| Appointment |
Industry |
Summary |
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| Adelaide Community Healthcare Alliance Inc., Adelaide |
Health and Aged Care |
Initial coordination of information requirements for information memorandum and review of actual financial performance against benchmark private hospitals and aged care providers. |
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| Allamanda Private Hospital, Southport |
Health and Aged Care |
Initial coordination of the preparation of information memorandum, compilation of due diligence documents and establishing overall protocols for the sale processes. Subsequent coordination of inspections by interested parties and due diligence process. |
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| Brighton Hospital Group, Melbourne |
Health and Aged Care |
Divestment of two private hospitals in Brighton, Melbourne involving trade on of both hospitals, monitoring of trading performance, creation of a data room to enable purchaser due diligence, negotiation of contractual terms and assisting the purchaser in completion of contractual pre-conditions including transfer of the hospital license to the purchaser. |
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| Buderim Private Hospital, Buderim |
Health and Aged Care |
Compilation of due diligence documents and coordination of inspections by interested parties, liaising with interested parties regarding requests for additional due diligence information and liaising with financiers regarding settlement. |
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| Centrepoint Private Hospital, Brisbane |
Health and Aged Care |
Divestment of private hospital in Auchenflower, Brisbane involving initial trade on of hospital, monitoring of trading performance, creation of a data room to enable purchaser due diligence and negotiation of contractual terms. |
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| Civil Aviation Safety Authority ("CASA") |
Transport and Storage |
Limited Financial Due Diligence Review of Independent Statutory Authority CASA. With annual revenues in excess of $100m, CASA’s primary function is to conduct the safety regulation of civil air operations in Australia and the operation of Australian aircraft overseas. |
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| Confidential Client |
Manufacturing |
Investigating Accountant Review of a clothing manufacturing facing succession planning issues. |
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| Confidential Client |
Retail Trade |
Investigating Accountant Review of a national retail franchise of 80 stores. |
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| Confidential Client |
Retail Trade |
Due diligence review of a national retail franchise on behalf of a prospective purchaser. |
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| Confidential Client |
Property and Business Services |
Investigating Accountant Review of a legal practice with significant exposure to UK based personal injury claims. |
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| Confidential Client |
Manufacturing |
Investigating Accountants review of a locally based manufacturer with annual turnover of AUD$20 million. |
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| Confidential Client |
Agriculture, Forestry and Fishing |
Business review, restructure and monitoring of a major agribusiness manufacturing group. |
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| Confidential Client |
Manufacturing |
Business Review of a newly established independent corrugated sheet feeder and box manufacturing plant situated in Melbourne’s South Eastern suburbs. |
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| Confidential Client |
Electricity, Gas and Water Supply |
Consulting services to one of the largest electricity distributors in New South Wales, including budget review, centralisation of finance function, implementation of controls for debtors’ collections. |
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| Confidential Client |
Electricity, Gas and Water Supply |
Analysed alternate strategies and conducted a risk assessment for owner of an electricity plant seeking to exit the market. |
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| Confidential Client |
Manufacturing |
Review of financial forecasts and operations of a major chemical manufacturing company and advised financier in relation to facility restructure. |
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| Confidential Client |
Manufacturing |
Operational and financial forecast review of a large manufacturer of shop fittings. |
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| Confidential Client |
Wholesaling |
Business review on behalf of financer to the owner of three apparel wholesaling operations, resulting in the restructure of facilities. |
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| Confidential Client |
Health and Aged Care |
Business review of certain assets of a retirement village and nursing home operator on behalf of financier, focused on funding of new developments from operating cash flow. |
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| Confidential Client |
Health and Aged Care |
Performance improvement and cost reduction advisory role to a prominent public hospital, resulting in a 10% reduction in operating expenses. |
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| Confidential Client |
Health and Aged Care |
Assessment of the viability of a multi-site medical centre operator including review of projected financial performance and the sensitivity of debt servicing capacity to changes in key drivers of those projections. |
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| Confidential Client |
Health and Aged Care |
Financial review of a retirement village developer and operator to assess the reasonableness of its projections, the business’ funding requirements and debt servicing capacity as well as its ability to fund ongoing development of its portfolio of its portfolio over the medium term. |
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| Confidential Due Diligence, Melbourne |
Health and Aged Care |
High level due diligence assessment of a private hospital for an interested party to determine initial expression of interest bid prior to selection of the short list of interested parties to participate in detailed due diligence. |
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| Confidential Feasibility Study – Collocated Private Hospital |
Health and Aged Care |
Preparation of feasibility report to assess a mezzanine debt funding proposal for a capital city private hospital collocation. The report involved detailed assessment of the forecast financial performance of the proposed hospital and extensive sensitivity analysis to determine the adequacy of returns to the mezzanine debt provider. |
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| Confidential Feasibility Study – Oncology Hospital |
Health and Aged Care |
Preparation of a feasibility study for a greenfield oncology hospital including assessment of the market for services and sensitivity analysis of the financial projections of the hospital. |
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| Confidential Pre-Lending Review, Melbourne |
Health and Aged Care |
Review of lending application for funding to assist in expansion of theatre capacity of a leading orthopedic private hospital on behalf of the hospital’s financier. |
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| Department of Health and Community Services Victoria |
Health and Aged Care |
Review of the financial viability and funding requirements of a public sector community health organization providing primary care and mental health services in the north western suburbs of Melbourne. |
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| Diamond Valley Community Hospital, Melbourne |
Health and Aged Care |
Coordination of the data room for purchasers to conduct due diligence, conducting inspections for interested parties, facilitation of the provision of additional information to interested parties, preparation of reports to the Hospital Board regarding the progress of sale, coordination of the preparation of pro-forma sale contracts by the hospital’s solicitors, negotiation of offers and contractual terms including amendments to the pro-forma contract of sale and review of proposed adjustments and settlement statement on behalf of the Board prior to settlement.
