Corporate finance

Our team has provided buy-side and sell-side M&A advice to a range of corporate clients, with particular experience in the energy, infrastructure, retirement village and wine sectors. We seek to gain a deep understanding of the business involved and proactively identify potential investors and opportunities to release value. We appreciate that the real challenges of M&A begin after settlement, and we ensure our transactions are well considered, practical and implementable.

We also have strong relationships within the Australasian funding markets and utilise these to arrange or refinance corporate debt facilities to support M&A activity.

From previous roles as advisors, debt funders and equity investors, the team has experience acting on all sides of transactions and use this to ensure information is clearly presented to all stakeholders to ensure the best outcome is achieved for our clients: complex made simple. It’s what we do.

• Sell-side and buy-side roles on various undisclosed transactions ($50m-$150m) in the energy and retirement village sectors in the last two years.
• Financial adviser to Indevin Group on its acquisition of assets from Winegrowers of Ara, and associated debt facility refinancing. Subsequent provision of virtual CFO services to support integration and debt facilities management.
• Financial adviser to King Country Energy in relation to Nova Energy’s sale of its 54.1% shareholding, and two subsequent takeover offers from Trustpower.
• Financial adviser to King Country Energy on its acquisition of half of the Mangahao Power Station for $70m from Todd Energy, issue of $36m of equity and arrangement of debt facilities of $35m.
• Financial adviser to Indevin Group, who, in conjunction with Lion Nathan, acquired certain assets relating to Lindauer and other wine brands from Pernod Ricard for approximately $88m.
• Financial advisory and due diligence (to various stages) of eight potential electricity transactions in the previous six years.