Last week I travelled to Victoria, the first such trip since the last lockdown – it was good to get moving again. Things were looking up; people are making holiday plans and then, like many of you, I heard the news on Friday about the latest variant.
Acquired in October 2019: The owners of EMS were looking to list on the ASX and engaged Oasis M&A to run an alternative strategy of selling should the listing not be possible. EMS was eventually sold with a competitive valuation.
Acquired in October 2019: H&L Australia is a technology leader in the hospitality industry. Oasis leveraged a competitive bidding process to extract further value and get better sale terms for the business.
Acquired in August 2019: Ethos Health is an allied health service provider specialising in workplace health and safety. The non-majority shareholder was keen to exit the business, with the minority shareholders willing to exit upon agreeable terms. Oasis was able to overcome challenges to find a buyer who could appreciate Ethos Health’s true value.
Acquired in April 2019: Oasis Advisory worked with Rivium over a period of four years, providing in-depth advice on business strategies to address the significant challenges posed by changing market conditions in the IT hardware, software and services industry. This led to a sale which unlocked the full value of the business.
Acquired in August 2017: Aquaport specialises in the distribution of water and air purification products. Oasis M&A used its negotiating expertise to address a number of shareholder complexities and market issues, enabling a competitive deal with household Australian brand, Breville.
Acquired in November 2016: The owner of Fusion Industries was approached by a private equity investor looking to strengthen their position in electrical contracting. Oasis structured a deal that protected the interests of the owner as a minority stakeholder post-sale.
Back in June 2024, I had the chance to chat with Tom Waterhouse on The Troubleshooters Podcast. We covered a lot of ground, but one topic really stuck with me—the big question most business owners face after selling: what’s next? It’s something I hear all the time from clients, and Tom’s experience sheds light on that particular dilemma.
I’ve been predicting the demise of the grocers for three decades! By and large I’ve been wrong or let’s just say it’s taking longer than I expected. Carrie LaFranz in last week's AFR has an interesting take on this subject.
James Thompson has written a piece in the AFR citing Gary Wiess' advice to CFO’s, suggesting, they focus on the numbers, “of course.”
He goes on to say “At the very basic level, it is the accumulation of the financial data in a cohesive, coherent manner that can be understood.” Sounds simple but as Weiss says, “it’s not always a given.”
In business, opportunities and challenges coexist harmoniously. This is why understanding tax implications can significantly influence the success or failure