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Deals Advisory

Our Deals Advisory team supports clients to create, protect and realise value across the entire deal lifecycle.

Deals Advisory

Our Deals Advisory team supports clients to create, protect and realise value across the entire deal lifecycle. We offer an integrated model across our capabilities, bringing together best in market talent to solve our clients’ most complex capital questions.

What sets us apart in the Australian deals market is our conflict-free and independent operating model, where quality, relationships and trust take precedence over scale.

Our Deals Advisory DNA

Clients work with us because:

  • Our Partners are recognised as market leaders in their fields
  • We are easy to work with and focus on delivering an exceptional experience for our clients and their advisors
  • Our teams are agile, Partner-led and solution focused
  • We take a long term view on relationships and provide honest and high quality service. This includes delivering the hard messages when required
  • Our solutions are bespoke and tailored
  • We pride ourselves on innovating with best in class technology, delivered by a team which is our greatest asset

Our clients include global and domestic Private Capital funds and their portfolio companies, publicly listed corporates and private or family-owned businesses. Our tailored solutions work for the entire market and don’t compromise on quality.

Key Capabilities

How We Help Clients Across the Deal Lifecycle

  • Due diligence support (financial, operational, commercial, synergies, IT, data analytics)
  • Sale and purchase agreement support
  • Valuation support
  • Value creation plan design and execution (both P&L and working capital)
  • Deal origination
  • Debt refinancing due diligence
  • Operating model redesign, including portfolio assessment and business carve out support
  • Synergy identification and realisation
  • Valuations (business valuation, expert reports, tangible / intangible assets, disputes)
  • Portfolio data reporting
  • Vendor due diligence (financial, operational, commercial, synergies, IT, data analytics)
  • Vendor assistance services (financial, data analytics)
  • Exit readiness preparation (workshops, equity story design)
  • Sale and purchase agreement support
  • IPO / Capital markets advisory support

Transaction Services

We provide financial due diligence to help Private Capital, corporate clients and their financiers to validate the maintainable earnings of a business, identify key financial risks and areas of opportunity to optimise near term financial performance and cash flow generation. Our team reaches a level of understanding of the financials to inform our clients on what is really driving performance within a business.

Key Services Include:

  • Buy side due diligence
  • Sell side due diligence
  • Refinancing due diligence
  • Vendor assistance support
  • IPO Independent Limited Assurance Report
  • IPO support

Sale and Purchase Agreement Advisory

We review the financial and accounting aspects of transaction documents before a deal closes, and prepare or review the completion accounts upon close. Our expertise is ensuring that the pricing mechanisms and financial terms in the legal contract align to the negotiated commercial deal, protecting you from hidden risks and value leakage after the agreement is signed.

Key Services Include:

  • Sale agreement drafting support
  • Purchase price adjustment mechanisms
  • Completion accounts preparation or review

Deal Analytics

We transform complex financial and operational data into clear and actionable insights, helping you identify value drivers, quantify risk and make enhanced decisions during a transaction or day-to-day running of your business.

Key Services Include:

  • Pre-deal due diligence
  • Value creation analytics
  • Sell-side dynamic data cube
  • Portfolio reporting service

Valuations

We provide an independent assessment of what a business, its equity, or its tangible and intangible assets are worth. Combining deep technical expertise with technology tools, we deliver reliable and commercially grounded valuations for mergers and acquisitions, tax compliance, disputes and financial reporting.

Key Services Include:

  • Business valuations
  • Portfolio valuations-as-a-service
  • Independent Expert Reports and fairness opinions for mergers and takeovers
  • Litigation and disputes valuation advisory
  • Tangible asset valuations (plant, equipment, machinery)
  • Intangible asset valuations (goodwill, IP, brands)
  • Purchase price allocation and fair value advisory
  • Valuations for tax planning and structuring
  • Option and employee share plan valuations

Integrations & Separations

We help plan and execute the operational transition during a transaction. Whether you are merging two organisations or carving out a business unit to sell, we scope the opportunity and guide the alignment of systems, processes and teams so daily business operations can transition seamlessly.

Key Services Include:

  • Operational due diligence
  • Operating model design
  • Synergy assessment and realisation
  • Value creation plan design and execution
  • Separation planning and execution
  • Transitional Service Agreement (TSA) design and implementation

Commercial due diligence

We look beyond historical financial statements to evaluate a company’s current market position and future potential. By analysing the competitive landscape, customer behaviour and sentiment, plus broader industry trends, we help to validate if the business’s projected short-term and long-term growth plans are realistic.

Deal Technology

We evaluate a company’s digital infrastructure, and manage the technology transition throughout the transaction lifecycle. We perform IT due diligence to assess hidden risks and necessary future investments across software applications, cybersecurity, and AI adoption, together with plan and manage the separation and integration of the IT environment.

Key Services Include:

  • IT and AI due diligence
  • IT integration and separation support

Together, we will create the New Deal

We are a challenger firm that combines top-tier expertise with agility, technology, and entrepreneurial culture. Join us to redefine what client service looks like in the next decade.