CORPORATE ADVISORY

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BUSINESS SALES, BUSINESS ACQUISITIONS AND CAPITAL RAISING

Pentagon Corporate provides corporate advisory services as a stand-alone service. This offering is very unique as corporate advisory firms generally require a commitment to a substantial monthly retainer, success fee and break fee, which is a very substantial commitment and can be in the range of hundreds of thousands of dollars. The stand-alone services that we offer are outlined below.

  • Producing an Information Memorandum (IM) for raising capital, for both start-ups and established businesses requiring funding for growth.
  • Producing an Information Memorandum (IM) for a business sale, ranging for the full business sale to a partial sale of shares in the business.
  • Financial modelling and cash flow forecasting for both managerial and transactional purposes.
  • Due diligence and deal assistance on both the sell side (assistance with data room preparation and analysis of offers) and buy side (value considerations, commercial due diligence and analysis of vendor responses).
  • Strategic analysis, including feasibility analysis, industry analysis and value analysis.
  • Value maximisation, including analysis of current value and strategies for maximising future value. 

INFORMATION MEMORANDUM

An information memorandum is a critical document for selling a business (or selling shares in a business) or fund raising (raising capital). An information memorandum is a highly customised and tailored document to present the business opportunity in the best possible manner. It is not a business plan. We have produced an information memorandum for many clients across Australia.

A fundraising information memorandum may be for a start-up company requiring initial capital or for an established business requiring expansion funding. Writing an information memorandum is a very specialised skill and hence an information memorandum template is a misnomer as the skill in writing a high quality information memorandum centres around an in-depth understanding of the business and an understanding and professional judgement about what to include and very importantly what to exclude (as it may be distracting and dilute the impact of the document). 

An information memorandum is often produced in conjunction with a financial model (cash flow forecast) and an investor slide pack. In some cases, a teaser document will also be produced. Pentagon Corporate’s point of difference is that we produce these documents on a stand-alone basis, whereas most corporate advisory firms include this as part of an ongoing engagement, including a monthly retainer, success fee and break fee, which can be a big commitment and not desired for many businesses or owners.

FINANCIAL MODELLING & ANALYSIS

Financial modelling incorporates cash flow forecasting and financial analysis, either for transactional or managerial purposes.

Transactional financial modelling includes financial cash flow forecasting and analysis for valuation and decision making purposes in the context of a business acquisition, merger or raising capital, including scenario analysis for a wide range of decision making parameters.  

Managerial financial modelling incorporates monthly cash flow forecasts for business planning purposes such as managing cash, determining cash flow requirements and consideration of new business initiatives such as new products / services or acquisition of equipment. 

Financial modelling techniques involve a specialised skill set and experience in order to build a robust cash flow forecast / financial model in excel. There does not exist a specific cash flow forecast formula or template that is suitable for all purposes or the specific purpose at hand in most cases. Generally, we produce monthly cash flow forecasts, which can then be presented as annual forecasts along with very pertinent and relevant graphs and metrics. A number of critical considerations need to be factored into building a robust financial model, including logic, fit for purpose, flexibility, limitations, error minimisation and user friendliness.

WHY CHOOSE US

Expertise

Highly skilled specialists, exclusively focused on our niche with a high level of experience across multiple industries

Professional

High quality, robust and clear reports, including detailed analysis, research & justification

Certainty & Clarity

Clearly communicated scope and fixed fee at the outset, tailored approach and very responsive at all stages of the engagement

An Obvious Choice

100% independent, multiple testimonials from clients, competitive fees & exceptional value, high quality & timely outputs

TESTIMONIALS

Below is a small sample of our happy clients 

Laura Keily

Barrister & Founder of Immediation

Pentagon Corporate assisted us with a company valuation, demonstrating clear skill. They were great to work with and I recommend them. Pentagon Corporate also prepared an Information Memorandum and Investor Presentation which were highly valuable in raising capital. The work was very thorough and showed great attention to detail and responsiveness at all times.

Takie Christofides

Mergers & Acquisitions, NAB

Pentagon Corporate assisted me with the valuation of my business, which was very helpful in determining an exit price. The report produced was very detailed, thorough and professional. I was consistently updated on the status of the report with the finished product being ready in a timely manner. I would not hesitate to recommend Pentagon Corporate.

Samuel David

Principal, JosephDavid Lawyers

I engaged Pentagon Corporate for a Family Law dispute. We were provided with timely and reliable information and a very useful, thorough and well presented Company business valuation in a complex financial dispute, which ultimately proved extraordinarily valuable in the resolution of the matter by agreement. I highly recommend Pentagon Corporate's services and will continue to engage them in future matters.