Legal Advisor to Quill Group, a Queensland based multi-disciplinary financial services practice, in relation to preparing a revised shareholder’s agreement and succession governance documents.

The Problem

Quill is an employee owned multi-disciplinary financial services practice based in south-eastQueensland.

Quill needed a law firm with legal and commercial experience in shareholder investments and exits. The shareholders wanted to ensure that the group structure and their succession goals were reflected in their governance documents. They also wanted an easy sale mechanism for shareholders to be able to invest and also exit ownership.

The Solution

JNP Legal took the time to understand the needs of the various shareholder groups and to utilise their experience in order to be able to prepare a shareholders’ deed which met all their goals. Various scenarios were tested to ensure there was an alignment between the stakeholders.

A set of investment and governance documents was prepared which are able to be replicated for future shareholder movements without extensive involvement of lawyers thereby reducing the cost of future succession transactions.

JNP Legal worked with us to ensure all stakeholders were aligned and that as a result our succession documents met our specific needs. JNP Legal are an ongoing source of excellent legal advice and support.

Eric Nicol, Managing Director, Quill Group Holdings

The Outcome

The group has a robust shareholders’ deed and is able to utilise JNP Legal to assist with shareholder movements in an efficient and cost effective way into the future.

Why people choose us

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JNP Legal was able to explain the M&A process and legal documentation and ensure we focused on the important matters.

Matthew Churchill, Director, M & S Churchill

Being able to leverage JNP Advisory’s knowledge gave us the confidence to successfully negotiate a principal exit.

Glenn Harris, Director, Bishop Collins

JNP Legal worked with us to ensure that the legal documents reflected our intentions and the obligations were easy to understand and implement.

Tim Hale, Director, HTA

The JNP Advisory team were committed to delivering a result which satisfied the objectives of all stakeholders.

Tim Eustace, Founder / Principal Advisor, Mercury Private

JNP Legal combined practical commercial advice with legal expertise to explain the terms ensured the deals were completed efficiently and effectively.

Pim John van Gestel, CEO, United Advisory

JNP Advisory took the time to understand our needs to find a culturally aligned buyer who we could work with in the medium term.

Matthew Churchill, Principal, Penrith Veterinary Hopital

JNP Legal worked tirelessly to manage the complex, and often changing transaction, and ensure that the legal documentation married with our expected outcomes.

Michael Donoghue, Director, IP Solutions International Limited

The diversity of parties introduced by JNP Advisory ensured we selected an acquirer which was a cultural fit and aligned to our objectives.

David Bilston-McGillen, Managing Principal, Oxygen Private Clients

The JNP Advisory team worked tirelessly to deliver the right outcomes.

Michelle Brisbane, Principal, Ethical Investment Services

JNP Legal was able to provide clear and concise advice on the transaction documents to ensure that all shareholders were fully informed.

Tim Eustace, Founder / Principal Advisor, Mercury Private

The team at JNP Advisory thought outside the box to ensure the best deal could be done in difficult circumstances.

Mark O’Connor

JNP Advisory was able to help us understand the selling process and supported us with their experience and expertise in the industry at a difficult time.

Thomas Small, Executor, Deceased Estate of John Small

We were able to get the best result by leveraging JNP Advisory’s significant corporate advisory and legal experience.

David Hunt, Principal Hunt Strategic Advisors

Being able to leverage JNP Legal’s industry insights and M&A expertise allows us execute multiple transactions more efficiently.

Glenn Harris, Director, Bishop Collins