Garry Stephensen, Managing Director, Licensee at Lloyds is a fully qualified hands-on registered business intermediary with a wealth of experience to help his clients maximize the value of their business. He started his business life at the age of twenty-four purchasing his first, of several Newsagencies and then graduating to much larger business enterprises in the wholesale, building, construction industries and property development.
In the early 90’s Garry accepted a left field opportunity to broaden his experience and became involved in the Business Brokerage Industry, since then he had extraordinary success negotiating the acquisition and mergers of major businesses to Blue Chip Public and Private National Companies, Equity Groups and high net wealth individuals.
He has strong business interest and experience in the private sale, acquisition and divestment of mid-market businesses in the resources, mining, contracting, import, wholesale and distribution sectors.
Business assignments have been successfully carried out in Australia from the major capital and provincial cities to the business and mining support infrastructure areas in Queensland’s Bowen Basin, Mt Isa’s North West and Western Australia’s Kalgoorlie mineral rich provinces.
Commencing his career by winning a scholarship from The Reserve Bank of Australia whilst studying Accountancy and Economics at Sydney University, he gained valuable experience in their Investment Department, which had sole responsibility for overseeing Australia's Monetary Policy, through Interest Rate, and Treasury Bill regulation, and Money Market and Trading Bank Control.Rudy Weber is an accountant, a licensed business broker and valuer, and an experienced "hands-on" business intermediary. He is the founding Director of Lloyds Business Brokers specialising in mid-market mergers, acquisitions and divestments. Having an investment banking, stock broking and manufacturing background as well as owning and managing a number of Companies in insurance and business broking, Rudy is uniquely placed to advise both corporate and private buyers/sellers in the achievement of their business goals.
Rudy then joined a leading Stock Brokerage firstly as a trader then, Investment Advisor. To complete his mercantile experience base, Rudy accepted a senior accounting role in a large manufacturing Group where, following extensive analysis, he designed and successfully implemented a leading edge electronic accounting and management system.
Branching out on his own, Rudy formed an Insurance Brokerage Group, which, under his leadership became one of the largest independent Australian-owned brokerages, prior to being sold.
Since 1984, Rudy has been a leading Business Intermediary, specialising in private mid-market acquisitions and divestments. He has successfully negotiated on behalf of both private and corporate buyers and sellers of significant businesses in most States of Australia and Internationally.
After completing his enlistment in the US Navy, Mr. Sutherland earned a Bachelor's degree in economics then a Master's degree in Business Administration (MBA). He then founded and built a turnaround management consulting firm which eventually grew to four offices in three states. He was appointed to run numerous companies by various boards of directors, banks, and financial institutions. Through 1997 Mr. Sutherland managed or advised over 40 different distributors, manufacturers, and service companies with revenues from $2 million to $185 million. With his own capital he acquired and sold four separate national companies. He has firsthand experience in merging companies as well forming joint ventures and strategic alliances. Through a private equity fund he founded in 1997 and again through a second private equity firm which he co-founded in 2006 he has provided capital in the form of equity and debt to a number of additional companies.
In 2004 Mr. Sutherland personally acquired a mergers & acquisition firm which then became an investment bank representing middle market companies with revenues from $5 million to $200 million. The firm has represented over 1,750 businesses and maintains an in-house proprietary database of over 6,600 private equity groups plus several thousand banks, financial institutions, hedge funds, public & private pension funds, insurance companies, family offices, master funds, university endowment funds, sovereign wealth funds, other financial asset management firms, and wealthy private investors. The firm has expanded and developed an online private exchange for large privately held companies seeking equity liquidity or debt recapitalization and also subscription based solutions for microenterprises anywhere in the world seeking a liquidity event.
Mr. Sutherland has been published and featured in a number of periodicals and has been a guest speaker for a number of trade and industry organizations.
BSc (UNSW), MBA (London Business School), Certificate in Governance and Risk Management, (Governance Institute of Australia), MAICD, NZ Licensed
Karen brings 30 years of Corporate Advisory, Business Development and Consulting to company Owners, Boards and CEOs. She has assisted numerous businesses to position for sale and investment by undertaking strategy, performance and risk reviews. For investors and buyers, she has conducted due diligence, market and financial assessments. She has prepared several information memoranda to support Capital raising, Mergers and Acquisitions and Divestments. Her extensive strategic and financial investor networks have resulted in successful capital raisings and sales.
She is a licensed Business Broker with extensive Corporate Advisory and International business development experience and networks, able to assist companies targeting investors, strategic partners, expanding business overseas or divesting. She has extensive health, consumer goods, industrial and technology sector knowledge and solid networks across the industry value chain both within Australia and internationally.
