OUR TEAM

A passionate team of talented, diverse and experienced professionals.

Our team

Meet our team of talented professionals with deep experience working with and investing in market leading businesses.

Lisa Bates

I’m always fascinated to see the synergies and value that is created from dedication and divergent thinking. Working with a team that applies that same passion to support The Generations Foundation brings a deep meaning to what we do.

Lisa is the Fund Accounting Manager at Liverpool Partners. She has over 12 years’ experience working in Fund Administration across funds management (Australian Unity Wealth) and private equity (Archer Capital). Most recently, Lisa was the Accounting and Tax Product Manager for unit pricing software solution, pControl.

Lisa is a Chartered Accountant and holds a Bachelor of Business (Majors in Accounting and Finance) from the University of Technology Sydney.

Lisa Bates

Fund Accounting Manager

Bill Best

“Liverpool Partners represents Australia’s next generation of private equity managers. It is an absolute pleasure to be involved, and at times, hard to keep up with the pace at which the team operates!”

Bill is the Chairman of Liverpool Partners. He has been involved in Investment Banking and Stockbroking for over 30 years.

Bill was previously a long-time Hill Samuel, Macquarie Bank executive retiring in 2010 after over 27 years with the Investment Bank. During this time, he held a variety of senior management positions including the first Sydney Branch Manager of the retail bank, Managing Director of Macquarie Equities and joint head of Macquarie Underwriting Limited.

Bill Best

Chairman

Scott Curtis

“We understand the real needs of small-to-medium business owners, partnering with them on a journey to achieve results they can be proud of. The grit and determination to reach new heights continues to motivate myself and the team as a whole”.

Scott is an Origination Associate at Liverpool Partners and has over 12 years’ experience working in financial services, business development and commercial teams. He was previously part of the commercial team at Microequities Asset Management (ASX: MAM) and helped take the business through to listing. Prior to that, he worked in commercial roles at News Corp and Business Spectator, and in the operations team at Macquarie Bank.

Scott holds a Masters Degree in Business Strategy from the University of New South Wales (UNSW).

Scott Curtis

Origination Associate

James Darwell

“I love what I do. I get to work every day with a group that I admire, and collaborate with founders and management to generate significant value”

James is an Investment Manager at Liverpool Partners and has over five years’ experience advising on Corporate Finance, Taxation and Business Advisory matters. Prior to joining Liverpool Partners, James held a Senior Analyst role with Crowe Horwath.

James holds a Bachelor of Commerce from the University of New South Wales.

James Darwell

Investment Manager

James Harris

“The SME sector is ripe with opportunities to invest and partner with businesses across a broad set of industries, become entrenched in their day to day, learn from the founders, and add true insight and value as and where it’s most needed”.

James is an Investment Manager at Liverpool Partners. Prior to joining Liverpool Partners, James worked at Novo Capital and KPMG, working on a wide range of transactions from both an M&A Advisory and Financial Due Diligence perspective. James is a member of the Property Industry Foundation’s NSW Board of Advisers and Chairman of their NSW PropertyBlitz Young Leadership Committee.

He holds a Bachelor of Business majoring in Accounting and Finance from the University of Technology Sydney, and is a qualified Chartered Accountant (CA) with the Institute of Chartered Accountants.

James Harris

Investment Manager

John Hickey

“We get to partner with our region’s brightest management teams, building companies that are leading their industries. It is humbling, awe-inspiring and incredibly motivating. I love every minute of it.”

John Hickey is an Operating Partner at Liverpool Partners. He has over 25 years’ experience in the health care sector throughout Australia, Asia and Europe. Prior to joining Liverpool Partners, John held both senior financial and management roles at a business unit level together with group executive roles with responsibility over multiple business units.

John has direct experience in the management of private hospitals, medical centres, pathology, radiology, nutraceutical manufacturing and pharmacy distribution businesses, and has held Executive Director roles in private and publicly listed healthcare companies with turnover of up to in excess of $3 billion.

John Hickey

Operating Partner

Christy Hu

“We get to help businesses thrive, promote innovation and spur job growth. Supporting our dynamic team and businesses is so rewarding!”

Christy is the Team Assistant at Liverpool Partners. Christy holds a Bachelor of Commerce (Majors in Accounting and Finance) from the University of Sydney.

Christy Hu

Team Assistant

Nathan Joeng

“The team constantly push me to be the best that I can be, I enjoy learning about industries and working with companies as well as their talented management teams.”

Nathan is an Analyst at Liverpool Partners and has over two years of experience working on tax and accounting matters. Prior to joining Liverpool Partners, Nathan held roles at Deloitte and EY.

