Transaction (M&A) Advisory

Often referred to as Mergers & Acquisitions (M&A), we help shareholders and business leaders in a corporate transaction. In simple speak, we lead and advise shareholders and companies who are looking to:

• Sell their business

• Acquire another business

• Raise capital from venture capital and private equity firms

• Undertake a management buyout

• Support searcher CEOs looking to invest and acquire a business

This process is a complex one, filled with subtlety and nuance. We help guide you through the commercial decisions you’ll need to make, and work on your behalf to get the best outcome aligned to your goals. We lead the negotiations with the counterparty, and project manage the process from the due diligence requirements through to coordinating with the lawyers to accurately execute the legal agreements.

What this means for you?

• Value maximisation - driving an aligned success driven outcome

• Peace of mind - knowing you have expert advice

• Allows you to keep focused on your core business

Success Stories

Examples of transactions that our team have been led and/or been involved in:

• The sale of Andrew Industries Limited to Lydall Inc, listed on the NYSE for US$80m

• The sale of DESA to Engie / GDF Suez

• The sale of Alpine MDF for Sumitomo Forestry to Metro-Ply Group

• The sale of Data Runs Deep to Jellyfish Digital Group UK

• Acquisition of Bartco Traffic Equipment AU and MVIS UK for Equity Avenue and Quadrant Management

• Investment in Marvel Packers by Direct Capital NZ

• Capital raise for Sapia.ai with investment from Macquarie Capital and W23

• Capital raise for Socialsuite with investment from Pixiu Investments

Growth Advisory

We can support you as your Board advisor, and on occasion have been asked to act as a Non-Executive Director for businesses. We bring a very commercial perspective, aligned to firstly understanding your goals and objectives. Our focus is to develop

• Clear strategy aligned to corporate / shareholder objectives

• Performance optimisation based on firstly monitoring and seeking avenues for improvement

• Developing the roadmap for growth based on the strategic objectives

We often will help to also capture this in an easy to use financial model that allows you to clearly visualise the inputs and impact thereof.

What this means for you?

• Clarity of strategy, performance, and growth pathway

• A commercial sounding board for matters that arise, leveraging our experience

• Ability to explore M&A strategies or investment opportunities with ease