Services

Explore our corporate advisory services.

Disciplined strategic planning and managed implementation are the key to successful outcomes. BEAM Corp works with you and your leadership team to implement your goals.

Every engagement starts the same way: we review your business, your numbers and your strategy objectively, as a third party would, and then tailor the advice to your needs.

01

Mergers, acquisitions and divestments

BEAM prepares and mentors your company to implement its chosen strategy — merger, acquisition or divestment — drawing on in-depth knowledge gained from past transactions.

Our merger, acquisition and divestment services cover:

  • Preparing the company to implement its strategy
  • Identifying and evaluating potential counterparties
  • Facilitating the implementation of the project’s optimum structure
  • Negotiating the sale, merger or acquisition with pre-qualified counterparties
  • Managing the due diligence process
  • Negotiating and closing
  • Managing other professional advisers
Whilst he has an impeccable track record in corporate advisory, it was his honesty, transparency, and efficiency with attention to detail, which was exemplary. I am not commercially literate but Eric "held our hand" throughout the process with unwavering support, commitment, and dedication. His deep industry knowledge made his role invaluable in our business transaction and his integrity put our interests above his own on at least 2 occasions when the deal faltered.

Mark Herman

Consultant Cardiologist and Director, Burwood Cardiology

Thank you for the tremendous efforts you have made in the successful sale of my business. You successfully found six separate entities who displayed an interest and then coached me to prepare presentations. You assisted me in selecting the successful bidder and then reassured me as we fronted delays and hiccups.

Jim Kornmehl

Managing Director, Projex Group

BEAM have been assisting us with a trade sale. Their knowledge, tactics and input have been very valuable across negotiations, structure, legal and tax issues. Their attention to detail, communication and documentation have been first class. They have minimised the disruption to “business as usual” for our team which enabled us to focus on the continued growth of our business during the sale process.

Ben Henderson

Founder and Managing Director, The Green Guys Group

I would say that professionalism, experience and a personal touch is the key to Eric's success which extends beyond settlement to ensure post transaction satisfaction. The years of knowledge and respect that Eric brings to the table is insurmountable. It takes integrity, trust and patience when deal fatigue sets in and this is when true professionals shine. I cannot give a high enough praise or thanks to Eric and BEAM.

Anthony Vatner

Managing Director, BAC Insurance Brokers

02

Capital raisings

BEAM offers independent advice based on wide-ranging experience. We mentor clients to critically evaluate risk and reward during the initial strategic stage.

BEAM then harnesses its experience and relationships to facilitate outcomes and structures that make the transaction attractive to shareholders.

Capital raising options include:

Equity capital markets (ECM) – listing on the ASX

BEAM project manages the complex process of listing your company on the ASX from start to finish.

Private equity

This approach is best suited to companies looking for an investor that will support the expansion of their business.

BEAM harnesses its experience and relationships with national and international private equity houses to identify opportunities, build your company’s profile and source capital.

Debt

BEAM will help you understand the different options and assist you to tailor an appropriate outcome to satisfy your company’s requirements.

BEAM’s capital raising services include:

  • Assisting you to prepare your business for investment
  • Project managing your entire capital raising initiative
  • Facilitating the necessary documentation including the information memorandum, teaser and presentation
  • Developing investor relations strategies
  • Evaluating proposed structures and possible alternatives
  • Facilitating negotiations with interested parties
  • Project managing your relationship with other professionals
  • Assisting with the preparation of long-form documents
StockCo have worked with BEAM to obtain non-bank wholesale senior debt facilities. BEAM developed an intimate understanding of all aspects of our business quickly and then worked with us to secure a new non-bank funder to join our existing senior debt club. BEAM adopted a disciplined and structured approach that delivered a successful outcome in a short period of time relative to the size of the facility secured. Whilst BEAM follow a proven process, they are also flexible enough to accommodate the complexities and niche aspects of our business. It’s been an absolute pleasure to work with BEAM. We have no hesitation in recommending them to businesses seeking additional equity, debt or structured capital, or exit options. We will certainly be working with BEAM again in the future as StockCo’s business continues to grow.

Richard Brimblecombe

CEO, StockCo Australia

The BEAM team, Eric and Carol in the first instance worked with the executive team to ensure we had a strong proposition to the market – including structure, product offerings, competitor analysis, financial position, growth forecasts and more. The result was a first-class proposition to present to the market. BEAM's experienced team, extensive network, and strategic approach successfully identified the right organisation from a cultural fit and the right company who invests in businesses as a partnership.

Anthony Scott

Managing Director, SimplyAI

The professional advise offered by both Eric and Carol was immediately evident. Their personable approach and attention to detail was both assuring and refreshing. They took the time to fully explain all the options available in listing a Company, highlighting both the pros and cons of the process.

Jonathan Kahn

Founder (retired), Pro-Pac Packaging

You worked tirelessly with our team, under extremely tight deadlines, to deliver a top quality product. Your guidance, and project management/leadership skills, were key to delivering an outstanding result. In conclusion BEAM under promised and over delivered.

Colin Vianello

Managing Director and CEO, Indevco Group Holdings Ltd

03

Corporate advisory services

BEAM provides independent, bespoke advice to entrepreneurs, family offices, public and private companies, facilitating outcomes and structures that are attractive to shareholders and investors.

BEAM’s advisory services include:

  • Strategic corporate advisory services
  • Project managing transactions
  • Working with owners to develop alignment strategies that nurture the company’s people
  • Identifying collaborations between companies and facilitating joint ventures
  • Advising and assisting companies to structure their corporate governance
  • Facilitating the implementation of long-term staff incentive schemes
I am on record as saying on several occasions that my only wish is that I had met Eric many years ago, and worked with him which would have prevented many previous projects and acquisitions not delivering the value that they ought to have. Eric left no stone unturned and had the ability to ensure we were able to take advantage of other opportunities that came along during our journey.

David McKinnis

CEO, Insight Australia Group Limited

Team BEAM have been our advisors for the last year helping us build and sustain a sustainable business model using their deep experience, knowledge and networks to create value, identify and evaluate acquisition and merger targets while helping the group build relationships with key market players.

Brian Pereira

CEO, The CN Group

04

Strategy

We conduct detailed business analysis to assist owners and executive management in assessing opportunities.

We facilitate strategic planning via a series of workshops.

This analysis can include the evaluation of:

  • Business plans
  • Capital and liquidity needs for both debt and equity
  • Strategic plans and strategy maps
In a previous role as a CFO of a company we worked BEAM. When our business reached the point of inflection of receiving unsolicited offers we had no hesitation to engage the services of BEAM Corp to assist us to navigate and to explore our growth and partnership options. The advice, guidance and support we received from BEAM was invaluable. BEAM has the moral fortitude and candour that makes for an exceptional partnership. I can highly recommend their services.

Justin Hind

Co Founder & CEO, WiTH Collective

If you are seeking to appoint an independent, corporate advisory specialist then I could not recommend Eric and the team at BEAM more highly to you. Eric consistently provided superior technical capabilities and instilled a disciplined rhythm of review to ensure projects were delivered to the complete satisfaction of all key business stakeholders.

Anthony Roberts

Managing Director, Eclipx Commercial

05

Generational transition and family structures

A change of leadership is not necessarily a change of ownership, but it does pose challenges. Owners who plan for it, and act on that plan, transition more effectively than those who do not.

BEAM's established succession planning protocols seek to protect the value of the business, reduce the owner’s risk and source liquidity.

BEAM will assist owners to:

  • Establish a preferred timeline to ‘step back’
  • Identify what level of medium- and long-term involvement is desired
  • Develop a structure that will enable a business to continue to operate at an optimal level when an owner retires
  • Facilitate a valuable liquidity event if required
Deciding to realise one's business is an extremely emotional and daunting task. Eric and his team very quickly understood the complexities of our business model as well as the sector both locally and internationally, instilling further confidence. His intimate knowledge of the financial services sector and key players enabled him to present qualified options when exploring our strategy. Eric, Carol and the team proved that they were the correct partners for me in this process and not only are they capable from a business perspective but are genuinely warm compassionate people who I believe will always play a part in my life.

Shaun Leveton

Chairman, PetSure

Your skill and professionalism to guide the Family on this journey and become friends along the way is a true testament to your expertise. Our lasting legacy and enduring comfort is that we are confident that we have developed an Investor Briefing, Board Charter and Family Charter which is world-best-practice and positions the Family for strength.

Peter Burgess

Chairman of Directors, Forgacs Group

From our first meeting to the completion of the transaction I was impressed with your complete understanding of the process, your attention to detail and sensitivity to myself and my people. Your experience, guidance and advice from the strategic plan, information memorandum, to the testing and road show gave all of us at CQMS confidence that we had found the correct people to assist us in the process.

Tom Meyers

Founder and Chairman, CQMS