Nathan is in his final year of university at the University of New South Wales, where he is studying for a Bachelor of Commerce with Double Majors in Accounting and Finance.

Nathan Joeng

Analyst

Brad Lancken

“I’m a believer in the entrepreneurial spirit that drives great Australian companies. I love meeting founders and entrepreneurs and learning about their businesses and enjoy helping managers to drive strategy and growth. I am particularly passionate about helping family-owned businesses during the different phases of their journey.”

Brad is a Managing Partner of Liverpool Partners. Previously he spent c.10 years as a senior investment professional at Archer Capital, a leading mid-market Australian Private Equity Fund where he was responsible for transaction identification, deal execution and portfolio management and led or co-led transactions with collective enterprise value in excess of A$1bn. In prior roles, Brad was a Group Executive Director at Seven Group Holdings (SVW.ASX), an ASX 200 listed conglomerate with responsibilities including the Chair of AllightSykes and the advisory Board of CMC Capital (a Chinese based technology/media PE fund). Brad was also the Managing Director and head of Australia/NZ for Coast2Coast Capital, a global mid-market private equity fund based in South Africa.

Brad holds a Bachelor of Economics (Hons) with majors in Finance and Government from the University of Sydney where was the President of the University of Sydney Student Union. Brad is also a NSW Government appointed director on the Board of the NSW Institute of Sport.

Brad Lancken

Managing Partner

Jonathan Lim

“I am passionate about allocating capital to create inter-generational impact. The people who know us well love partnering with us. We’ve worked multiple times with the same people and always invite business owners to simply talk with people we’ve been in business with and make up their own minds.”

Jonathan is the Managing Partner and Founder of Liverpool Partners. He has extensive experience as both an investor and adviser across sectors in private equity, corporate advisory, equity capital markets and operational management. He previously worked at Arowana, a specialist mid-market investment group. He has over 15 years of senior experience in the corporate mid-market across both public and unlisted markets in industry sectors such as mining services, media, publishing, software, retail and infrastructure services.

Jonathan holds a Bachelor of Business with Double Majors in Accounting and Finance (with Distinction) from the University of Technology Sydney, post graduate qualifications in Corporate and Applied Finance (FINSIA) as well as the CAIA qualification.

Jonathan Lim

Managing Partner

Bob Lin

“We get to work with strong management teams during the growth stages of their business life cycle, building companies that can carve out their own niche. It is a very rewarding experience!”

Bob is an Associate at Liverpool Partners and has over five years of experience across M&A advisory, capital raising and corporate lending. Prior to joining Liverpool Partners, Bob worked at CLSA, Venture Advisory and Westpac Institutional Bank with a focus on technology, media and telecommunications.

He holds a Bachelor of Commerce (Finance major) and a Bachelor of Laws from the University of Sydney.

Bob Lin

Associate

Henry Otton

A continual focus on excellence and creativity ensures you’ll always get the best from us.”

Henry is an Origination Associate at Liverpool Partners and has over eight years’ experience across Corporate Finance and M&A, and Corporate Advisory. Prior to joining Liverpool Partners, Henry was a Manager at Bupa ANZ within their M&A and Corporate Finance team with a focus on aged care and innovative health technologies.

Henry holds a Bachelor of International Business from Macquarie University and is a qualified Chartered Accountant (CA) with the Institute of Chartered Accountants

Henry Otton

Origination Associate

Rachelle Robinson

“Our motivated team strives for continued success and increased support of The Generations Foundation, providing opportunities for disadvantaged children through education is an important part of our mission.”

Rachelle is the Finance Director of Liverpool Partners. She has 20 years of experience in corporate finance, including operational and HR management.

Rachelle is a CPA and holds a Bachelor of Commerce from Macquarie University.

Rachelle Robinson

Finance Director

Craig A. Tocknell

Chief Operating Officer & Co-Founder
+61 416 450 107
craig.tocknell@liverpoolpartners.com

“From day one of starting Liverpool Partners, we have invested in a culture that tenaciously goes above and beyond, from living and breathing the businesses we partner with, developing deep relationships with our investors and advisors, cultivating our talented people, to educating ever more disadvantaged children through our Foundation.”

Craig is the Chief Operating Officer and Co-Founder of Liverpool Partners. He has accumulated experience across the UK, Australia and NZ, working across private equity, mergers and acquisitions advisory and funds management. Craig brings a broad range of expertise across healthcare, transport & logistics, infrastructure, real estate and professional services on transactions totalling ~$1bn.

Craig is a Chartered Financial Analyst (CFA), a Chartered Certified Accountant (FCCA), completed the CFA UK Certificate in Investment Management (IMC), and holds a BSc (Hons) in Applied Accounting.

