Our Services & Track Record
Our team brings deep expertise across real estate, fixed income, natural resources, medical, and technology sectors. We pride ourselves on truly understanding each client’s business, allowing us to design and deliver tailored capital strategies that align with long-term goals. Whether it’s private lending, capital raising, or M&A advisory, we work hands-on with you to structure the right solution, coordinate stakeholders, and execute with confidence and precision.
Private Lending
Allegion provides tailored private lending solutions designed to meet the specific needs of business owners, developers, and investors. Our team brings extensive experience in structuring asset-backed loans with flexibility around timing, security types, and project requirements. We offer competitive terms, swift credit assessment, and clear communication throughout the funding process—enabling clients to act decisively and grow with confidence. Whether for bridging finance, development, or acquisition, we work to deliver capital quickly and reliably.
Capital Raising
We assist businesses in securing both debt and equity financing aligned with their growth trajectory and long-term goals. Our team has deep expertise in preparing investor materials, shaping capital strategies, and leveraging our network of private capital, family offices, and institutional investors. We guide clients through each stage of the process—from identifying capital needs to negotiating terms—ensuring that the raise is efficient, strategically positioned, and aligned with the business’ commercial objectives.
M&A Advisory
Allegion offers specialist advisory services for mergers, acquisitions, divestments, and business exits. Our team brings experience across strategic transactions, supporting clients with valuation, structuring, negotiation, and execution. We also project manage the broader team of legal, tax, and financial experts involved in a deal to ensure alignment, efficiency, and that maximum value is extracted from the transaction. By combining commercial insight with hands-on coordination, we help clients navigate complexity and achieve optimal outcomes with confidence.
Track Record
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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 Dilligence 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.
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Last Mile Logistics Acquisition 2020
Negotiation, Due Diligence and Capital Raise (Debt & Equity) for off-market property acquisition. Multi-tenanted logistics asset.
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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.
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Melbourne Land Subdivision 2020
Due Diligence, Capital Raise and Investment Management of Preferred Equity Investment into Residential Land Subdivision project in Melbourne.
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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.
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Incestment in Series B Capital Raise for Student Super, focused on supporting students and young professionals with low fees and tailored services.
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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
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Due Diligence and Negotiation for Auckland Office Tower Sale
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.