Our credentials.
Your confidence
At amicaa, we’re passionate about providing both investors and organisations with the expertise they need to reach their goals. As an experienced, independent and agile partner, we’re able to provide best-in-class investment and corporate solutions.
About amicaa
Our credentials.
Your confidence.
At amicaa, we’re passionate about providing both investors and organisations with the expertise they need to reach their goals. As an experienced, independent and agile partner, we’re able to provide best-in-class investment and corporate solutions.
Investment
management
With extensive hands-on experience in corporate lending, amicaa’s team is well positioned to capture the growing opportunities in the evolving market for privately negotiated corporate loans — a $1 trillion market previously dominated by banks.
As a new asset class for many investors, Australian corporate credit can provide a stable foundation for a diversified investment portfolio — paying regular income while preserving capital, and delivering stronger total returns than many other ‘defensive’ investments.
The key is to invest with a team with the experience to not only identify high quality corporate borrowers, but to deeply understand and manage investment risks. It’s these two skills that make amicaa’s strategies a compelling choice.
Investment
management
With extensive hands-on experience in corporate lending, amicaa’s team is well positioned to capture the growing opportunities in the evolving market for privately negotiated corporate loans — a $1 trillion market previously dominated by banks.
As a new asset class for many investors, Australian corporate credit can provide a stable foundation for a diversified investment portfolio — paying regular income while preserving capital, and delivering stronger total returns than many other ‘defensive’ investments.
The key is to invest with a team with the experience to not only identify high quality corporate borrowers, but to deeply understand and manage investment risks. It’s these two skills that make amicaa’s strategies a compelling choice.
Corporate
advisory
Our independent corporate advisory team helps our clients make important strategic decisions about the future of their business by providing practical, innovative and solution-focused advice.
This includes specialist advice and transaction support to companies facing strategic initiatives such as mergers and acquisitions, business restructuring, and equity or debt refinancing.
We believe it’s the quality of our expertise and relationships that makes the difference for our clients, enabling them to act on transformational corporate initiatives.
Corporate
advisory
Our independent corporate advisory team helps our clients make important strategic decisions about the future of their business by providing practical, innovative and solution-focused advice.
This includes specialist advice and transaction support to companies facing strategic initiatives such as mergers and acquisitions, business restructuring, and equity or debt refinancing.
We believe it’s the quality of our expertise and relationships that makes the difference for our clients, enabling them to act on transformational corporate initiatives.
Transforming objectives
into outcomes
As trusted collaborators, we work with you to create opportunities that deliver sustainable results with transparency and integrity.
Expertise
Our team provides expertise that is distinctive in our market segments. We’re committed to delivering strong and sustainable outcomes for our clients, which means striving for excellence in everything we do.
Trust
Collaboration
Innovation
We are an experienced, independent and agile team that is passionate about creating value for our clients – for both their investments and their businesses. We constantly seek new ways to help our clients achieve their goals.
Transforming objectives
into outcomes
As trusted collaborators, we work with you to create opportunities that deliver sustainable results with transparency and integrity.
Expertise
Our team provides expertise that is distinctive in our market segments. We’re committed to delivering strong and sustainable outcomes for our clients, which means striving for excellence in everything we do.
Trust
Collaboration
Innovation
We are an experienced, independent and agile team that is passionate about creating value for our clients – for both their investments and their businesses. We constantly seek new ways to help our clients achieve their goals.
Transforming objectives
into outcomes
As trusted collaborators, we work with you to create opportunities that deliver sustainable results with transparency and integrity.
Expertise
Our team provides expertise that is distinctive in our market segments. We’re committed to delivering strong and sustainable outcomes for our clients, which means striving for excellence in everything we do.
Trust
Our team provides expertise that is distinctive in our market segments. We’re committed to delivering strong and sustainable outcomes for our clients, which means striving for excellence in everything we do.
Collaboration
Our clients’ success is our success, and we know we can achieve more collectively than individually. It is the calibre of our partnerships that has allowed our business – and our clients – to capitalise on the best opportunities available.
