David Ward

Executive summary

David is a Deal Advisory Partner with BDO in Brisbane, specialising in mergers and acquisitions (M&A). He is a highly respected corporate finance professional, with over 25 years’ experience providing M&A advisory to medium-to-large private businesses, ASX-listed companies, and private equity firms.

David works across a broad range of industries, specialising in divestments, acquisitions, capital raising, and private equity (PE)-backed transactions.

Expertise

• Acquisitions
• Divestments
• Mergers
• Capital raisings
• Strategic corporate finance advice

Experience

Business advisory

• Transaction advisory services to a sports supplements company in relation to a potential partial divestment
• Corporate advisory services to a technology company in relation to a proposed capital raising
• Advisory services to a family trust in relation to potential future business ownership options
• Advisory services to a PR firm for internal ownership purposes.

Mergers and acquisitions

• Sell-side advisory to a manufacturing company in relation to the potential sale of the business
• Buy-side M&A advisory to a plumbing supplier in relation to their proposed acquisition strategy
• Sell-side advisory for a food company in relation to the potential sale of multiple companies
• Buy-side M&A advisory services for a civil construction company in relation to their proposed M&A strategy
• M&A advisory services to a grocery chain in relation to funding their proposed expansion via both acquisitions and opening new stores as a precursor to a potential IPO.

Valuations

• Commercial valuation services for an engineering services company
• Company valuation services to a food company
• Valuation services to the directors of a manufacturing company regarding a valuation of the ownership interests.

Qualifications and affiliations

• Graduate Diploma of Applied Finance and Investment (Corporate Finance)
• Bachelor of Business
• Member, AICD
• Member, FINSIA