Transaction Support Services
If you are looking to undertake major equity or funding transactions, The MBA Partnership is able to help guide you through these transactions.
Preparation of Offer Documents
Our team can be involved in the preparation of prospectuses, offer information statements and information memorandums. There are regulatory requirements that each of these documents needs to satisfy prior to being presented to investors or acquirers and our team are able to assist you in meeting these requirements.
Taxation and Structuring Advice
The taxation expertise of the team at The MBA Partnership is a natural complement to our Corporate Advisory Service.
In order to provide advice to minimise your taxation exposure during the business realisation process, our team works closely with you to ensure the most appropriate corporate structure is used.
Business and Share Valuations
When you need assistance in conducting business and share valuations, the team at The MBA Partnership is able to assist you with –
- Acquisition or sale of business and/or assets
- Succession planning
- Debt and equity raisings
- Group restructures
- Divestments
- Share buy-back arrangements
- Dispute resolution
- Taxation
- Stamp duty
Financial Modeling
Modeling is essential when making business decisions and are to be used when –
- Accompanying a strategic business plan
- Complementing an information memorandum, offer information statement or prospectus
- Valuation of businesses for sale or acquisition
- Mergers, Management Buy Outs (MBO) and Initial Public Offers (IPO)
- Refinancing of alternatives
- Budgeting and cashflow forecasting for existing business operations
- Scenario and sensitivity analysis
- Business case development including project analysis
The MBA Partnership only uses proven methodology when creating a model and typically comprises of an integrated profit and loss, balance sheet and cash flow forecast.
We will also provide you with an input sheet tailored to your business to ensure –
- The model created caters for the specific realities of your business or project
- The model can adequately and efficiently cater for scenario and sensitivity analysis
- The model is able to be used by your staff long after staff of The MBA Partnership have left your premises
- The protection of the integrity of the data and calculations within the model
Applications for Finance
Before you approach a financier seeking debt finance, speak to us first. We will ensure the finance is secured on reasonable terms and conditions and that you and your business are presented favourably to the financier.
Mergers and Acquisitions Services
Over the years, our team has built up a wealth of knowledge in dealing with both the buy and sell sides of merger and acquisition transactions.
Details of merger and acquisition transactions include –
- Identification of investor or acquirers
- Identifying and/or assessing business opportunities for acquisition or investment
- Representing either the acquirer or vendor in negotiating the transaction
- Assisting legal counsel in preparing legal documentation
- Facilitating introductions to our networks and contacts
Capital Raising
When you are looking for funding for your business, The team at The MBA Partnership will evaluate the most appropriate and cost-effective funding for you. Our extensive network of financiers, both domestic and international are sure to be able to provide the right finance for you.
Sale of Business
Our team of taxation professionals will assist you through all stages of the sale process. Whether you are preparing the business for sale or have signed the contracts, we are here to help.
Business Acquisitions
Our team are experts in undertaking due diligence and offer taxation advice as a natural extension of our business acquisition services. The MBA Partnership are able to assist you in sourcing, analysing and negotiating strategic mergers and acquisitions.
Significant Transactions
- Performing sell side advisory - $USD40,000,000
- Performing due diligence and buy side advisory - $AUD450,000
- Performing sell side advisory - $AUD6,000,000
- Sale preparation and sell side advisory - $AUD22,000,000
- Performing due diligence and buy side advisory - $AUD1,500,000
- Performing due diligence and buy side advisory - $AUD1,200,000
- Sale preparation and sell side advisory - $AUD1,500,000
- Sale preparation and sell side advisory - $AUD6,000,000
- Performing due diligence and buy side advisory - $AUD1,500,000
More information?
Geoff Missen, FCA
Director
e gmissen@mbapartnership.com.au
t 07 5557 8700