Andreas Lundberg Email & Phone Number

Sydney, NSW, AU

Sydney, 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.

Sydney, 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.
• Originated and managed fund-raising for a private equity-owned FMCG manufacturer.

Sydney, New South Wales, Australia

• Managed APA’s Investor Relations during CEO/CFO/IR transition periods.

Sydney, 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.
• Head of research, training junior research analysts in the financial analysis and strategic assessment of potential investments.

Sydney, Australia

Stockholm, 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.
• 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.

Sydney, Australia

• Alinta 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.

Singapore

• DNB 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.
• 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.

Hong Kong

• Asian 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.

London, United Kingdom

• European 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.

London, United Kingdom

• European Media Analyst
• Sole responsibility for analysing consumer facing media stocks.

Msc, Industrial Engineering And Management, 4.75 Out Of 5

John Ericsson medal for highest grade upon graduation. Placed in the top 1% of the year.

Exchange Program, Economics And Accounting, High Distinction