Our Services
Private company transactions don’t happen overnight. The best outcomes come from significant preparation, the right resourcing, expert execution and ongoing support. We’ve built our model around three critical phases: engaging early to optimise value, executing with precision when it matters, and staying involved to help you succeed in whatever comes next.
One team. Complete lifecycle.
Our model is built around three critical phases:
Post-Transaction
Services
Pre-Transaction
Services
Transactions
Pre-Transaction Services
We engage early (sometimes years before a transaction) to optimise value, prepare the business and align stakeholders.
Succession Planning
Australia is facing a once-in-a-generation wave of business transitions. We help private company owners navigate succession with certainty and control.
Who this is for: Founders, families and shareholders thinking about their next chapter, whether that’s imminent or years away.
Where we help: We map the full landscape of options — personal objectives, shareholder dynamics, corporate and ownership structures, estate considerations and exit pathways — then design and execute the right approach for your situation.
Value Transformation
The best time to maximise value is long before you go to market. Early engagement drives better outcomes. We optimise value and transaction success through disciplined preparation and coordinated execution.
Who this is for: Private companies preparing for a future transaction, sometimes two to three years ahead.
Where we help: We design and deliver strategic, operational, financial and performance service improvements that materially improve outcomes when it counts. One point of accountability for managing experts and partners to deliver maximum value.
Not all growth is good growth. Strategic alignment is critical for success.
Who this is for: First-time buyers, serial acquirers building a platform, or companies expanding into new markets.
Where we help:We identify, evaluate and prioritise growth options — organic, acquisitive or strategic — and recommend pathways aligned with your strategy, risk appetite and capital structure.
Transaction Readiness
Going to market unprepared costs time, money and deal certainty. Readiness minimises management disruption and increases transaction success. This work typically takes place within six months of a transaction.
Who this is for: Companies preparing for a sale, capital raising or IPO — typically within six months of a transaction.
Where we help: We get you market-ready. Vendor due diligence and data rooms, management presentations, equity stories and buyer or investor targeting, ensuring you’re positioned for success.
Strong governance underpins value, credibility and control. It’s about clarity, accountability and confidence for owners, boards, management teams and investors.
Who this is for: Founder-led and private companies and social enterprises seeking to professionalise governance, improve decision-making or prepare for growth, capital or ownership change.
Where we help: We strengthen governance frameworks, board and advisory structures, management reporting, financial discipline and decision processes, proportionate to the size and stage of the business or social enterprise.
Transactions
Company Sales & Shareholder Exits
When it’s time to sell, execution matters. Access strategic buyers and financial buyers throughout Australia and globally through our member-firm arrangement with DMA / CFI Australia.
Who this is for: Private company owners and shareholders ready to sell, whether the whole company, a business unit, or specific shareholders seeking an earlier exit.
Where we help: We manage the complete sale process (company sales, business sales, divestments, demergers and shareholder exits) to maximise value and minimise risk.
Mergers & Acquisitions
Growth doesn’t always come organically. Many corporate advisers focus on sell-side roles. We partner with clients over the long term for growth and can align our remuneration accordingly.
Who this is for: First-time buyers, serial acquirers building a platform, or companies expanding into new markets.
Where we help: We identify, evaluate and execute strategic acquisitions, from target identification through to negotiation, completion and integration planning.
Partnerships, JVs & Major Projects
The right partner can change the trajectory of a business. Partnerships succeed when interests are aligned, and governance is clear. We help get both right.
Who this is for: Companies and social enterprises pursuing joint ventures, strategic partnerships or major projects that require alignment of interests, capital and capability.
Where we help: We structure, negotiate and execute partnerships, joint ventures and complex projects, aligning commercial terms, governance and risk to deliver long-term value.
Management Buyouts / Ins
Management teams often know the business better than anyone. We act for management teams and stay involved beyond completion.
Who this is for: Management teams (internal or external) pursuing MBOs or MBIs.
Where we help: We support management teams through feasibility, structuring, funding and execution, and remain involved post-completion to support success as owners.
Capital Raising & Structuring
The right capital, at the right time, in the right structure. We know who’s active, what they’re looking for, and how to position you for success.
Who this is for: Private companies and management teams seeking debt, equity or hybrid capital for growth, acquisitions or transformation
Where we help: We connect you with banks, private credit, private equity, family offices, institutions and high-net-worth investors, and structure capital to support your strategy.
