Before
M&A, buy-out and business sale support: evaluating the deal, working with advisors on structure and valuation, and overseeing due diligence. Board- and lender-ready proposals for a restructure or refinance.
03 · Transactions
From deal to one business.
Every deal is unique, but the challenges are familiar. Practical support for management before, during and after a transaction.
At every stage
Before, during and after
For private equity firms, acquirers and leadership teams with a deal on the horizon, or one that has just closed.
During
Valuers, tax and deals experts, transfer pricing specialists, lawyers and corporate secretaries managed against one plan. Clear communication with your Board, lenders and shareholders.
After
New businesses integrated into the group ledger and reporting. Entity reorganisation and obligations with regulators such as ASIC, Companies House and the NZ Companies Office.
Case studies
The work, in practice
Fixed scope · Fixed fee
A clear answer, for a fixed fee.
04
First 100 Days Finance Integration Plan
ForPrivate equity firms and acquirers who have just closed a deal.
What you get- A 100-day plan for chart of accounts, systems, banking, intercompany and reporting
- An acquisition accounting and opening balance sheet checklist
- Day 1 and Day 30 readiness checks
2-3 weeks
Ask about this packageFAQ
Common questions
When should I bring you in?
At any stage: before, during or after the deal. If it has already closed, the First 100 Days Finance Integration Plan is a good place to start.
Do you replace our lawyers, valuers or tax advisors?
No. I work with them and manage their work against one plan, so everyone is working towards the same goal.
Do you work with private equity backed groups?
Yes. I've led finance projects and a group reorganisation inside a private equity backed global group.