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Robert Shepley knows there’s more to being a lawyer than telling clients what they can and can’t do. He understands that the law can actually be a tool for enabling businesses to achieve their goals.
“All business dealings are impacted or regulated in some way or another by the law,” he says. “The knowledge and practical application of the law is effectively a tool to help clients make good business decisions.”
Rob is a commercial lawyer who works with clients through transactions – business acquisitions and divestments – shareholder agreements and joint ventures, as well as terms of trade and distribution arrangements. He’s at home managing complex transactions with a keen eye for detail.
“My favourite compliment is a referral received from clients or other professionals – and even sometimes from an opponent.”
Rob acted for the vendors in the sale of a fintech company in the financial literacy area to an Australian financial industry heavyweight. The transaction involved guiding the vendors through the due diligence process, complex negotiations to the transaction documents and bringing the transaction to completion (including during COVID lockdown). This was the second transaction Rob has managed for these vendors, having previously acted for the vendors in the merger of their specialist employee benefits and retirement businesses into a subsidiary of a US listed consulting group.
Rob acted for the vendor of a real estate business in licensing the management of its property management rent roll and the granting of put and call options to sell the rent roll to the licensee. The transaction also incorporated vendor terms and price adjustments to reflect both growth and attrition to the rent roll over the period. Business transactions in the real estate industry require strong expertise, and Rob acts in this area regularly.
Rob acted for the seller of a specialist insurance brokerage business in a sale to an international group, involving specialised price calculations, earn-outs and other adjustments to reflect growth and attrition to the book of business. Rob has since been appointed to act for that same international group and Rob acts regularly for other brokerage, financial planning and consulting businesses pursuing growth through making client book and goodwill transactions in Australia.