EQUITY & ADVISORY

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• Equity & Advisory was formed in 1997 and provides a comprehensive range of corporate advisory services and has acquired extensive experience and expertise relating to the analysing, negotiating, financing and completing of business transactions. The range of services provided includes:

• Sales and divestments;

• Mergers and acquisitions including private equity;

• Financial evaluations, corporate and project advisory;

• Property transactional advice;

• Valuations and Expert opinion;

• Family business consulting;

• Turnaround consulting; and

• Debt and equity procurement.

• Equity & Advisory has been involved in a number of high profile transactions in Australia and has a proven history of engagements for the provision of corporate finance and management consulting advice to entities within the corporate sector as well as within the State and Commonwealth Governments.

• Equity & Advisory has historically completed ten to twelve transactions per annum generally with a transaction size of between $5 million and $50 million. Historically, Equity & Advisory has completed one or more transactions a year in excess of the usual transaction size. The largest assignment completed by the firm to date involved the 60 year lease of the New South Wales Interstate and Hunter Valley rail network for ARTC for $872 million. Recent signifi cant assignments include the takeover response to Gunns Limited bid for Auspine Limited, City Pacifi c Limited’s response to an expression of interest from MFS Limited and the takeover of SDS Limited by Sandvik Limited.  

• Over the last decade Equity & Advisory has completed advisory mandates with a total transaction value in excess of $4 billion. The fi rm has historically generated advisory fees in the order of $2.8 million per annum.  

• Equity & Advisory’s large corporate advisory roles include takeover response, acquisition and sale mandates for Aherns, Amtrade, ARTC, Auspine Ltd, Bob Jane Corporation, City Pacifi c Ltd, CP1 Limited, Detmold Group, DMG Radio, International Wine Investment Fund, Macmahon Holdings, Michell Australia, SA Government Departments and Business Enterprises and Tandou. 

• Equity & Advisory has built strong relationships and goodwill within the South Australian market place and has developed a reputation for commercial acumen among business leaders in South Australia.  

• Equity & Advisory intends to provide its corporate advisory services to public, private and government organisations.  

• In addition Equity & Advisory intends to provide a range of corporate advisory services to E&A Limited and its Group Companies as they continue to expand both organically and through acquisition.  

• Equity & Advisory’s main competitors include the four major chartered accounting fi rms’ (Deloitte, Ernst & Young, KPMG and PricewaterhouseCoopers) corporate finance divisions and a number of smaller boutique corporate advisory practices operating within South Australia.  

• The Managing Director of Equity & Advisory, Mark Vartuli, joined the business in 1998 and has more than 10 years experience in capital transactions.  

• The Directors of Equity & Advisory are Stephen Young, Mark Vartuli and Mark Goddard.