Nelson Lam

Nelson leads Berkshire’s Australian, New Zealand and South East Asia business practice.

Nelson joined Berkshire in 2017 to setup Berkshire’s Sydney office and has over 20 years of industry experience. He is responsible for the Firm’s new business development efforts in South East Asia and Pacific region and is responsible for the Berkshire Australia’s local operations. Nelson has advised on a wide range of M&A transactions in the Funds Management, Wealth Management and general financial services sectors.

Notable Transaction Experience:
Ironbark / Invest Blue (2023)
First Sentier Investors / AlbaCore Capital Group (2023)
Foresight Group / Infrastructure Capital Group (2022)
Navigator Global Investments/ Longreach Alternatives (2021)
Rainmaker Information / Institutional Shareholder Services (2021)
Channel Capital / Kudu Investment Management (November 2020)
Generation Development Group / Lonsec (October 2020)
Pinnacle / Coolabah Capital Investment (December 2019)
Redpoint & NAB / CI Financial & GSFM (Oct 2019)
Ambassador Funds Management / Ironbark Investment Partners (2019)
Omega Global Investors / Pinnacle Investment Management (July 2018)
Revolution Asset Management / Channel Capital (2018)
National Australian Bank / Pengana Capital (2017)
Hunter Hall International / Washington H Soul Pattison (2017)

Prior Work Experience:
Chase Corporate Advisory Pty Limited, Director of the Funds Management practice
Ascalon Capital Managers Limited, Chief Investment Officer and Head of Investments
SingTel Optus, Group Manager Marketing and Corporate Finance roles

Education & Affiliations:
Masters of Commerce (major in International Business), University of NSW
Bachelor of Economics (major in Corporate Finance), Macquarie University
Graduate Diploma in Applied Finance & Investment from FINSIA, Australia

Australian Institute of Company Directors, Member since 2006
Australian Alternative Investment Awards and Hedge Funds Rock Association, Non-Executive Director