Our Approach & Experience

Our team has evaluated, structured and executed transactions across real estate, private credit, natural resources, energy transition, healthcare and technology. We approach every mandate as an investor would, understanding the business in depth before shaping the solution.

Private Credit & Structured Finance

Allegion structures private credit solutions for business owners, developers and investors, including acquisition, development, bridging and working-capital facilities, as well as refinancings in complex situations. Drawing on deep experience in fixed income and asset-backed lending, we assess security, cash flow and downside risk before terms are set, with flexibility around timing, security types and project requirements. We work closely with borrowers and lenders to put in place a facility that fits the purpose and supports the long-term objective.

Capital Strategy & Structuring

We help businesses and project sponsors determine the right capital structure, terms and timing, and the type of capital partner best aligned with their objectives. Drawing on an investor's perspective, we assess the business in depth, shape the strategy across debt, equity and hybrid instruments, and prepare the business for scrutiny by sophisticated investors. We lead the negotiation of terms through to completion, so the outcome is strategically positioned and aligned with the business's commercial goals.

Strategic & M&A Advisory

Allegion advises founders, boards and family offices on mergers, acquisitions, divestments and business exits, as well as the strategic decisions that come before a transaction. Our team brings experience in valuation, structuring, negotiation and execution, and we lead the transaction process alongside the wider group of legal, tax and financial advisers. By combining an investor's judgement with hands-on execution, we help clients work through complexity and reach a disciplined outcome focused on long-term value.

Track Record

  • Medicinal Industry, Structured Debt Facility 2025
    Advisory & Debt Structuring for Working Capital, Receivables, and Inventory of a Global Medical Group operating across Australia, Europe, UK and USA.

  • Special Situations Lending 2024
    Debt advisory on an asset-backed 1st mortgage loan, to a company in liquidation. We worked with the liquidators to refinance multiple facilities, enabling a restructure and application to remove the company from liquidation.

  • Media Finance – (The Cultured, Channel Islands) 2024-2025
    Structured capital raise for a scalable media finance vehicle. Provides asset-backed loans to Film & TV productions with repayment secured before release.

     

  • Energy Transition – Australia and Solomon Islands LNG Supply (CIMC ENRIC) 2024
    Advised on energy transition strategy to replace diesel generation with LNG/CNG solutions. 

  • WA Producing Gold Mine with Exploration Upside – Facilitating Sale Process (Private Dulcie Syndicate) 2024
    Introduced foreign buyers and facilitated Due Diligence for the sale process of a WA producing gold mine

  • Self Storage Portfolio Acquisition 2023
    Acquisition Due Diligence and Capital Raise (Debt & Equity) for the self storage operating business & underlying property portfolio.

  • Brisbane Industrial REIT (BIT) 2021, 2022, 2023

    Acquisition, Due Diligence, and Capital Raise (Debt & Equity) for 12 Off-Market Industrial Properties in Brisbane. Ongoing Acquisitions Strategy, with three separate capital raises.

  • Last Mile Logistics Acquisition 2020

    Negotiation, Due Diligence and Capital Raise (Debt & Equity) for off-market property acquisition. Multi-tenanted logistics asset.

  • Mining Service Business Acquisition (Various) 2021-Present
    Deal Origination and Due Diligence for funds and private investors across mines from exploration to production stage.

  • Solar Infrastructure – 80MW Solar Farm (Collie Solar) 2021
    Capital Introduction & Project Advisory on 80MW Solar Farm

  • Brisbane Land Subdivision 2020

    Due Diligence, Capital Raise and ongoing Investment Management of a Preferred Equity Investment into a Residential Land Subdivision in Lomandra Park.

  • Melbourne Land Subdivision 2020

    Due Diligence, Capital Raise and Investment Management of Preferred Equity Investment into Residential Land Subdivision project in Melbourne.

  • Capital Raise (Debt) to upgrade the energy efficiency of a Sydney CBD Office Tower – obtained from CBA for 0% establishment, 0% margin and 0% line fee. This resulted in upgrading to a 5-Star NABERS rating and an improvement in tenant amenity and rental rates.

  • Investment in Series B Capital Raise for Student Super, focused on supporting students and young professionals with low fees and tailored services. 

  • Strategic Mining Fund – (Au Venture Ltd) 2019–2022
    Fund Operations & Project Oversight to a Shanghai-based mining fund focused on gold and base metals. Sourced exploration assets, facilitated joint ventures, and managed IPO preparation activities. 

  • Due Diligence and Capital Raise for Sydney CBD Office Tower Acquisition

  • Due Diligence and Negotiation for Auckland Office Tower Sale

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Real Estate

Our team brings deep experience across multiple real estate sectors including last mile logistics, self storage, residential land subdivision, multi-family housing, and commercial office developments. We have advised on acquisitions and divestments, undertaken rigorous due diligence, and led capital raising efforts across equity and debt. Our work includes portfolio management, value-add strategies, development feasibility reviews, and working closely with operating partners to optimise returns and mitigate risk across market cycles.

Technology & AI

We have advised early-stage and mature technology businesses across artificial intelligence, deep tech, automation, and enterprise software. Our team’s experience spans product development, commercialisation strategy, operational improvement, and implementation planning. We conduct detailed due diligence and provide board-level advisory on capital structuring and scaling. Our approach includes strategic planning for adoption, investor readiness, and unlocking growth capital through targeted equity raises.

Natural Resources

Our team has worked across commodities including gold, tin, rare earths, garnet, and titanium. We bring strong expertise in project due diligence, capital raising, asset sourcing, and IPO preparation. This includes advising on junior exploration through to advanced projects, with experience in geothermal drilling and sustainable mining practices. We support clients focused on green energy solutions, delivering strategic insights on regulatory environments, investor positioning, and project financing for responsible resource development.

Strategy, Structure, Execution

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