What sets us apart
Our focus is to deliver exceptional results and guidance for clients engaging in business sales, mergers and acquisitions, within the lower mid-market.
Having advised vendors and management teams across diverse industries, our expert team is able to leverage deep knowledge and strong relationships with key decision-makers. From technology and software, manufacturing and industrial services, healthcare and life sciences to consumer goods and retail, we’ve guided transactions across the full business spectrum.
We understand the unique dynamics that shape different markets – whether it’s regulatory considerations in highly regulated sectors, technological disruption in traditional industries, or shifting consumer preferences in retail markets. This cross-sector experience allows us to identify industry-specific challenges and opportunities, while also applying successful strategies across sectors where appropriate.
Understanding that transactions significantly impact lives, we invest time in learning what matters most for each client. Every deal is unique; we examine situations from multiple perspectives, conducting thorough analysis with unwavering integrity. We simplify complexity, proactively address challenges, and maintain focus on both strategic objectives and crucial details.
During crucial decision points, we serve as straightforward, dependable partners. Our seasoned counsel, through active listening and genuine engagement, ensures we constantly deliver outstanding results for our clients.
What we do
We provide strategic and financial advisory services to businesses across Australia and New Zealand, specialising in:
- Business Sales
- Mergers & Acquisitions
- Capital and Corporate Strategy
Our business sale approach
We maximise value through proven expertise across industries, focusing on three key phases:
Preparation
- Gaining a deep understanding of your business to highlight its unique value
- Comprehensive buyer market analysis
- Development of robust financial models and growth narratives
- Identification of key value drivers and opportunities
Marketing
- Creation of compelling investment materials
- Strategic buyer targeting and engagement
- Clear communication of business value proposition
Deal Execution
- Expert offer evaluation and negotiation
- Due diligence management
- Strategic guidance through documentation
- Coordination with legal teams to secure favorable terms
Our Approach to Mergers and Acquisitions
We align our approach with your management team’s vision, crafting targeted strategies for optimal outcomes.
Strategic Planning
- Define clear objectives and success metrics
- Identify strategic opportunities
- Evaluate financial requirements, funding sources, and potential returns
- Model synergies and shareholder value creation
Transaction Planning
- Design custom approach strategies
- Structure deals to maximise returns
- Negotiate key terms and conditions
- Secure preliminary agreements
Leading a Process
- Lead transaction negotiations
- Manage due diligence process
- Guide documentation development
- Coordinate legal workstreams
Capital and Corporate Strategy
We help position businesses for sustainable growth by providing strategic guidance across three key areas:
Strategic Advisory
We deliver independent expertise to boards and leadership teams, guiding critical decisions on growth, strategy, and corporate development.
Our team specialises in helping successful businesses evolve their governance structures, particularly during crucial transitions from founder-led operations to professionally managed enterprises.
Capital Solutions
We optimise capital structures to enhance shareholder returns through:
- Strategic debt and equity arrangement
- Funding solutions design
- Implementation of robust shareholder agreements
- Capital raising support
Valuation Guidance & Analysis
Our valuation services provide decision-makers with reliable, independent value assessments based on comprehensive market analysis and industry benchmarks.
Through our established partnership network, we access extensive transaction data to deliver well-supported valuation guidance that informs strategic decisions.