“Tulloch’s approach to its clients is very hands on and inclusive. You feel like you’re their only client and their entire focus is on getting the best outcome for you. You will struggle to find a more skilled and dedicated advisor”
Tulloch focuses on understanding all aspects of your business, your objectives, your market and your opportunities to deliver clear, creative, value-add advice. Our model is based on being an advisor of choice, and not merely an executioner of corporate transactions.
Tulloch recognises that our clients place enormous trust in us. They seek our assistance on matters involving complex and often transforming issues – often in environments which are highly charged with emotion. We respect this and WILL go the extra mile for our clients.
Our approach is thorough, systematic and very hands on. This is most important when you require your advisor to be across all details all of the time. We are strategic and objective in our thinking, and at all times remain focused on developing creative solutions which deliver value to our clients. Tulloch’s services will be tailored to the specific needs of each client.
Corporate Advisory Services
Business Divestments
- Evaluation of the business’ attributes and identification of significant transaction risks to be managed
- Advice on transaction structuring, including advice on how best to achieve objectives and maximise value
- Evaluation of target markets, including research, identification and approaches to qualified acquirers
- Preparation of an information memorandum and other sales materials
- Coordination of lawyers, tax and other advisors
- Coordination and management of the due diligence process
- Sale negotiation and management of the sale completion process
Mergers and Acquisitions
- Evaluation of target markets, including research, identification and approaches to qualified targets
- Evaluation of the Target’s information including valuation analysis and identification of significant transaction risks to be managed
- Development of a strategy to become the successful acquirer or to achieve the required merger outcomes
- Advice on transaction structuring, including advice on how best to achieve objectives and maximise value
- Assisting with raising capital (debt and equity) if required
- Coordination of lawyers, tax and other advisors
- Coordination and management of the due diligence process
- Transaction negotiation and management of the merger implementation or acquisition completion process
Management Buy-outs and Buy-ins
- Evaluation of the Target’s information including valuation analysis and identification of significant transaction risks to be managed
- Identification of and approaches to additional management team resources (if required)
- Identification of and approaches to potential debt and equity sponsors
- Preparation of information documents to be provided to potential debt and equity sponsors
- Development of a strategy to become the successful acquirer, including the design of a transaction and corporate structure that will meet the objectives and requirements of the vendor, the financiers and management
- Coordination and management of the due diligence process, including guidance to incumbent management on fiduciary duties and issues of governance
- Coordination of lawyers, tax and other advisors
- Negotiation of debt facilities including detailed terms and covenants
- Transaction negotiation and management of the sale completion process
Strategic Reviews of Value Creation Opportunities
- Evaluation of the existing business and consideration of a range of opportunities to grow or operationally improve the business
- Evaluation of the capital structure and whether changes can better achieve the business’ objectives
- Identification of, introduction of, and coordination of specialist consultants (i.e. process improvement specialists)
- Preparation of presentations to key stakeholders identifying issues or opportunities, as well as scenarios for managing issues or opportunities
- Assisting Boards, executive management, shareholders and debt providers to understand and assess issues and opportunities within their business
Restructuring reviews and Corporate Restructure Assistance
- Evaluation of the capital structure and whether changes can better achieve the business’ objectives
- Identification and evaluation of operational and management issues
- Assessment of capital needs (both short and long term) including scenario analysis
- Preparation of presentations to key stakeholders identifying issues within their business, as well as scenarios for managing such issues
- Assisting Boards, executive management, shareholders and debt providers to understand and address issues within their business
- Coordination of legal and other advisors
- Assisting in negotiations with equity holders and debt providers
Accessing Equity and Debt Capital
- Evaluation of the capital structure and whether changes can better achieve the business’ objectives
- Preparation of information documents to be provided to potential debt and equity sponsors
- Identification of and approaches to potential debt and equity sponsors
- Coordination and management of the due diligence process
- Negotiation of incoming equity investments and debt facilities, including detailed terms and covenants
- Coordination of legal and tax advisors including transaction documentation
IPO Assistance
- Evaluation of the business and identification of significant transaction risks to be managed, including market conditions
- Advice on transaction structuring, including advice on how best to achieve objectives and maximise value
- Management of an independent underwriter/broker selection process, including negotiation of the underwriting/broker agreement
- Independent coordination and management of the IPO due diligence process
- Assist with prospectus preparation
- Coordination of lawyers, tax and other advisors
- Provide continued support and advice throughout the IPO process which is both unbiased and independent from parties having a natural conflict of interest, i.e. underwriters/brokers/legal advisors