Scaling GLOBAL expansion and fulfilling a grand exit

The issue

Having grown their business into a multi-national success story, this family decided it was time to exit.  

The journey

We have been very fortunate to work with some of Australia’s most successful private businesses and their owners which has provided us the opportunity to deal with varied and complex issues enabling us to see and play a part in their growth.  This has included domestic and international expansion on significant scale and exiting strategies such as trade sales and being involved in Australia’s largest initial public offering in recent time.

Being their business and family adviser involves being part of a broader team knowing where you, other advisers and the family members and their team fit in. This involves having patience and respect for all those around you to ensure the aims of the client are fulfilled.

The emotion

Clients respect us for the level of knowledge, trust and genuine care we offer over the long-haul.  Clients feel their affairs remain private and they are in safe hands in all matters including complex and large transactions.

The outcome

Being an integral adviser for 15 years to one of Australia’s leading business in the manufacturing sector and one of its most successful business story, we saw them through significant growth and global expansion and helped them achieve Australia’s largest initial public offering in 2016.