
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
BEAM's “can” do attitude was infectious and motivated the teams to achieve the successful outcome within the tight time constraints. Steadfast, together with Munich Re and BEAM achieved what the market believed to be the “impossible”.
Robert Kelly
CEO and Managing Director, Steadfast Ltd
Thank you for your help with the merger and acquisition of now Australia's fifth largest aggregator of home loans. I'm sure there are not many deals of this nature that brought the complexity and structure that tested all the skills of the BEAM team.
Tim Brown
Head of Sales & Distribution, Divisional Director, Macquarie Bank
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
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
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
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
BEAM Corp represented Protecsure during our sale process and delighted us with their professional service throughout. BEAM also used wisdom and experience to patiently manage the varying positions of the selling shareholders and ensure an appropriate outcome for all. The result of their expertise was an outcome beyond our expectations.
Mark Osborn
Chairman, Protecsure
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
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
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