GROWTH & STRATEGIC CORPORATE ADVISORY

Assisting our clients to achieve transformational growth in the value of their business. And if there is a hopeful exit down the path, we assist in offering strategic advice with that desired goal in mind.

  • Starting with the ‘why’ to clarify and refine your strategic intent to business development

  • Business strategy advice and implementation

  • Finance and accounting assistance including financial modelling and systems enhancement

  • Marketing advisory - unlike other financial advisors, we firmly believe that sales & marketing is core to any business - we have expertise within both our team and broader network of marketing professionals

  • New injection of private capital - including opening our extensive network of potential investors - and managing the capital raise process

  • Building your optimal shareholder register and investor relations - including guidance on potentially unsuitable investors

 

MERGERS & ACQUISITIONS

We provide end-to-end assistance for our clients that are looking to grow through strategic acquisition/s.

  • Identifying and evaluating potential acquisition targets

  • Approaching selected targets

  • Acquisition due diligence, including company valuation, financial modelling, synergy assessment, cultural fit, integration risk

  • Commercial and legal due diligence

  • Deal structuring, negotiation and close

 

BUSINESS SALE / DIVESTMENT

We assist our clients in reaching ‘altitude’ in their ownership of their business - realising full value for the years of blood, sweat and tears through either selling the business as a whole or through strategic sell down.

  • Extensive preparation to ensure you and your business are ready for the sale process

  • Evaluation of optimum transaction process

  • Preparing the teaser, presentation, information memorandum and due diligence materials (including financial model and legal documents)

  • Full process coaching and key tactics

  • Identifying, evaluating and approaching qualified acquirers

  • Full process management including potential stages, negotiating bidder demands, running the data room, managing the bidders to ensure maximum competitive tension and maintaining momentum

  • Indicative offer and term sheet evaluation

  • Deal structuring, negotiation and close (including key structuring of any earnouts or seller provisions)

 

OTHER

Because there’s always an “other”…

  • Public relations & the tactical use of mainstream and social media to drive your process (e.g. financial press, TV news, social media and LinkedIn, industry publications, even social influencers)

  • Shareholder and broker / research analyst management

  • Recruiting key positions through our extensive network

  • Connecting you with leading business coaches