Craig A. Tocknell

Chief Operating Officer & Co-Founder

Lisa Bates

I’m always fascinated to see the synergies and value that is created from dedication and divergent thinking. Working with a team that applies that same passion to support The Generations Foundation brings a deep meaning to what we do.

Lisa is the Fund Accounting Manager at Liverpool Partners. She has over 12 years’ experience working in Fund Administration across funds management (Australian Unity Wealth) and private equity (Archer Capital). Most recently, Lisa was the Accounting and Tax Product Manager for unit pricing software solution, pControl.

Lisa is a Chartered Accountant and holds a Bachelor of Business (Majors in Accounting and Finance) from the University of Technology Sydney.

Lisa Bates

Fund Accounting Manager

Bill Best

“Liverpool Partners represents Australia’s next generation of private equity managers. It is an absolute pleasure to be involved, and at times, hard to keep up with the pace at which the team operates!”

Bill is the Chairman of Liverpool Partners. He has been involved in Investment Banking and Stockbroking for over 30 years.

Bill was previously a long-time Hill Samuel, Macquarie Bank executive retiring in 2010 after over 27 years with the Investment Bank. During this time, he held a variety of senior management positions including the first Sydney Branch Manager of the retail bank, Managing Director of Macquarie Equities and joint head of Macquarie Underwriting Limited.

Bill Best

Chairman

Scott Curtis

“We understand the real needs of small-to-medium business owners, partnering with them on a journey to achieve results they can be proud of. The grit and determination to reach new heights continues to motivate myself and the team as a whole”.

Scott is an Origination Associate at Liverpool Partners and has over 12 years’ experience working in financial services, business development and commercial teams. He was previously part of the commercial team at Microequities Asset Management (ASX: MAM) and helped take the business through to listing. Prior to that, he worked in commercial roles at News Corp and Business Spectator, and in the operations team at Macquarie Bank.

Scott holds a Masters Degree in Business Strategy from the University of New South Wales (UNSW).

Scott Curtis

Origination Associate

James Darwell

“I love what I do. I get to work every day with a group that I admire, and collaborate with founders and management to generate significant value”

James is an Investment Manager at Liverpool Partners and has over five years’ experience advising on Corporate Finance, Taxation and Business Advisory matters. Prior to joining Liverpool Partners, James held a Senior Analyst role with Crowe Horwath.

James holds a Bachelor of Commerce from the University of New South Wales.

James Darwell

Investment Manager

James Harris

“The SME sector is ripe with opportunities to invest and partner with businesses across a broad set of industries, become entrenched in their day to day, learn from the founders, and add true insight and value as and where it’s most needed”.

James is an Investment Manager at Liverpool Partners. Prior to joining Liverpool Partners, James worked at Novo Capital and KPMG, working on a wide range of transactions from both an M&A Advisory and Financial Due Diligence perspective. James is a member of the Property Industry Foundation’s NSW Board of Advisers and Chairman of their NSW PropertyBlitz Young Leadership Committee.

He holds a Bachelor of Business majoring in Accounting and Finance from the University of Technology Sydney, and is a qualified Chartered Accountant (CA) with the Institute of Chartered Accountants.

James Harris

Investment Manager

John Hickey

“We get to partner with our region’s brightest management teams, building companies that are leading their industries. It is humbling, awe-inspiring and incredibly motivating. I love every minute of it.”

John Hickey is an Operating Partner at Liverpool Partners. He has over 25 years’ experience in the health care sector throughout Australia, Asia and Europe. Prior to joining Liverpool Partners, John held both senior financial and management roles at a business unit level together with group executive roles with responsibility over multiple business units.

John has direct experience in the management of private hospitals, medical centres, pathology, radiology, nutraceutical manufacturing and pharmacy distribution businesses, and has held Executive Director roles in private and publicly listed healthcare companies with turnover of up to in excess of $3 billion.

John Hickey

Operating Partner

Christy Hu

“We get to help businesses thrive, promote innovation and spur job growth. Supporting our dynamic team and businesses is so rewarding!”

Christy is the Team Assistant at Liverpool Partners. Christy holds a Bachelor of Commerce (Majors in Accounting and Finance) from the University of Sydney.

Christy Hu

Team Assistant

Nathan Joeng

“The team constantly push me to be the best that I can be, I enjoy learning about industries and working with companies as well as their talented management teams.”

Nathan is an Analyst at Liverpool Partners and has over two years of experience working on tax and accounting matters. Prior to joining Liverpool Partners, Nathan held roles at Deloitte and EY.

Nathan is in his final year of university at the University of New South Wales, where he is studying for a Bachelor of Commerce with Double Majors in Accounting and Finance.

