What We do

HELPING YOU GROW SCALE SELL

Corporate / M&A

The right deal can take your business to the next level. The wrong one can cost you years of hard work. We work with you to plan the strategy, find the right opportunities, negotiate the terms and get the deal over the line – all while protecting your interests and maximising value. We make sure your next big move is the right one and that it actually happens.

Mergers, acquisitions, and sales
Corporate governance
Corporate risk management
Business structuring/restructuring
Valuations and due diligence
Integrating acquired businesses
Managing the entire transaction from strategy to completion

Capital Raising (Debt/Equity)

We can help you secure the funding you need, without exposing your business to unnecessary risk. This includes choosing the right option, preparing your business to attract funders, connecting you with the right lenders or investors, and negotiating terms that work for you.

Capital strategy
Capital structure
Equity capital raises
Debt capital raises
ATO debt restructures
Debt Refinances

Strategy & Growth

Operating a business is hard, but growing a business is harder. We help our clients develop, execute and be accountable to their strategic and growth plans. This includes defining your objectives, goals and vision for the future and creating your roadmap on how to get there.

Strategy Development
Strategy Execution
Leadership & Founders Accountability
Growth Strategies
Key Metric Development
Organisational - Founder Alignment

WHO WE HELP

SMEs

Organic & Acquisitive

We partner with SME owners to develop, execute and integrate an acquisitive and organic growth strategy into their business and source the capital required to execute.

We do this by implementing our Continuous Improvement Framework working alongside the SME owners and executives to:

Define their key goals and North Star.
Analyse and identify areas of strengths, weaknesses, opportunities and threats to their business.
Develop and execute plans to prepare the business for growth.
Develop and execute growth plans (organic and acquisitive) that are in line with the key goals and north star.
Analyse and develop a capital strategy to execute the growth strategy.
Implement constant review and improvement processes to drive the business towards the key goals and north star.

If you run an SME and are interested in accelerating growth, reach out. We love chatting early and often to SME founders about their growth options.

Realising Value

100% Sale, Majority Sale or Minority Sale

We partner with SME owners to develop, identify and execute a bespoke plan to realise maximum value through a 100%, majority or minority sale process.
We do this by working with the SME Owners to:

Identify their key goals/objectives.
Identify whether they want to sell 100% or a majority or a minority.
Assess whether they prepared for the post value realisation reality.
Assess whether the entity is ready for a value event; and
Develop and execute a plan to maximise the realisable value for the SME.

If you are interested in exploring whether your business is ready for a value event, please reach out.

Creating Enduring Enterprises

Building the Family Office

Often SME owners do not want outside capital in the business or do not want to part with the business. In these circumstances we partner with SME owners to establish and build an enduring enterprise.

We do this by working with SME owners to:

Identify their key goals/objectives for the business and family office.
Establish the right structures to ensure good governance and legacy.
Work with the executive to develop and implement strategies and long term goals for the SME that match the family's desires.
Assist the family and management to effectively operate the SME in line with their strategy.

If you are interested in creating a family office asset please reach out.

Financial Sponsors

Growth Strategy Development

Both organic and acquisitive

Acquisition (Buy-Side)

Transaction Management
Target Identification
Deal Negotiation
Deal Structuring
Deal Diligence (Financial Due Diligence)
Target Integration

Business Sale (Sell-Side)

Transaction Management
Buyer Identification
Deal Negotiation
Deal Structuring
Deal Diligence

Capital Strategy

Structuring & Requirements
Modelling
Cap Table Modelling & Restructures

Capital Raising

Debt
Equity

Roll-Up

Design and Execution

Our Engagements

Check out our current and past engagements.

Learn More