Innovation
We are an experienced, independent and agile team that is passionate about creating value for our clients – for both their investments and their businesses. We constantly seek new ways to help our clients achieve their goals.
Our leadership
team
Our leadership team is made up of highly credentialled financial professionals with proven performance in optimising our clients’ credit investments and business outcomes. With strong fiduciary experience across funds management, investment banking, corporate lending and advisory, we’re experts at managing portfolios for large institutional and wholesale investors, as well as helping companies make the most of opportunities.
David Wood
Founder and Chief Executive Officer
David has over 20 years’ investment banking, corporate lending and advisory experience. He was previously Vice Chair and Head of Investment Banking (Australia & New Zealand) at Bank of America Merrill Lynch, following senior roles with Rothschild & Co and ANZ.
Our leadership
team
Our leadership team is made up of highly credentialled financial professionals with proven performance in optimising our clients’ credit investments and business outcomes. With strong fiduciary experience across funds management, investment banking, corporate lending and advisory, we’re experts at managing portfolios for large institutional and wholesale investors, as well as helping companies make the most of opportunities.
David Wood, Chief Executive Officer
David has over 20 years’ investment banking, corporate lending and advisory experience. He was previously Vice Chair and Head of Investment Banking (Australia & New Zealand) at Bank of America Merrill Lynch, following senior roles with Rothschild & Co and ANZ.
Our leadership
team
Our leadership team is made up of highly credentialled financial professionals with proven performance in optimising our clients’ credit investments and business outcomes. With strong fiduciary experience across funds management, investment banking, corporate lending and advisory, we’re experts at managing portfolios for large institutional and wholesale investors, as well as helping companies make the most of opportunities.
David Wood
Chief Executive Officer
David has over 20 years’ investment banking, corporate lending and advisory experience. He was previously Vice Chair and Head of Investment Banking (Australia & New Zealand) at Bank of America Merrill Lynch, following senior roles with Rothschild & Co and ANZ.
Our investment management team
Our investments team members are experts at analysing credit investments and maximising available opportunities, including the selection of borrowers and the design of each and every transaction. This enables us to select those best suited to our clients’ goals– where investors are rewarded for risk taken and capital can be preserved.
David Hoskins
Senior Managing Director and Head of Private Debt
David brings over 20 years industry experience in both Australian and European credit markets. Prior to joining amicaa, David was Head of Acquisition Finance for CIP Asset Management (CIPAM), a division of the Challenger Group. As part of this role, David was also Co-Portfolio Manager for the CIPAM Multi-Sector Private Lending Fund and the CIPAM Private Lending Opportunities Fund. Prior to CIPAM, David spent nine years at National Australia Bank.
Antoine Pfirsch
Managing Director, Private Debt
Antoine brings to amicaa over 14 years' credit and special situations investing across capital structures in the Asia Pacific. Prior to joining amicaa, Antoine was Managing Director at Realside Capital, a private credit manager focused on special situations and opportunistic financings in Australasia. This followed more than 9 years with Anchorage Capital Group, where Antoine was responsible for managing special situations credit and equity investments in the Asia Pacific region.
Liz Bennett
Head of Business Services, Private Debt
Liz brings more than 30 years’ experience in professional accounting and business partnership roles for listed companies both in Australia and Europe. Liz was Senior Manager and Business Partner at Colonial First State, responsible for supporting strategic initiatives and provided finance support to the business.
David Cerveny
Senior Manager, Risk & Compliance
David is a risk management professional and brings over 12 years' experience in the financial services industry. Prior to joining amicaa, David was Risk & Compliance Business Partner with responsibility for providing support and advise to the Perpetual Asset Management business on how to develop implement and optimise risk and compliance frameworks. David also acted on the investment forum committee in his capacity as a member.
Prior to this, David was a Derivatives Trader at Epoch Capital. David started his career at the department of statistics at APRA.
Berkeley Liu
Director, Private Debt
Berkeley has seven years experience in corporate finance and asset finance. Prior to starting with amicaa Berkeley was Portfolio Manager, High Yield & Acquisition at Challenger Investment Management where he structured and deployed high yield credit investments. He has also held roles at Moody’s Investors Service and at Macquarie Group Limited.
