SERVICES

We are focused on results driven advice across public and private markets, providing clients with tailored solutions across multiple industry sectors

Capital Markets

Developing near and longer term financing strategies across the spectrum of funding solutions to private and public companies. Understanding our clients business allows us to achieve superior capital markets outcomes:

IPO & Secondary Market Capital Raising

We advise and assist our clients to achieve optimal capital management outcomes through delivering the most effective forms of capital including:

  • Equity – IPO, secondary placements;
  • Hybrids – convertibles;
  • Share buy-backs;
  • Capital restructuring.

We leverage our extensive network of institutional, private equity, venture capital, family office and high net worth investors to achieve exception equity capital market outcomes. Our network extends beyond the domestic Australian market into North America, Asia, the United Kingdom and Europe.

We have a strong track record acting as the lead manager and corporate adviser on a range of IPOs and secondary issues, securing development and growth capital for small to mid-market companies.

With our focus on understanding the business, we carry out extensive due diligence on the companies that we raise capital for and once comfortable with the investment thesis, we will partner with other appropriate advisers if and when required in order to achieve the best outcome for our client. Ultimately our focus is to seek the best source of capital that meets both the company and the investors’ needs.

Discovery Capital Partners AFSL also allows us to underwrite our public company capital raisings providing certainty to stakeholders.

Private Capital Raising

We work with a broad range of businesses to raise capital across all stages of the business lifecycle from early stage through to growth, acquisition and pre-IPO funding in the form of equity, debt or mezzanine.

In most circumstances we work with high conviction growth businesses that have demonstrated their business model with the ability to be disruptive in their relative sectors.

We can assess and present with a wide range of funding options including venture capital, private equity, family offices, high net worth individuals and assist our clients to structure and negotiate favourable commercial funding terms, which provides longevity for the business and its new investors.

Corporate Strategic Advice

We aim to build long-term relationships with our clients and provide strategic advice on an ad hoc basis as required. We realise that we operate in a dynamic market, which required ongoing strategic thinking.

We work with company Board of Directors to ensure adequate preparation in the evolving marketplace and regularly present at strategic and board meetings.

Our offering spans all forms of private and public transactions including:

  • Strategic corporate and capital markets advice
  • Strategic business development advice
  • Analysis and sourcing of finance
  • Detailed financial modelling
  • Industry and competitor analysis
  • Corporate messaging and positioning
  • Roadshow and conference planning

Mergers & Acquisitions

M&A – Sell Side

We have significant experience advising on the divestment, joint venture and strategic partnerships across a diverse range of sectors for family offices and private/public companies.

We tailor transaction processes aligned with our clients’ exit strategies and create competitive tension to achieve superior results.  Our extensive private and public market network allows us to engage with potential buyers or partners, assisting in due diligence, deal structuring and execution.

We manage the overall transaction and work closely with our clients advising on:

  • Preparation of transaction documents including Information Memorandums as required;
  • Valuation guidance through financial modelling and detailed analysis of comparable businesses and transactions;
  • Strategic planning to maximise the potential for positive outcome;
  • Negotiation, documentation and settlement of the transaction.
  • We draw upon our expansive local and global network of industry contacts to help identify potential acquirers with the capability, funding and experience to complete the transaction.

M&A – Buy Side

We have assisted companies ranging from small businesses to large listed organisations on their acquisition strategies.

Our team and extensive network offers a competitive advantage to source acquisition targets, undertake due diligence and develop an appropriate acquisition strategy. We are involved in detailed analysis, financial modelling, engagement, negotiation through to settlement of the transaction.

We have a strong track record in assisting companies identify and acquire synergistic assets / companies.

Our strong capital raising capabilities and networks within the equity and debt capital markets allow us to assist on financing the acquisitions.

Strategic Business Development & Investor Relations

We work with a range of companies across commodities to refresh, rebrand and relaunch into the capital markets:

  • Branding and messaging
  • Corporate positioning, strategy development and execution
  • Preparation and maintenance of marketing materials
  • Roadshow and conference planning