Mergers, Acquisitions and Corporate Restructures

Principal Advisor & Arranger

NextLevelCorporate designs, structures, arranges and project manages:

  • 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:

  • delivers value assessments and opinions
  • develops 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
  • manages due diligence
  • negotiates on behalf of its client
  • project manages transactions to completion

Track Record

The depth of NextLevelCorporate's M&A experience and skills is reflected in the significant number and range of transactions in which NextLevelCorporate has been involved as sole corporate advisor/arranger, including but not limited to:

2010

  • Gersec Trust's 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
  • Takeover response services for a leading specialist resource services company in response to an unsolicited approach from a globally significant European bidder

2009

  • Takeover response services for a grain related agribusiness in relation to an opportunistic and sub-optimal bid from a major European grain trader

2008

  • 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  • Trade sale of one of WA's largest industrial services companies - process successful, however sale withdrawn in favour of vendor retaining/reinvesting

2006 - 2007 

  • Sale of TMA Limited to Nippon Filcon Co. Ltd
  • Corporate restructure of the Heritage Group

2004 - 2005 

  • 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

Key assignments undertaken by the Managing Director prior to establishing NextLevelCorporate, include but are not limited to:

  • 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

Mergers, Acquisitions and Corporate Restructures

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

 

Independent Advisory Oversight

NextLevelCorporate also provides independent advisory oversight services. Typically provided in the context of large and/or complex transactions where one or more integrated financial services providers are involved.

In these circumstances our objective is to ensure:

  • advice is appropriately conceived, tailored and balanced with client needs foremost in mind
  • transaction pricing and execution costs are set in the best interests of client shareholders
  • overall solutions are delivered in the best interests of client shareholders

Most notably, these assignments include internal takeover response oversight and participation in confidential transaction development steering committees.

As these roles are confidential and highly sensitive, they are not publicised at the request of clients.

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