Our team

Partner

Luke is an experienced investor and strategic operator with a successful track record across strategy, investment and operations across the business lifecycle.

Luke previously established and was the CEO/CIO a large global multi-asset investment fund (~$1B+ AUM), giving him significant investment and operating experience at scale.

Prior to this, Luke was a strategy consultant with Bain & Company, and commenced his career as a corporate lawyer with Herbert Smith Freehills (M&A, equity capital markets). Luke lives in Bayside, Victoria with his young family where you will find him at the beach, honing his golf swing and watching the Demons.

Luke Forster

Partner

Toby is an ambitious strategic, digital and data led founder, executive, and director. Focussed on driving commercial outcomes, simplifying complexity and leveraging business intelligence to engage and unite stakeholders to make better business decisions.

Toby was previously Chief Information Officer & Executive Director of Stratton Finance, Australia’s largest independent automotive asset finance broker as well as a past Non-Executive Director of Plenti Limited.

Prior to this, Toby cofounded, grew and sold a global wagering technologies business with his brother, partnering with market leading operators across Europe, Asia and Australia.

Toby Simmons

Partner

Sam is an experienced business operator and advisor, with a diverse background across investment, corporate finance, consulting and hands-on operations

Acquired Almara Cabinets in 2022 as owner operator - and continues to lead the transformation and development of Almara as a trades services platform business

Previously was an investment banker with Morgan Stanley in London and a strategy consultant with EY.

Bachelor of Commerce and Bachelor of Science (University of Melbourne) and an MBA from the University of Chicago.

Sam Stevens

Principal Advisor

Rajiv is a seasoned strategic advisor who brings broad multi-industry experience across technology, retail, logistics, manufacturing, building products and telecommunications, He brings well-developed capabilities in strategy, customer experience, transformation, and the development of value creation plans, built over ten years advising organisations in Australia, New Zealand, the United States and Canada.

He has substantial experience supporting growth-stage and mid-market companies as they navigate critical strategic and commercial inflection points, having led work across adjacency expansion, pricing, commercial excellence, organisational strategy

Rajiv splits his time between Australia and Seattle. Outside of work, he is an unashamed sporting tragic—devoted in equal measure to Seattle’s teams and the Melbourne Football Club, for better or worse.

Rajiv Karna

Consultant

Matthew is an experienced strategy and growth advisor. Previously Matthew was a strategy consultant with Bain & Company in the Melbourne. During his time at Bain, Matthew was part of the Private Equity team and completed numerous commercial due diligence, corporate advisory and strategy projects

He is an active business builder, and is currently pursuing an opportunity in the legal technology space.

Matt recently completed his MBA at University of Oxford.

Matthew Jarrett

Our multi-disciplinary track record maximises your success

Examples of our track successful track record include:

Cofounding
Growing & exiting a global technology business.

Investment

Working alongside the Founder & consortium to realise the successful MBO and sale of Stratton Finance, Australia’s largest independent automotive broker.
Originating, managing and exiting several private equity investments across financial services, healthcare and consumer industries.
Delivering outsized returns for a $1B global diversified portfolio across equities, alternatives and fixed income.

Operations
CEO and CIO leadership roles for a billion dollar private investment fund, a global technology business and Stratton Finance.

Advisory
Experience with stints at top tier firms, Bain & Company and Herbert Smith Freehills Kramer.

Governance
Past directorships of numerous private companies and now publicly listed financial services businesses.