Strategic Transactions offers comprehensive transaction advisory services for buyers and sellers. Our expertise and insights can improve your outcome even if you’ve already identified potential buyers, sellers or merger partners for your business.
When acting as your transaction advisor, we provide detailed, strategic guidance tailored to your specific objectives. Our services include financial analysis and valuation support, preparation of key deal documentation, coordination with legal and tax advisors, and development of negotiation strategies that protect and enhance your position. We work closely with you to assess transaction risks, evaluate deal terms, and model the financial impact of different transaction structures.
Unlike traditional brokers, we act as an extension of your executive team, offering independent, objective advice throughout the transaction lifecycle. From assessing strategic fit and deal readiness to managing information flows we help ensure that every aspect of the transaction is approached with rigour and clarity. Our involvement helps streamline decision-making, reduce execution risk, and ultimately deliver greater value and confidence in your outcome.
Identify acquisition opportunities aligned with your goals, capabilities, and long-term strategic direction.
Efficiently pinpoint and assess high-potential acquisition targets that meet your specific criteria.
Unlock value in underperforming businesses through customised, actionable turnaround plans.
Maximise competitive advantage and deal outcomes through expertly managed bidding and negotiation processes.
Understand true business value with robust, scenario-based modelling to inform smarter decisions.
Optimise transaction terms to align risk, reward, and strategic intent for both parties.
Identify risks and opportunities early through comprehensive financial, commercial, and operational analysis
Ensure post-deal success with structured plans for cultural, operational, and strategic integration.
Schedule a free, confidential 15-minute call with our expert advisors to explore a business sale strategy and next steps.
Our fees are typically based on a time or project basis. Because we must be free to offer frank, fearless and unconflicted advice we do not charge success fees. Separately, there will be additional costs through you hiring lawyers or financial advisers to work on the transactions.
In addition to our food and beverage expertise, we have provided specific transaction advice in more than twenty industries. Furthermore, we have the research capabilities and extensive networks to ensure our guidance can be profitably implemented. We do not accept projects in areas such as property, construction, mineral & resource, and other areas where we believe others have substantially greater expertise.
Typically by phoning them directly or through receiving introductions via our extensive network. In this era of mass emails and limited attention spans, personal contact is the only way to progress.
Communication is critically important for keeping our clients informed throughout the process. Our clients can typically expect regular updates on milestones, negotiations in a clear and timely fashion as well as strategic guidance and recommendations to help navigate the decision making process. We are constantly on the lookout for potential risks, alternate deal structures and opportunities for value creation.
Our negotiations on behalf of our clients involve a delicate balance of strategy, communication and advocacy. Once we have established clear objectives that take our clients goals, preferences and constraints into consideration, we prepare thoroughly with research and analysis that understand the counterparties motivations and interests. Our negotiation strategy outlines key tactics, potential concessions, and fallback positions. The strategy may involve setting target price ranges, deal structures, and timelines. We maintain open communications with our client and seek solutions that benefit all parties concerned.
We negotiate the terms and conditions of the deal on behalf of our client, including price, valuation, payment terms, warranties and representations, closing conditions, and post-closing arrangements. Each negotiation point is carefully considered to optimize the deal’s outcome for the client. Once negotiations are finalized, we work with your legal representatives to document the agreed-upon terms in a legally binding agreement, such as a purchase agreement or merger agreement. Attention to detail is crucial to ensure that the terms accurately reflect the parties’ intentions and protect our client’s interests.
Due diligence is a critical step in the M&A process to assess risks, uncover potential issues, and validate the strategic fit of the transaction. Having assessed the scope and process in consultation with our client, we gather detailed records and conduct interviews with key stakeholders to gain additional insights.
We then undertake extensive financial, operational, strategic and legal due diligence in consultation with our transaction partners. We identify and evaluates risks associated with the transaction and develops strategies to mitigate or manage those risks. This concludes with a detailed due diligence report along with recommendations.
We will help determine the most appropriate deal structure based on our client’s objectives, the target company’s characteristics, market conditions, and tax considerations. This may involve evaluating options such as stock purchase, asset purchase, merger, joint venture, or other hybrid structures.
This will likely include a valuation, negotiation of terms, risk assessment and mitigation, financial modelling and analysis and synergy analysis. Such analysis will be backed up with legal and tax planning, optimisation, and regulatory compliance if required.
Strategic Transactions are industry specialists who deeply understand the Australian food & beverage industry. Through this, we have developed deep industry knowledge, networks and insights. As a result, we can offer tailored solutions, identify strategic opportunities and anticipate sector-specific challenges.
Ensuring confidentiality is paramount in M&A transactions to protect sensitive information, preserve competitive advantage, and prevent potential disruptions or leaks that could jeopardise the deal.
Before any party becomes involved in a transaction, they are required to sign an NDA (Non-Disclosure Agreement) that legally binds parties to maintain confidentiality and restrict the use of disclosed information for any purpose other than evaluating the transaction. This protocol extends to confidentiality provisions and restrictions into transaction-related contracts, including engagement letters, purchase agreements, and other legal documents. For particularly sensitive transactions, we set up secure virtual data rooms (VDR’s) to facilitate the exchange of confidential documents and information between parties involved in the transaction. VDRs employ advanced encryption and security measures to protect data from unauthorised access, hacking, or data breaches.
Finally after the transaction closes, we ensure that any remaining sensitive information or documents are properly archived, securely transferred, or destroyed in accordance with the parties’ agreements and legal requirements.
To manage potential conflicts of interest effectively, we prioritise transparency, disclosure, and client interests. We openly disclose any potential conflicts to all involved parties and diligently assess possible conflicts throughout the transaction. Mitigation strategies will be implemented, including establishing independent oversight, adherence to ethical standards, and seeking client consent when necessary. Client interests will always be prioritised above other considerations, and internal controls should segregate duties to maintain objectivity. Continuous monitoring and compliance reviews ensure adherence to conflict-of-interest policies, while external oversight or certification can further validate ethical conduct. By adopting a proactive, transparent approach and prioritising client welfare, we uphold integrity, foster trust, and navigate transactions with credibility and professionalism.
