Taylor Collison

Listed Investment Companies/Trusts

TC Corporate has extensive experience in Listed Investment Company (LIC) and Listed Investment Trust (LIT) services and transactions.

Since 2013 Taylor Collison has been involved in raising over $14 billion for a number of LICs and LITs, see below for examples:

$196.4 million

Arranger
Joint Lead Manager
Placement
November 2023
$14.6 million

Arranger
Crossing

November 2023
$24.4 million

Arranger
Crossing

August 2023
$15.7 million

Arranger
Crossing

July 2023
$131 million

Lead Arranger
Joint Lead Manager
Placement
April 2023
$35 million

Lead Arranger
Placement and
Rights Issue Shortfall

April 2023
$80 million

Joint Lead Manager
Placement

December 2022
$188 million

Master Income Trust
Placement
Lead Arranger
Joint Lead Manager
June 2022
$10.8 million

5.5% Convertible Notes
Lead Manager

April 2022
$34.4 million

Entitlement Issue
Shortfall Offer
Lead Arranger
Joint Lead Manager
March 2022
$113 million

Entitlement Issue
Shortfall Offer
Lead Arranger
Joint Lead Manager
February 2022
$10 million

5.5% Convertible Notes
Lead Manager

November 2021
$218 million

1:3 General Offer and Entitlement Offer
Joint Lead Manager

October 2021
$171 million

Entitlement and Shortfall Offer
Joint Lead Manager

October 2021
$14 million

Rights Entitlement Placement
Lead Manager
Bookrunner
October 2021
$20 million

Convertible Notes
Joint Lead Manager

October 2021
$650 million

IPO
Co-Manager

September 2021
$53 million

Income Opportunities Trust
Placement
Lead Manager and Bookrunner
September 2021
$83 million

Shortfall Placement
Lead Manager

August 2021
$50 million

Placement
Lead Manager

July 2021
$15 million

4.8% Secured Notes
Placement
Co-Manager
May 2021
$192 million

Master Income Trust
Placement
Lead Arranger
April 2021
$12 million

Placement
Lead Manager

March 2021
$23 million

Emerging Opp Note
Placement
Co-Manager

March 2021
$13 million

Placement
Lead Manager

December 2020
$29 million

Placement
Facilitator

August 2020
$9 million

Placement
Lead Manager

August 2020
$93 million

Private Equity Trust
1:3 Entitlement Issue and Placement
Facilitator
July 2020
$45 million

Income Opportunities
Placement
Lead Arranger
November 2019
$556 million

IPO
Lead Arranger
Joint Lead manager

October 2019
$144 million

Income Maximiser
Entitlement Offer
Shortfall Offer
Joint Lead Manager
September 2019
$50 million

Underwritten Options Exercise
Lead Arranger
Joint Lead Manager
June 2019
$145 million

Master Income Trust
Placement and
Additional Placement
Lead Arranger
June 2019
$282 Million

Regal Investment Fund
IPO
Joint Lead Manager
Settlor
May 2019
$400 Million

Master Income Trust
Entitlement Offer and Shortfall Placement
Lead Arranger
Joint Lead Manager
May 2019
$205 million

Private Equity Trust
IPO
Lead Arranger
Joint Lead Manager
April 2019
$21 million

Asian Investments
Sub-Underwriting Options Shortfall
Lead Manager
February 2019
$6 million

Ethical Equities
Placement
Lead Manager
December 2018
$44 million

Charity LIC
Placement
Lead Manager
November 2018
$4 million

Ethical Equities
Block Sale
Arranger
November 2018
$500 million

Charity LIC
IPO
Sponsoring Broker
October 2018
$97 million

Charity LIC
Placement
Sponsoring Broker
Settlement Agent
October 2018
$157 million

Global Natural Resources
IPO
Long/Short Fund
Joint Lead Manager
September 2018
$44 million

mETF
IPO
Lead Arranger
Joint Lead Manager
August 2018
$101 million

Equity Investment
Placement and General Offer
Joint Lead Manager
August 2018
$154 million

