Our team simplifies complex challenges.
Blending creativity and technical experience, delivering new solutions to old problems.
BPC provides the opportunities and the people to transform your vision into a successful reality.
BPC provides 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.
Over Michael's career spanning 17 years and running, he has gained experience in corporate finance, corporate structuring, primary and secondary equity raisings, debt, transaction structure, valuation opinions and corporate reviews across multiple sectors.
Michael has originated, led, and advised multiple transactions and aligned myself with companies for the long term. He manages wealth for some of Australia’s most sophisticated clientele across equities, derivatives, and other financial products across all asset classes.
Michael holds various licenses and certifications. His formal studies include a Bachelor of Commerce (Applied Finance), Post Graduate Certificate in Applied Finance and Investment, a Diploma of Financial Services (Financial Planning), and a Master of Business Administration from Macquarie Graduate School of Management.
James holds the position of Managing Director of the BPC Asset Management team, where his primary responsibility is to initiate and advance the Barclay Pearce Wealth Management solution. His extensive career spans various aspects of the retail and institutional broking industry, which equips him with nearly two decades of experience in finance.
In his earlier roles, James acted as the lead manager for a globally oriented set of managed discretionary accounts, and he was also a founding member of Pershing Australia, instrumental in establishing the framework that safeguards a substantial portion of the Australian financial sector's assets. His educational background includes a Bachelor of Social Sciences with a focus on Human Resource Management and Industrial Relations, along with an Advanced Diploma in Applied Finance. He also holds certifications in Derivatives and Managed Investment Schemes.
James is recognised for his financial expertise and is the financial commentator at BPC. Beyond his financial acumen, James is an Australian Champion Jump Roper in the 40+ age category, showcasing his dedication to both professional and personal excellence.
As the Director of Strategic Partnerships, Jai is responsible for cultivating and maintaining long-term relationships with key partners both domestically and globally. With expertise in identifying industry trends and opportunities, Jai collaborates with stakeholders to facilitate business needs and drive growth through strategic partnerships.
With a background in project and event management, Jai leads cross-functional teams and enhances the company's profile internationally. Jai has years of experience in dealing with multinational companies across various sectors such as Mining, Renewable Energy, and Technology, making him an invaluable asset to the organisation's continued success.
With a wealth of experience as a Senior Advisor in the financial services industry, Trent brings a proven track record of success to the table. His expertise spans across a wide range of areas including banking, credit analysis, portfolio management, sales, commercial banking, corporate finance and equity trading.
Trent has a deep understanding of risk management and investment strategies and is known for his exceptional skills in navigating the complexities of financial markets.
Trent's client base primarily consists of sophisticated, high-net-worth (HNW) and wholesale investors. His ability to cultivate strong relationships and his dedication to understanding his clients set him apart as a trusted advisor in the industry.
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.
Amit specialises in brand development and marketing strategy. He has 15+ 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.
Engaging with an advisor is as simple as talking to BPC.
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!”
Privacy Statement
Financial Services Guide
Research Policy
Complaints Management Policy
Scam Alert
Barclay Pearce Capital Management Pty Ltd ACN 619 189 847 | AFSL: 503261
Barclay Pearce Capital Investment | ACN: 667 428 480 | CAR: 1303113
Barclay Pearce Capital Asset Management | ACN: 661 805 250 | CAR: 1302665
Barclay Pearce Capital | ACN: 671 103 254
Barclay Pearce Capital Communications | ACN: 659 740 217
Barclay Pearce Capital Events | ACN: 661 642 726
Barclay Pearce Capital UK LTD | CRN: 15953103
© 2024 Barclay Pearce Capital - BPC | All Rights Reserved
Disclaimer
Barclay Pearce Capital Management Pty Ltd is 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.
Barclay Pearce Capital acknowledges the Traditional Owners of the land where we work and live, the Gadigal of the Eora Nation and pays our respects to Elders past, present and to the children of today who are the Elders of the future. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.
BPC Sydney
Level 17, 115 Pitt Street
Sydney NSW 2000 Australia
Tel: +61 2 8288 6900
BPC Melbourne
Level 26, 360 Collins Street
Melbourne VIC 3000 Australia
BPC London
48-49 Chancery Lane,
London WC2A 1JF, United Kingdom
Email : info@barclaypearce.com.au
Privacy Statement
Financial Services Guide
Research Policy
Complaints Management Policy
Scam Alert
Barclay Pearce Capital acknowledges the Traditional Owners of the land where we work and live, the Gadigal of the Eora Nation and pays our respects to Elders past, present and to the children of today who are the Elders of the future. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.
BPC Sydney Office
Level 17, 115 Pitt Street
Sydney NSW 2000 Australia
Tel: +61 2 8288 6900
BPC Melbourne Office
Level 26, 360 Collins Street
Melbourne VIC 3000 Australia
BPC Adelaide Office
Level 30, Westpac House
91 King William Street
Adelaide SA 5000 Australia
BPC Gold Coast
Level 4, 91 Upton Street
Bundall QLD 4217 Australia
BPC London Office
180 Piccadilly, St. James'
London W1J 9HF
Email : info@barclaypearce.com.au
Barclay Pearce Capital Management Pty Ltd ACN 619 189 847 | AFSL: 503261
Barclay Pearce Capital Investment | ACN: 667 428 480 | CAR: 1303113
Barclay Pearce Capital Asset Management | ACN: 661 805 250 | CAR: 1302665
Barclay Pearce Capital Queensland | ACN: 668 591 740 | CAR: 1304194
Barclay Pearce Capital | ACN: 671 103 254
Barclay Pearce Capital Communications | ACN: 659 740 217
Barclay Pearce Capital Events | ACN: 661 642 726
BPC UK Ltd | CRN: 14822860
© 2024 Barclay Pearce Capital - BPC | All Rights Reserved
Disclaimer:
Barclay Pearce Capital Management Pty Ltd is 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.
Barclay Pearce Capital acknowledges the Traditional Owners of the land where we work and live, the Gadigal of the Eora Nation and pays our respects to Elders past, present and to the children of today who are the Elders of the future. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.