theteam

Laurie Horin, Executive Director

Laurie has in excess of 25 years experience in professional accounting, corporate and investment management and investment banking. He has worked extensively in Australia, USA and South East Asia.

Laurie’s expertise is in mergers and acquisitions, divestments, debt and equity raisings and in structured finance transactions.

Laurie has been a Director of a number of listed and unlisted companies in Australia and USA.

During his career he has worked for Coopers & Lybrand (now PricewaterhouseCoopers), Enacon Limited, Colgate-Palmolive Australia, Colgate Venture Company Inc (New York), Bankers Trust Australia and Gresham Partners. Laurie also assisted in the establishment of AusAsean Limited and Silverstream Corporate/Winstar Partnership, corporate advisory firms focusing on mid-market companies in Australia and South East Asia.

Laurie's qualifications include a Degree in Accounting from Curtin University in Western Australia, Fellow of Australian Institute of Chartered Accountants and a Fellow of the Financial Services Institute of Australasia.

John Allen, Executive Director

John's expertise is in providing strategic advice on joint ventures and strategic alliances, mergers and acquisitions, equity, hybrid and debt raisings and complex commercial transactions in Australia and Asia.

John was a Partner in Allen, Allen & Hemsley, Lawyers, for 16 years and Executive Director of Technology Transactions Limited for two and a half years. He was a member of the Australia China Council from 1998 to 2007. John was also the National President of the Australia China Business Council in 1996 - 97 and a Senior Vice President through to 2003. He was a Director of CITIC Australia Pty Ltd from 1986 to 2004, and has been a Director and Chairman of a number of public and private companies. He is Chairman of the China Research Centre at the University of Technology, Sydney.

John obtained his Master of Laws from Harvard University, having been awarded a Frank Knox Fellowship. He has a Bachelor of Arts, and Laws (with Honours) from Sydney University. 

John also worked at major law firms in Washington DC and Tokyo and has been a visiting lecturer at a number of Universities. He is a Fellow of the University of Technology, Sydney.

Charles Lindop, Principal

Charles has 30 years experience in technology and services firms, the last 10 in corporate advisory. Prior to this, Charles held a variety of senior operational roles in technology multinationals Hitachi, SAP Software, Hewlett-Packard, Unisys and ASX-listed UCMS.

Charles focuses on the corporate advisory needs of technology, media and telecommunications businesses including mergers and acquisitions, divestments, private equity, partnerships & alliances, and business strategy.

Recent engagements include buy and sell-side m&a transactions, private equity finance and strategic advisory work for telecommunications, IT services and internet businesses. Charles also completed an ICT industry map for the NSW government, and a strategic review of ICT research for a major university.

Charles is well known in the technology sector, chairing the Financial Services Group within the Australian Information Industry Association and also the Pearcey Foundation in NSW. Charles is also a non-executive director of volunteer group NSW Enterprise Workshop, a gold medallion life saver and patrol captain at Avalon Beach Surf Club.

Charles’ blogs include www.technology-transactions.com and www.ict-industry-reports.com.

Steve Paterson, Senior Consultant

Steve has over 30 years experience in the financial services sector, particularly in the mortgage market. Steve is also active in SAKS Consulting Pty Ltd where his co-principal Kym Dalton also has more than 30 years experience in the mortgage industry, in particular, wholesale funding. Accordingly, the relationship with SAKS adds further resources to Carlisle Partners' capabilities.

Steve has held senior management roles to CEO & Director levels in domestic & multinational financial services organisations. This experience covers multiple sectors including lenders mortgage insurance (10 years with PMI), mortgage origination and management (13 years), funding, securitisation, and investment activities in Australia, Europe & the USA.

Steve has served for 7 years as a committee / board member of the Mortgage Finance & Industry Association (MFAA), with 2 years as National President, plus various periods on similar international bodies & Government committees.

Steve is a Fellow of the Australian Society of Accountants (CPA), Fellow of the Financial Services Institute of Australasia, Associate of the Chartered Institute of Secretaries & Administrators, and an Associate of the MFAA.

Cathy Choi, Senior Analyst

Cathy supports Carlisle Partners' principals in all facets of corporate advisory activities, particularly in modelling and research.

Before joining Carlisle Partners, Cathy worked at Russell Investment Group as a consulting analyst in the Actuarial and Benefits Consulting team. Her responsibilities included supporting the firm’s actuaries in providing advice to corporate superannuation funds and the provision of financial information for company reporting on employee benefits under the Australian, international and US accounting standards. She also has experience in the transition of corporate superannuation funds to master trust arrangements and asset/liability studies which involved modelling cashflows and the effect of interest rate swaps on superannuation expense volatility.

Cathy holds a Bachelor of Commerce degree from Macquarie University, majoring in Finance.