Meet the Team

Meet the Team

At Goliath Academy, our instructors are more than just educators—they are former investment bankers, private equity investors, and corporate strategists with over a combined 25 years of experience on over A$16bn of transactions.

Our team is composed of leaders who have navigated complex financial landscapes and executed high-stakes transactions at top-tier firms.

Learn from the experts who have been in the trenches and are dedicated to sharing their real-world knowledge to help you build a successful career in finance.

Richard Song

Instructor & Co-Founder

Richard is a seasoned corporate finance professional with extensive experience across investment banking, private equity, and corporate development. As the founder of Goliath Capital Consulting, he provides outsourced corporate finance and development capabilities to a diverse range of clients, from government bodies to private enterprises. His career is marked by a proven ability to lead complex M&A transactions, manage large-scale capital raisings, and develop sophisticated financial strategies. With a background that includes senior roles at ESR Australia, Citi, HRL Morrison and J.P. Morgan, Richard brings a deep, practical understanding of the financial industry to his instruction.

Selected Professional Experience

2025-26

Leading AI Lab

Financial modelling expert training a leading AI model to build financial models

2023-25

NSW EnergyCo

Lead financial modeller for the procurement of generation and storage projects for the Central-West Orana Renewable Energy Zone

2022-24

Centuria Bass

Designed, built and implemented a standardised set of financial models & systems for underwriting and managing loan deals

2021

ESR Australia

A$3.8bn Acquisition of Blackstone’s Industrial Real Estate Platform

Led the acquisition of a 45-asset logistics platform from Blackstone that included associated debt financing (2nd largest Australian Real Estate transaction)

2019-22

ESR Australia

Capital Raising & Management

Structured and refinanced over A$6bn in fund capital raisings & debt financing facilities related to major transactions and investment funds

2018

Citi

Advisory to SCA Properties

Advised on the A$573m acquisition of retail asset portfolio and associated equity raising and debt financing

2018

Citi

Advisory to ESR

Advised on the A$100m acquisition of a 19.9% strategic stake in Propertylink

2018

Citi

Advisory to ARA

Advised on the A$400m acquisition of a 19.9% strategic stake in Cromwell.

2014

JP Morgan

Advisory to Victorian Government

Advised on the A$1.8bn acquisition of Rural Finance by Bendigo Bank.

2014

JP Morgan

Advisory to NSW Government

Conducted strategic review on the privatisation of NSW Land Property & Information

2012

JP Morgan

Advisory to Clearview

Advised on the A$250m acquisition of Clearview by Crescent Capital Partners.

Ken Luo

Instructor & Co-Founder

Ken is a corporate finance and strategy expert with a dynamic background spanning investment banking, corporate development, and game design. As a Director at Goliath Capital Consulting, he excels in financial modelling, strategic consulting, and capital raising for corporate and government clients. Ken has a unique blend of experience, from executing complex debt restructures at Houlihan Lokey to leading game economy design at Immutable (US$2.5bn web 3.0 company). His diverse skill set allows him to approach financial challenges with a creative and analytical mindset, providing students with a modern perspective on corporate finance.

Selected Professional Experience

2025-26

Leading AI Lab

Financial modelling expert training a leading AI model to build financial models

2019-23

Medlatec

US$50m Capital Raise

Advised on the capital raising and due diligence process with international PE funds and strategic players

2018

Houlihan Lokey (Advisory to Emeco)

Advised on a ~A$660m debt restructure and three-way merger

2017

Houlihan Lokey

Advisory to Onsite Rental Group

Advised on a US$320m debt restructure, a A$30m bolt-on acquisition, and a A$60m refinancing

2015

Houlihan Lokey

Advisory to Imdex

Advised on a A$54m special situation debt refinancing, managing multiple bidders through an expedited four-week process that saved the company from voluntary administration

2015

Houlihan Lokey

Advisory to NextDC

Advised on a A$225m equity capital raising and restructuring of $400m in debt

2013

RBS

Advisory to Wesfarmers

Advised on Bunnings’ $304m property lease securitisation

2013

RBS

Advisory to Wesfarmers

Advised on Coles’ $532m sale of shopping centres into a JV with ISPT

Copyright © 2025 Goliath Academy

Centred @ Central Square, 323 Castlereagh St, Sydney NSW 2000

Copyright © 2025 Goliath Academy

Centred @ Central Square, 323 Castlereagh St, Sydney NSW 2000

Copyright © 2025 Goliath Academy

Centred @ Central Square, 323 Castlereagh St, Sydney NSW 2000