Mergers & Acquisitions

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Our Expertise and Services

In addition to the following, Balfour Meagher has extensive experience in preparing and providing various continuing professional development (CPD) seminars, training and documentation to a range of M&A professionals and associations including: the Law Society of Western Australia, Australian Institute of Business Brokers, Legalwise, Real Estate Institute of Western (Business Brokers Division), Institute of Public Accountants, Performance Business Sales, CPDLive, pharmacy, Octavian Group, GMO. Keep explore our seminars.
  1. Robust, contemporary Non-Disclosure Agreements (NDAs)/Confidentiality Deeds.
  2. Advising on appropriate deal structures (including equity and debt arrangements), as well as
    • preparation and negotiation of bespoke Heads of Agreement (“HoA”), Memoranda of Understanding, comprehensive scalable Terms Sheets and Non-Binding Indicative Offer (“NBIO”) documents.
    • review and advice on Business Broker/Corporate Advisory/Equity Sales Agents terms & conditions of engagement,
    • full integrated liaison with client stakeholders; including accounting/taxation advisors, financiers, insurers and other key parties.
  3. Due Diligence (“DD”); including seller-side pre-market legal analysis & DD, comprehensive buyer-side acquisition-target DD and risk assessment reports, Digital Data Rooms’ establishment (e.g. Ansarada, iDeals etc) and management etc.
  4. Drafting, reviewing and negotiation of Agreements for respective Sales or Purchases of active trading Businesses (e.g. ‘as going concern’/GST-free), Assets or Equity (e.g. shares, units or partnership interests).
    • Transaction documentation, negotiation, and custom provisions-drafting (rise & fall, seller warranties indemnities and limitations of liability (including disclosure letters), retention mechanisms, earn-outs, working capital adjustments, locked box vs target and completion accounts, vendor-financing and related securitisation etc).
    • Complicated share or asset acquisitions /divestments; including cross-border transactions and Foreign Investment Review Board (FIRB) applications/approvals.
    • Complex private equity structuring; including shareholder, management and leveraged buy-outs, share/equityholder agreements, share buy-backs and selective capital reductions.
    • Full-service, related commercial/corporate law support (e.g. finance and securities, property and leasing, employment and subcontracting, IT and intellectual property, supplier or third-party contracts’ review, corporate secretarial and succession arrangements etc).
  5. Full Completion/transaction management services; including Settlement Statements, ASIC lodgements and PPSR management.

How can we Help?

    RECENT TRANSACTIONS

    Logo of Mavco Insurance Group with abstract geometric design in blue and orange.

    Sale of insurance brokerage business, Mavco Insurance Group to Australian subsidiary of international insurance firm, Arthur J. Gallagher & Co (NSYE: AJG)

    Logos of Pairwise and Brightpath companies on a white background.

    Sale of educational assessments software (for teachers, schools and national education departments) company, Pairwise Pty Ltd acquired by Australian listed company, 3P Learning Ltd (ASX: 3PL).

    Logo of AME Asset Management Engineers with navy blue text inside a circular design.

    Sale of company Asset Management Engineers (AME) to private equity investment syndicate.

    Carbon Energy Management Technologies logo with icons for energy solutions.

    Sale of smart meters/ embedded networks/electricity resale business, Carbon EMT  to WINconnect, ultimately then acquired by Origin Energy Ltd (ASX: ORG).

    Plas-Pak WA logo, a TricorBraun company, specializing in innovative packaging solutions.

    National plastics manufacturer and packaging company sold to Australian subsidiary of US company, TricorBraun.

    Green circle with white letters WMP in the center.

    Sale of licensed financial planning and advisory business, Wealth Management Partners sold to Australian subsidiary of listed US company, Arthur J. Gallagher & Co (NSYE: AJG)

    Logo of BSM Accountants, Certified Practising Accountants, Business & Taxations Advisors in blue and white.

    Merger of accounting business, BSM Accountants  with Tilenni Stiles, accounting and financial planning business.

    Logo of Sphere Capital with a circular design featuring connected hexagons, showing an innovative and modern financial symbol.

    Sale of shares in Australian Financial Services Licensee (AFSL) company, Sphere Capital Pty Ltd.

    Logo of Acton Belle Property on a green background.

    Sale of licensed real estate agency company, Acton Belle Property | Mandurah 

    Duke's logo with elegant script on a black oval background, ideal for branding and identity recognition.

    Purchase of licensed wholesale producer and winery business, Duke’s Vineyard as well as vineyard property.

    Logo of BIG4 Bridgetown featuring a stylized blue and gray bird with the brand name in bold text.

    Purchase of business and land, Bridgetown Caravan Park.

    Logo of Exmouth Pharmacy featuring a manta ray and a medical cross design.

    Sale of registered pharmacy business, Exmouth Pharmacy.

    Coverforce logo with yellow emblem and text Smart Insurance Solutions.

    Sale of units (equity) in licensed insurance brokers, Leed Insurance Brokers to Coverforce Leeds/Westminster.

    Gas Alarm WA logo featuring a stylized colorful swirl design representing gas safety and detection in Western Australia.

    Purchase of specialised gas detection business, Gas Alarm WA.

    Logo of The Carlisle Hotel & Distillery, established in 1940, featuring a distilling apparatus and a sprig design.

    Purchase of licensed hotel/accommodation, restaurant, distillery and bottle shop, Carlisle Hotel & Distillery.

    Kimberley Safari Tours logo featuring African baobab tree and dotted path design in orange and white.

    Sale of accredited tour operator business, Kimberley Safari Tours.

    Logo of Magnum Flavours & Ingredients with a green swirl design on the left.

    Sale of liquid and powdered food blends-manufacturer company, Magnum Essence Pty Ltd.

    Logo of HillView Public Golf Course with stylized green hills above the text, representing golf and outdoor recreation.

    Sale of shares and units in public golf course, Hill View Golf Course.

    OEM Technology Solutions logo with black text and a yellow curved line.

    Sale of electronic transport monitoring and control systems company, OEM Technology Solutions Pty Ltd to Australian subsidiary of Swiss portfolio company, Duagon Holdings AG.

    KEY PEOPLE

    Tom Meagher

    Tom Meagher

    Executive Director
    Senior Commercial Lawyer

    Richard Edwards

    Richard Edwards

    Executive Director
    Senior Commercial Lawyer

    Mark Balfour

    Mark Balfour

    Senior Consultant
     

    Neil Henderson

    Neil Henderson

    Senior Commercial Lawyer
     

    Samuel Wong

    Samuel Wong

    Senior Commercial Lawyer

    Pamela Kortas

    Pamela Kortas

    Senior Commercial Lawyer

    Renee Meagher

    Renee Meagher

    Practice Manager

    LATEST INSIGHTS