Mergers & Acquisitions and Corporate Restructures

Principal Advisor & Arranger

NextLevelCorporate designs, structures, arranges and project manages a range of M&A strategies and transactions including:

• private treaty acquisitions and sales
• mergers by way of scheme, or private treaty
• corporate restructures
• takeover, takeover response and independent advisory oversight assignments

Integrated Services

For each of the above, NextLevelCorporate:

• designs business and owner succession plans 
• delivers value assessments and opinions
• develops the M&A transaction strategy and financing plans
• sources financial or strategic purchasers, vendors or merger partners
• prepares information memoranda
• assists in the preparation of bidders and target statements and M&A response documents
• manages due diligence
• negotiates on behalf of its client
• project manages M&A transactions to completion

Track Record

The depth of our M&A expertise is underpinned by the Managing Director's involvement in a significant number and range of transactions and assignments, including but not limited to NextLevelCorporate assignments:

• Ongoing takeover response/defence to ASX/AiM listed near-development metals company including white knight/squire program and related development financing advice
• Design and implementation of Shareholder Agreement/Succession Plan for leading privately owned measurement and spatial services firm   
• Buy-side analysis and bid coordination in relation to 3 potential acquisitions for one of WA's largest companies seeking geographical diversification
• Takeover defence plan design and implementation for WA based ASX listed mineral explorer
• Gersec Trust's withdrawn bid to recapitalise Midwest Vanadium P/L (Receivers and Managers Appointed) (Administrators Appointed)
• Takeover response services for Retravision (W.A.) Limited in relation to an unsolicited merger approach
• M&A services to Retravision (W.A.) Limited including its Reinvention program 
• Takeover response services for a leading privately owned specialist resource services company in response to an unsolicited approach from a globally significant European bidder
• Takeover response services for a privately owned grain related agribusiness in relation to an opportunistic and sub-optimal bid from a major European grain trader
• Pre-emption response services for the sale of Engenium P/L's share in the Calibre-Engenium Joint Venture
• Trade sale of one of WA's largest industrial services companies - process successful, however sale withdrawn in favour of vendor reinvestment/reinvention
• Sale of TMA Limited to Nippon Filcon Co. Ltd
• Corporate restructure of the Heritage Group
• BGC (Australia) P/L’s sale of Western Stevedores to Toll Holdings Limited
• Corporate restructure of the Settlers Group (prior to its sale to ING)
• Transfer of control in Jabiru Metals Limited (nee Pilbara Mines) to Tanami Gold NL

and assignments undertaken prior to establishing NextLevelCorporate:

• Sale of Liberty Liquors to Woolworths Limited
• Boral Limited’s sale of its manganese assets to Consolidated Minerals Limited
• BGC (Australia) P/L’s sale of its controlling interest in Elmina NL
• Sale of Poynton Partners/GEM Consulting to AST Abraxas of South Africa
• Takover response and schemes of arrangement for General Gold Limited
• Westralian Airport Corp’s bid for Perth International Airport

One component of the integrated construction materials manufacturing facilities (with concrete batching plant at centre) owned by BGC (Australia) Pty Ltd, a valued client.