Transact Finance: This corporate debt advisory firm offers clients access to tailored finance solutions, facilitating both significant debt and equity funding via traditional banks, non-banks, family offices, and private equity groups locally and internationally. The team has successfully advised and brokered more than $2 billion in funding for numerous corporate and institutional clients to underwrite their growth and expansion objectives. Jarrod is responsible for origination, execution on ongoing management of Transact Finance’s highly-valued clients.

TAG Finance Australia: In March 2024, Transact Finance strategically expanded its influence by orchestrating the successful acquisition of TAG Finance Australia. TAG Finance Australia, a leading mortgage broking firm, has a storied history of facilitating residential loans directly to consumers, thereby enhancing the group’s service offerings. TAG Finance Australia also has a reputation of being values-led, exemplified by the business regularly winning state and national industry awards for their contributions to the community. Jarrod’s role is to drive outstanding results, whilst maintaining the high level of service that TAG Finance Australia is known for.

Alex’s professional journey began at CBRE and his family’s office group in the Steel and Property Development industries, where he honed his skills in property development, investment, sales, leasing, finance, and equity facilitation. His expertise and strategic vision led to the creation of several successful ventures:

1. Transact Capital: As a WA and QLD-based commercial agency, Transact Capital focuses on procuring and divesting premium-grade assets across Australia. The company negotiates leases with national and international tenants on behalf of major institutions, funds, syndicates, and high-net-worth clients. Alex’s leadership has driven Transact Capital to secure and manage significant real estate transactions, enhancing its reputation in the market.

2. Royal Oak Capital: Under Alex’s leadership, Royal Oak Capital has become a premier name in the industry, known for its excellence in property development, investment and Private Credit. The company’s portfolio includes a diverse range of high-profile projects, demonstrating Alex’s ability to identify and capitalize on lucrative opportunities. Key projects include:

• The Royal Oak Office Unit Trust 1: Led by Alex, this fund transformed a 4,100 sqm vacant office building in the Perth CBD fringe into a modern and sustainable asset with a value of over $30 million, leased to international covenants and exceeding the initial return target.
• The Royal Oak LFR Unit Trust 1: Alex strategically identified a gap in the Large Format Retail market within the wider Bunbury region. The trust developed a large format retail centre in Bunbury with a value of more than $53 million, overcoming planning, construction challenges and securing substantial pre commitments to national retailers.
• The Royal Oak Preferred Equity Unit Trust 1: This fund provides preferred equity investments, targeting high-value real estate opportunities with robust return potentials and is structured to minimize investment risk.

3. Transact Finance: This corporate finance brokerage firm offers clients access to tailored finance solutions, facilitating both significant debt and equity funding via traditional banks, funds, family offices, and private equity groups locally and internationally. Transact Finance has successfully assisted numerous businesses in securing the financial backing necessary for their growth and expansion.

4. TAG Financial Group: Alex’s role at TAG Financial Group further exemplifies his leadership and strategic acumen. In March 2024, Transact Finance strategically expanded its influence by orchestrating the successful acquisition of TAG Financial. TAG Financial, a leading brokerage firm, has a storied history of facilitating residential loans directly to consumers, thereby enhancing the group’s service offerings.

5. Advisory: Alex is also a key advisor to both his family office and other significant family offices nationally. His past and ongoing involvement spans multiple portfolios totalling more than $3 billion in stabilised property assets, new development projects, and major debt advisory requirements. This advisory role highlights Alex’s expertise and trusted reputation in managing large-scale investments and providing strategic financial guidance.

Alex’s ventures are characterised by their innovative approaches and sustainable growth strategies. His ability to navigate complex markets and foster strong industry relationships has been instrumental in the success of his businesses. Alex continues to be a driving force in the commercial real estate and finance sectors, with a vision that combines traditional expertise with forward-thinking solutions. His achievements reflect a deep commitment to excellence and a relentless pursuit of growth and innovation.

In his role as a Mortgage Broker, Matthew applies the same principles he mastered in Asset Finance lending. He believes in delving deep into his clients’ financial situations, understanding their goals, and then finding the perfect mortgage solutions to match. Matthew’s commitment to building strong client relationships ensures that every step of the mortgage process is smooth, stress-free, and rewarding.

Whether it’s financing for assets or securing the perfect mortgage for a dream home, Matthew provides personalised service and finding the best outcomes for his clients. Reach out to Matthew today to embark on your journey to financial success.