Corporate Advisory

Benefit from tailored strategic advice and creative financing solutions.

Our Corporate Advisory service delivers tailored strategic advice and creative financing solutions to corporate and privately-owned businesses. We combine local knowledge and industry expertise; with the ability to provide holistic perspectives and access to a variety of capital sources to suit business owners.

We help you to assess strategic options for mergers, acquisitions, divestitures, valuations and business restructures, while also providing access to both equity and debt solutions, restructure of balance sheets and management of assets and liabilities.

We help you to assess strategic options for mergers, acquisitions, divestitures, valuations and business restructures, while also providing access to both equity and debt solutions, restructure of balance sheets and management of assets and liabilities.

Our dedicated long-term approach to client service means that we have a deep understanding and extensive experience in the complete life-cycle of businesses. We adopt a disciplined, systematic and results-driven approach to managing complex corporate transactions.

Our Corporate Advisory team has extensive experience in delivering on transaction objectives across a wide range of matters; including divestments, mergers and acquisitions, and equity and debt re-structuring.

 

We offer the following specialised services:

Business Divestments

Perks has a long history acting for and supporting private business groups and we have an extensive track record of successfully completed transactions. We pride ourselves on designing a transaction processes that maximises value for you and your transaction objectives.

Our specialist Business Divestments service includes:

  • Evaluation of financial and strategic alternatives
  • Advice on which sales processes and methods will maximise value
  • Preparation of an information memorandum (IM) or other sales materials
  • Research, identification and contact with qualified acquirers
  • Sale negotiation and transaction closure
  • Management of the due diligence process

 

Mergers and Acquisitions

If you are looking to grow via strategic acquisition, or to merge with a specifically identified business, we can assist in ensuring a seamless business transition.

Our specialist Mergers & Acquisitions service includes:

  • Identification and evaluation of potential acquisition targets
  • Review of target business including risk identification and mitigation
  • Valuation analysis
  • Evaluation of financial and strategic alternatives for the acquisition structure
  • Sale negotiation and closing
  • Debt advisory (restructure)
  • Management of the due diligence process
  • Post-acquisition synergy extraction
  • Assistance with implementation planning and execution

 

Debt Advisory

Our specialists have an in-depth knowledge and understanding of the debt markets, underpinned by an extensive network of deep relationships within banks and other financial institutions.

Our specialist Debt Advisory services include:

  • Securing leveraged finance to support acquisitions
  • Detailed financial modelling and credit assessment
  • Advice and execution of the approach to finance counterparties
  • Negotiation of lenders’ proposals and finalisation of detailed terms and conditions
  • Co-ordination with the client’s legal advisers to ensure successful completion

 

Equity Capital Markets Advisory

We provide independent and objective equity capital markets advice for IPOs, placements, rights issues and private equity capital raisings.

Our specialist Equity Advisory services include:

  • Business preparation and feasibility analysis
  • Advice on equity offer structures
  • Management, negotiation and engagement of equity underwriters and providers
  • Preparation of equity raising documentation
  • Overall co-ordination and management of the equity raising process to successful completion

 

Valuation Support

We provide you with valuation services to support your corporate transactions, whether it be for acquiring or divesting a business, or restructuring. 

Our specialist Valuation services include:

  • Independent valuations
  • Independent expert reports
  • Employee share and option plans
  • Financial structuring
  • Shareholder dispute resolutions

 

Strategic Reviews & Advisory Boards

With extensive experience in corporate finance re-structuring, we can provide you active support in negotiations with equity and debt holders to re-structure existing obligations, as well as other corporate liabilities.

Additionally, we conduct detailed business analysis to assist Boards, Executive Management and Shareholders in assessing the opportunities facing their businesses.

Our specialist Strategic Reviews can include the evaluation of:

  • Business plans
  • Capital and liquidity needs for both debt and equity
  • Long-term financial projections and scenario analysis
  • Advisory Board participation and support

Speak to our Corporate Advisory Director.

Andrew Watson

Andrew Watson

Andrew has a broad professional skill set, combining external corporate advisory, direct operational management and mergers and acquisitions.

Corporate Advisory insights for you.

View all insights

UPDATED: Stimulus Package Highlights for Business

UPDATED: Stimulus Package Highlights for Business

24/3/2020

As you may be aware, the Federal Government has now announced a second round of stimulus/ survival...
Read more.

Australian Government Coronavirus Stimulus Package Highlights

Australian Government Coronavirus Stimulus Package Highlights

16/3/2020

Accounting

There are now updated versions of this article: Looking for the latest on the proposed Government Stimulus...
Read more.

Related business services.

Business Advisory

Business Advisory

See your business thrive with the right strategic insight.

Banking & Finance

Banking & Finance

Let us do the legwork to secure a loan that fits your specific needs.

Tax Advisory

Tax Advisory

Operate at maximum efficiency with the right tax advice.

Get in touch.

Please fill out the form below to make an appointment or request more information.

  • FBEA - Winner 2017
  • SMSF and Account Awards 2017 - Finalist
  • SMSF and Account Awards 2018- Winner
  • Australian Account Awards - Finalist 2018
  • Xero Platinum Partner
  • Adaptive Insights
  • LEA Global
  • Xero Accounting Partner of the Year Australia