Fund Establishment & Raising
Turning an investment strategy into a fund that can raise capital. Practical support for sponsors and fund managers, from structure to capital.
Who this is for: Sponsors and fund managers establishing new funds or raising capital for existing vehicles.
Where we help: End-to-end support for establishing and raising investment funds, from strategy and structuring through to investor engagement and capital raising.
Post-Transaction Services
Acquisition Integrations
Real value is created and kept, or lost, after the deal is done. Execution doesn’t stop at completion. Integration determines success.
Who this is for: Acquirers seeking to protect and enhance value following an acquisition.
Where we help: We support integration planning and execution (governance, leadership alignment, reporting, synergies and operational priorities) to ensure momentum is maintained.
Investor Relations
Confidence is built through clear, consistent communication. Strong investor relationships support long-term value and optionality.
Who this is for: Companies with external shareholders or investors requiring structured communication and reporting.
Where we help: We support investor communications, reporting frameworks, performance updates and stakeholder engagement, aligned to governance and strategy.
Advisory Board and Company Secretarial
Good governance evolves with the business. Governance should enable progress, not slow it down.
Who this is for: Growing private companies and social enterprises seeking structure, discipline and an independent perspective.
Where we help: We assist with advisory board formation, governance frameworks, company secretarial support and board processes proportionate to your stage.
Ongoing & Fractional Support
We don’t disappear at completion. This isn’t a handover, it’s a continuation.
Who this is for: Clients who want continued advice, support, expertise and coaching after a transaction.
Where we help: We stay involved after the transaction, providing ongoing support, governance guidance or active roles that enable the business to succeed in its next chapter.
Pre-Transaction Services
We engage early (sometimes years before a transaction) to optimise value, prepare the business and align stakeholders.
Succession Planning
Who this is for: Founders, families and shareholders, thinking about their next chapter, whether that’s imminent or years away.
Where we help: We’ll help map the full landscape of options. Personal objectives, shareholder dynamics, corporate and ownership structures, estate considerations and exit pathways — then design and execute the right approach for your situation.
Key message: Australia is facing a once-in-a-generation wave of business transitions. We help private company owners navigate succession with certainty and control.
Value Transformation
The best time to maximise value is long before you go to market.
Who this is for: Private companies preparing for a future transaction, sometimes two to three years ahead.
Where we help: We design and deliver strategic, operational, financial and performance service improvements that materially improve outcomes when it counts. One point of accountability for managing experts and partners to deliver maximum value.
Key message: Early engagement drives better outcomes. We optimise value and transaction success through disciplined preparation and coordinated execution.
Growth Advisory
Who this is for: First-time buyers, serial acquirers building a platform, or companies expanding into new markets.
Where we help: We identify, evaluate and prioritise growth options — organic, acquisitive or strategic — and recommend pathways aligned with your strategy, risk appetite and capital structure.
Key message: Not all growth is good growth. Strategic alignment is critical for success.
Transaction Readiness
Going to market unprepared costs time, money and deal certainty.
Who this is for: Companies preparing for a sale, capital raising or IPO — typically within six months of a transaction.
Where we help: We get you market-ready. Vendor due diligence and data rooms, management presentations, equity stories and buyer or investor targeting, ensuring you’re positioned for success.
Key message: Readiness minimises management disruption and increases transaction success. This work typically takes place within six months of a transaction.
Governance, Process & Reporting Enhancement
Strong governance underpins value, credibility and control.
Who this is for: Founder-led and private companies and social enterprises seeking to professionalise governance, improve decision-making or prepare for growth, capital or ownership change.
Where we help: We strengthen governance frameworks, board and advisory structures, management reporting, financial discipline and decision processes, proportionate to the size and stage of the business or social enterprise.
Key message: Better governance isn’t bureaucracy. It’s about clarity, accountability and confidence for owners, boards, management teams and investors.
Transactions Services
We manage the process end-to-end. Positioning, communications & marketing, buyer engagement, negotiation, due diligence, completion.
Company Sales & Shareholder Exits
When it’s time to sell, execution matters.
Who this is for: Private company owners and shareholders ready to sell, whether the whole company, a business unit, or specific shareholders seeking an earlier exit.
