Due Diligence
Data Rooms
Transaction Management
Financial Modelling
Have confidence going into your next investment or acquisition – we’ve got your back
We understand the fundamental processes, nuances and elements to a successful financing and corporate transaction in the growth space. We specialise in:
- General transaction advisory;
- Financial, Commercial and Systems and Operations Due Diligence;
- Financial Modelling;
- Data room setup and management; and
- Corporate Governance.
Transactions we’ve worked on
We acted for the seller providing due diligence and transaction management services
Acquisition of Registered Trading Organisation (RTO) in higher education industry. We acted for the ASX-listed buyer by performing financial due diligence on the acquisition of 100% of the company
Assistance with sell-side due diligence of a wholesale business. We acted for the seller to assist with getting the business ‘investment ready’. Services include preparation of data room, consolidated pro-forma financial position and transaction negotiation.
Acquisition of software company in the travel and tourism industry. We acted for the buyer who was acquiring the company to merge into a portfolio of travel related technology businesses. We performed due diligence, advised on the process and assisted with negotiations
We acted for Ridgeback Capital performing due diligence and transaction advisory services in the acquisition of target companies
Team

Jason has over a decade of experience as a business and corporate advisor, working with Government, mid-cap and small businesses. He has advised on a range of areas including mergers and acquisitions and transaction services, valuations, strategy, performance improvement and tax.
Qualifications:
- Chartered Accountant
- Bachelor of Accounting
- Graduate Diploma of Applied Finance

Rowan is an entrepreneur and investor with a background in business and corporate advisory. Rowan has led the deal execution of investments primarily in the Australian technology sector. In addition to being a Director at Assurety, Rowan is a General Partner at Full Circle Venture Capital, a Board Member at Sendle, and a Director at Black Sheep Capital, one of Australia’s leading early-stage venture investors.
Qualifications:
- Chartered Accountant
- Executive MBA
- Bachelor of Accounting

Peter is an investment analyst with experience working with numerous technology and FMCG startups. His capability includes investment due diligence, financial modelling, transactional support and operational analysis.
Qualifications:
- Lawyer
- Bachelor of Laws (Honours)
- Bachelor of Finance
- Graduate Diploma of Legal Practice