Andreas Lundberg personal email
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Andreas has over 23 years of experience investing in companies, M&A and capital raisings, in-house corporate strategy and investor relations. He has advised on over $5 billion in investments and over $2 billion in transactions/capital raisings across a broad range of industries, including energy, renewable energy, infrastructure, healthcare and technology.Andreas combines over 12 years of experience in Australian and global portfolio management at Montgomery and Fidelity with over 10 years of in-house corporate strategy, corporate finance and investor relations roles., and has worked in London, Hong Kong, Singapore, Stockholm and Sydney.
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DirectorFortitude IrSydney, Nsw, Au -
Investor Relations ConsultantApa Group Nov 2023 - PresentSydney, New South Wales, Australia• Managed APA’s Investor Relations team CEO/CFO/IR transition periods.• Co-ordinated production and achieved board sign-off on 1H23, 1H24 & FY24 results. • Communicated APA’s key financial and strategic information to shareholders, analysts, regulators and politicians.• Articulated APA’s investment proposition to investors, including an analysis of the relative economics of on-grid/off-grid energy solutions. • Built and articulated the scenarios that form the basis of APA’s funding strategy and distribution profile. • Authored the offer memorandum for a large 144A debt issuance.• Distilled energy market expert reports into key messages for APA’s stakeholders. -
DirectorMcgrathnicol Mar 2023 - Nov 2023Sydney, New South Wales, Australia• Developed McGrathNicol’s new corporate finance advisory offering: M&A, ECM and DCM.• Managed a team of 4 in the accelerated sale of a Queensland Gold Mine under receivership. Created a sale project plan, co-ordinated production of all sales materials, created competitive tension in the sale process and regularly updated and consulted with the major creditor. Mine was successfully sold and major creditor made whole. • Originated and managed fund-raising for a private equity-owned FMCG manufacturer. -
Investor Relations ConsultantApa Group Nov 2022 - Mar 2023Sydney, New South Wales, Australia• Managed APA’s Investor Relations during CEO/CFO/IR transition periods. -
Joint Portfolio ManagerMontgomery Investment Management Pty Ltd Dec 2018 - Nov 2022Sydney, Australia• Jointly responsible for overall portfolio construction, trade execution and risk management. Managed the fund according to target risk/return parameters including Sharpe ratio, VAR and maximum drawdown metrics.• Outperformed the benchmark by 0.79% in the 3 years to 31 July 2022.• Research coverage of 40+ Australian/NZ companies in the energy, healthcare, technology, telecom, infrastructure/utilities, finance, industrials and retail sectors. Built detailed financial and operational models to identify superior risk/return investments. • Head of research, training junior research analysts in the financial analysis and strategic assessment of potential investments. -
Senior AnalystMontgomery Investment Management Pty Ltd Feb 2017 - Dec 2018Sydney, Australia -
Director, Corporate FinanceNavigo Partners Nov 2015 - Jan 2017Stockholm, Sweden• Origination and end-to-end execution of M&A transactions including management of external advisors (due-diligence transaction services and legal advisors). • Sell-side advisor for air/seaport infrastructure supplier, advising the seller to split the company in two to maximize value. Identified potential buyers and arranged site-visits. Achieved successful sale at a higher-than-expected price.• Sell-side advisor to a third-party logistics company including a pre-sale debt restructuring. • Leadership role in charge of managing and developing 6 associates and analysts.
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Senior Manager - Strategy & PlanningAlinta Energy Sep 2012 - Aug 2015Sydney, AustraliaAlinta Energy supplies over 800,000 households across Australia with energy through electricity or gas. Alinta is owned by a consortium of private equity firms headed by TPG.• Originated, negotiated and project managed numerous M&A projects, including bids for government-owned electricity assets, a niche electricity retailer, and an LNG provider.• Evaluated and managed contemplated disposals of non-core assets.• Key role in the project team responsible for Alinta’s debt issuance of $1.2bn in the US debt market in 2013. • Owner of the corporate model - detailed P&L and cashflow of 8 power generation assets and 2 retail businesses.• Member of the capital steering committee approving/recommending all investment decisions. • Preparing and presenting the short-term and 5-year strategic plans as well as numerous board papers to the board of directors. • Key member of the team responsible for developing Alinta’s renewable energy strategy. • Key contributor to Alinta’s regulatory strategy team. -
Director, Corporate FinanceDnb Aug 2009 - Sep 2012SingaporeDNB is one of the world’s leading banks within the shipping, offshore and energy sectors. • Advised on 8 successful transactions, covering sell-side/buy-side M&A and equity and debt capital markets - IPOs, rights issue, private placements, mezzanine financings and bonds; managed team of 3 Associates and 5 Analysts.• Completed a number of notable transactions for clients including the sale of an oil and gas services company and the first dual-listing on the Singapore Exchange of a Norwegian company. • Assisted in positioning DNB as the pre-eminent advisor in the shipping, energy and off-shore space in Asia.• Advising and influencing client company management on corporate strategy, financial strategy and investor relations.• Responsible for deal initiation and sourcing through developing an extensive network of relationships with management and investors. Brought customers and investors together by organising DNB’s annual Shipping Conference. -
AnalystFidelity Investments Feb 2006 - Oct 2008Hong KongAsian Technology Analyst• Active ratings of 30+ companies in coverage universe for Fidelity’s regional and global portfolios.• Performed fundamental bottom-up analysis of coverage stocks utilising information gathered from meetings with company management, suppliers and customers, and industry experts.• Created financial models to monitor financial health and provide appropriate valuations of covered companies.• Published regular research notes and presented annual “big picture” industry review to portfolio managers.• Added significant value to Fidelity’s fund performance through the jointly managed Asian Technology pilot fund - outperforming its benchmark by 7% in 2007 and 5% in 2008.• Ranked highly by fund managers on extent of industry knowledge and understanding. -
AnalystFidelity Investments Mar 2004 - Dec 2005London, United KingdomEuropean Transport and Infrastructure Analyst• Highest analyst metrics in Fidelity Europe: 1 year value added 27% (1st in Fidelity research team), 2 year value added 37% (1st in Fidelity research team).• Strong performance led to promotion to Analyst ahead of peers and an international transfer with Fidelity to Hong Kong. -
AnalystFidelity Investments Mar 2002 - Mar 2004London, United KingdomEuropean Media Analyst• Sole responsibility for analysing consumer facing media stocks. -
AssociateArthur D Little Mar 2001 - Oct 2001
Andreas Lundberg Skills
Andreas Lundberg Education Details
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4.75 Out Of 5 -
High Distinction
Frequently Asked Questions about Andreas Lundberg
What company does Andreas Lundberg work for?
Andreas Lundberg works for Fortitude Ir
What is Andreas Lundberg's role at the current company?
Andreas Lundberg's current role is Director.
What is Andreas Lundberg's email address?
Andreas Lundberg's email address is se****@****ail.com
What schools did Andreas Lundberg attend?
Andreas Lundberg attended Chalmers Tekniska Högskola, University Of New South Wales.
What are some of Andreas Lundberg's interests?
Andreas Lundberg has interest in Children, Economic Empowerment, Education, Environment, Science And Technology.
What skills is Andreas Lundberg known for?
Andreas Lundberg has skills like Equities, Financial Modeling, Corporate Finance, Due Diligence, Valuation, Investments, Mergers, Financial Analysis, Investment Banking, Asset Management, Portfolio Management, Equity Research.
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1volvo.com
2 +130179XXXXX
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2its.jnj.com, jnj.com
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Andreas Lundberg
Greater Stockholm Metropolitan Area1hotmail.com
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