Corporate Finance

As international transactional specialists we understand that middle market corporations can invest and operate across international borders with greater ease than ever before.

For foreign owned businesses it is important to work with a team that has both global and localized networks.

Our team of analysts, attorneys and CPAs advise on all facets of the mergers and acquisitions lifecycle from capital raising to liquidity.

Selling a business

We represent family-owned or founder-owned businesses on the sale of their businesses.

In order to optimize the return on capital for owners you need to have knowledge of the strategic and private equity firms who would be the likely buyers of your business and enter the deal with a sense of the likely terms.

We work on the big questions like: Do I sell to a strategic buyer or private equity?  What is my business worth?  How much of the equity do I sell? How long to I commit to the business after I sell?

We work to provide actionable insights in terms and pricing, deal structures, debt and equity financing, accounting and negotiations.

Acquiring a business or co-investment

We advise on the acquisition of privately held operating businesses in Australia and the US.  This includes an assessment of the competitive landscape and insights on terms and pricing, deal structures, debt and equity financing, accounting and negotiations.

We also represent a network of family offices and private investors that are looking to co-invest alongside operators in cash flowing operational businesses in the US or Australia and where appropriate we look to involve these investors in buy-side mandates.

Raising capital + Pre-IPOs

We advise Australian and US businesses on raising growth capital.

We represent a network of family offices and private investors that invest and lend on their own balance sheets to privately owned high growth companies in the US or Australia.

We source cross-border pre-IPO investment opportunities for Australian and US-based family offices and private investors and introduce them to our network.

Special situations

We source special situations.

Our team has extensive experience in debt restructuring, accelerated M&A, and specialized financing situations and looks to introduce these opportunities to our network of family offices and private investors.