Where we help: We manage the complete sale process (company sales, business sales, divestments, demergers and shareholder exits) to maximise value and minimise risk.
Key message: Access to strategic buyers and financial buyers throughout Australia and globally through our member-firm arrangement with DMA / CFI Australia.
Mergers & Acquisitions
Growth doesn’t always come organically.
Who this is for: First-time buyers, serial acquirers building a platform, or companies expanding into new markets.
Where we help: We identify, evaluate and execute strategic acquisitions, from target identification through to negotiation, completion and integration planning.
Key message: Many corporate advisers focus on sell-side roles. We partner with clients over the long term for growth and can align our remuneration accordingly.
Partnerships, JVs & Major Projects
The right partner can change the trajectory of a business.
Who this is for: Companies and social enterprises pursuing joint ventures, strategic partnerships or major projects that require alignment of interests, capital and capability.
Where we help: We structure, negotiate and execute partnerships, joint ventures and complex projects, aligning commercial terms, governance and risk to deliver long-term value.
Key message: Partnerships succeed when interests are aligned, and governance is clear. We help get both right.
Management Buyouts / Ins
Management teams often know the business better than anyone.
Who this is for: Management teams (internal or external) pursuing MBOs or MBIs.
Where we help: We support management teams through feasibility, structuring, funding and execution, and remain involved post-completion to support success as owners.
Key message: We act for management teams and stay involved beyond completion.
Capital Raising & Structuring
The right capital, at the right time, in the right structure.
Who this is for: Private companies and management teams seeking debt, equity or hybrid capital for growth, acquisition or transition.
Where we help: We connect you with banks, private credit, private equity, family offices, institutions and high-net-worth investors, and structure capital to support your strategy.
Key message: Deep relationships with capital providers. We know who’s active, what they’re looking for, and how to position you for success.
Fund Establishment & Raising
Turning an investment strategy into a fund that can raise capital.
Who this is for: Sponsors and fund managers establishing new funds or raising capital for existing vehicles.
Where we help: End-to-end support for establishing and raising investment funds, from strategy and structuring through to investor engagement and capital raising.
Key Message: Practical support for sponsors and fund managers, from structure to capital.
Post-Transaction Services
We don’t disappear at settlement. We provide integration support, governance, advisory board roles and ongoing support to help you succeed in the next chapter.
Acquisition Integrations
Real value is created and kept, or lost, after the deal is done.
Who this is for: Acquirers seeking to protect and enhance value following an acquisition.
Where we help: We support integration planning and execution (governance, leadership alignment, reporting, synergies and operational priorities) to ensure momentum is maintained.
Key message: Execution doesn’t stop at completion. Integration determines success.
Investor Relations
Confidence is built through clear, consistent communication.
Who this is for: Companies with external shareholders or investors requiring structured communication and reporting.
Where we help: We support investor communications, reporting frameworks, performance updates and stakeholder engagement, aligned to governance and strategy.
Key message: Strong investor relationships support long-term value and optionality.
[Related: Capital Raising, Governance, Reporting & Process Enhancement
Advisory Board and Company Secretarial
Good governance evolves with the business.
Who this is for: Growing private companies and social enterprises seeking structure, discipline and an independent perspective.
Where we help: We assist with advisory board formation, governance frameworks, company secretarial support and board processes proportionate to your stage.
Key message: Governance should enable progress, not slow it down.
Ongoing & Fractional Support
We don’t disappear at completion.
Who this is for: Clients who want continued involvement after a transaction, whether for integration, governance or strategic guidance.
Where we help: We stay involved after the transaction, providing ongoing support, governance guidance or active roles that enable the business to succeed in its next chapter.
Key message: This isn’t a handover, it’s a continuation.
How we deliver
We combine deep in-house expertise with a curated network of specialist advisers and partners to deliver clear and accountable outcomes.
In-house delivery: Our core team handles strategy, transaction management, capital advisory, communications and marketing, and client coordination.
Partner network: We coordinate our trusted specialist partners to work with you: operational technology, succession planning, and debt advisory.
Third-party experts: We manage relationships with lawyers, accountants, and due diligence providers on your behalf, ensuring quality, alignment and value.
The result: A single point of accountability. Your team focuses on the business. We manage everything else.
Not sure where to start?
Every business is different. Let’s talk about where you are today and where you want to be.