Investment Company
Placement and General Offer
Joint Lead Manager
June 2018
$446 million

International Equity
IPO
Book Runner
June 2018
$22 million

Australian Equity
DRP Shortfall Placement
Lead Manager
April 2018
$1,331 million

Long/Short Fund
IPO
Originator
Joint Lead Manager
April 2018
$10 million

Global Investments
Sub-Underwriting Options Shortfall
Lead Manager
April 2018
$145 million

Master Income Trust
Shortfall Offer to Rights Issue
Co-Manager
April 2018
$27 million

International Equity
Rights Issue Shortfall Placement
Lead Manager
April 2018
$24 million

Asian Equity
Block Trade
Arranger
December 2017
$132 million

Emerging Companies
IPO
Joint Lead Manager
December 2017
$48 million

Access Fund
Rights Issue
Joint Lead Manager
November 2017
$2 million

Australian Equity
DRP Shortfall Placement
Lead Manager
November 2017
$43 million

Australian Equity
DRP Shortfall Placement
Lead Manager
November 2017
$1,515 million

Global Trust
IPO
Lead Arranger
Joint Lead Manager
October 2017
$550 million

Global Investments
IPO
Syndicate Broker
September 2017
$516 million

Master Income Trust
IPO
Co-Manager
September 2017
$154 million

Lead Arranger
IPO
Joint Lead Manager
June 2017
$100 million

Lead Arranger
IPO
Joint Lead Manager
June 2017
$21 million

Asian Equity
Block Trade
Arranger
May 2017
$12 million

Emerging Opportunities
Placement
Arranger
April 2017
$326 million

Income Maximiser
IPO
Joint Lead Manager
April 2017
$49 million

Ethical Equities
IPO
Joint Lead Manager
April 2017
$39 million

Australian Equities
Placement
Lead Manager
April 2017
$48 million

Global Long/Short
IPO
Lead Manager
March 2017
$53 million

International Equities
Placement
Lead Manager
March 2017
$7 million

Absolute Opportunity
Placement
Lead Manager
February 2017
$6 million

Australian Equity
Unsecured Notes Placement
Lead Manager
December 2016
$91 million

Global Long/Short
IPO
Joint Lead Manager
Authorized Intermediary
December 2016
$44 million

Access Fund
Co-Manager
Placement of Rights Issue Shortfall
October 2016
$20 million

Australian Equity
DRP Shortfall Placement
Lead Manager
October 2016
$12 million

Australian Equity
DRP Shortfall Placement
Lead Manager
October 2016
$6 million

Australian Equity
DRP Shortfall
Lead Manager
October 2016
$2 million

Australian Equity
DRP Shortfall
Lead Manager
September 2016
$119 million

Australian Equity
Placement
Lead Manager
August 2016
$13 million

Australian Equity
Options Underwriting
Joint Lead Manager
August 2016
$76 million

US Select Private Opportunities Fund III
IPO
Co-Manager
July 2016
$15 million

Australian Equity
IPO – Unsecured Notes
Lead Manager
June 2016
$394 million

Australian Equity
IPO
Joint Lead Manager
May 2016
$52 million

Australian Equity
IPO
Joint Lead Manager
April 2016
$5 million

Australian Equity
Placement
Joint Lead Manager
March 2016
$3 million

Australian Equity
Placement
Lead Manager
March 2016
$100 million

Long/Short Equity
IPO
Co-Manager
December 2015
$33 million

Australian Equity
IPO
Lead Manager
December 2015
$14 million

Long/Short Equity
Placement
Lead Manager
October 2015
$25 million

Australian Equity
DRP Shortfall Placement
Lead Manager
October 2015
$4 million

Australian Equity
Placement
Lead Manager
October 2015
$7 million

Australian Equity
Placement
Lead Manager
October 2015
$37 million

Australian Equity
IPO
Issue Manager
September 2015
$302 million

International Equity
IPO
Joint Lead Broker
Sole Book-Runner
September 2015
$71 million

