Sam Wilson is a Director of Harvis. Sam is responsible for the origination, research, financial modelling, structuring and asset management of investment opportunities across the firm’s portfolio.
Sam is highly experienced in financial modelling, structured finance and restructuring. He is particularly skilled at the real asset level, possessing a strategic and transactional understanding of Western Australian real estate, agriculture and infrastructure.
Sam previously held the role of Senior Manager with Sirona Capital, a specialist alternative funds manager with a development pipeline in excess of $2 billion. Sam was responsible for deal origination, due diligence, financial modelling, commercial analysis and asset management and was a integral member of the Sirona team for 6 years.
Sam’s inherent practical skillset and financial foundation has driven a number of key successes in the firm’s real asset strategy, including:
Leading a team of consultants to unlock a 334ha rural zoned land bank in Baldivis and the resulting sale to Stockland
Complex restructure of the Northern Gateway Industrial Fund resulting in the $100 million consolidation of 3 properties and divestment of a 49% interest to Goldman Sachs
Asset management of the Northern Gateway Industrial Fund including the rezoning, Structure Planning and Subdivision Approval of the strategic 350ha landbank
Pivotal operational role in the turnaround of National Lifestyle Villages under mandate from Blackstone, which saw the 3,000 home retiree land lease community portfolio sold to a GIC backed fund.
Sam was also an accountant at Ferrier Hodgson in Perth between 2009 and 2011. During this time, Sam worked on a number of restructuring and insolvency engagements across a range of industries, with a focus on natural resources.
Sam has a Bachelor of Commerce from Curtin University of Technology.