Concept Financial Services Group (CFSG) Information

Concept Financial Services Group ("CFSG") is a boutique, family-owned financial services group that was founded in Melbourne in 1991. CFSG’s investment banking services are conducted through CFSG Pty Ltd, holder of Australian Financial Services Licence No. 238135, while direct investments are principally made through Concept Funds Management Pty Ltd. Since inception, CFSG has successfully completed a wide range of transactions including: • private and public company mergers; • acquisitions, takeovers; • schemes of arrangement and divestments; • capital raising of various size and complexity across a range of industries; and • the investment of proprietary capital in high-growth enterprises alongside our clients. CFSG is highly selective in the engagements that we take on and the opportunities we offer to our investor clients. As such, the group has fostered an extensive investor base of domestic and international investors that include: • ultra-high & high net worth individuals • self-managed superannuation funds • listed & unlisted corporates • private equity firms • fund managers • venture capital firms • hedge funds • superannuation funds • family offices CFSG strives to provide clients with the highest standards of excellence in all aspects of financial services, which are embedded in our governance code that includes strict requirements in terms of confidentiality, conflict of interest, information sharing and cyber-security. CONTACT US: ☏ +61 3 8676 0581 ✉ info@cfsg.com.au Visit ☛ www.cfsg.com.au