Transaction Support Services

We focus on guiding and facilitating our clients through the process of undertaking major equity or funding transactions.

We do this by assisting our clients with:

The Preparation of Offer Documents

Depending on the nature of the transaction, we could be involved in the preparation of prospectuses, offer information statements and information memorandums. It is critical that these documents satisfy all regulatory requirements and adequately represent the opportunity to investors or acquirers.

Providing Taxation and Structuring Advice

Our expertise in taxation is a natural complement to our Corporate Advisory service offering.

We work closely with you to ensure the most appropriate corporate structure is adopted by your business, and provide advice to minimise your taxation exposure during the business realisation process.

Due Diligence

Our approach to due diligence assignments involves in-depth analysis of all the information provided. We look behind the numbers in the financial statements and assess the business as a whole. We also pay particular attention to the opportunities inherent within the existing business or that could be derived by the potential acquirer.

We believe this approach differentiates us from our competitors.

Business and Share Valuations

We have considerable experience in conducting business and share valuations and can assist you with any type of business or share valuation, regardless of the complexity.

Financial Modelling

Our financial models are produced in accordance with a proven methodology and typically comprise an integrated profit and loss, balance sheet and cash flow forecast and can be used to underpin business operations or sale transactions.

Applications for Finance

We are often involved in sourcing debt finance for our clients. In order to secure the finance on reasonable terms and conditions, it is critical that the client is adequately presented to the financier; the application for finance document provides the opportunity to do this.

Mergers and Acquisitions Services

Our experience in dealing with both the buy and sell sides of merger and acquisition transactions has been invaluable to our client base.

Capital Raising

Our advisors have extensive experience in evaluating the most appropriate form of funding for your business. We also have an extensive network of financiers, business angels, domestic and international venture capital funds that can provide necessary capital.

Sale of Business

Our team will assist your through all stages of the sale process. Our international affiliation with the MGI group provides an extensive network for marketing a business on a global scale.

Business Acquisitions

We will take a ‘hands on' approach to assist you in sourcing, analysing and negotiating strategic mergers and acquisitions. Our expertise in performing valuations, undertaking due diligence and offering taxation advice is a natural extension of the services provided in this area.

Significant Transactions

The following is a selection of transactions we have undertaken for clients in the Corporate Advisory area.

  • Advising vendor in successful sale of business in the food manufacturing industry for $44 million.
  • Advising vendor in the successful sale of manufacturing business to a public company for $34 million.
  • Advice and negotiation of a $16 million management buy out of company in the printing industry.
  • Advising the purchaser and undertaking full due diligence for a $7 million acquisition of a business in the food service industry.
  • Sourcing equity participation of $12 million and negotiation of shareholder agreements for construction industry business.
  • Valuation of large automotive spare parts business for the purposes of management buy out.
  • Advice and negotiation of sale transaction for specialist quarrying business.
  • Advice in negotiation and structuring of a long term supply contract and joint venture agreement in the agricultural sector.
  • Advising vendor in the successful sale of a materials handling business for $13 million.
  • Advising the vendor in the successful sale of an Australia wide retail chain for $14 million.
  • Strategic business planning project including accessing Government funding for business planning process for construction industry supplier.
  • Full feasibility and financial modeling for the creation of a new motor vehicle dealership.
  • Undertaking a detailed financial analysis and financial modeling exercise for the Australian soccer industry.

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More Information

Joff Macleod
Principal - MGI Melbourne Corporate Advisors
t: +(61)3 9521 3000

Gary Douglas
Principal - MGI Melbourne Assurance Services
t: +(61)3 9521 3000

Bruce McMenamin
Principal - MGI Melbourne Corporate Advisors
t: +(61)3 9521 3000

Maurice Spicer
Director - MGI Melbourne Corporate Advisors
t: +(61)3 9521 3000