Amandes Luther
Associate Director, Private Debt
Amandes brings five years' experience as a credit analyst, working within corporate, asset and leveraged finance teams. Prior to joining amicaa, Amandes was Associate Manager, Corporate and Leveraged Finance at Macquarie Bank, following three years working as an Analyst in the Credit Risk team at Challenger.
Our investment
management team
David Hoskins
Senior Managing Director and Head of Private Debt
David brings over 20 years industry experience in both Australian and European credit markets. Prior to joining amicaa, David was Head of Acquisition Finance for CIP Asset Management (CIPAM), a division of the Challenger Group. As part of this role, David was also Co-Portfolio Manager for the CIPAM Multi-Sector Private Lending Fund and the CIPAM Private Lending Opportunities Fund. Prior to CIPAM, David spent nine years at National Australia Bank.
Antoine Pfirsch
Managing Director, Private Debt
Antoine brings to amicaa over 14 years' credit and special situations investing across capital structures in the Asia Pacific. Prior to joining amicaa, Antoine was Managing Director at Realside Capital, a private credit manager focused on special situations and opportunistic financings in Australasia. This followed more than 9 years with Anchorage Capital Group, where Antoine was responsible for managing special situations credit and equity investments in the Asia Pacific region.
Liz Bennett
Head of Business Services, Private Debt
Liz brings more than 30 years’ experience in professional accounting and business partnership roles for listed companies both in Australia and Europe. Liz was Senior Manager and Business Partner at Colonial First State, responsible for supporting strategic initiatives and provided finance support to the business.
David Cerveny
Senior Manager, Risk & Compliance
David is a risk management professional and brings over 12 years' experience in the financial services industry. Prior to joining amicaa, David was Risk & Compliance Business Partner with responsibility for providing support and advise to the Perpetual Asset Management business on how to develop implement and optimise risk and compliance frameworks. David also acted on the investment forum committee in his capacity as a member.
Prior to this, David was a Derivatives Trader at Epoch Capital. David started his career at the department of statistics at APRA.
Berkeley Liu
Director, Private Debt
Berkeley has seven years experience in corporate finance and asset finance. Prior to starting with amicaa Berkeley was Portfolio Manager, High Yield & Acquisition at Challenger Investment Management where he structured and deployed high yield credit investments. He has also held roles at Moody’s Investors Service and at Macquarie Group Limited.
Amandes Luther
Associate Director, Private Debt
Amandes brings five years' experience as a credit analyst, working within corporate, asset and leveraged finance teams. Prior to joining amicaa, Amandes was Associate Manager, Corporate and Leveraged Finance at Macquarie Bank, following three years working as an Analyst in the Credit Risk team at Challenger.
Our investment management team
Our investments team members are experts at analysing credit investments and maximising available opportunities, including the selection of borrowers and the design of each and every transaction. This enables us to select those best suited to our clients’ goals– where investors are rewarded for risk taken and capital can be preserved.
David Hoskins, Senior Managing Director and Head of Private Debt
David brings over 20 years industry experience in both Australian and European credit markets. Prior to joining amicaa, David was Head of Acquisition Finance for CIP Asset Management (CIPAM), a division of the Challenger Group. As part of this role, David was also Co-Portfolio Manager for the CIPAM Multi-Sector Private Lending Fund and the CIPAM Private Lending Opportunities Fund. Prior to CIPAM, David spent nine years at National Australia Bank.
Antoine Pfirsch, Managing Director, Private Debt
Amandes brings five years' experience as a credit analyst, working within corporate, asset and leveraged finance teams. Prior to joining amicaa, Amandes was Associate Manager, Corporate and Leveraged Finance at Macquarie Bank, following three years working as an Analyst in the Credit Risk team at Challenger.
Liz Bennett, Head of Business Services, Private Debt
Liz brings more than 30 years’ experience in professional accounting and business partnership roles for listed companies both in Australia and Europe. Liz was Senior Manager and Business Partner at Colonial First State, responsible for supporting strategic initiatives and provided finance support to the business.
