Perth
A guide to mergers & acquisitions and capital raising: processes, risks, and tax insights
Propel
your
future
A successful business sale or acquisition starts with the right preparation. Our experts have prepared a practical guide to mergers & acquisitions and capital raising which outlines key considerations when buying or selling a business.
In this guide, we consider:
- The strategic importance of M&A and capital raising
- Selling a business: from preparation to pay day
- Buying a business: the smart buyers' playbook
- Capital raising: fuel for the next stage of growth
- Tax considerations: how tax can make or break a deal
- Role of advisers: expertise that turns deals into wins
Download the report
A guide to mergers & acquisitions and capital raising: processes, risks, and tax insights
Role of advisers
How can technical guidance support the transaction?
Contacts
Contact our team to learn more about the contents of this report or to discuss future opportunities.
"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."
Matthew Hall
Executive Director, Corporate Finance
“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.”
Peter Sinclair
Tax, Deals & Advisory Partner
Universal considerations in M&A and types of investors
Advisers' involvement across the transaction lifecycle
Key takeaways
Buying or selling a business is a complex process filled with financial, tax, and legal challenges. It’s not something you should navigate alone. Whether you're looking to maximise value, minimise risk, or simply ensure a smooth transition, expert guidance is essential.
Our experienced Corporate Finance and Tax team will help you make informed decisions and support you every step of the way. Reach out to our team to ensure your business transaction is handled with confidence and care.
Key contacts
Insights
Whether you're buying a business, selling a business, or raising capital in Australia, each pathway comes with its own technical processes and risks. Our comprehensive guide to mergers & acquisitions and capital raising highlights the critical steps, risks, and tax considerations you need to know.The guide covers: The strategic importance...
2 contributors
Perth
Insights
The PKF Perth team is proud to have acted as financial and tax adviser to the shareholders of Dataline Visual Link Pty (DVL) in the sale of the business to ASX-listed Intelligent Monitoring Group (IMG). DVL is a Perth based provider of high-quality and leading-edge electronic security solutions, including CCTV...
Matthew Hall
Executive Director
Perth
Insights
The best exits are built years before they happenIn private equity, it’s often said that value is realised at exit. In reality, the success of a transaction is usually determined 12 to 24 months before the sale process even begins.By the time a business enters a sale process, much of...
Joel Floyd
Principal
Newcastle