This role also involved preparation of reports to the Hospital Board regarding the progress of sale and assessment of the commitment of interested parties to the guiding principals and articles of association pursuant to which the Hospital was formed. |
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| Henry Walker Eltin |
Mining |
Adviser (investigating accountant) to a bank syndicate and bilateral lenders to a major construction, engineering and mining company. |
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| Holy Spirit Hospital, Brisbane |
Health and Aged Care |
Assisted in the sale of the hospital including preparation of information memorandum, conduct of due diligence process, establishment of sale process protocols, review and amendment of sale contracts, negotiation of contractual terms with interested parties, assessment of financial and commercial terms of competing bids and management of post contractual matters. |
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| Holyman |
Transport and Storage |
Adviser to bank syndicate in relation to a listed multinational transport group. |
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| Natwest |
Finance and Insurance |
Portfolio review on behalf of a financier exiting the Australian market, and advice regarding maximizing realisation on the portfolio. |
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| North West Health Care Network, Melbourne |
Health and Aged Care |
Provision of financial and commercial advice regarding the framework for market testing diagnostic services (pharmacy, pathology and radiology) at the North West Health Care Network which included the Royal Melbourne Hospital, Sunshine Hospital and Northern Hospital. This advice included preparation of request for tender, format of bids and comparison of tender terms and conditions. |
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| PNG Power |
Electricity, Gas and Water Supply |
Constructed and implemented a comprehensive turnaround business plan for PNG’s monopoly electricity provider |
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| Project Beach |
Wholesaling |
Strategic Diagnostic Review of an ASX listed clothing wholesaler with annual turnover in excess of AUD$50 million. |
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| Project Blue Sky |
Property and Business Services |
Business Review of an infrastructure solutions company with annual turnover of AUD$100 million. |
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| Project Burning Rubber |
Retail Trade |
Business Review of a major Australian retail company including several franchise operations with annual turnover of AUD$115 million. |
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| Project Cable |
Communication |
Turnaround consulting for a UK listed cable company with annual turnover of UK£3 billion. |
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| Project Cloth |
Retail Trade |
Business Review of fabric and home furnishing retailer with annual turnover of AUD$100 million. |
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| Project ET |
Communication |
Turnaround consulting for a UK listed telecommunications company with annual turnover of UK£200 million. |
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| Project Lightning |
Property and Business Services |
Strategic Diagnostic Review of an ASX listed financial services firm with annual turnover in excess of AUD$50 million. |
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| Project Partner |
Construction |
Turnaround consulting for an Australian construction company with annual turnover of AUD$45m |
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| Project Plant |
Manufacturing |
Business Review of a UK listed electronics company with annual turnover of UK£2 billion. |
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| Project Pony |
Manufacturing |
Strategic Diagnostic Review of a diversified construction and engineering component retailer with annual turnover of AUD$50 million. |
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| Project Rag |
Retail Trade |
Strategic Diagnostic Review of a clothing retailer with annual turnover of AUD$70 million. |
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| Project Security |
Manufacturing |
Investigative accountants review of an Australian printing company with annual turnover of AUD$110 million. |
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| Project Spark |
Manufacturing |
Business Review of an electrical engineering company with annual turnover of AUD$130 million. |
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| Project Speed |
Retail Trade |
Turnaround consulting for a North American automotive repair company with annual turnover of US$1.5 billion. |
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| Project Synergy |
Agriculture, Forestry and Fishing |
Business Review of Australia’s largest salmon producer with annual turnover of AUD$90 million. |
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| Project Wolf |
Mining |
Strategic Diagnostic Review of an ASX listed company involved in mining and construction with annual turnover in excess of AUD$150 million. |
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| Publicly Listed Healthcare Operator, Melbourne |
Health and Aged Care |
Reviewed the financial projections on behalf of the company’s financier to assess the reasonableness of projections for its private hospitals and the capacity of management to implement measures to improve the financial performance of those hospitals to benchmark performance. |
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| Queensland Health, Brisbane |
Health and Aged Care |
Reviewed financial projections prepared by Queensland Health on behalf of Queensland Treasury to assess the reasonableness of projections supporting Queensland Health’s offer to nurses as part of enterprise bargaining arrangements and cost to government of that offer. |
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| Queensland Health, Brisbane |
Health and Aged Care |
Review of financial analysis prepared by Queensland Health and provision of commercial advice regarding negotiations between Queensland Health and the private operator of Robina Public Hospital, a public private partnership regarding funding of the hospital and options available to Queensland Health. |
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| Royal Brisbane Hospital, Brisbane |
Health and Aged Care |
Review of the budget position of the Royal Brisbane Hospital and development of a framework for achieving short and long term cost savings required to offset funding shortfalls caused by the introduction of casemix funding in Queensland. |
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| St Johns Hospital, Rockhampton |
Health and Aged Care |
Divestment of private hospital in Rockhampton, Queensland involving initial trade on of the hospital, monitoring of trading performance, wind down of trading operations, creation of a data room to enable purchaser due diligence and negotiation of contractual terms. |
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| Transfield |
Construction |
Workout of a major infrastructure group over a period resulting in repayment of $250m in bank debt. |
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| Various |
Education |
Roles with various universities in restructuring with a view to improve profitability through implementing revenue enhancement and cost savings strategies. |
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| Various |
Communication |
Consulting to major Australian telecommunications companies in relation to wholesale account management and commercial dispute resolution issues. |
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