher= Skills Australia , date= April 2012 Pottinger has received eight Australian Business Awards for recommended employer. Pottinger has been publicly recommended in the 2014 and 2015 official publications by the
Ministry of Commerce of the People's Republic of China The Ministry of Commerce (MOFCOM) is an executive department of the State Council of the People's Republic of China responsible for formulating policies on foreign trade, export and import regulations, foreign direct investments, consumer pro ...
.


The Glass Elevator initiative

In early 2012, Pottinger launched the Glass Elevator initiative, to support the development of greater diversity in the workforce. The initiative is designed to provide mentoring for mid to senior ranking female executives in major corporations, as well as engagement with some of Australia's most successful business leaders. Th
Glass Elevator
names reflects the need for active organisational support from large organisations to ensure that problems associated with or evidenced by glass ceilings can be better addressed over time.


External links


Pottinger website
* M&A *
Corporate advisory Mergers and acquisitions (M&A) are business transactions in which the ownership of a company, business organization, or one of their operating units is transferred to or consolidated with another entity. They may happen through direct absorpt ...


References

Consulting firms established in 2003 Australian companies established in 2003