Rigorous financial analysis to support your M&A divestment or capital transaction
The decision to buy or sell a business, or expand an existing business through an initial public offering (IPO), is a significant undertaking. It’s important that these deals are executed after undertaking focussed and effective due diligence that covers the key value drivers and risks for the transaction.
PKF has extensive experience in a wide range of corporate transactions and we are highly regarded for our ‘no surprises’ approach to delivering tailored solutions to meet your specific transaction needs.
We bring a global perspective to corporate transactions, having provided services to a diverse range of clients. Our knowledge and experience spans working with ASX 100 companies, large multinational organisations and private equity backed businesses.
Our experts are entrepreneurial in their focus, innovative in their thinking and ambitious in their approach. They are independent, experienced and commercially minded, and will deliver the information you need to make the right decisions.
PKF is here to get the deal done and lay the groundwork for your long-term success.
We provide the following transaction support services:
- Acquisition due diligence services
- Vendor due diligence services
- Investigating Accountant’s reports for IPOs
- Preparation or review of financial models
Financial due diligence
rigorous analysis and considered insights
Our independence, experience, commercial approach, attention to detail and objectivity will deliver a clear and authoritative review to help you make decisions with confidence. If we have an insight, we will share it with you.
Our financial due diligence services are carefully considered within the context and requirements of the acquisition, divestment or capital raising process as well as the underlying business valuation.
We leverage our experience as corporate advisers and business valuers to provide you with clear, authoritative and comprehensive advice on the overall deal and analysis of the key value drivers and risks.
Our experts will provide a comprehensive analysis of:
- Forecast earnings and cash flows
- Historical earnings and cash flows
- Working capital requirements
- Key business drivers
- Financial position
- Accounting policies
- Financial reporting systems and processes
- Tax compliance.
We can advise you on a specific aspect of the sale agreement (such as purchase price adjustment for working capital and net debt) as well as the broader financial aspects of the agreement (such as completion accounts or locked box mechanism).
Operational due diligence
developing plans to ensure successful deals
Poor planning and a lack of understanding of operational issues results in deals that fail to meet their objectives. This is not the PKF way.
Our operational due diligence specialists consistently deliver the highest standard of informed analysis of operational performance on the target company. We identify and evaluate potential synergies and separation issues to help you develop an effective integration plan.
delivering clarity through knowledge
Well-structured financial models are powerful tools that empower you to fully understand the key drivers of financial performance and value for a business, project, M&A transaction or funding proposal.
Financial models naturally evolve over time, but without well-structured design or integrity checks, making minor changes can have long lasting and unexpected consequences.
At PKF, we work with you to build financial models that deliver a clear view of your business landscape, allowing for realistic budgets, financial plans, valuations and decision making to take place. We equip you with robust, flexible, transparent and efficient models to serve your needs today and tomorrow.
Meet our Transaction Services Specialists
Dom CosentinoManaging Partner – Adelaide
Liam MurphyManaging Partner – Brisbane
Ross Di BartoloPartner
Matthew ButlerManaging Partner – Gold Coast
Timothy BowManaging Partner – Melbourne
Steve MeynChairman – PKF Australia / Managing Director – Sydney & Newcastle
New England North West
Darren ShillingtonManaging Partner – Perth