We are a diversified financial services firm specialising in managing alternative assets, lending, corporate advisory and equities with a strong focus on growth and innovation.
Launched in 2009, we have advised on over $100 billion of transactions and raised over $13.9 billion of equity capital for our clients. Today, we have $8.4 billion in assets under management.
Established as a joint venture with NYSE-listed Moelis & Company – a leading global independent investment bank – the firm has grown to become a team of more than 600 across locations in Australia, China, Hong Kong, Singapore and the United States.
Asset Management
We manage funds for institutional, high net worth and retail investors across a diversified range of strategies including real estate, hospitality, credit, private equity and venture capital. The team also manage traditional asset classes such as cash, bonds and listed equities.
In total, we have $8.4 billion AUM across 50 funds, distributed and actively managed by teams of experienced investment professionals.
Lending and Technology
Our Lending & Technology division comprises a technology-enabled Residential Lending Marketplace and differentiated Lending Platforms.
We can originate credit assets on a proprietary basis with tailored underwriting standards and utilise our in-house expertise to manage the loan portfolios.
Residential Lending Marketplace
Established in 2022 following the successful acquisition and integration of mortgage aggregator Finsure, today the marketplace has over $90 billion in managed loans for over 350,000 borrowers. It provides core infrastructure for over 2,600 brokers and features 80 lenders offering more than 4,500 products.
The marketplace also includes Middle, a new digital tool helping brokers and lenders collect verified financial information for loan applications.
Lending platforms
We have two lending platforms. MA Money provides residential loans to prime, near-prime and specialist customers nationally. Our Specialty Finance business is focused on high-margin, lending opportunities, including our legal disbursement finance activities and bespoke receivable funding initiatives.
Corporate Advisory and Equities
Our Corporate Advisory & Equities business, MA Moelis Australia, provides strategic and financial advice for mergers and acquisitions, equity capital markets (ECM), debt capital markets, research and restructuring as well as cash equities trading. Our specialised sector capabilities include real estate, credit and restructuring, technology and small to mid-cap industrial companies.
Since 2009 we have managed in excess of $100 billion worth of transactions, including:
- Financial adviser to Speedcast in its $1.2bn debt restructuring
- Financial adviser to Freedom in its $364m restructure and recapitalisation
- Financial adviser to Senior Lenders in the Bluewaters Power debt restructuring
- Sole advisor to Consolidated Press Holdings on the sale of its interest in Crown Resorts
- Exclusive financial adviser to the Johns Lyng Group in its US$144m acquisition of Reconstruction Experts and $230m Equity Raising
- Primewest’s $600m sale to Centuria Capital Group
- Stocklands $620m acquisition of Halcyon Group
- Joint lead manager and underwriter in Centuria COF $201m non-renounceable entitlement offer
- Cerberus’ acquisition of a 50% interest in Lincoln Place and establishment of Joint Venture
- Financial adviser to CitrusAd in its acquisition by Publicis Groupe
- Financial adviser to Think Childcare Group in its acquisition by Busy Bees Early Learning Australia
- Financial advisor, joint lead manager and bookrunner for Newmark Property REIT
Our Equities business provides securities research, sales and trading execution services to institutional and high net worth clients, and complements the Corporate Advisory business by providing ECM expertise and distribution capabilities to facilitate transactions on behalf of clients.
Our values and behaviours
Growth
- We actively seek sustainable value creation
- We are committed to continuous improvement and technical excellence
- We pursue ongoing learning, and we invest in practical individual and team development
- We pair our growth with integrity at all times.
Cohesion
- We recognise the whole is greater than the sum of its parts
- We encourage each other to pursue opportunities and empower one another to succeed
- We actively find solutions, not problems
- We value diversity of thought and constructive debate and feedback.
Innovation
- We uncover opportunities others may miss and transform them into actionable and meaningful outcomes for our clients
- We constantly develop and share new ideas across business units
- We are entrepreneurial and think and act like business owners
- We are hard-working and resilient.
Accountability
- We accept our commitments and are accountable to deliver on them
- We own and discuss our mistakes and learn from them
- We actively think about and manage risk
- We speak up and we don’t accept inappropriate behaviour and actions.
The Team
The Team
One of our core principles has been to attract and hire the best people and empower them to reach their full potential. This approach has been consistent throughout the MA Financial journey and is core to our success.
Our diverse team shares a focus on the cross-pollination of ideas, and a drive to deliver innovative financial solutions and high engagement with our clients. The result is a flexible, entrepreneurial business culture with a strong reputation in domestic and international markets.
We are committed to providing a work environment where employees feel recognised, motivated, supported and have a strong sense of belonging.
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MA Foundation
The MA Foundation was launched in 2018. Its purpose is to positively impact the communities in which we operate.
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