Stephen Smith
Stephen has over 25 years’ of experience in corporate advisory, funds management, accounting and, mergers and acquisitions facilitation roles working with investment banks, boutique advisory firms, and agricultural fund managers.
Stephen has held significant financial services positions in both public and private sectors, including Senior Manager at Macquarie Group, Founder and Director at Sphere Capital Group, and Chief Product and Innovation Officer at Griffin Group.
A Qualified Accountant (CPA) with a Bachelor of Commerce, Stephen has extensive experience in wholesale financial services. In the last five years, Stephen has successfully overseen more than 25 direct property offers, totaling over $600 million in value.
He has structured various innovative product solutions to raise capital for clients, including bond offers, convertible notes, and unregistered equity-based trusts, collectively raising over $150 million. Stephen focuses on project structuring, syndication, capital raising, and funds management for both retail and wholesale transactions. He is well-versed in providing early-stage advice on all types of property investments, including greenfield and existing properties and funds. Stephen’s capability also extends to managing risk and compliance under corporate financial services licences. He helped acquire an Australian Credit Licence with Lender’s Authorisation and held a delegated lending authority with the same company.
Stephen’s expertise includes:
Feasibility analysis
Development of equity and debt funding solutions for property-based investments, and
Creation of new funds and financial products.