Founder desired a strategic sale in a high-complexity environment, requiring significant pre-sale preparation.

• Led end-to-end sell-side process including a major multi-year readiness workstream

• Prepared the business to credibly engage with strategic buyers including fractional finance function for holdco

• Managed execution through to close with a strategic investor and operator

Outcome:
Completed a transaction that required full advisory leadership — with stronger positioning and reduced friction through close.

Fast-growing education business that had outgrown its finance function and needed strategic support at the founder level.

• Built and led a fractional finance function through the growth phase

• Served on the Board as ongoing strategic advisor

• Supported governance and key decisions through a period of significant transition up to point of a transformative transaction

Outcome:
Finance and planning matured materially; the business grew significantly and positioned for a transformational transaction.

Complex shareholding restructure and new investor onboarding, managed through the COVID pandemic.

• Led a full multi-party transaction on behalf of the founding family

• Coordinated structuring, negotiations, and stakeholder management

• Drove execution through to close under difficult conditions

Outcome:
Rebalanced shareholder structure, successfully onboarded investor, and improved alignment for the next stage.

Cross-border, multi-entity group spanning F&B and wellness, with reporting, governance and internal controls under strain.

• Implemented a full-service fractional finance function across the group

• Coordinated multi-entity reporting and finance operations

• Established consistent controls and management visibility

Outcome:
Consolidated visibility and stronger financial discipline across all business lines.

Award-winning Bali hotel requiring post-COVID recapitalisation and a structure built for long-term continuity.

• Advised on recapitalisation and shareholding restructuring

• Designed a governance and legal framework suited to founder legacy

• Oversaw establishment of new management team

• and supported alignment across stakeholders

Outcome:
The business emerged more resilient, better aligned, professionally managed, and structured for long-term stewardship.

Hotel owner approaching a sale without clear positioning, reliable valuation, or finance visibility.

• Acted as sell-side advisor, leading positioning and process

• Embedded FP&A and valuation support to improve buyer readiness

• Strengthened financial visibility ahead of market engagement

Outcome:
Entered the market better positioned, with a controlled and credible transaction process.

Business navigating a pre-development phase while managing a concurrent international arbitration process.

• Provided fractional CFO support, establishing planning and reporting frameworks

• Built decision support infrastructure for management under pressure

• Maintained financial discipline across both development and arbitration workstreams

Outcome:
The finance function stabilised; leadership gained visibility and control through a high-stakes period.

Business preparing for growth that needed a clear path to capital and a stronger structural foundation.

• Provided strategic advisory on fundraising readiness

• Coordinated legal structuring inputs

• Set the business up for the next stage of development

Outcome:
A credible route to capital and a more robust structure for the decisions ahead.

Growth-stage impact business requiring grounded advisory on capital strategy and valuation as it looked to scale.

• Provided business valuation advisory and capital strategy guidance

• Facilitated introductions to capital partners

• Supported ongoing business plan review

Outcome:
Opened meaningful doors and gave the founder a clearer foundation for sustainable growth.

Founder pursuing a sale to a strategic investor, requiring positioning, valuation framing, and process discipline.

• Served as sell-side advisor from preparation through advanced transaction stages

• Led buyer engagement and negotiations

• Maintained process control and founder alignment throughout

Outcome:
The founder exited with clarity and confidence, on considered terms.

Complex real estate development requiring advisory support across the full project lifecycle.

• Advised on land lease negotiations and transaction structuring

• Supported ongoing property management oversight

• Protected execution quality and stakeholder alignment throughout

Outcome:
Stronger deal clarity, more robust structures, and steadier operational oversight across the lifecycle.

Villa owner preparing for sale who needed documentation and process ready for rigorous buyer due diligence.

• Acted as seller representative through preparation and execution

• Coordinated documentation readiness and pre-sale preparation

• Supported the transaction through diligence and close

Outcome:
A smoother process, reduced late-stage risk, and greater confidence through closing.

Multi-entity holding structure and family office lacking the finance oversight its complexity required.

• Provided fractional finance leadership across the full structure

• Improved reporting, controls, and decision support

• Strengthened governance readiness across operating and investment activities

Outcome:
Clearer visibility and a more reliable platform for ongoing investment and operating decisions.