Helping businesses grow and reach their maximum potential is our core motivation. And, no matter where your business is in its lifecycle, the strategic and operational involvement of our Corporate Advisory division can help maximise its enterprise value.
Who we help
Our clients are typically Australian and New Zealand-based growing SMEs with EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortisation) between $1 million and $10 million. They are typically owner-operated, founder-owned, or family-owned businesses.
What our Corporate Advisory clients say
The team provided invaluable advice and support through the acquisition of my business. As an investor and partner in the business, they continue to provide strategic guidance and have played an active role in our growth.
What we do
Board advisory
We give your Board independent, expert advice on strategies that can help you achieve your goals, whether that involves growth, the execution of a transaction, or implementing a more effective board structure. We can also help with Board setup and ongoing monthly reporting.
Business improvement
We help identify and implement the actions and strategies needed to improve your business. We can look at things like restructuring, corporate simplification, strategic business development, financial and commercial due diligence, risk identification and mitigation, and entry into new markets or distribution channels.
Business analytics
This includes things like business benchmarking, financial modelling, customer analytics, business health checks, efficiency reviews, systems implementation, and supply chain optimisation.
Transactions
Every transaction, no matter its size, is key to business growth or succession. A successful transaction is one where all the relevant facts have been considered and steps have been taken to minimise the inherent risks.
Succession planning
We can help with identifying an ideal successor, and setting a timeline and key milestones. This process may also include management buy-outs and buy-ins
Mergers
We offer operational deal services; search and strategy; deal development, structure, tax planning, and execution; and post-deal integration.
Acquisitions
You can be confident that we will identify the right acquisition target, acquire the target at the right price (taking into account value, market dynamics, funding and potential synergies), and consider all the financial and commercial risks through a detailed due diligence process. We will also support you with tax structuring strategies, contract and finance negotiations, and reporting.
Valuations
In determining the value of a transaction (whether acquiring, divesting, raising funds, or restructuring), decision makers rely on information that is independent, well-researched, and justifiable. With our level of experience, you can expect unrivalled valuation data and other evidence that is based on our significant research capability, transaction knowledge, insights into capital markets, industry experience, and general business acumen.
Capital structuring
Ensuring an efficient capital structure is critical to maximising shareholder returns. We can help develop a path to an optimal debt/equity position. We can also ensure loan covenants are achievable, and that the cost of debt is minimised. In addition, we can introduce clients to private equity funds, venture capital funds, and other investors who may be able to provide equity funding to help take your business to the next level.
Business sale
We can help with:
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- Assessing your business’s value and how it can be improved
- Ensuring key customer and supplier contracts are in place; systems and processes are in order, Intellectual Property is protected, etc.
- Checking that financial information is reliable and accurate
- Taking steps to identify and mitigate risks
- Formulating a sale structure that maximises shareholder returns
- Conducting an extensive, yet discreet, search for potential buyers, including tapping into our deep commercial relationships
- Preparing a detailed business pitch deck and Information Memorandum that presents your business in the best possible light
- Vetting potential buyers, including their ability to complete a deal
- Negotiating the best possible outcome on your behalf in terms of both price and terms
- Managing the sale itself, including navigating the various personal, business, financial, legal, and taxation aspects
Outcomes you can expect
Each client is unique, but the most common outcomes include:
- Faster growth
- Higher profitability
- Improved market share
- A stronger competitive edge
- Better management structures
- Reduced risk
- A stronger position for any future sale
Corner Capital
BG Private’s Corporate Advisory division operates under the Corner Capital brand. With over 80 years’ collective experience, our Investment Team has a assembled a team of executives who, in addition to experience in investing, have extensive direct experience in corporate strategy, operations, and general management, and have founded and grown highly successful companies in Australia.
Meet our Corporate Advisory team
These are members of the senior team leading our broader Corporate Advisory team.
Why choose us
- Whether you’re starting up or scaling up; transforming or restructuring; merging, buying or selling, our Corporate Advisory team has the executive experience, subject matter expertise, strategic vision, and intimate knowledge of the opportunities and challenges facing SMEs to help you succeed
- We work closely with our Accounting & Business Advisory and Private Equity divisions as well as the financial advisors at BG Private Clients and Modoras to give you 360-degree advice
Our client partners
You can count on us during the twists and turns of your business journey
Get in touch
Our Corporate Advisory team is ready to help your business succeed. Contact us and we’ll be happy to have a conversation about your situation and all the ways we can help.
Contact us
