Tom Morgan is a highly regarded Partner in HWLE’s corporate practice and leads the firm’s national Family Office & Private Wealth Group. He advises family offices, ultra-high-net-worth individuals, business owners and founders on acquisitions, business sales, capital raising and ownership arrangements.
Drawing on deep experience in mergers and acquisitions, private equity and capital markets, his corporate practice spans public and private M&A, ASX listings and joint ventures. For families, his work also addresses how businesses and investments are owned, how decisions are made and how ownership passes between generations.
Tom acts both on individual transactions and as ongoing external counsel. He works alongside family office executives and clients’ existing advisers, coordinating HWLE’s contribution and remaining their point of contact, providing families with a single point of accountability across their legal affairs. Where a matter requires tax, property, estate planning or disputes expertise, he brings in the relevant specialist.
He understands that advising families, ultra-high-net-worth individuals and private clients is different from advising companies, and his focus is on clear advice that helps clients weigh their options and decide what to do next. He approaches family matters with discretion and attention to the relationships affected by a decision, as well as its commercial and legal consequences.
Expertise
Experience
- Issuers on IPOs over a range of sectors Including Nine Entertainment Co. Holdings, Stedfast Group, Fife Capital, Lithium Power International, Sequoia Financial Group, Cobre, OzAurum Resources and Armada Metals.
- The founders of GreenCollar Group Acting in relation to a $250 million sell-down involving KKR to Ontario Teachers’ Pension Plan.
- Genex Power Limited Since its IPO and listing on ASX in 2015, including work on a number of secondary capital raisings and Genex’s $115 million underwritten placement and acelerated entitlement offer in 2021.
- Macquarie Group and Suncorp Group Advising on various hybrid security offerings through ASX in excess of $2 billion.
- A number of private family offices Advising on a range of private investments and acquisitions in the financial services, technology, property, hotel & tourism sectors.
- Various underwriters and lead managers Acting in relation to both initial public offerings and secondary capital raisings.