David Cerveny, Senior Manager, Risk and Compliance
David is a risk management professional and brings over 12 years' experience in the financial services industry. Prior to joining amicaa, David was Risk & Compliance Business Partner with responsibility for providing support and advise to the Perpetual Asset Management business on how to develop implement and optimes risk and compliance frameworks. David also acted on the investment forum committee in his capacity as a member.
Prior to this, David was a Derivatives Trader at Epoch Capital. David started his career at the department of statistics at APRA.
Berkeley Liu, Director, Private Debt
Berkeley has seven years experience in corporate finance and asset finance. Prior to starting with amicaa Berkeley was Portfolio Manager, High Yield & Acquisition at Challenger Investment Management where he structured and deployed high yield credit investments. He has also held roles at Moody’s Investors Service and at Macquarie Group Limited.
Amandes Luther, Associate Director, Private Debt
Amandes brings five years' experience as a credit analyst, working within corporate, asset and leveraged finance teams. Prior to joining amicaa, Amandes was Associate Manager, Corporate and Leveraged Finance at Macquarie Bank, following three years working as an Analyst in the Credit Risk team at Challenger.
Our corporate
advisory team
Working with companies right across the Australian corporate landscape has provided us with valuable insights and seasoned techniques to help companies navigate important strategic events. Mergers and acquisitions, equity and debt refinancing, and charting a strategic course for businesses are core skills of our team.
David Holmes
Managing Director, Corporate Advisory
David has over 17 years’ experience in investment banking, corporate advisory, strategy, and capital markets. David is based in Perth and his addition extends amicaa’s business to the region. David previously worked with Macquarie Capital Advisors in Sydney, Hong Kong and London in M&A and ECM.
Mischa Mutavdzic
Director, Corporate Advisory
Mischa brings more than 18 years’ experience across corporate advisory and structured finance. Prior to joining amicaa, Mischa was an Executive Director within Investec’s Global Resources Division and worked extensively on local and cross border mining and O&G transactions. Previous advisory and banking roles have also been held with Deloitte, Law & Economics Consulting Group and ANZ.
Nicholas Tan
Associate, Corporate Advisory
Nick has over 7 years’ experience in corporate advisory, supporting clients with quality financial analysis and financial modelling. Prior to joining amicaa, Nick was a Senior Associate within PwC Deals Advisory where he advised on financial due diligence for a number of private and public landmark transactions. With PwC, Nick has expertise supporting privately held companies undergoing IPOs with independent assurance reports (IARs).
Tim Andrew
Analyst, Corporate Advisory
Tim has over 4 years’ experience in corporate financial services. He previously worked at KPMG in corporate debt and project finance advisory, specialising in the natural resources sector; and previously the KPMG Audit practice.
Alexander Davies
Analyst, Corporate Advisory
Alex supports corporate advisory clients, delivering high quality analysis and project implementation. Prior to joining amicaa, Alex worked with Clayton Utz in Perth and Brisbane as a Corporate (Energy and Resource) Lawyer. Alex is based in Perth.
Joshua Flanagan
Associate, Corporate Advisory
Prior to joining amicaa, Josh worked in Transaction Services at KPMG for 2.5 years, specialising in financial due diligence for mid-market transactions. Josh acted for private equity, private and founder-led businesses, venture capital and ASX companies across a range of sectors including: Veterinary, Childcare, Technology, SaaS, Medical, Manufacturing, Food and Beverage, Engineering, Consumer products, and Managed services.
Our corporate
advisory team
Working with companies right across the Australian corporate landscape has provided us with valuable insights and seasoned techniques to help companies navigate important strategic events. Mergers and acquisitions, equity and debt refinancing, and charting a strategic course for businesses are core skills of our team.
Mischa Mutavdzic
Director, Corporate Advisory
Our corporate
advisory team
Working with companies right across the Australian corporate landscape has provided us with valuable insights and seasoned techniques to help companies navigate important strategic events. Mergers and acquisitions, equity and debt refinancing, and charting a strategic course for businesses are core skills of our team.
