PALOMAR GROUP

Committed and trusted partnerships delivering exceptional results for our clients.

About Us

ABOUT US

Welcome to Palomar Advisory and Capital ("Palomar"), where we are committed to providing our clients with the highest level of professionalism, expertise, and trustworthiness in corporate and equity capital markets advisory services.

Our name is inspired by the Palomar knot, which is widely regarded as the strongest fishing knot, known for its ability to maintain nearly 100% of the original line strength, being complex in structure yet logical and somewhat straightforward to execute. Similarly, we see that our clients’ businesses are their lines, and the complexity in structure, while being logical and somewhat straightforward to execute accords with our client advisor relationship.

With nearly 3 decades of experience successfully executing in excess of 400 transactions, our team has the expertise and knowledge necessary to help our clients navigate the increasing complexities of the business world whether they are private or public, or considering M&A, equity capital markets or general corporate advice.

Our approach is to develop and maintain an independent trusted partnership with our clients, where we work closely with them to understand their unique objectives, needs and challenges, and to develop customised solutions that are tailored to their specific situation.

Our clients can be confident that they are working with a team that is committed to their success, and that has the skills, knowledge, and expertise to help them achieve their goals.

Thank you for considering Palomar as your partner in business.

Meet the Team

Palomar's principles applying nearly three decades of experience across private and public markets having completed in excess of 400 successful transactions

Chief Executive Officer (Palomar Group)
Managing Director (Palomar Advisory & Capital)

Daniel Baohm

Daniel has over 15 years’ experience in securities having held roles with KPMG, Austock, Baillieu Holst and most recently Canaccord Genuity (Australia) where he led the Investment Banking team in Melbourne, was Responsible Manager for Canaccord’s Investment Banking division across Australia, was a member of Canaccord’s Audit & Risk Committee in Australia and as well as being a member of Canaccord’s Global Internal Audit team.

Daniel has built a reputation of honesty and integrity in the securities industry and is a highly valued and trusted advisor to his clients.

Daniel possesses a wealth of expertise in the securities industry encompassing a diverse range of sectors such as resources and energy, information technology, childcare, financial services, medicinal cannabis, healthcare and general industrials.

His extensive background is demonstrated by his involvement in more than 350 distinct transactions, which have included:

a broad range of capital raisings (debt, hybrid and equity, primary and secondary) spanning the entire transaction lifecycle through origination, transaction logistics, transaction syndication, equity offer structuring, marketing, bookbuilding and settlements;
capital management initiatives including (but not limited to) share consolidations, share splits, dividend management, stakeholder management, capital preservation and strategic deployment; and
various corporate advisory roles encompassing mergers and acquisitions, divestments, management buy-out, syndication management, strategic initiatives and project management in both public and private sectors.

Daniel’s ability to provide astute and strategic advice to his clients is a standout feature of his professional portfolio. His approach is characterised by thoughtful consideration of his clients’ goals and objectives, resulting in bespoke advice that is tailored to their specific needs.

Daniel success in providing strategic advice and expertise and along with transactional management and execution make him a valuable asset to any client seeking to navigate the complexities of the securities industry.

Director (Palomar Group)
Director (Palomar Advisory & Capital)

Alex Berezner

Alex has over 13 years’ experience in securities having held roles with Nomura Australia and most recently Canaccord Genuity (Australia) where he was Director in the Investment Banking team in Melbourne.

Alex is recognized for his exceptional skills in executing complex financial transactions.

Alex has significant experience in M&A working on a number of cross-border transactions for leading large-cap companies in and metals and mining, FIG, consumer and industrial sectors and has significant ECM experience in the mid-market encompassing healthcare, technology, resources and energy, childcare, financial services, medicinal cannabis, healthcare and general industrials.

