New South Wales

Valuation                                                       

TBG

Molecular diagnostics

Valuation of TBG’s 48.23% interest in TBG Xiamen, China                                                                                                                                                                               

Valuation                                                   

BT Imaging

Photoluminescence technology

Valuation of BT Imaging under different scenarios                                                                                                                  

Due diligence, financial modelling & debt raising

Company TBC

Ophthalmology/healthcare

Advised on the roll up of several ophthalmology practices/day surgeries and allied health practice including due diligence, modelling, preparing IM’s, bank debt

Independent accountant’s report

thedocyard

Deal management platform

Preparation of IAR for IPO of thedocyard                                                                                                                                                                                                    

Queensland

Due diligence                                          

V Resources

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 Doctors Morayfield

Medical services

Valuation of Medical Hub for the purpose of refinance                                                                                                                 

Valuation                                              

H.E. Heather & Co

Primary products 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                                                                                                                                                                                                                 

South Australia

Strategic advisory                               

Caledonia

Industrial services company

Business diversification and expansion, strategic and financial advice, financial modelling                                                                                                                                                                                                         

Strategic advisory                              

The PKKP Aboriginal Corporation RNTBC

Aboriginal and Torres Strait islander organisation

Financial services provider, establishment of business unit, and advised on the acquisition of several businesses

M & A advisory                                    

Barossa Valley Schild Estate

Winery

Business restructure, external CFO, Board Chair, Financial modelling                                                                                                                                                                                                                   

Investigating Accountant’s Report

AML3D

Information technology consulting and software engineering

Preparation of IAR for listing                                                                                                                                                                                                                

Victoria

M & A advisory                                    

IT.

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

Infrastructure pipelines

Financial modelling and assistance in debt funding and supplier negotiations for Clover Pipes to support tender for successful $70m Forescue Metals Iron Bridge Tender

Valuation                                                

Greenham

Livestock processor

Valuation for shareholder transactin purposes                                                                                                                                                                                                                

Western Australia

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

Shareholder dispute resolution service

Represented investors in numerous property development syndicates to resolve dispute with development company. Provided progessional guidance to investors and negotiated with development company to secure funds and associated returns for investors                                             

M & A advisory

Central Petroleum

Investor relations

An ASX listed oil and gas producer. Provided investor relations services and ran a series of investor presentation nationally                                                                                                                                                                              

Strategic advisory

Perth Racing

WA’s pre-eminent horse racing club

Provide strategic advisory services focused on revenue diversification options