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PKF Australia shares a guide to mergers & acquisitions and capital raising
Thinking of buying or selling a business? Start with the right strategy.
Whether preparing for a sale, planning an acquisition, or raising capital to support growth, success depends on careful planning and informed decision-making.
PKF's expert guide explores key aspects of mergers & acquisitions and capital raising including processes, risks, and tax considerations, offering an overview for business owners and investors navigating transactions. From due diligence to deal structuring and tax planning, the guide outlines some of the main steps involved in making sound strategic choices.
In this guide, PKF consider:
- The strategic role of M&A and capital raising
- Selling a business: from preparation to completion
- Buying a business: practical steps for informed buyers
- Capital raising: supporting the next stage of growth
- Tax considerations: their impact on transactions
- Role of advisers: expertise that turns deals into wins
Matthew Hall, Executive Director, Corporate Finance at PKF, reminds us these topics matter more than ever:
"Every successful M&A or capital raising transaction is built on rigorous financial insight, however it’s deal-making that ultimately defines outcomes. From shaping information memorandums and valuations to structuring terms and leading negotiations, financial advisers ensure that numbers translate into strategy, trust, and momentum. A poorly structured deal or mispriced transaction can erode value just as much as missing the opportunity altogether. With disciplined execution and sharp negotiation, financial advisers ensure transformative outcomes and long-term value creation for all stakeholders."
Similarly, Peter Sinclair, Tax, Deals & Advisory Partner at PKF, emphasises that:
“Tax is often the hidden determinant of deal success. Whether navigating CGT concessions, structuring share versus asset sales, or managing stamp duty and GST exposures, the difference in after-tax outcomes can be significant. This report highlights that good tax planning isn’t an afterthought, it’s integral to maximising net proceeds and protecting clients from costly surprises. Done right, tax strategy turns risks into savings and clarity.”
Mastering these fundamentals can turn complex transactions into opportunities for lasting growth.
Access the full report here.
Source: PKF