Alex has been involved in more than 250 distinct transactions, which have included:

sell side and buy-side M&A in metals and mining, FIG, consumer and industrial sectors
advising clients on strategic initiatives, such as spin-offs, divestitures, and joint ventures;
a broad range of capital raisings (debt, hybrid and equity, primary and secondary) spanning the entire transaction lifecycle through origination, transaction logistics, transaction syndication, equity offer structuring, marketing, bookbuilding and settlements;
capital management initiatives including (but not limited to) share consolidations, share splits, dividend management, stakeholder management, capital preservation and strategic deployment; and
various corporate advisory roles encompassing mergers and acquisitions, divestments, management buy-out, syndication management, strategic initiatives and project management in both public and private sectors.

Alex has developed strong relationships with clients, investors, and other key stakeholders. He is highly regarded for his professionalism, integrity, and commitment to delivering exceptional results.

Alex holds a B.Sc. of Commerce and B.Sc. of Science from Monash University majoring in finance and financial mathematics.

Highly experienced, efficient and effective advisory and support, helping deliver value to our clients

Advisor & Consultant

Chris Baohm

Chris has over 40 years’ experience in investment banking including Managing Director and lead banking roles with UBS and Gresham Advisory, as well as being Co-Chair Investment Banking at Goldman Sachs.

Major resources transactions remain a core of Chris’ experience, he has deep experience in a wide range of sectors including healthcare, general industrial, financial services, agricultural services, and utilities.

He has played a central advisory role in a large number of M&A transactions, the most interesting including:

BHP in the BHP Billiton merger, the sale of BHP Manganese and the exit of BHP from the Hartley project in Zimbabwe;
MIM in relation to the Xstrata bid;
Xstrata in its bid for WMC;
MPI Mines in relation to the Lion-Ore bid;
Wesfarmers in the divestment of Landmark;
Healthscope on the acquisition of Gribbles and of Nova Health;
IOOF during its demutualisation;
IFM on the acquisition of Pacific Hydro and Queensland Cotton in its offer for Namoi Cotton.

Further Chris has advised on numerous IPO’s and capital markets transactions including the IPO’s of Newmont Australia, Pasminco and Boom Logistics and the $850 million capital raising for Pasminco to fund the Century mine.

OUR SERVICES

M&A, DIVESTMENTS AND MANAGEMENT BUY OUTS

Our team has significant experience in managing sell-side and buy-side processes, divestments and management buy-outs in both private and public markets across a broad range of sectors including metals & mining, industrials, healthcare, consumer, financial services and materials.

We advise private businesses, family offices, public companies and multi-national organisations with a core focus on understanding our clients objectives, needs and challenges, and to develop customised solutions that are tailored to their specific situation.

We have developed a vast network of buyers both domestically and offshore and extensive experience both identifying and working with key stakeholders to deliver successful outcomes drawing on the skills we have developed working with both domestic and global investment banks.

EQUITY CAPITAL MARKETS

Our team has extensive experience assisting clients to raise capital for growth, working capital or restructuring. Having assisted in the execution of around 400 transactions in the past, there is nothing we haven't seen before.

Our experience covers the following types of capital raisings:

Private funding;
Pre-IPO, IPO/Public Listing and secondary placements;
Common equity, equity linked, hybrid, convertible notes;
Debt capital, working capital facilities, project finance and mezzanine; and
Capital restructing.

Capital Raising via Palomar:

Drawing on our relationships with institutions, family offices, HNW individuals and other brokers, we have a strong capability to raise significant capital for our clients.

Independent Equity Capital Markets Advisory:

Raising capital, catering for existing broker relationships and navigating new broker relationships can be particularly challenging. If you are seeking independent, trusted and professional advice to navigate the complexities of raising capital with brokers we can certainly assist you in the process.

CORPORATE ADVICE& STRATEGY

Providing independent, carefully considered and tailored corporate advice to our clients is core to our philosophy.

Palomar prides itself on developing trusted partnerships with its clients and helping navigate private and public markets whether our clients require advice on: