Our services are focused on assisting business owners and investors with their corporate transaction needs.

We draw on the knowledge and skills gained from over 50 years of combined corporate and professional services experience. Across those combined years, our team have played a key transaction advisory role in over 50 small- to middle-market buy-side and sell-side transactions, representing approximately $100 million in transaction value.

Our sell-side services range from full auction processes to discrete conversations with a select group of targets. Our buy-side services can include complete market research to identify preferred acquisition targets, or a direct approach to a known business.

SELLING A BUSINESS

Most business owners sell. But selling a business is a complex process and is often the single, largest financial transaction a business owner will ever undertake. This is where Stratton can help. We assist business owners manage the entire sale process, from origination to execution, and everything in between. We understand the time, effort, and resources that business owners have put into their businesses. We seek to maximise value for our clients in terms of price and deal terms.

We act as an intermediary, helping to bridge the gap between buyer and seller, navigating challenges, and leaving you free to continue running your business.

Our Process

A typical sell-side engagement will involve the following key elements:

• Define your transaction objectives including determining the likely market value of your business to understand potential sale price

• Preparation of business marketing materials including an Information Memorandum to clearly articulate and promote the prospects and opportunities offered by your business to potential buyers

• Identify a comprehensive list of potential strategic and financial buyers

• Make initial contact with potential buyers and distribute business marketing material

• Oversee management presentations, site visits and the due diligence process

• Work with your other corporate advisors (e.g., legal, tax, accounting) to anticipate and manage potential issues that may arise during the transaction

• Negotiating and structuring the transaction to achieve the best possible price and terms.

BUYING A BUSINESS

We recognize that many businesses seek to achieve their growth objectives through acquisition. Buying a business can provide growth in terms of scale or to create new capabilities. We work with clients to identify target businesses that align to their acquisition objectives.

BUY-SIDE ELEMENTS

A typical buy-side engagement will involve the following key elements:

• Work with you to determine your acquisition criteria and identify prospective target companies

• Gather high level information about the target companies to align their fit with your acquisition strategy

• Narrow down the list of potential targets for further due diligence

• Work in conjunction with you to determine a valuation for a prospective target

• Assist in financial analysis and presentation development to justify the acquisition to any relevant stakeholders

• Determine the best transaction structure and assist you in any negotiation and transaction completion process.

INDUSTRY FOCUS

We are happy to engage with businesses from all operating sectors and industries.

OUR EXPERIENCE

We have particular experience in the following industries:

• Food and beverage

• Dairy

• Manufacturing

• Printing

• Healthcare

• Property

• Educational IT

• Merchandise and marketing services

What to know more?

The Stratton deal team combines first-class Australian and international corporate advisory expertise, together with direct experience in successful business establishment, growth and exit strategies.

We look forward to hearing from you.