David Ward

David Ward

Partner, Deal Advisory

Deal Advisory

Private Equity

Executive Summary

David is a Deal Advisory Partner with BDO in Brisbane, specialising in Mergers & Acquisitions (M&A).  David is a highly respected and experienced Corporate Finance professional with over 25 years’ experience providing M&A advice to medium-to-large private businesses, ASX listed companies and private equity firms.

David works across a wide range of industries, specialising in divestments, acquisitions, capital raising and private equity backed transactions.

Services

  • Acquisitions
  • Divestments
  • Mergers
  • Capital raisings
  • Strategic Corporate Finance advice

Key assignments

  • Sale of a large privately-owned commuter ferry business to NRMA
  • Sale of a leading regional milk processing business to TasFoods Limited (ASX:TFL)
  • Sale of a privately-owned business that is one of Australia’s largest independent distributors of aftermarket truck and bus parts to Bapcor Limited (ASX: BAP)   
  • Adviser to a mid-market private equity firm in relation to its majority investment in a speciality food service distribution business
  • Adviser to a leading mid-market private equity firm in relation to the divestment of a portfolio investee company, the largest retailer and distributor of motorcycles and motorcycle accessories in Australia
  • Adviser to a leading mid-market private equity firm on the Management Buy-Out of Australia’s leading supplier of unique service solutions for airlines in their ground support requirements
  • Adviser to a leading mid-market private equity firm on its investment in Australia’s largest privately-owned facilities management specialist, delivering industrial hospitality to remote mining and construction sectors
  • Sale of a leading provider of engineering and project management services to AMEC PLC, a UK listed multinational

Sectors

  • Private Equity
  • Manufacturing & Wholesale
  • Transport & Logistics
  • Retail

Qualifications

  • Graduate Diploma of Applied Finance and Investment (Corporate Finance) -  Financial Services Institute of Australia
  • Bachelor of Business - Queensland University of Technology

Affiliations

  • Member of the Australian Institute of Company Directors
  • Member of the Financial Services Institute of Australia