梅森史蒂文斯

2023年7月31日

分享它的showtime ASX-hopeful梅森史蒂文斯。街頭談論理解財富管理技術和服務提供者已經流傳與潛在投資者,分發的演講,大談其連續九年的盈利能力提出了首次公開發行(ipo)前。staff-owned和盈利的公司叫做Barrenjoey的投資銀行家可能建議在理想的時間列表,之後該公司近40%的股份出售給上市前投資者和公司的一些客戶。財富管理平台是尋求IPO。路易Douvis潛在支持者告訴梅森史蒂文斯已經創紀錄的4310萬美元的收入在6月30日的12個月,從3710萬年的2022美元增長16%,經營性現金從2400萬美元增加到2900萬美元。公司在過去兩年投資於行政領導,業務基礎設施、技術和銷售,和表示,主要是完成其操作成本,與“大白鯊將從這裏打開”——顯然在收入增長速度超過成本的引用。廣告梅森史蒂文斯說,在2022年財政年度之前,業務已經“有管理的自由現金流最大化”而不是盈利增長和收入“強烈年金的特點”。梅森史蒂文斯首席執行官蒂姆聖誕確認會議原定於“幫助人們理解更多關於業務”,但拒絕進一步置評。其音量的關鍵是它的“高質量”和“long-tenured”客戶,平均份額的錢包從其前20名獨立財務顧問為52%。經理也強調其“天才和對齊的投資團隊”,呼喚前ires的招聘首席執行官安德魯•沃爾什擔任董事長和行業順風轉向專業平台。梅森史蒂文斯成立於2010年,是由員工持有多數股份。 It offers asset management, an investment platform and private banking, providing access to domestic and international equities, fixed-income securities, hybrids, bonds, term deposits and derivatives. The company, now run by Yule, an ex-UBS head of sales, has grown to about $7 billion in funds under management and advice, according to the investor presentation seen by Street Talk, and made a $7.3 million profit in the 2022 financial year, accounts filed with the corporate regulator show. Sources said the decision to pursue an IPO, subject to market conditions, was sparked by a desire to drum up a liquidity event for all long-standing shareholders and increase its share of the lucrative $921 billion market for wealth platforms – administrative tech used by financial advisers and stockbrokers to execute trades and manage client assets. Advertisement Potential backers were told Mason Stevens’ net inflows had grown by 45 per cent over the past three years, helping it hit earnings before interest, tax, depreciation and amortisation margin of 33 per cent. It employs around 80 staff nationally. In charting a course to the ASX boards, Mason Stevens sold a near 40 per cent to pre-IPO investors and some of its clients in October . The selling shareholders, arranged by Reunion Capital, included the estate of former Mason Stevens chairman Pat Handley, who died this year, while the new investors included Sydney-based CVC Emerging Companies which took a $10 million stake. Should it try to float on the ASX, investors would be expected to compare it to listed platform owners Hub24, Netwealth and Praemium. Sarah Thompson has co-edited Street Talk since 2009, specialising in private equity, investment banking, M&A and equity capital markets stories. Prior to that, she spent 10 years in London as a markets and M&A reporter at Bloomberg and Dow Jones. Email Sarah at sarah.thompson@afr.com Kanika Sood is a journalist based in Sydney who writes for the Street Talk column. Email Kanika at kanika.sood@afr.com.au Emma Rapaport is a co-editor of the Street Talk column. Prior to that, she was a markets reporter at The Australian Financial Review. Connect with Emma on Twitter . Email Emma at emma.rapaport@afr.com Save