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Our Results
Going beyond to secure better
We set high standards and push boundaries to achieve exceptional outcomes for our clients every time. From investing in their business, protecting their financial assets, delivering on projects to growing their prosperity, we ensure they get the right outcomes and support they need.
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Private Bank Home LoanSettled - 2026 Transaction - $10m Working alongside our client and network of private bankers, we were able to distil their complex income and asset position into a credit approval to support their new house purchase.
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Nil presales construction financeSettled - 2026 Transaction - $8m Our client operated multiple businesses and had numerous exit strategies for the completed asset. Working alongside our lender partners, we secured favourable terms without the requirement to secure leasing or sales for the completed site upfront.
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Commercial equity releaseSettled - 2026 Transaction - $3.3m To assist our client capitalise on a business investment opportunity, we worked with their team of advisors and our lender to extract equity from two commercial assets.
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Leveraged finance SME businessSettled - 2025 Transaction - $6.5m We were approached by a rapidly growing business looking to unlock debt funding for their business expansion. Through working with our trusted lender partner, we unlocked $6.5m growth funding limits to accelerate their expansion strategy.
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Portfolio review and lending strategy, new home purchaseSettled - 2024 Transaction - $4m LVR - 80% We worked with a professional couple to conduct a portfolio review and lending strategy for their new house. Through structuring cash out and interest only repayments on their existing investment properties, we were able to avoid a sale and assist them purchase their dream home. This allows them to execute on their wealth creation strategy.
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$5m trade finance fundingSettled - 2024 Transaction - $5m Our business client believed they were holding too much cash locked up in working capital, particularly inventory. Through understanding their working capital cycle, we were able to unlock $5m trade finance funding with a major bank at sharp rates. The business now has a far healthier cash flow position and can continue to grow.
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Trading business purchaseSettled - 2024 Transaction - $4m Our sophisticated professional investors were in exclusive due diligence for the purchase of a trading business. We were engaged following a warm referral from our existing client. The sponsors were impressed with the terms we delivered, a 50% debt to enterprise value leveraged transaction with attractive pricing and no personal guarantees.
$5 million Eastern Suburbs home loan
Settled - 2024 Transaction - $5m LVR - 50% The transaction involved a legacy private bank customer, who was unable to secure funding via their incumbent lender and had never previously utilised a broker. For context, our high-net-worth sponsor had recently transitioned from PAYG to self-employed. As a sophisticated investor, the proposed refinance also included an equity release component which did not fit within their existing lender’s credit appetite. We secured favourable financing terms for the client with one of our trusted lender partners.
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Trading business full bank refinance, SydneySettled - 2024 Transaction - $50m We were engaged by a rapidly growing business who were frustrated with the lack of traction they were receiving from their incumbent bank. Through running a full bank tender process jointly with the client’s lawyers and accountants, we opened significant growth and working capital limits, together with market leading pricing.
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Western Sydney factory purchaseSettled - 2024 Transaction - $6.5m LVR - 100% Versatile Capital assisted a new client acquire a factory to run their business from. We negotiated 100% debt funding on the acquisition with a major bank, meaning the client could effectively transition from paying rent, to paying interest with security of tenure and the prospect of future capital growth.
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Drummoyne site acquisitionSettled - 2023 Transaction - $2.8m LVR - 70% We assisted a high-net-worth property developer acquire a pre DA site adjacent to their existing development site, freeing up the potential for amalgamation and significant value creation. The transaction settled with a major bank at sharp rates.
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Commercial property refinance and equity releaseSettled - 2023 Transaction - $11m LVR - 55% We assisted in the refinance of a $9.1m term debt facility against an existing commercial property in Sydney NSW. The new $11m facility resulted in $1.9m cash out and a significant margin saving.
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Full bank refinance - SydneySettled - 2023 Transaction - $15m LVR - 50% Through running a competitive financing tender process, we assisted our corporate client sharpen their term debt pricing and release personal guarantees.
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Vacant possession commercial property acquisition, Eastern Suburbs, Sydney NSWSettled - 2023 Transaction - $17.5m LVR - 63% We assisted a business owner client acquire two commercial properties, one for passive rental cash flow and the other as a new business premises. Through cross collateralisation, we were able to achieve a blended LVR of 63% with a major bank at sharp rates.
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Industrial property purchase, Perth WASettled - 2023 Transaction - $9m LVR - 60% We assisted our client settle the purchase of a new commercial property while they enjoyed their European holiday. The financing package was incredibly compelling, representing a 60% opening LVR, no personal guarantees and sharp pricing. All done with a major Australian bank.
Full banking restructure, Lower North Shore
Settled - 2023 Transaction - $27.5m LVR - 48% We assisted a long term property investor restructure their loans with their incumbent bank. The transaction involved multiple stages, negotiating with lawyers, accountants and property managers to ensure the new structure optimised the family's cash flow position. The net result was circa $80k p.a. finance cost saving and a more efficient corporate and lending structure.
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