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.

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

Investment Associate

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

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

Emelie Svensson

“I feel extremely lucky to support such a passionate team, who not only invest in companies with purpose but also support disadvantaged children through The Generations Foundation”

Emelie Svensson is the Team Assistant at Liverpool Partners and has over five years’ experience in client facing roles. She is passionate about providing excellent customer service and support.

Emelie holds a diploma in Advanced Management and Marketing at Australian College of Business Intelligence.

Emelie Svensson

Team Assistant

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

Jessie Cao

“Working in a passionate team with great ambition and social responsibility benefits me a lot”

Jessie is the Finance Assistant at Liverpool Partners. She has over 10 years’ corporate accounting experience.

Jessie is a CPA and holds a Master of Accounting from Curtin University of Technology

Jessie Cao

Finance Assistant

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

Katharine Walters

I strongly believe that with the right strategy, businesses and investors can solve societal problems to the benefit of all

Katharine is an experienced corporate responsibility, sustainability and social impact practitioner, working with organisations across multiple industries to plan, deliver and measure improved social and environmental outcomes for almost twenty years. With a background in financial markets, she has worked in Australia, New Zealand, the UK and Russia and also in West Africa as a volunteer school teacher.

Katharine has a Postgraduate Diploma in Sustainable Development from Macquarie University and has been recognised as a Certified Shared Value Consultant and a Certified Sustainability Assurance Practitioner.

Katharine Walters

Chief Impact Officer

Laura Van Rie

“I get a lot of energy from engaging with passionate business owners in the mid-market, and relish deepening my understanding of the industries and businesses we invest in”

Laura is an Investment Analyst at Liverpool Partners and has over four years of experience in the financial services industry. Prior to joining Liverpool Partners, Laura held an Associate role within ING’s Acquisition Finance and Structured Lending team in Amsterdam.

Laura holds a MSc. in Finance and Investments from the Rotterdam School of Management, a LL.M. in Financial Law from Erasmus University of Rotterdam, and has passed CFA levels I and II.

Laura Van Rie

Investment Analyst

Lucy Scott

“It’s exciting to be part of a passionate team who are continually striving to make a positive impact, not only in business but also through The Generations Foundation.”

Lucy is Executive Assistant at Liverpool Partners and has over 15 years’ experience supporting purpose driven leaders in professional and financial services. Prior to joining Liverpool Partners, Lucy supported the CEO’s of LeapFrog Investments and Australian Ethical Investment.

She holds a Bachelor of Science, with Honours, in Business Studies from the University of Stirling.

Lucy Scott

Executive Assistant

Michael McCormack

“To be able to interact with founders and management teams of successful companies, understand their stories of growth and how we can create value is an incredibly rewarding experience”

Michael is an Investment Associate at Liverpool Partners and has over four years of experience advising private equity and strategic clients on transactions across Australia and North America. Prior to joining Liverpool Partners, Michael held a Manager role within Ernst & Young’s M&A Strategy and Transactions team in Sydney and New York.

Michael holds a Bachelor of Commerce and Bachelor of Laws from Deakin University and is a certified Chartered Accountant (CA).

Michael McCormack

Investment Associate

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 holds a Bachelor of Commerce (Finance and Accounting) from the University of New South Wales.

Nathan Joeng

Investment Analyst

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

Operational AdvisorS

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 an Operational Advisor to 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

Operational Advisor

Heith Mackay-Cruise

Operational Advisor

“Growth is at the heart of our society – creating jobs, expanding geographically, solving problems with technology solutions, meeting customers’ needs and economic returns for all stakeholders – helping management teams and Liverpool Partners grow their businesses is a real privilege.”

Heith is an Operational Advisor to Liverpool Partners. Heith has been involved in the media, education and technology sectors over the past 25 years. Heith is currently the non-executive Chair of UP Education in New Zealand and a previous non-executive Chair of hipages, LiteracyPlanet and the Vision Australia Foundation as well as a previous non-executive Director of ASX listed LifeHealthcare and Bailador Technology Investments. In Heith’s prior executive career, he was the founding CEO of Sterling Early Education, the Global CEO and Managing Director of Study Group and CEO for PBL Media New Zealand. Heith also held senior executive positions with Australian Consolidated Press and worked in sales and marketing roles for PepsiCo around Australia.

Heith Mackay-Cruise

Operational Advisor

James Scott

Operational Advisor

“I have a passion and expertise in leveraging emerging technologies to provoke business change, building valued business relationships and in leading and managing business transformation. Helping organisations reinvent their business models based on emerging and innovative solutions and services is genuinely exciting and I feel very privileged to work with a broad range of businesses across industries as they navigate digital transformation”.

James is an Operational Advisor to Liverpool Partners. James has over 25 years’ experience working in the media and technology sector and has held industry and advisory roles at a local and international level. James is currently the Chairman of Impulse Screen Media and was a previous non-executive Chairman of ASX listed data & analytics business, Skyfii. In James’ prior executive career he was the Managing Director of Accenture Digital, Group Chief Operating Officer of Seven Group Holdings and was a Partner in KPMG’s Advisory practice. James was one of the founders and directors of Imagine broadband Ltd and was a director of WesTrac and Coates Hire during his time at Seven Group.

James holds Bachelor of Electronic & Electrical Engineering (Hons) from Loughborough University, UK and is a Fellow of Engineers Australia, FIEAust CPEng and a graduate of the Australian Institute of Company Directors (GAICD).

James Scott

Operational Advisor

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 is an Operational Advisor to 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

Operational Advisor
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