Morgans Financial Overview
- Service
-
Financing Advisory
- Founded
-
1982
- Employees
-
810
- Serviced Companies
-
102
- Serviced Deals
-
137
- Serviced Investors
-
11
Morgans Financial General Information
Description
Morgans Financial is a national full-service retail stockbroking and wealth management firm founded in 1982 and based in Brisbane, Australia. The firm specializes in financial planning, research, institutional equity sales, and corporate finance advisory. In addition, the firm provides a range of services including equity raisings, underwriting of equity issues, tax planning, aged care, retirement planning, portfolio management, assistance with secondary raisings, fixed interest offers, takeovers, advice on takeover defense, mergers, and acquisitions advisory, and assisting private companies looking to fund their growth plans through private equity capital raisings. Morgans primarily cater to both listed and unlisted companies.
Contact Information
- Level 29 Riverside Centre
- 123 Eagle Street
- Brisbane, Queensland 4000
- Australia
Morgans Financial Services to Companies
Service on a Deal (138)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Azimut Exploration | Advisor: General | Sep 2023 | 00000 | 0000000 |
| 00000 0000 | Advisor: General | Sep 2023 | 00000 | 0000000 |
| 00000000 000000 | Advisor: General | Aug 2023 | 00000 | 0000000 |
| 000 00000000 | Advisor: General | Aug 2023 | 00000 | 0000000 |
| 0000000000 0000000 | Advisor: General | Jul 2023 | 00000 | 0000000 |
| 00000 000000 0000 | Advisor: General | Jun 2023 | 00000 | 0000000 |
| 0000000 | Advisor: General | Mar 2023 | 00000 | 0000000 |
| 0000000 000000 | Placement Agent | Mar 2023 | 00000 | 0000000 |
| Siren Gold | Advisor: General | Feb 2023 | 00000 | 0000000 |
| Gold Hydrogen | Underwriter | Jan 2023 | 00000 | 0000000 |
Morgans Financial Services to Investors
Service on a Deal — Buy Side (12)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| FOS Lighting | Advisor: Financial Due Diligence | Nov 2022 | 00000 | 0000000 |
| 000000000 00000 00 | Advisor: General | Jan 2022 | 00000 | 0000000 |
| 0000000000 | Advisor: General | Dec 2020 | 00000 | 0000000 |
| 000000000 000000 0 | Advisor: General | Oct 2020 | 00000 | 0000000 |
| 00000 000000000000 | Advisor: General | Jul 2020 | 00000 | 0000000 |
| 00000000 00000000 | Advisor: General | Nov 2019 | 00000 | 0000000 |
| 000000 0000000000 | Advisor: General | Sep 2019 | 00000 | 0000000 |
| 000 | Advisor: General | Aug 2019 | 00000 | 0000000 |
| Senex Energy | Advisor: General | May 2011 | 00000 | 0000000 |
| Eagers Automotive | Advisor: General | Nov 2010 | 00000 | 0000000 |
Service on a Deal — Sell Side (1)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Fu Shan Investments | Advisor: General | Jun 2018 | 00000 | 0000000 |
Morgans Financial Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Morgans Financial Team (18)
Morgans Financial Board Members (5)
| Name | Representing | Role | Since |
|---|---|---|---|
| Brian Sheahan | Morgans Financial | Director, Morgans Holdings (Australia) Limited & Executive Chairman | 000 0000 |
| Jeffrey Oates | Morgans Financial | Chief Operating Officer, Director of Morgans Holdings (Australia) Limited & Board Member | 000 0000 |
| John Clifford | Morgans Financial | Managing Director & Board Member | 000 0000 |
| Robert Douglas | Morgans Financial | Executive Director, ECM Sales & Board Member | 000 0000 |
| Tim Crommelin | Morgans Financial | Chairman | 000 0000 |