Kevin Jacobson B.Com, B. Acc, CA(SA), F Fin
Managing Director - Momentum Corporate

Kevin Jacobson established Momentum Pacific Group in October 2003 after retiring from JPMorgan Australia in 2003. Kevin has a distinguished reputation as a leading investment banker with various Australian subsidiaries of major international investment banks, advising the CEO's and Boards of many of Australia's largest public and private companies over the past 23 years.

Prior to his retirement, Kevin was the Chairman of the Executive Committee of JPMorgan's Australian Investment Bank and Managing Director of the Industrial's Group. JPMorgan is a wholly owned subsidiary of global investment bank JPMorgan Chase, one of the world's biggest banks.

Before joining JPMorgan through its amalgamation with Chase Ord Minnett in January 2000, Kevin was a director of Schroders Australia, a subsidiary of the global investment bank based in the UK, Schroders Plc, where he spent over six years. Prior to that he worked with Lloyds Bank and Ernst & Young. Kevin's corporate finance experience spans the industrial, financial services, property and resources sectors, covering mergers and acquisitions, group reorganisations and debt and equity capital markets transactions.

Signature deals in which Kevin has acted as lead adviser over recent years include the $2.1 billion capital restructuring of Metcash and bid for Foodland Australia, the highly complex $700 million disposal of Franklins Supermarkets, the $4.6 billion sale of MLC to NAB and the $3 billion merger between Caltex - Ampol.

Kevin is also Managing Director of the Momentum Private Equity Fund and currently Chairman of Harris Scarfe (HS), a $300 million turnover retail chain having led the $80 million buyout of HS in April 2007.

Lead advisory roles include:

• Franklins, A$215m: Adviser to Pick n' Pay on disposal of Franklins Supermarkets

• Tandou: Takeover defence adviser to Tandou on unsolicited takeover offer from Guinness Peat Group

• Customers, A$132m: Adviser to Customers on acquisition of ATM Solutions

• Keycorp, A$55m: Adviser to Keycorp on sale of TNS business to Telstra

• Metcash, A$1.0bn: Adviser to Metcash on acquisition of Foodland Australia by Scheme of Arrangement

• Metcash, A$1.1bn: Adviser to Metcash on successful acquisition of Metoz Holdings

• Caltex, A$500m: Adviser to Caltex on its retail marketing joint venture with Woolworths

• Amcor, US$500m: US Private Placement Bond issue

• Linfox, A$251m: Acquisition of Mayne's contract logistics and Armaguard businesses

• Dairy Farm, NZ$690m: Sale of Woolworths New Zealand

• Boral, US$300m: US Private Placement of debt securities

• Dairy Farm, A$700m: Piecemeal disposal of Franklins Supermarkets Chain

• Downer Group, A$260m: Successful unsolicited takeover offer for Evans Deakin Industries

• MLC, A$4.6bn: Advised Lend Lease on sale of MLC to National Australia Bank

• Email, A$70m: Advised Email on sale of Kitchen & Bathroom products business to GWA

• Burns Philp, A$1bn: Review of brand valuation of international food ingredients brands and technology, resulting in well heralded write-down of the company's portfolio

• Caltex / Ampol, A$3bn: Advised Caltex on the merger with Ampol in 1995 and Caltex's $700 million acquisition of outstanding equity in 1997

• K Mart Corporation, $A1.2 bn: Advised K Mart on the disposal of its 22% stake in Coles Myer

• Gandel Group, A$600m: Advised Gandel on the flotation of Gandel's retail property assets

• BHP, A$1.2bn: Advised BHP on the merger of BHP Gold and Newmont Australia