Steven Perri
Our advisors

Steven Perri

The most important aspect of any transaction is understanding areas of risk in a timely manner. Mitigating that risk so that a client is sufficiently protected can be the difference between a deal completing or it falling over. Steven Perri
Corporate Finance Partner

Professional experience

Steven is a Partner of the PKF Melbourne Corporate Finance division. With 25 years of experience including 12 years exclusively specialising in Corporate Finance, Steven has developed an expertise in advising clients considering a transaction through the provision of Due Diligence, Valuation and M&A services.

Committed to adding value to transactions through the provision of expert professional advice, Steven’s ability to apply a practical and risk-based approach to matters and identifying key issues that may impact a transaction ensure that commercial results are achieved for his clients.

Steven has provided valuation services to clients ranging from small family businesses, for the purposes of supporting transactions and dispute resolution, to the preparation of Independent Expert Reports (IERs) for ASX listed clients.

Steven has also assisted clients in providing due diligence or review services for the purposes of identifying material risks associated with transactions, to ensure these risks are mitigated and that the maximum value is achieved for all parties.

Recent examples of work include:

  • Valuation services for the purpose of supporting transactions and dispute resolution
  • Preparation of Independent Expert Reports (IER’s) for ASX listed clients
  • Reviewing and valuing businesses for the purposes of both acquisitions and sale, including advising clients on succession planning with a focus on preparing businesses or divisions for sale and assisting vendors through the business sale process
  • Assisting clients to raise capital through debt and equity; supporting clients through the IPO process as well as being engaged to prepare Independent Accounting Reports (IAR’s) for the inclusion in Prospectus documentation.

Steven adopts a collaborative approach in working with clients, advisors and other accountants alike to ensure the best result is achieved from any transaction he advises upon.

Qualifications and memberships

  • Bachelor of Commerce
  • Chartered Accountants Australia & New Zealand (CA ANZ)
  • Graduate Diploma in Investment & Finance (SIA)
  • Registered Tax Agent
  • Business Valuation Specialist (CA ANZ)

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