Australian Equity
IPO
Joint Lead Manager
August 2015
$15 million

Global Opportunity
Sub-Underwriting Options Shortfall
Joint Lead Manager
Joint Underwriter
June 2015
$286 million

International Equity
IPO
Joint Lead Manager
Joint Arranger
June 2015
$128 million

International Equity
Rights Issue
Joint Lead Manager
May 2015
$24 million

International Equity
Rights Issue
Lead Manager
April 2015
$90 million

Australian Equity
Placement
Lead Manager
March 2015
$35 million

International Equity
Placement
Lead Manager
February 2015
$7 million

International Equity
Placement
Lead Manager
February 2015
$24 million

Australian Equity
IPO
Arranger
Lead Manager
December 2014
$250 million

Australian Equity
IPO
Joint Arranger
Joint Lead Manager
December 2014
$21 million

Absolute Opportunity
IPO
Arranger
Joint Lead Manager
November 2014
$3 million

Australian Equity
DRP Shortfall Placement
Lead Manager
October 2014
$200 million

Charity LIC
Placement
Joint Lead Broker
Sole Book-Runner
September 2014
$10 million

Australian Equity
Placement and Rights Issue
Lead Manager
August 2014
$185 million

Australian Equity
IPO
Joint Lead Manager
August 2014
$56 million

International Equity
IPO
Joint Lead Manager
July 2014
$55 million

Asian Opportunity
IPO
Joint Lead Manager
May 2014
$50 million

Australian Equity
Placement
Lead Manager
March 2014
$10 million

Market Neutral
Placement
Lead Manager
March 2014
$68 million

International Equity
Placement and Rights Issue
Lead Manager
February 2014
$13 million

Emerging Opportunities
Placement
Lead Manager
November 2013
$35 million

Australian Equity
IPO
Lead Manager
November 2013
$174 million

Global Opportunities
IPO
Joint Lead Manager
November 2013
$16 million

Australian Equity
Placement
Lead Manager
October 2013
$33 million

Long/Short Equity
Placement
Lead Manager
October 2013
$1 million

Australian Equity
Underwriting of DRP
Lead Manager
September 2013
$24 million

Australian Equity
Placement
Lead Manager
September 2013
$59 million

Australian Equity
Placement
Participant
September 2013
$70 million

Market Neutral
IPO
Joint Lead Manager
June 2013
$7 million

Long/Short Fund
Underwriting of DRP
Lead Manager
May 2013
$30 million

Long/Short Fund
Placement
Broker to the Issue
February 2013
$3 million

Australian Equity
Placement
Joint Lead Manager
February 2013
$19 million

Long/Short Fund
Placement
Participant
February 2013

$196.4 million

$14.6 million

$24.4 million

$15.7 million

$131 million

$35 million

$80 million

$188 million

$10.8 million

$34.4 million

$113 million

$10 million

$218 million

$171 million

$14 million

$20 million

$650 million

$53 million

$83 million

$50 million

$15 million

$192 million

$12 million

$23 million

$13 million

$29 million

$9 million

$93 million

$45 million

$556 million

$144 million

$50 million

$145 million

$282 Million

$400 Million

$205 million

$21 million

$6 million

$44 million

$4 million

$500 million

$97 million

$157 million

$44 million

$101 million

$154 million

$446 million

$22 million

$1,331 million

$10 million

$145 million

$27 million

$24 million

$132 million

$48 million

$2 million

$43 million

$1,515 million

$550 million

$516 million

$154 million

$100 million

$21 million

$12 million

$326 million

$49 million

$39 million

$48 million

$53 million

$7 million

$6 million

$91 million

$44 million

$20 million

$12 million

$6 million

$2 million

$119 million

$13 million

$76 million