Mergers & Acquisitions Advisory Perth
Business Sale, Acquisition & Succession Planning Advisory
Buying, selling or transitioning a business is often one of the most significant decisions a business owner will make.
As an experienced Mergers & Acquisitions Advisor in Perth, I help SME owners, founders and family-owned businesses navigate acquisitions, business sales, succession planning and strategic transactions with greater confidence and reduced risk.
With more than 38 years of executive leadership, investment, governance and business ownership experience, I provide commercially grounded advice focused on achieving successful transaction outcomes.
Mergers & Acquisitions Services
Advisory support may include:
- Business Sale Preparation
- Acquisition Strategy
- Due Diligence
- Business Valuation Review
- Succession Planning
- Capital Raising Support
- Commercial Negotiation
- Deal Structuring
- Strategic Partnerships
- Joint Ventures
- Business Restructuring
- Post-Acquisition Integration
Every engagement is tailored to the objectives and circumstances of the business.
Business Sale & Exit Planning
Preparing a business for sale often begins years before a transaction occurs.
I work with business owners to improve:
- Business Value
- Buyer Readiness
- Governance Structures
- Financial Reporting
- Leadership Capability
- Operational Efficiency
- Risk Management
The objective is to maximise value and improve transaction outcomes.
Acquisition Strategy & Due Diligence
Growth through acquisition can create significant opportunities when approached strategically.
I assist businesses with:
- Acquisition Evaluation
- Strategic Fit Assessment
- Commercial Due Diligence
- Risk Analysis
- Negotiation Support
- Integration Planning
My focus is helping clients make informed decisions that create long-term value.
Family Business Succession Planning
Family-owned businesses face unique challenges relating to ownership transfer, leadership succession and business continuity.
I work with family businesses to develop succession strategies that support:
- Leadership Transition
- Governance
- Ownership Planning
- Business Continuity
- Family Alignment
- Long-Term Sustainability
My Executive MBA research focused on developing a framework for high-performance family-owned businesses.
Practical Commercial Experience
Unlike many transaction advisors, my advice is supported by real-world business experience.
I have personally:
- Founded Businesses
- Led Executive Teams
- Negotiated Commercial Transactions
- Raised Capital
- Worked with Boards and Investors
- Structured Strategic Partnerships
- Advised SMEs and Family-Owned Businesses
This practical experience enables me to provide commercially realistic advice focused on outcomes rather than theory.
Industries Served
Experience across:
- Transport and Logistics
- Agriculture
- Manufacturing
- Mining Services
- Engineering
- Professional Services
- Financial Services
- Technology
- Infrastructure
- Family-Owned Businesses
Frequently Asked Questions
What is mergers and acquisitions advisory?
M&A advisory provides strategic, commercial and transaction support relating to business acquisitions, sales, mergers and restructures.
Do you work with SMEs?
Yes. My services are specifically designed for SMEs, founders and privately owned businesses.
Can you help prepare a business for sale?
Yes. Business sale preparation and exit planning are key advisory services.
Do you provide acquisition support?
Yes. I assist with acquisition strategy, due diligence, negotiations and integration planning.
What is due diligence?
Due diligence is the process of assessing the financial, operational, commercial and strategic risks associated with a transaction.
Can you assist with succession planning?
Yes. Succession planning is a specialist area, particularly for family-owned businesses.
Do you help with commercial negotiations?
Yes. Negotiation support is often a critical component of successful transactions.
Do you work with family businesses?
Yes. Family business succession and ownership transition are areas of particular expertise.
Do you work outside Perth?
Yes. I work with businesses throughout Western Australia and across Australia.
How do I get started?
Book a confidential strategy discussion to explore your transaction objectives and determine the most appropriate advisory support.