David Holmes, Managing Director, Corporate Advisory
David has over 17 years’ experience in investment banking, corporate advisory, strategy, and capital markets. David is based in Perth and his addition extends amicaa’s business to the region. David previously worked with Macquarie Capital Advisors in Sydney, Hong Kong and London in M&A and ECM.
Mischa Mutavdzic, Director, Corporate Advisory
Mischa brings more than 18 years’ experience across corporate advisory and structured finance. Prior to joining amicaa, Mischa was an Executive Director within Investec’s Global Resources Division and worked extensively on local and cross border mining and O&G transactions. Previous advisory and banking roles have also been held with Deloitte, Law & Economics Consulting Group and ANZ.
Nicholas Tan, Associate, Corporate Advisory
Nick has over 7 years’ experience in corporate advisory, supporting clients with quality financial analysis and financial modelling. Prior to joining amicaa, Nick was a Senior Associate within PwC Deals Advisory where he advised on financial due diligence for a number of private and public landmark transactions. With PwC, Nick has expertise supporting privately held companies undergoing IPOs with independent assurance reports (IARs).
Tim Andrew, Analyst, Corporate Advisory
Tim has over 4 years’ experience in corporate financial services. He previously worked at KPMG in corporate debt and project finance advisory, specialising in the natural resources sector; and previously the KPMG Audit practice.
Alexander Davies, Analyst, Corporate Advisory
Alex supports corporate advisory clients, delivering high quality analysis and project implementation. Prior to joining amicaa, Alex worked with Clayton Utz in Perth and Brisbane as a Corporate (Energy and Resource) Lawyer. Alex is based in Perth.
Joshua Flanagan, Associate, Corporate Advisory
Prior to joining amicaa, Josh worked in Transaction Services at KPMG for 2.5 years, specialising in financial due diligence for mid-market transactions. Josh acted for private equity, private and founder-led businesses, venture capital and ASX companies across a range of sectors including: Veterinary, Childcare, Technology, SaaS, Medical, Manufacturing, Food and Beverage, Engineering, Consumer products, and Managed services.
Our advisory
board
Our advisory board provides industry connectivity while challenging us to perform at our very best for our clients. Each member is a recognised leader in their field, bringing extensive experience that spans investment management, leadership, business growth, industry engagement and banking.
Anthony ‘Tony’ Shepherd AO
Advisory Board Member
Tony is a recognised leader in corporate Australia. He was made an officer of the Order of Australia for services to business, particularly infrastructure development, the arts and sport. A career in infrastructure development led to serving as Director and subsequently Chair of Transfield Services. Tony has been President of the Business Council of Australia and Chair of the National Commission of Audit. He is currently Chair of the Boards of the Greater Western Sydney Giants, the Australian Subscription Television and Radio Association, and the Sydney Cricket & Sports Ground Trust.
Lianne Buck
Advisory Board Member
Lianne is an experienced non-executive director, serving on the boards of Utilities Trust of Australia, Pacific Airports Corporation (Melbourne Airport) and ISPT. She was previously head of Direct Investments and Infrastructure at TCorp, following senior roles at Hastings Funds Management, Westpac, Macquarie and KPMG.
Hank Tuten
Advisory Board Member
Hank co-founded Resource Capital Funds (RCF), a private equity firm focused on developing sustainable businesses in the mining sector. Hank previously led Rothschild Australia Limited, Rothschild North America Inc. and Continuation Investments N.V., the private equity arm of the Rothschild Group.
Mick McCormack
Advisory Board Member
Our advisory
board
Our advisory board provides industry connectivity while challenging us to perform at our very best for our clients. Each member is a recognised leader in their field, bringing extensive experience that spans investment management, leadership, business growth, industry engagement and banking.
Anthony ‘Tony’ Shepherd AO
Advisory Board Member
Lianne Buck
Advisory Board Member
Lianne is an experienced non-executive director, serving on the boards of Utilities Trust of Australia, Pacific Airports Corporation (Melbourne Airport) and ISPT. She was previously head of Direct Investments and Infrastructure at TCorp, following senior roles at Hastings Funds Management, Westpac, Macquarie and KPMG.