Jonathan Yeo

Jonathan Yeo Email and Phone Number

Private clients focused - funds management and family office @ Graystone Private
Jonathan Yeo's Location
Greater Sydney Area, Australia
Jonathan Yeo's Contact Details

Jonathan Yeo personal email

n/a
About Jonathan Yeo

I am a strategic business advisor with over 19 years of experience that takes pride in: - Understanding the 'in-and-outs' of my clients' businesses in order to provide bespoke solutions; - Executing and supporting client's growth strategies ranging from start-ups, managed funds to ASX listed entities; and - Being a client advocate and connecting them with to my network of private investors, financiers and clients.I have Specialist industry experience in: - Family office and passive wealth- Funds managements (PE, VCLP, ESVCLP, Debt and REIT) - Start-ups- inbound and outbound investments - Mineral exploration (Junior ASX Listed)- Hospitality- Professional services (ie. lawyers, doctors, architects etc)I am focused on providing clients with practical and commercial advice and notable recent assignments include:- Successful cornerstone equity raise from overseas private investors for an aged care property developer;- Large debt restructure for a client to a private funder (higher LVR and interest capitalised for 12 months);- Led and executed a substantial capital return to shareholders for listed ASX Mineral Exploration I currently hold multiple leadership positions as a non-executive/nominee director for several start-ups, private clients and foreign subsidiaries.My broad-based skill set & experience with private clients allows me to assist them in executing their business strategy.

Jonathan Yeo's Current Company Details
Graystone Private

Graystone Private

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Private clients focused - funds management and family office
Jonathan Yeo Work Experience Details
  • Graystone Private
    Partner
    Graystone Private Sep 2021 - Present
    Sydney, New South Wales, Australia
    Graystone Private specialises in servicing private family offices and fund managers together with their various interests.We provide proactive accounting, taxation and business advisory expertise to assist family offices manage their active businesses and passive investments.Our client-centric focus on family offices has led us to become industry specialists in the funds management, start-up and property sectors.
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  • Regis Capital Partners
    Director
    Regis Capital Partners Aug 2021 - Present
    Sydney, New South Wales, Australia
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  • Rothsay Chartered Accountants
    Partner
    Rothsay Chartered Accountants Mar 2018 - Sep 2021
    Sydney, Australia
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  • Bmf Group (Barry Mendel Frank)
    Director/Partner
    Bmf Group (Barry Mendel Frank) Jan 2016 - Sep 2017
    Sydney - Cbd
    Long standing boutique firm specialising in family office, HNWIs and passive wealth clients founded over 35 years ago.
  • Pitcher Partners
    Client Director
    Pitcher Partners Jan 2004 - Jan 2016
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  • Institute Of Chartered Accountants Australia
    Panel Member - Young Professional Panel
    Institute Of Chartered Accountants Australia May 2011 - Jan 2014
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  • Baker Tilly International
    Client Director
    Baker Tilly International Mar 2013 - Oct 2013
    London
    Completed 8 month secondment to the Baker Tilly London Business Improvement Services team in October 2013.The Baker Tilly Business Improvement Services team have specialists who can help businesses to improve performance through: •Reducing costs •Increasing process efficiency and effectiveness •Better utilisation of management information to support effective decision-making •Improving control structures in order to better manage risks •Increasing the effectiveness of IT systems•Help businesses save revenue performance problemsRecent clients have included FTSE 100, AIM listed in the Financial Services Sector and boutique private fund managers and hedge funds.Involved with Baker Tilly's Process Transformation Methodology tailored for the legal sector.
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Jonathan Yeo Skills

Mergers And Acquisitions Tax Management Consulting Business Process Improvement Start Ups Consulting

Jonathan Yeo Education Details

  • Institute Of Chartered Accountants Australia
    Institute Of Chartered Accountants Australia
    Chartered Accounting
  • Macquarie University
    Macquarie University
    Accounting
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  • University Of Adelaide - Entrepreneurship, Commercialisation And Innovation Centre
    University Of Adelaide - Entrepreneurship, Commercialisation And Innovation Centre
    Graduate Certificate In Innovation & Entrepreneurship

Frequently Asked Questions about Jonathan Yeo

What company does Jonathan Yeo work for?

Jonathan Yeo works for Graystone Private

What is Jonathan Yeo's role at the current company?

Jonathan Yeo's current role is Private clients focused - funds management and family office.

What is Jonathan Yeo's email address?

Jonathan Yeo's email address is jy****@****.com.au

What schools did Jonathan Yeo attend?

Jonathan Yeo attended Institute Of Chartered Accountants Australia, Macquarie University, University Of Adelaide - Entrepreneurship, Commercialisation And Innovation Centre.

What are some of Jonathan Yeo's interests?

Jonathan Yeo has interest in Italy And Spain For Their Great Culture, History.

What skills is Jonathan Yeo known for?

Jonathan Yeo has skills like Mergers And Acquisitions, Tax, Management Consulting, Business Process Improvement, Start Ups, Consulting.

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