What we do

We provide pragmatic and hands-on business and transaction advice based on decades of experience across financial markets and advisory.  

We have extensive transactional experience across both smaller private firms and large ASX listed companies. Our expertise lies in advising companies that are undergoing significant growth.  We invest time to understand what’s special about the business and industry to craft deal documents that optimise valuation outcomes

Our industry expertise include technology, healthcare, biotech, manufacturing, FMCG and service orientated businesses. 

 

TRANSACTION Services

Mergers & Acquisitions

A focus on acquisitions within the $10m to $100m segment for clients who have identified a target company or are looking to grow via strategic acquisition. We provide end-to-end assistance to achieve the best possible outcome:

  • Identify and evaluate potential acquisition targets, approaching on a no names basis if applicable

  • Company valuation and market comparables, including synergy value and integration risk

  • Due diligence management and analysis

  • Relationship management with the couterparty

  • Deal structuring, negotiation and financial close

 

Capital Raising

Specialising on funding rounds of between $3m to $50m to fuel organic growth and / or fund bolt on acquisitions. With an extensive network of investors in this segment, we are well placed to facilitate a successful capital raising: 

  • Preparation of investor presentation and due diligence materials
  • Develop, cultivate and maintain investor outreach
  • Conduct investor roadshow, including investor feedback and management
  • Management of the due diligence process
  • Deal structuring, negotiation and financial close

 

business sale / DIVESTMENT

Within a $10m to $100m sweet spot for clients looking to divest either their whole business or a strategic sell down of a division. Running a tight, efficient process and ensuring that the business is 'transaction ready' is key to maximising transaction outcome:

  • Evaluation of transaction process and best approach
  • Preparation of Information Memorandum, due diligence and other key documents
  • Identify and approach potential, qualified acquirers
  • Run a structured process, including term sheet evaluation, due diligence, deal structuring and negotiation

 

Debt Advisory

Having worked in Corporate and Institutional banking for one of the major domestic banks, we come with a wealth of experience structuring and negotiating debt transactions tailored to client needs:

  • Advice on debt structure, including facility terms & conditions, convenants, security and reporting.
  • Collaboration of financial & business information
  • Management of financiers and timelines
  • Negotation of lenders' proposal and liaising with legal to facilitiate completion