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
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
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)
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