Built award‑winning SaaS companies and now invests through his family office. Understand how to scale your business in the lead up to an exit and the long‑horizon investor psychology.

Architect of a 21‑step succession process used by 700+ owners. He’ll show how to avoid the top mistakes that sink deals.

Dr. Craig West is a leading expert in business succession and exit planning.
Founder of Succession Plus, he has helped hundreds of business owners maximise value and plan successful exits.

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Entrepreneurial lawyer with multiple exits. Translating legal risk into commercial advantage.

Serial exit strategist who sold multiple companies above market multiples. Get checklists to make your business sale‑ready..

PE operator with 25 years’ experience. Discover how to build “exit‑ready” operations.

Former EY M&A partner with 13 years’ specialist. Unpack complex carve‑outs, divestments and IPOs.

Australia’s most active EtA investor with 5 acquisitions, 2 exits and 12 search‑fund investments. Master selling to operator‑CEOs.

 Managing partner of a fund with 40+ exits and a 23 % realised IRR. Learn what premium buyers pay for and how to position for an IPO or trade sale.

Amit is Senior Manager, Listings at the ASX, leading domestic and international listings across all sectors. With 20+ years of experience in Australia, New Zealand and globally, he also works closely with VC, growth, and private equity funds.

He’s an Explorer at Airtree Ventures, a mentor at the Founder Institute, and actively supports early-stage tech companies. Amit holds an Engineering Degree, an MBA from the University of Auckland, and has studied strategy at Harvard Business School.

Former banker who’s assessed 1 500+ businesses and exited companies with IRRs of 117 % and 29 %. Hear what operator‑investors really look for.

Hein is a Director at Corporate Development Partners, supporting mid-market companies with in-house corporate finance solutions for growth, M&A, and IPOs. He was CEO & CIO of ASX-listed Touch Ventures and a former MD at Investec Bank, where he launched the Emerging Companies division. Hein also held roles at Macquarie Capital and Allens Linklaters. He holds degrees in Law and Commerce, is a GAICD member, and a qualified solicitor in Australia and South Africa.

​Carly advises founders on capital raises, international expansion, and strategic exits. With two decades of legal and commercial experience, she’s led 50+ cross-border launches and M&A integrations globally. Formerly at Amazon as Head of Expansion and GC-equivalent for Audible and Wondery, and a former Magic Circle M&A lawyer, Carly now partners with scale-up leaders and investors. She’s a strong advocate for women founders, offering sharp business judgment and practical legal advice to help clients scale confidently and attract investors.

Lisa is a former M&A lawyer with over 25 years of experience advising on billion-dollar public company takeovers and small business sales. She has worked with top-tier firms and acted for high-profile clients like SEEK, Carsales, and Nufarm. Now self-employed, Lisa is focused on understanding the personal journey of founders navigating exits, from IPOs to sales. She aims to help founders thrive through these life-changing transactions, offering not just legal expertise, but emotional support throughout the process. Lisa is also an executive coach, passionate about improving the M&A experience for business owners.

Manages a A$700–750 m later‑stage fund. Learn how crossover investors approach pre‑IPO and private deals.

Stephen Moss is an executive with a background in Law, Investment Banking, and Psychology, holding Chairman, Partner, and Director roles across various professional services companies, including Eaton Capital. He specialises in M&A, governance, and equity capital markets, with a focus on international development, MedTech, and climate projects. Passionate about human rights, Stephen has served as chair of the Amnesty International Council and led over 27 M&A deals. Based in Sydney, he frequently travels across Asia, Europe, and the UK.

Luke Allshorn is the Head of Business Development for Australia and South East Asia at TMX Group, where he promotes the Toronto Stock Exchange and TSX Venture Exchange to companies and investors in the region. With over 20 years of experience in Aussie equity markets and investor relations, Luke has a proven track record in building long-term relationships with C-suite executives and IROs. He is passionate about connecting companies to the opportunities of North American capital markets. Luke holds a Commerce degree and certifications in investor relations and governance.

Andrew Coleman is the Chief Executive Officer of Teaminvest Private Group Limited (TIP).

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Teaminvest helps business owners exiting their companies by providing a proven investment framework, peer insights from over 600 members, and powerful analysis tools to reinvest proceeds wisely. Members can manage their own portfolio using Teaminvest’s education, software, and workshops, or opt for the managed Conscious Investor Fund, which applies the same disciplined methodology to deliver long-term returns.

Built the virtual data‑room platform that powered 25 000+ M&A deals. He’ll reveal due‑diligence hacks and AI tools to make your business buyer‑ready. And sold his own business to Datasite for $206M

Spotting an opportunity, I pioneered corporatised investor relations consulting in Australia, while also breaking a near-monopoly in shareholder data, establishing Market Eye and growing it over 15 years into the largest investor relations consultancy and second largest shareholder data business in the country. Having successfully sold the business to Automic Group in August 2022, I was appointed as 1 of 2 Executive Directors on the Board of Automic Group. 

After 28 years of working 6-7 day weeks, I retired from Automic Group in February 2024 to pursue non-executive and investment opportunities.

Steph is an Investment Manager at Partners for Growth, a global Private Credit fund which provides structured debt facilities to technology and life science companies. Steph is part of the originations team focusing on new deal originations in Australia, New Zealand and South East Asia. Partners for Growth has provided custom debt solutions to 84 companies in Australia over 20 years and was one of the first venture debt providers in the Australian market.