Elevate Legal provides commercial legal advice, outsourced general counsel and company secretary services. We support companies who need an experienced lawyer and company secretary on-call, but don’t require them full-time.

With more than 10 years of listed company secretary experience, we deliver peace of mind for Directors confronting ever-increasing compliance risks. We lighten the corporate and compliance burden, allowing management to focus on running the business.

As an incorporated legal practice, Elevate Legal also provides commercial legal advice, giving clients a seamless legal and governance solution with the protection of dealing with a regulated law firm.

We don’t just take board minutes and fill in forms. With experience in fast growing companies and negotiating contracts with global partners, we also provide legal support for your business operations. Having operated in a range of industries, including senior commercial management roles, we understand business and avoid gold plating; we focus on commercial solutions and ‘right sized’ governance.

For ongoing engagements we provide a fixed scope of services for a fixed monthly fee, helping you avoid the bill shock of lawyers’ hourly rates.

Like any general counsel, we don’t claim to be able to replace all your external lawyers.  We focus on the areas of law that we are most experienced in – a whole range of commercial contracts, capital raising, corporate law, governance & listing rules compliance.  As and when it’s needed, we help our clients get good advice from other specialist advisors, with focus, control and efficiency.

Think of us as your dedicated consigliere – a trusted advisor by your side.

In 2019 we launched a new service making getting in ‘IPO shape‘ even easier. Through our 20 years of practical experience, we know what shape your company needs to be in for an IPO, investment or trade sale. We know the due diligence questions you’ll have to answer, what documents you’ll need to pull together and what the likely gaps will be. For more information visit ipoready.com.au or email info@elevatelegal.com.au

OUR SERVICES IN DETAIL

OUR PREVIOUS WORK

Envirostream Australia Pty Ltd

  • Support Envirostream with the commericalisation of its intellectual property and business growth including, customer and employment contracts, confidentiality agreements, trademark and IP strategies.
  • Assisted Envirostream to negotiate and complete a strategic investment from Lithium Australia (ASX:LIT), announced in April 2019.  Our work included assisting the company with investment terms sheet, share split and new issue, subscription agreement, new shareholders agreement, and a related agreement to collaborate on product market activities.

CSIRO – ON Program

ON is Australia’s national innovation accelerator program, powered by CSIRO

  • Advised on several IP spin-outs: incorporating new company to house intellectual property; Shareholder Agreements; IP assignment deeds; MoU / term sheet for IP licence & investment agreements; Commercial contracts.

AgCAP Pty Ltd

Agriculture funds management (AFSL holder)

  • Outsourced Company Secretary
  • Legal support for manager of $150 million Sustainable Agriculture Fund (SAF)
  • SAF sale process 2017

ASX Listed Company

Confidential 

  • Advice on ASX Listing Rules and Corporate Governance
  • Legal and Company Secretary assistance to prepare and finalise Annual Report, ASX Corporate Governance statement, Quarterly Reports, ASX releases
  • Co-ordinate Annual General Meeting

Healthcare and Agriculture

Unlisted public companies

  • Advised on $2m investment by offshore private investor, including investment agreement, share issues
  • Ongoing commercial legal advice
  • Outsourced Company Secretary
  • Capital Raising: Offer Information Statement and Prospectus for ASX listing in 2018.

Intelledox Pty Ltd

Private company – software developer

  • Outsourced general counsel and Company Secretary
  • Advised on $4m investment by Ellerston Capital including: due diligence matters, negotiating investment agreement and shareholders agreement
  • Advised on follow-on investment of $2.5m including sell-down by existing shareholders
  • Staff equity plan and offers
  • Software licensing and SaaS agreements, reseller agreements and general commercial legal matters

Private companies – Software developers

Multiple industries

  • Advised on re-negotiation / termination of contract with Defence Department
  • Software licensing, SaaS and services agreements with customers (Government, Corporates and Consumer terms)
  • Reseller agreements
  • End User Licence Agreements for online products
  • EU privacy laws (GDPR) checklists and templates
  • Internal policies and procedures including, staff policy manuals, OH&S policies and work instructions

nuCoria Pty Ltd

Private company – medical technology

(2014 – 2018)

  • Founding Non-Executive Director, then outsourced Company Secretary
  • Commercialisation deal – product development agreement, licensing agreement, investment agreement

Confidential

Private company 

  • IPO Co-ordinator
  • Assist the company with due diligence, online dataroom, Prospectus drafting and verification, ASX listing process
  • Corporate Governance policies and procedures

Confidential

Private companies

  • Advised on several IP spin-outs: incorporating new company to house intellectual property; IP assignment deeds; MoU / term sheet for IP licence & investment agreements; Advice on investment round & term sheets

Private companies

Multiple industries 

  • Advice on ASX Listing and becoming ‘IPO Ready’
  • IPO Co-ordinator
  • Assist the company with due diligence, online dataroom, Prospectus drafting and verification, ASX listing process
  • Corporate Governance policies and procedures

Pollinate Energy Limited

Not-for-profit, Charity

  • Outsourced Company Secretary
  • Pro-Bono legal and governance support for Australian based social enterprise with operations in India and Nepal
  • DGR (tax deductibility status) and ACNC compliance

Veritas Health Innovation Limited

Not-for-profit, Charity

  • Outsourced general counsel and Company Secretary
  • Advised on commercialisation of the Covidence medical research app, including SaaS terms and contracts
  • Creation of US subsidiary
  • DGR (tax deductibility status) and ACNC compliance

Confidential

Offshore parent companies, multiple industries

  • Australian resident director for local subsidiary companies

Seeing Machines Limited

Listed company (AIM: SEE) – technology developer

(2014 – 2018)

  • Technology development, commercialisation and licensing contracts with international partners including Takata (Japan/US), Caterpillar (US), leading global car manufacturer (US), automotive Tier 1s (Global), Boeing (Aust), Airbus (France)
  • Distribution agreements in Asia-Pacific, Mid-East, Africa, Europe, US & Latin America
  • Global IP portfolio including licences-in & licences-out
  • Joint venture in Chile, market entry into UAE, subsidiaries in US and UK
  • Fundraisings in 2014 and 2016, via placement to UK institutions and wholesale investors in Australia; and via placement of 15% to an Asian strategic investor
  • London Stock Exchange AIM market compliance & continuous disclosure
  • Company Secretarial support for international Board (Australia, US, UK, Asia)

Ceramic Fuel Cells Limited

Listed company (ASX & AIM: CFU) – clean energy technology
(2004 – 2012)

  • Responsible for global legal and commercial affairs, investor & public relations, corporate governance and company secretarial functions, plus Australian business development and Government relations
  • Commercial contracts with customers, distributors, partners, service providers and suppliers in Europe, Japan, USA, China and Australia
  • From 2004 to 2012 CFU raised $230 million in eight fundraising rounds, from institutional, retail and corporate investors in Australia, UK, Europe, USA and China
  • ASX and AIM market compliance & continuous disclosure