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Services > Private Equity and Investees

CFO Strategic understand the key needs of Private Equity Investors and their portfolio Investee companies. Our engagements involve working in the business supporting the entrepreneurial team to achieve the business goals. We have broad experience and are change managers enabling the business value to grow for the benefit of the business and the investors.



  • Acquisition/Growth/Exit
  • Structure and resourcing
  • Strategic plans

Raising Funds:

  • Information memorandums and investor presentations
  • Capital raising
  • Debt financing and covenant negotiations

Ownership Structure:

  • Capital table development and analysis
  • Stock option plans
  • Shareholder agreements development and analysis

Business Model Development:

  • Return on investment analysis
  • Devise and analyse business plans
  • Create forecasts and scenarios


  • For Investor purposes - regular quarterly and annual audit valuation requirements and as well as d ad hoc investor reports
  • Portfolio company board reports
  • Management reports timely and useful
  • IT improvements - system analysis & implementation


  • Transaction ready - new capital, IPO, sale
  • Due diligence (vendor and purchaser)
  • Post sale integration
  • Transaction insurance negotiation


  • Risk management
  • Compliance
  • Company secretarial
  • Audit preparation

Operational Efficiency:

  • Turnaround
  • Re-engineering



If there are any questions don't hesitate to contact us.
Phone: +61 2 8901 0217. Email:

Liability limited by a scheme approved under Professional Standards Legislation.