wms corporate finance

wms corporate finance > services

1. We bring to the table our commercial and accounting skills and street smarts “when it counts”.

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2. Due Diligence

Why?
Engaging experienced experts to perform due diligence on a target will mitigate potential liabilities in conjunction with the Director’s obligations and equip the decision makers with the appropriate information and insight to negotiate the optimal, commercial outcome.
WMS Corporate Finance can partner the Directors in all stages of the process. Our range of due diligence based services include:

An effective due diligence process can assist when assessing the following:

We Say What we Think
We add commercial value to the process. Unlike audit procedures, we are on our client’s side and will make all efforts to not only raise key issues but to also provide a range of options and recommendations on how to deal with them.

Early Identification of Deal Breakers
Critical to any due diligence process is the ability to identify and communicate potential deal breakers early. Our experienced team play a “hands on” role and can identify these deal breakers as they arise and offer potential solutions. If the hurdles are insurmountable, costs are saved and bad acquisitions avoided.

Contactable, at All Times
We recognise the frustration a client can experience with advisors who are difficult to contact. We understand the realities of commerce, and make it a priority to be contactable at all times and introduce you to our client service team.

Team Players
We pride ourselves in being able to work with clients and their other specialist advisors on a ‘no ego’ basis. Our ability to work with a potential target’s management and advisors on a professional and unobtrusive basis facilitates a more conducive result and if the transaction proceeds, a smoother integration of the target business.

3. Valuation 

With the corporate landscape continually changing in respect of corporate governance and regulatory requirements, expert valuations are critical for Directors to adequately discharge their duties.

WMS utilise the latest, accepted valuation methodologies and techniques in determining a valuation in association with utilising our commercial experience. We then apply our professional judgement in delivering quality reports identifying matters such as key risk areas.

Our team consists of dedicated valuation specialists with a high degree of practical, technical and business expertise.

The WMS team can assist if you require any of the following:

• Business Valuation;
• Company Valuation;
• Transaction pricing analysis;
• Valuation in accordance with A-IFRS such as:
  • purchase price allocation; and
  • Impairment testing.
• Valuation for Tax purposes such as:
  • Stamp duty requirements;
  • CGT Cost Base allocation;
  • Tax Consolidation requirements.
• Dispute Resolution.

4. Structuring 

We place a great deal of thought into the most appropriate structure having regard to matters such as income tax and capital gains tax efficiency, asset protection and growth flexibility.

Through our network of other specialist advisors, we are able to access leading edge advice in areas such as stamp duty rollover.

The costs associated with a post transaction restructure can be prohibitive. Our services include:

• Deal structuring;
• IPO Tax structuring;
• Tax merger integration advisory;
• Transaction accounting advice;
• Modelling alternative structures; and
• Transaction cost analysis.

5. Capital Raising

The identification of the correct capital raising strategy is one of the most critical decisions a company can make. Our experienced team can partner you through any of the available options such as:

Merger & Acquisition
WMS Corporate Finance has considerable experience in acting on the buy-side of transactions. Our team can advise on the following:

Sale, Disposal or Divestment
As with the buy-side, we add value to each phase of selling a business or company.  This would include:

Private Equity Transactions including MBO/MBI’s
Many successful privately owned companies reach a point where the current owners wish to make provisions to exit the business or the business requires an injection of capital to go to that next level. In these circumstances some of the owner’s options are to:

There are specific hurdles associated with each of these paths that require a dedicated team to navigate. We can assist in these processes by identifying key issues.

Debt Funding
We have a proven track record with assisting clients in accessing debt funding, providing independent experience to support our clients at all stages of the process from introduction to a range of financiers to developing the appropriate strategy and preparing funding proposals.

IPO’s and disclosure documents
Our independent team can assist you in all the critical issues as to whether an IPO is right for you, and if so, we can guide you through every aspect of the process: