We believe that innovators

positively change the world.

We are here to help.

Platform Advisory Partners provides M&A and capital raising advisory services to high-growth and technology companies.

Our Services

With a wealth of experience in financial markets and advisory spanning several decades, we specialise in delivering practical and personalised business advice, specifically designed for transactions.

Our areas of expertise revolve around assisting companies in technology sectors experiencing substantial growth, as well as consumer-focused businesses with high-growth potential.

We adopt a hands-on approach to guide and support clients through these transformative phases, offering pragmatic solutions to navigate the challenges they may face.

Mergers & Acquisitions
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We provide comprehensive support for mid-market transactions valued between $10 million and $200 million, across both buy-side and sell-side projects. Our services include:

  1. Review and prepare strategy, marketing and financial materials.

  2. Identifying and evaluating potential counterparties.

  3. Commercial negotiation of targeted transactions.

  4. Due diligence management and analysis.

  5. Relationship management with counterparties and internal stakeholders.

We leverage our expertise in mid-market transactions to achieve the best possible outcomes for our clients. From finding suitable counterparts to managing negotiations, conducting due diligence, and coordinating with advisors, we streamline the process for a seamless and successful transaction.

Equity Capital Raising
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Our investor networks actively seek Series A to IPO opportunities and bridging rounds for companies approaching cash flow breakeven. We possess strong and trusted relationships within Venture Capital, Institutional Funds, Family Offices, and High Net Worth individuals.

We offer comprehensive support throughout the capital raising process, including:

  1. Preparing investor presentations and due diligence materials.

  2. Cultivating and maintaining investor connections.

  3. Managing investor roadshows and incorporating feedback.

  4. Facilitating the due diligence process.

  5. Negotiating deal structures and achieving financial close.

Our dedicated team provides end-to-end assistance, ensuring a seamless and successful capital raising experience.

Debt Advisory
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Our team collaborates with you to understand your financing needs and provide expert advice on optimising debt structures.

  1. We perform comprehensive assessment to understand the debt structure and identify areas for improvement.

  2. We assist in debt refinancing and restructuring to better manage debt load and serviceability.

  3. We leverage our network to source competitive funding options, matching businesses with lenders best suited to their needs.

  4. We negotiate optimal terms on behalf of businesses to minimise costs and risks associated with debt.

With extensive networks in commercial banks and non-bank financial institutions, we ensure access to diverse funding options.

Business & Financial Strategy
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We help clients gain insights into their businesses and growth opportunities.

  1. We evaluate financial health by thoroughly assessing financial statements and identifying potential growth areas.

  2. We work with our clients to develop business strategies that are aligned with their vision.

  3. We facilitate financial planning through budgeting and forecasting, guiding financial decision-making in order to maximise profits.

  4. We assess potential threats financial security and devise risk mitigation strategies.

Our services include cost / benefit analysis, growth planning, resource allocation, and business segment attribution analysis to identify profitable activities.

IPO Planning
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We assist clients in navigating their first-time listing on a public exchange.

  1. We assess business suitability for an IPO, examining financials, operations, and market positioning.

  2. We prepare businesses for public scrutiny, refining corporate structure, implementing governance systems, and ensuring compliance.

  3. We develop strategic plans for IPO, including timeline and pricing strategy.

  4. We coordinate with brokers, lawyers, and accountants, facilitating efficient execution of the IPO process.

  5. We offer advice post-IPO including how to navigate public market expectations.

Our goal is to increase efficiency and manage stakeholders such as brokers, legal, and tax experts. Acting as intermediaries, we align the interests of management, brokers, existing shareholders, and potential investors for optimal outcomes.

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Nature One Logo
TopShelf Logo
TechStarter logo
Publift logo
Iress logo
ento logo
Snooper logo
CartonCloud logo
Pendula logo
Uptick logo
Foodbomb logo
Tom logo
Sou'west logo
PinPayments logo
APS logo
Calibre logo
MyDeal logo
Sentry Logo
Nexba Logo
Law Institute Victoria logo
Nature One Logo
TopShelf Logo