What We Do

We are dedicated to helping businesses, from founder-led start-ups to established ventures.

We partner with you throughout your journey, providing expert guidance and strategic planning to navigate growth and achieve a successful exit through sale.


 
 
 
 

Preparing for Sale

The average completion rate of businesses going to market for the first time is just 33%. Lack of preparation is the dominant reason businesses don't sell the first time go on the market.

Leveraging our M&A Experience, we understand what buyers are looking for and help you prepare accordingly. Our process includes:

• Educating you on the framework and process of selling a business
• Valuation of your business
• Comparing recent industry transactions with your business's valuation recent transactions in your industry vs your business's valuation
• Evaluating your business against the key buyer criteria
• Creating a strategic sale plan, outlining strategies to enhance your valuation and appeal to buyers
• Ongoing support during the implementation of tactics outlined in the strategic sale plan


Case Study

An e-commerce business selling homeware hardware, predominantly locks and safes with a mix of hardware for personal use, schools and government offices

They have their own products, combination locks and key locks. Primary customer base: schools and educational institutions, government organisations and private enterprises.

> Read More     > All Case Studies

Case Study

And online psychology and counselling service business, operating only in Australia, but fully nationwide and predominantly focusing on one-on-one peer-to-peer counselling.

Business has been in the industry for 6 years, with focus of being able to deliver its services anywhere around Australia, thus the business being 100% online.

Founded by a group of people who had other healthcare businesses wanting to add psychology counselling services.

> Read More     > All Case Studies

Understanding and Optimising Valuation

Our valuation process goes beyond the numbers. We review your business's financials and unique factors , benchmarking them against recent market transactions to provide you with a comprehensive valuation.

We undertake formal business valuations for:

• Changes in shareholding/ownership
• In support of employee share schemes or employee share option plans
• In support of consolidation or roll-up strategies
• To support both buy and sell side processes.

Beyond valuations, we also provide advice and strategies you can use to improve and protect the valuation of your business over time. Linked closely to our sale preparation process, optimizing your valuation ahead of time allows you to maximise the exit potential of your business.

We will help you understand the key drivers of your business's worth through a thorough valuation analysis and develop strategies for action in the short, medium and long term.


Designing and Implementing Growth by Acquisition Strategies

Businesses often face plateaus of growth, where limitations of resources, location or expertise constrain opportunities. The easiest way to climb past this plateau is Growth Through Acquisition, where you strategically acquire businesses that improve both the target and the acquiring business.

We will:

• Develop strategic acquisition plans that align with your business goals.
• Identify suitable acquisition targets,
• Conduct thorough due diligence, and
• Support you in executing post-merger integration plans to help create and achieve synergies.


Case Study

An online psychology and counselling service business operating only in Australia, but fully nationwide and predominantly focusing on one-on-one peer-to-peer counselling.

Business has been in the industry for 6 years, with focus of being able to deliver its services anywhere around Australia, thus the business being 100% online.

Founded by a group of people who had other healthcare businesses wanting to add psychology counselling services.

> Read More     > All Case Studies

Case Study

Boat and ferry manufacturer; catamaran ferries for commercial and tourism use; located in Queensland.

Business over 30 years old built by two families and; one of the initial founders retired and exited the business nearly 20 years ago.

Manufacture low number of ferries each year but of high value.

> Read More     > All Case Studies

Providing Deal Structure and
Tax Advice for Non-Standard M&A Transactions

In an ideal world, every transaction is planned and worked through in advance.

However, we recognize that there are times when transactions need to happen as they are.

With team members who have backgrounds in risk, tax and structures in addition to their M&A expertise, we can help navigate unplanned, non-standard exits as effectively as possible, safeguarding your interests and optimising the outcome.


 
 
 
 
 
 
Corporate Advisory Melbourne

Global Networks

Our networks and reach are global.
Every month, we receive enquiries from thousands of potential buyers and sellers from China, USA, UK, Hong Kong, EEC, NZ and South Africa.

3,500+ Private Equity Contacts

500+ High Net Worth & Family Offices