APEX Advisory Australia

SERVICE

DEALS & CAPITAL
ADVISORY

You know what needs to happen. We make sure it does.

Whether you're acquiring a business, preparing to sell, raising funds, or working through a complex transaction — you need a team that knows the deal inside out and rolls up their sleeves until it's done. That's what we do.

No hand-offs to juniors. No generic process. You get experienced advisors who've run these deals before and know where things go wrong.

Coastal harbor at sunset
Aerial view from airplane

WHAT TO EXPECT WORKING WITH US

In our Deals division, we work for mid market clients, typically with EBITDA from $1m – $40m. Our clients choose us because they want more than process — they want people who understand the commercial reality of their situation and will fight for the right outcome.

  • Direct access to senior advisors throughout the engagement
  • Honest assessments including when the deal doesn't stack up
  • Customised approach to every mandate — no recycled playbooks
  • Consistent communication so you always know where you stand
  • Big firm capability, but faster, leaner and hungrier

OUR PROCESS

HOW WE WORK

Every engagement follows a clear path — no ambiguity, no wasted time.

01

INITIAL CONVERSATION

We start with a confidential discussion to understand your situation, objectives, and timeline. No pitch decks — just a frank assessment of whether we can add value.

02

SCOPING & STRATEGY

We define the mandate, map the landscape, and build a tailored strategy. You'll know exactly what we're doing, why, and what success looks like before we begin.

03

EXECUTION & MANAGEMENT

We run the process end to end — managing counterparties, coordinating advisors, and keeping momentum. You stay informed without getting buried in the detail.

04

CLOSE & TRANSITION

We drive through to completion — final negotiations, documentation, and settlement. The deal isn't done until the terms are locked and the outcome is delivered.

OUR SERVICES

WHERE WE FOCUS

We work across the full deal lifecycle, from initial strategy to final close.

BUY-SIDE M&A

Acting for acquirers — from target identification and screening through to diligence, negotiation, and close. Whether you've identified an opportunity or need help finding the right one, we lead the process and protect your position throughout.

FUNDING & CAPITAL SUPPORT

Helping businesses structure and secure the right capital — debt, equity, or a combination. We advise on financing structures, help with the process with lenders and investors, and make sure the terms you end up with are terms that work.

SELL-SIDE M&A

Running full sale processes for business owners ready to exit. We build the market material, run structured buyer outreach, and manage the process from preparation through to settlement — delivering outcomes that reflect the true value of what you've built.

TRANSACTION & GROWTH STRATEGY

Strategy that's tied to a real outcome. We work with owners and boards where inorganic growth or a capital event is the goal — sharpening the plan, stress-testing the rationale, and making sure the strategy holds up in a room full of buyers or investors.

SALE & EXIT READINESS PLANNING

Getting a business ready to sell before it goes to market. We identify value leakage, address diligence risk, and ensure the story you're telling is one that buyers will pay for.

FINANCIAL DUE DILIGENCE

Buy-side and sell-side financial due diligence focused on quality of earnings, quality of assets, and key financial risks. Clear findings. No surprises after close.

Deals done. Terms won. Nothing left on the table.

If you have a transaction in mind or want a frank assessment of whether one makes sense, start with a conversation.