At KPMG, we think like an investor, looking at how opportunities to buy, sell, partner, fund or fix a company can add and preserve value.
Today’s deals do not happen in a vacuum. So from your business strategy to your acquisition strategy, your plans for divestments or for raising funds, or even your need to restructure, every decision must be made in light of your entire business, your sector, and the global economy.
Our teams of specialists combine a global mindset and local experience with deep sector knowledge and superior analytic tools to help you navigate a complex, fragmented market environment.
From helping to plan and implement strategic change to measurably increasing portfolio value, we focus on delivering tangible results. The kind of results that let you clearly see what you gained from the deal at hand, and what you want to bring to the next deal down the road.
Deal Advisory Services
Are you a Family, Mid Market or Private Enterprise?
KPMG works with established entrepreneurs, family business, private clients, not-for-profit, mid-market and fast-growing organisations to build success.
Identify and solve business challenges
Use the below accordions to read more about the business challenges the Deal Advisory team at KPMG Australia can help your business navigate.
As you execute your company’s growth strategy through acquisitions you will reach a number of decision points. From identifying target markets and potential targets to running an efficient transaction process and realising upside or synergy value, we help you confidently navigate the complexities of buying a business, unlocking value at every stage.
We help identify key risks and rewards throughout the acquisition lifecycle – even for the most complex deals. We help you align deals with your strategic business objectives, maintain compliance and enhance value from integration and potential upside opportunity.
Our specialists help you focus on the key questions during the critical stages of planning and executing an acquisition.
- Deal strategy: How do I maximise shareholder value and returns?
- Option identification: What businesses can I acquire in my target markets?
- Evaluation: What is the asset worth to me?
- Deal execution: How do I get the deal done at the right price?
- Pre-close: How do I plan for a successful Day 1?
- 100 days: What is my plan for delivering the deal value?
- Value realisation: How do I maximise value?
When it comes to selling a business, a successful strategy requires active portfolio management and a well-planned exit or divestment process.
Our Deal Advisory professionals are forward-looking specialists with a broad range of skills, deep industry expertise, and a view on the future, to help you stay in front of the issues and avoid loss of value.
From helping you understand the potential risks and rewards of a divestiture to supporting you in minimising value leakage, we assess your situation and support your negotiating position to maximise the sales price and execute the deal with minimal disruption to the remaining business operations.
Our specialists can help you focus on the key questions through the critical stages in planning and executing divestitures.
- Portfolio strategy: How do I maximise shareholder value?
- Exit options: What are my strategic exit options to maximise shareholder value?
- Prepare for exit: How do I prepare the business for exit?
- Deal execution: How do I get the deal done at the right price?
- Pre-close: Am I ready to close?
- Post-close: How do I capture the value created?
Create and set-up of a new joint venture or business combination requires specialised skills in not only assessing the legal and tax environments but also the capital market provisions in the local environment.
KPMG’s joint venture experts can support you from pre-deal strategy and partner identification through to implementation and governance to power up your joint venture or business combination. We have global resources to connect you with local relationships and knowledge so that you have a full understanding of the strategic, financial, operational, and legal implications of creating and setting up a joint venture or alliance. We also help you understand the implications of the business combination on your entire business and ensure your long-term maintenance and exit strategies are an early consideration in the creation phase.
We can help you focus on the key questions through the critical stages from creation to operation of a business combination.
- Understanding the strategy: What are the key objectives for entering into a partnership?
- Options appraisal: Where, how and with whom should I partner?
- Opportunity evaluation: What are the risks and rewards and is this the best way to create value?
- Partnership design: What does the partnership need to succeed?
- Deal execution: How can I negotiate the best deal?
- Plan implementation: How should I plan for a successful implementation?
- Powering up: Am I delivering a successful partnership?
Deliver, optimise, or exit are stages of the lifecycle that a joint venture may go through with significant challenges. To meet the objectives of a joint venture or alliance often requires close management of sensitive relationships (often across cultures and borders), in addition to the usual contractual and operating challenges of a business. Using a non-traditional, tailored approach to meet your needs, our globally experienced joint venture practitioners can help to preserve maximum value throughout the lifecycle.