Karen spent fifteen years with PricewaterhouseCoopers in their London and Sydney offices, advising private and public sector companies, government grant agencies, SMEs, family businesses and innovative technology start-ups.
Karen has an MBA from the London Business School, a BSc from UNSW and a Certificate in Governance and Risk Management.
REINSW licenced Business Broker, NZ licensed (REANZ)
M&A, Strategy, Corporate Advisory
Edward has over 15 years in M&A and having joined iSelect in 2014 and was appointed to the role of Group Executive for Growth in November 2015. Prior to this role, Edward was iSelect’s Head of Corporate Development.
Director of www.pointhacks.com.au and CEO of several other businesses.
Edward has spent over 15 years in roles encompassing strategy, mergers and acquisitions (M&A), corporate development, capital raisings, distressed banking and working capital management. He also has extensive experience strategic business reviews of key stakeholders.
Prior to joining iSelect, Edward worked at M&A Partners as a senior member of their corporate advisory team, ANZ Bank and in various roles at Ernst and Young across the United Kingdom, Europe and Australia.
Edward holds a Bachelor of Business (Marketing) from RMIT, a Masters of Marketing from Monash University and is a member of the Institute of Chartered Accountants of Scotland and has spent over 15 years in roles encompassing strategy, mergers and acquisitions (M&A), corporate development, capital raisings, distressed banking and working capital management. Edward also has extensive experience strategic business reviews of key stakeholders.
Specialties: M&A, Strategy, Advisory, Recapitalisations, Equity Raising, Debt Finance and operations.
Dianne commenced with Lloyds in 2013. She has a degree in Communications from Griffith University and extensive professional experience in the private and public sectors.
Since joining the Lloyds team in 2013 Dianne has led and assisted on a number of successful transactions in retail, transport, agriculture, IT, finance and education. She is passionate about providing the best service to her clients. As a registered Business Broker and Research Director she leaves no stone unturned when finding the right Buyer for a business ensuring a smooth and efficient transaction.
Dianne has a degree in Communication from Griffith University and extensive professional experience in the private and public sectors. She began her career in a boutique marketing firm working directly with business owners; from entrepreneurs on shoe-string budgets to well established and successful SME enterprises.
In the finance sector she was in the mortgage division of a big four bank in Sydney. She commenced in Distribution Remuneration before being quickly promoted to State Training Coordinator, Third-Party Banking, responsible for training mortgage brokers on the bank’s products, policies and procedures.
In the public sector Dianne was the assistant to the Secretary of a lead Federal Government agency in Canberra. This role exposed her to high profile negotiations and liaising with key players in the transport sector as well as notable public figures, Ambassadors, and State and Federal politicians.
Dianne’s keen interest in sustainable business practices led her to complete a Master of Environmental Management at UNSW where she explored issues related to economic growth and development, new technologies, renewables, emerging issues and the creation of new markets.
Based in Western Sydney with extensive Operational, Financial and Business Corporate Advisory experience across a host of Industries both in Australia and Internationally.
As Chairman of a Property Development Company, he initiated the redevelopment of 70 Phillip Street for the PM&C, is an experienced CEO of Retirement Villages, Chairman of a International Publishing Company, Chairman of an Australian listed CCTV Security business and a trader in "Green Energy Savings Certificates ", Corporate Adviser to family businesses in Australia and overseas traveling to Fiji for over ten years. In New Guinea he was a partner of a Chartered Accounting company and a branch of his family firm in Pitt Street for over 12 years.
Over the past 12 years was Business Development Manager for a manufacturing company based in Newcastle, with distributors around Australia, Europe, India, China, and North America. John is active in research and marketing hydrogen kits to reduce emissions from diesel engines and has conducted wind tunnel testing for aerofoils on prime movers to reduce drag.
John is passionate about helping family businesses plan for succession. Planning and choosing a successor for a family business can be fraught with challenges and it can be unsettling. Especially in family businesses, succession planning can involve a lot of emotional turmoil. It is often helpful to turn to an outside, impartial Advisor for help with navigating the process. Having a sound succession plan in place can help take some of the emotion out of the planning and help ease the transition for both the business owner and his or her successors.
Succession planning is only one piece of comprehensive business transition planning. There is no one-size-fits-all formula for successful transitions.
Depending on your business, it could take one to three years to comfortably organize and implement an effective succession plan and there are a number of financial decisions that will need to be made (e.g., whether to gift or sell shares to heirs and how to keep the taxes to a minimum).
Inevitably, there is a lot of family wealth to protect inside a business. Owners have choices in what type of ownership transition strategy and succession plan will be most beneficial for them, their family members, and their business.