M&A ADVISORY
Sugarman International Pty Ltd
Outsourcing
Advised the MBO Team of Sugarman International Pty Ltd on the acquisition of the Australian shares from Twenty20, a UK private equity group
DUE DILIGENCE
Crawford and Company Pty Limited
Legal services
Advised Crawford & Company (NYSE:CRD-A) on the acquisition of HBA Group to grow their presence in Australia
M&A ADVISORY
Zerologix
Fintech
Advised the shareholders of Zerologix on acquiring an interest in Ausbiz TV Pty Ltd, a fintech that produces live Australian business and finance news content
INDEPENDENT REPORT
Nature Mineral Resources Pty Ltd
IPO – Mineral exploration
Prepared the Investigating Accountant’s Report as part of Native Mineral Resources Limited (ASX:NMR) IPO to raise $6 million and was listed on 16 November 2020
VALUATION
TBG Diagnostics Limited
Molecular diagnostics
Valuation of TBG’s 48.23% interest in TBG Xiamen, China
VALUATION
BT Imaging Pty Ltd
Photoluminescence technology
Valuation of BT Imaging under different scenarios
DUE DILIGENCE
Specialist Medical Services (Australia) Pty Ltd
Opthamology/healthcare
Advised on the roll up of ophthalmology practices and allied health practice including due diligence, modelling, preparing IM’s and bank debt
INDEPENDENT REPORT
thedocyard Limited
Deal management platform
Preparation of IAR for IPO of thedocyard
M&A ADVISORY
Australian Blister Sealing Pty Ltd
Pharmaceutical contract packer
Lead financial advisor to Australian Blister Sealing Pty Ltd on its sale to Probiotec Limited
M&A ADVISORY
Landsberry & James Group
Media analytics
Lead advisor and post acquisition financial assistance to Landsberry & James Group following the sale to Netratings Australia Pty Ltd a subsidiary of Nielson Holdings PLC
M&A ADVISORY
Agentbox
CRM provider to the real estate industry
Lead Financial & Tax Advisor in the sale of the business to Accel-KKR
M&A ADVISORY
Azimuth Security
Computer network operations and vulnerability research for intelligence partners
Joint Lead Financial & Tax Advisor in the sale to L3 Technologies (NYSE)
DUE DILIGENCE
V Resources Ltd
Lead metal, lead paste and shredded plastic
Provided Due Diligence services for an investor on a company specialising in recycling used lead acid batteries (ULAB)
VALUATION
Health Hub
Medical services
Valuation of Medical Hub for the purpose of refinance
VALUATION
H E Heather & Co
Primary product wholesaler
Valuation of primary products wholesaler located at the Brisbane Markets for the purposes of restructure
VALUATION
Toowoomba Dental
Dental practice
Dental practice valuation for practice sale
STRATEGIC ADVISORY
Caledonia Group
Industrial services
Business diversification and expansion, strategic and financial advice, financial modelling
STRATEGIC ADVISORY
The PKKP Aborginal Corporation
Aboriginal and Torres Strait islander organisation
Financial services provider, establishment of business unit, and advised on the acquisition of several businesses
M&A ADVISORY
Schild Estate Winery
Winery
Business restructure, external CFO, board chair, financial modelling
VALUATION
AML3D
Information technology consulting and software engineering
Preparation of IAR for listing
M&A ADVISORY
IT Masters
Online training platform
Lead advisor on sale of IT Masters
M&A ADVISORY
Engage RM
Microsoft ISV CRM Dynamics 365
Lead advisor on scale up service including Capital Raising Engage RM (incorporating Sports RM and Council RM
M&A ADVISORY
Clover Pipes
Infrastructure pipelines
Financial modelling and advisory on major infrastructure tendering
VALUATION
Greenham
Livestock processor
Valuation for shareholder transaction purposes
M&A ADVISORY
VHM Limited
Australian minerals sands and rare earth company developing the Goschen Project, Victoria
Advisor for $28m capital raised, corporate strategy and development, project management, investor relations and board representation
M&A ADVISORY
Central Petroleum Limited
Oil and gas production
An ASX listed oil and gas producer. Provided investor relations services and ran a series of investor presentation nationally
VALUATION
Perth Racing
WA’s pre-eminent horse racing club
Provide strategic advisory services focused on revenue diversification options
