Investment Banking - Australia

What is Investment Banking?

Simply put, investment bankers are key strategic advisers to companies and governments, helping them to facilitate industry change and evolution in the global economy. Our advice is used to connect the right investors with the right companies, to facilitate industry development and to create the most efficient capital structures for companies.

What service do we provide our clients?

We provide leadership, guidance and advice on financial transactions across all industries in all corners of the world. People often think of Investment Banking as mergers and acquisitions (M&A), however Investment Bankers also execute leveraged buyouts (LBOs), financial restructurings, divestitures, initial public offerings (IPOs) and privatizations around the world. By working with our counterparts in Corporate Banking, Capital Markets, and Global Transaction Services, we are able to provide our clients with the widest and deepest breadth of financial capabilities. These include underwriting and distributing equity, debt, and derivative securities for some of the largest international corporations, financial institutions and governments.

These transactions can often be cross border and multi currency. With our global presence, local expertise and deep industry knowledge, we are in a unique position to execute these transactions for our clients.

How we are structured?

The Investment Banking Division is broadly organized into two main groups:

• Industry Groups
• Product Groups

Industry Groups

Industry, or “Coverage” bankers blend their deep knowledge of a specific sector (Technology, Energy, Real Estate etc.) with detailed knowledge of the financials to provide quality advice to corporations on various strategic and capital raising activities. Each of these industries has extraordinary differences in the way they operate--structurally, legally and practically. The best way to service clients within these industries is to specialize in one particular sector. A technology banker, for example, needs to be nearly as technologically savvy as a Silicon Valley executive in order to determine which business combinations make the most sense, or what the key issues are in raising capital for a client.

Industry bankers partner with Product Group specialists to offer unique insights into the deal process.

Currently, our industry groups include:

Energy, Power & Chemicals: The EPC Group provides corporate finance solutions to companies across the oil and gas sectors, and the power sector, which includes large utilities and power generators.  Our clients range from large diversified companies to smaller specialty players.

Financial Institutions Group: The Financial Institutions Group is a global franchise that is structured into four coverage/product subgroups: Insurance & Asset Management (IAM), Banks & Financial Services (BFS), Electronic Financial Services (EFS) and Mergers & Acquisitions (M&A).

Financial Entrepreneurs / Private Equity: Financial Entrepreneurs Group - The FEG group covers leading financial sponsors providing committed financing to support their leveraged buyouts. It also assists portfolio companies with their exit strategies, including IPOs and sale mandates. The FEG group has relationships with the top private equity sponsors, as well as unparalleled market intelligence regarding the latest trends in the private equity market. FEG acts as a coverage and a product group, providing an unparalleled private equity knowledge base. 

Industrials Group: The Industrials Group is made up of a diverse range of industry segments, including Paper & Packaging, Metals & Mining, Building Materials, Diversified Industrials, Automotive, Aerospace, Transport, Consumer and Healthcare. Bankers in the team are engaged in strategic discussions on industry-defining M&A transactions with some of the largest and best-known companies in the world. In addition to M&A, we are involved actively with our capital markets partners in client discussions on debt and equity financing. Private equity is an active investor in our space which allows for significant exposure to leverage financed transactions. You'll work closely with both team members and product partners from all levels, as part of a global coverage platform stretching from the Americas to Australia.

Technology, Media & Telecommunications: Technology, Media & Telecom is an industry-leading franchise focused on the coverage of large and small media and telecom companies around the world. The Group performs a wide range of services including strategic advisory, capital structuring and capital markets execution (equity and debt). Our coverage universe spans from Cable, Broadcast, Newspapers, Advertising, Publishing, and Gaming on the Media side to Directories, Satellites and Towers on the Telecom side. The Technology Group is a dominant global franchise that executes M&A, and equity, and debt transactions for our clients. The Tech Group covers a wide array of clients, from large-cap to pre-IPO, providing our bankers with a diverse coverage and transaction experience.

Real Estate: The Real Estate Group at Citi is a global franchise that works closely with domestic and international clients in various real estate sectors including office, apartment, retail and lodging. In addition to providing strategic and capital raising advice to the firm's clients, the group also works closely with other groups within Markets & Banking as many clients in other industries have interests in creating value through their real estate assets.

Product Groups

Product Groups are comprised of bankers with specific M&A or capital markets expertise spanning across all industries. Working with their partners in the coverage groups, bankers provide best-in-class advice and transaction execution for our clients in any market.

Mergers & Acquisitions: M&A bankers advise clients on buying, selling and combining businesses, corporate restructurings and corporate takeover defenses. Our advice is based on in-depth analysis, including:

• Approach tactics: How to initiate and manage takeover discussions.
• Due diligence: Where are the opportunities and challenges for a target organization?
• Valuation analysis: How much is a target organization worth?
• Ability to pay analysis: How much competitors can pay for an organization?
• Combination analysis: The financial implications of buying an organization.
• Contract negotiations: What is the best negotiating strategy?

The execution of these transactions would have a significant impact on a company's competitive positioning and long-term strategy. As a result, clients rely on M&A advisors and industry bankers they trust to help execute their most important transactions.

We have played a key role in some of the world's highest profile, landmark acquisitions, divestitures, restructurings, takeover defenses and cross-border mergers. Our track record, depth of expertise and global capabilities enable us to offer outstanding execution, strategic dialogue, innovative deal and financing structures and a full range of advisory and capital support.