Our specialists can help you focus on the key questions through the critical stages from issue identification to operating optimisation or exit.
- Reviewing current status: Is the joint venture/alliance fit for purpose and delivering its objectives?
- Diagnosing issues and designing solutions: Why is the joint venture/alliance not fit for purpose and what options are available to reset or optimise the business?
- Developing and executing the transformation plan: What needs to be done and how do I ensure that I execute the plan effectively?
- Assessing the governance and reporting functions: Are governance and reporting structures meeting their objectives?
- Evaluating exit options: Is the joint venture/alliance a sustainable business or is exiting a feasible alternative?
CA strategic approach to defining your capital financing objectives and understanding your debt, mezzanine, and equity financing options in light of both private and capital market sources is essential to sustainable growth.
Our Debt Advisory practice and Equity Capital Markets (ECM) Advisory have experienced insights and market presence to provide holistic and conflict-free advice to match your strategic objectives. We offer hands-on assistance through the process of raising capital, from initial assessment and strategy to successful execution. Using clear and consistent communications, we can help you develop and strengthen shareholder support for the deal.
We help you focus on the key questions to develop and implement capital structuring transactions and raise capital in alignment with your goals.
- Strategy and capital structure: How do I maximise shareholder and stakeholder value?
- Option identification: What sources of finance (debt/equity) may be available?
- Deal execution: How do I achieve the best terms?
- Closing: How do I manage communications?
- Ongoing stakeholder management: How do I manage stakeholder communications to maintain lender and shareholder support?
In this rapidly changing environment, every company faces challenges. A step in the wrong direction can sometimes have significant effects on corporate performance and company value. KPMG’s integrated team of specialists guides you through difficult times to deliver real results for your stakeholders.
To overcome operational or financial challenges and improve performance, you should consider quickly stabilising your cash and liquidity positions and taking a realistic view of current options. We provide a thorough approach to stabilising under-performing companies by identifying opportunities for strategic, operational, organisational and financial change and executing on them to achieve real results. We help establish solid ground for a turnaround by assessing your liquidity position and creating a stakeholder management plan.
We help you focus on the key questions through the critical stages of change management.
- Option identification: How can I quickly and effectively assess my options?
- Stabilisation: How can I stabilise the business and assess its financial position?
- Transformation strategy: What are the financial paybacks of the various options?
- Execution: How do I ensure full delivery of the turnaround plan?
- Value realisation: What risks and costs are associated with each path, including contingency plans?
When a company is experiencing financial difficulties, stakeholders often look for additional information or resources to help rebuild their confidence. We help you understand the complex landscape of borrowers, lenders and shareholders and manage stakeholder communications, so you stay in front of the issues and make the best decisions. We help you assess short-term liquidity requirements and consider actions to quickly preserve value and address potential risks to stability.
We help you focus on the key questions as you navigate a corporate restructuring to achieve sustainable, operational and financial change.
- Appraisal and stabilisation: Do I have enough liquidity to keep operating?
- Options assessment: Do I know what has gone wrong and how to fix it?
- Stakeholder negotiations: How do I keep everyone engaged in negotiations?
- Development of solutions: What sustainable capital structure offers the best prospect of success?
- Implementation: How can I reconcile all stakeholder positions to implement the new capital structure?
- Ongoing monitoring: How do I ensure that the business is supported through its recovery?
When a company is in distress, the management team faces many competing challenges. We can help you assess the situation and, if necessary, assist you with developing a practical insolvency plan. Working with you and your stakeholders, we help you identify the path that will help maximise available value. We help you assess the impact and risks of various options, identify the right filing jurisdiction and prepare a detailed insolvency plan that optimises the stakeholder positions. We support you as you position your company for a return to health and financial standing.
Our integrated team of specialists helps you focus on the key questions through the development, implementation and completion of an insolvency.
- Distressed corporates: How serious is the problem?
- Insolvency planning: What are my options?
- Commencement implementation: What needs to happen when my company is in a formal protection process? How do I maximise value?
- Exiting a formal process: How does my company get back to normal?
Key contacts
- Stan Stavros
- Scott Mesley
- Craig Mennie
- James Stewart
- Julie Vasadi