Steven is a Partner in our Melbourne Corporate Finance team with 20 years of experience in advising business owners and executives together with assisting accountants, lawyers and other financial advisers in matters concerning organisations ranging in size from SME family businesses to public ASX listed companies.
Specialising in Corporate Finance exclusively for the past 12 years, Steven has developed an expertise in Due Diligence, Valuation and Merger and Acquisition Services. Committed to adding value to transactions through the provision of expert and professional advice, his ability to apply a practical and risk-based approach to matters and identifying key issues that may impact a transaction ensure that commercial results are achieved for his clients.
Steven has provided valuation services to clients ranging from small family businesses, for the purposes of supporting transactions and dispute resolution, to the preparation of Independent Expert Reports (IERs) for ASX listed clients.
Steven has also assisted clients in providing due diligence or review services for the purposes of identifying material risks associated with transactions, to ensure these risks are mitigated and that the maximum value is achieved for the acquirer.
In addition to the above transaction services Steven has also assisted clients to raise capital through debt and equity advisory; supporting clients through the IPO process as well as being engaged to prepare Independent Accounting Reports (IARs) for the inclusion in Prospectus documentation.
While assisting clients in reviewing and valuing businesses for the purposes of both acquisitions and sale, Steven has developed a particular expertise in advising clients on succession planning with a focus on preparing businesses or divisions for sale and assisting vendors through the business sale process. Steven adopts a collaborative approach in working with clients, advisers and other accountants alike to ensure the best result is achieved from a sale.
- Health including medical devices and aged care
- Financial and professional services
- Childcare and education
- Retail and pharmacy
- Property and construction
- Labour Hire
- Digital and Print Media and advertising
- Technology and IT
Membership and Professional Qualifications
- Bachelor of Commerce
- Member of Chartered Accountants Australia & New Zealand (CA ANZ)
- Graduate Diploma in Investment & Finance (SIA)
- Registered Tax Agent
- Business Valuation Specialist (CA ANZ)