KENNEDY & Co’s corporate finance services integrate closely with the forensic accounting and business services sections of the firm, through the provision of independent valuations and due diligence review, as well as capital transaction support and capital raising services.

Kennedy & Co provide these services supporting both businesses seeking to maximise their value and investors seeking opportunities to create wealth.

KENNEDY & Co can assist by providing all or some of the following services:

Independent Valuations

KENNEDY & Co are experts in providing independent valuation services to business owners and investors regarding the sale or acquisition of medium size private businesses.

Expert valuations are necessary for owners and investors to determine the value of the business and identify any risks that should be factored into the assessment of the business.

KENNEDY & Co will then work closely with owners to:

• develop strategic plans to enhance the potential of the business,
• mitigate risks to profit drivers,
• identify potential buyers/investors, or
• work with investors to formulate an offer price and strategy.

Due Diligence

For a more detailed assessment of an investment opportunity, Kennedy & Co conduct due diligence reviews and provide an overall evaluation of the viability of the target business. This involves collating historical, current and forecasted financial information as well as strategic non-financial information crucial to the investor's decision.

Transaction Support

KENNEDY & Co help facilitate transactions by directly assisting in planning, structuring and completing an investment or di-vestment transaction.

KENNEDY & Co will work closely with owners or investors to:

• provide expert advice in the preparation for and lead up to a transaction,
• ensure the transaction is structured on both a commercial and tax effective basis,
• provide commercial assistance in preparing transaction documentation,
• provide commercial support during negotiations, and
• liaise with other key stakeholders, such as lawyers or financiers, throughout the transaction process and settlement.

Capital Raising

For owners in search of capital to make their business "investment ready" or for investors who have identified an opportunity, Kennedy & Co are able to source the most appropriate means of obtaining the required capital.

KENNEDY & Co have been involved in various projects which have included formal IPO’s, Offer Information Statements, Information Memorandum and less formalised debt and equity raising.

Please contact Paul Jorgensen or Blake Williams if you would like to discuss how we may help you with your strategy.

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