Contact Us

Visit: Level 26, 1 Bligh Street, Sydney NSW 2000


Mail: GPO Box 2439, Sydney NSW 2001


Call: +61 2 9011 5565


Email: info@jnpadvisory.com.au


Online Enquiry

* Required fields

Transaction Advisory

ExpertiseExperienceResults

With over 75 years’ combined experience, JNP Advisory team members have undertaken engagements of all sizes for clients across a diverse range of industries in Australia and internationally.

 

Below are details of a sample of our past transaction advisory engagements.

 

Strategic advisor - financial services

 

JNP Advisory assisted the Commonwealth Bank of Australia review a range financial planning practice equity models. This engagement included preparing detailed financial modelling, providing deal-structuring advice and making corporate governance recommendations.

 

The Commonwealth Bank of Australia (ASX: CBA) is Australia’s largest provider of integrated financial services, including retail, premium, business and institutional banking, funds management, superannuation, insurance, investment and share-broking products and services.

Strategic advisor - animal health wholesale distribution

 

JNP Advisory assisted Cenversa Limited create a customer/shareholder co-op model to raise capital. This engagement included conducting a strategic review, providing deal-structuring advice, preparing the offer document and conducting a roadshow and marketing campaign. 

 

Established in 1960, Cenversa is a leading provider of products and services to the animal health and pet industry.

Sell-side advisor - financial services

 

JNP Advisory were sell-side advisors to Netwealth in relation to the sale of a non-core financial planning practice in regional New South Wales. This engagement involved marketing the opportunity, negotiating terms and executing the deal.

 

Netwealth Limited (ASX: NWL) is one of the fastest growing wealth management and fintech businesses in Australia.

Strategic advisor - financial services

 

JNP Advisory were engaged by Suncorp Group Limited to complete a strategic review of its licensee dealer-groups businesses.  This engagement involved assessing sale options, advising on deal terms and structure and executing the preferred sale option.

 

Suncorp Group Limited (ASX: SUN) is a top 20 ASX-listed integrated financial services provider.

Sell-side advisor - telecommunications infrastructure

 

JNP Advisory were sell-side advisors to Cellular Asset Management in relation to the sale of its Australian operations. This engagement involved conducting a strategic review of possible sale options and an international search for the right strategic partner, negotiating terms and executing the deal.

 

Cellular Asset Management is a UK headquartered provider of wireless solutions to some of the world’s most exciting and architecturally challenging buildings and venues.

Buy-side advisor – accounting

 

JNP Advisory were buy-side advisors to the acquirer of a franchise office of a national tax return franchise network. This engagement involved the search for acquirers, negotiation of terms and execution of the deal.

Strategic advisor - property funds management

 

JNP Advisory assisted Pioneer Investment Group establish a registered managed investment scheme and multiple unregistered managed investment schemes. This engagement involved completing feasibility studies, financial modelling, preparing product disclosure statements, negotiating support and sourcing financial and regulatory partners.

 

Pioneer Investment Group is a fund and asset manager of niche property assets.

Sell-side advisor – accounting

 

JNP Advisory were sell-side advisors to McMasters in relation to the sale of their non-core accounting client base in New South Wales and Queensland. This engagement involved conducting a strategic review of possible sale options, marketing the opportunity, negotiating terms and executing the deal.

 

McMasters’ is a Melbourne based multi-facet advisory firm providing accounting, legal and financial planning advice to over 1,000 doctors, dentists and other medical professionals.

Buy-side advisor - engineering facilities management

 

JNP Advisory assisted Hirotec acquire complementary integrated maintenance and engineering businesses. This engagement included preparing detailed financial modelling, conducting due diligence and making deal-structure recommendations.

 

Hirotec is a privately owned national company specialising in the maintenance and engineering of integrated technical solutions comprising Mechanical, Electrical, Fire and Energy services.

Sell-side advisor retail food services

 

We advised Unifoods Group in relation to the sale of a catering business with multiple food outlets at an Australian university. This engagement involved conducting a strategic review of possible sale options and short-listing and approaching a small number of parties.

Buy-side advisor – accounting

 

JNP Advisory assisted Prime Financial Group Limited acquire equity interests in accounting and financial planning firms. This engagement involved searching for and introducing to our client target firms.

 

Prime Financial Group Limited (ASX: PFG) is an ASX listed integrated accounting, wealth management and capital advisory firm that operates a B2C direct client advice model and a B2B partnership model with accounting & financial advisory firms.

Strategic advisor - financial services

 

JNP Advisory assisted Guardian Advice, a division of Suncorp Group Limited (ASX: SUN), create an equity succession solution for financial advice firms. This engagement involved preparing detailed financial modelling, providing deal-structuring advice and making corporate governance recommendations

Buy-side advisor – accounting

 

JNP Advisory assisted Chan & Naylor acquire minority interests in accounting firms throughout Australia. This engagement included providing valuation and deal-structuring advice.

 

Chan & Naylor is a national property, business, tax, accounting and wealth advisory group.

Strategic advisor - e-commerce industrial services

 

JNP Advisory completed a strategic review of the Rentaskip Australia business. This engagement involved conducting a strategic review of possible sale options and short-listing and approaching selected parties.

 

Rentaskip Australia is a national e-commerce industrial services business.

Sell-side advisor - financial planning

 

JNP Advisory were sell-side advisors to Affinity Private in relation to the sale of its financial planning practice. This engagement involved conducting a strategic review of possible sale options, short-listing and approaching a limited number of selected parties, negotiating terms and executing the deal.

 

Affinity Private is a Melbourne based provider of innovative and unbiased financial advisory solutions to professionals and business executives.

​​​