Nathan Joeng

Analyst

Jonathan Lim

“I am passionate about allocating capital to create inter-generational impact. The people who know us well love partnering with us. We’ve worked multiple times with the same people and always invite business owners to simply talk with people we’ve been in business with and make up their own minds.”

Jonathan is the Managing Partner and Founder of Liverpool Partners. He has extensive experience as both an investor and adviser across sectors in private equity, corporate advisory, equity capital markets and operational management. He previously worked at Arowana, a specialist mid-market investment group. He has over 15 years of senior experience in the corporate mid-market across both public and unlisted markets in industry sectors such as mining services, media, publishing, software, retail and infrastructure services.

Jonathan holds a Bachelor of Business with Double Majors in Accounting and Finance (with Distinction) from the University of Technology Sydney, post graduate qualifications in Corporate and Applied Finance (FINSIA) as well as the CAIA qualification.

Jonathan Lim

Managing Partner

Bob Lin

“We get to work with strong management teams during the growth stages of their business life cycle, building companies that can carve out their own niche. It is a very rewarding experience!”

Bob is an Associate at Liverpool Partners and has over five years of experience across M&A advisory, capital raising and corporate lending. Prior to joining Liverpool Partners, Bob worked at CLSA, Venture Advisory and Westpac Institutional Bank with a focus on technology, media and telecommunications.

He holds a Bachelor of Commerce (Finance major) and a Bachelor of Laws from the University of Sydney.

Bob Lin

Associate

Henry Otton

A continual focus on excellence and creativity ensures you’ll always get the best from us.”

Henry is an Origination Associate at Liverpool Partners and has over eight years’ experience across Corporate Finance and M&A, and Corporate Advisory. Prior to joining Liverpool Partners, Henry was a Manager at Bupa ANZ within their M&A and Corporate Finance team with a focus on aged care and innovative health technologies.

Henry holds a Bachelor of International Business from Macquarie University and is a qualified Chartered Accountant (CA) with the Institute of Chartered Accountants

Henry Otton

Origination Associate

Rachelle Robinson

“Our motivated team strives for continued success and increased support of The Generations Foundation, providing opportunities for disadvantaged children through education is an important part of our mission.”

Rachelle is the Finance Director of Liverpool Partners. She has 20 years of experience in corporate finance, including operational and HR management.

Rachelle is a CPA and holds a Bachelor of Commerce from Macquarie University.

Rachelle Robinson

Finance Director

Craig A. Tocknell

Chief Operating Officer & Co-Founder
+61 416 450 107
craig.tocknell@liverpoolpartners.com

“From day one of starting Liverpool Partners, we have invested in a culture that tenaciously goes above and beyond, from living and breathing the businesses we partner with, developing deep relationships with our investors and advisors, cultivating our talented people, to educating ever more disadvantaged children through our Foundation.”

Craig is the Chief Operating Officer and Co-Founder of Liverpool Partners. He has accumulated experience across the UK, Australia and NZ, working across private equity, mergers and acquisitions advisory and funds management. Craig brings a broad range of expertise across healthcare, transport & logistics, infrastructure, real estate and professional services on transactions totalling ~$1bn.

Craig is a Chartered Financial Analyst (CFA), a Chartered Certified Accountant (FCCA), completed the CFA UK Certificate in Investment Management (IMC), and holds a BSc (Hons) in Applied Accounting.

Craig A. Tocknell

Chief Operating Officer & Co-Founder

Brad Lancken

“I’m a believer in the entrepreneurial spirit that drives great Australian companies. I love meeting founders and entrepreneurs and learning about their businesses and enjoy helping managers to drive strategy and growth. I am particularly passionate about helping family-owned businesses during the different phases of their journey.”

Brad is a Managing Partner of Liverpool Partners. Previously he spent c.10 years as a senior investment professional at Archer Capital, a leading mid-market Australian Private Equity Fund where he was responsible for transaction identification, deal execution and portfolio management and led or co-led transactions with collective enterprise value in excess of A$1bn. In prior roles, Brad was a Group Executive Director at Seven Group Holdings (SVW.ASX), an ASX 200 listed conglomerate with responsibilities including the Chair of AllightSykes and the advisory Board of CMC Capital (a Chinese based technology/media PE fund). Brad was also the Managing Director and head of Australia/NZ for Coast2Coast Capital, a global mid-market private equity fund based in South Africa.

Brad holds a Bachelor of Economics (Hons) with majors in Finance and Government from the University of Sydney where was the President of the University of Sydney Student Union. Brad is also a NSW Government appointed director on the Board of the NSW Institute of Sport.

Brad Lancken

Managing Partner
© 2020 Liverpool Partners Group (AFSL 429777)