Executive summary
Gemma is a Partner in BDO’s Deal Advisory team in Brisbane. She has considerable corporate finance advisory experience—particularly in transaction-based work—through her IPO and mergers and acquisitions (M&A) experience. Gemma’s experience covers a broad range of sectors, company sizes, and transaction types. Generally, she is involved in transactions ranging from $10 million to $200 million.
Gemma uses her detailed M&A and listing processes knowledge together with her technical accounting, due diligence, and valuation knowledge to optimally position clients in preparation for a value realisation event.
Expertise
Experience
Advisory
- Advisory for a timber mill in relation to preparing an information memorandum
- Advisory services to a superannuation fund in relation to a potential share acquisition
- Advisory to a professional services firm in relation to transaction and trading.
Due diligence
- Due diligence in relation to the financial model for calculating an energy company’s payments in relation to a natural gas supply pipeline for a proposed project
- Due diligence services for a capital management firm in relation to the proposed acquisition of a 20% interest in the target company
- Due diligence services to a global payment platform provider in relation to the proposed acquisition of an AFSL licensee.
Financial modelling
- Financial modelling for a fire systems company to assist with their capital raising process
- Financial modelling to assist a medicinal products company with an IPO process.
Mergers and acquisitions
- M&A sell-side advisory services to a safety technology manufacturer in relation to a potential sale of the business
- M&A assistance to an automotive group in relation to a potential merger.
Valuations
- Valuation of the intangibles in a health products company for tax purposes
- Valuation report for a meat producer to determine the market value of a sublease for transfer duty purposes
- Valuation services for a transport solutions company in relation to selective share buyback from the company and business valuation to assist shareholders in the event of succession plans
- Valuation of a law firm for tax purposes, specifically to calculate transfer duty associated with buying in/selling out of the partnership.
Qualifications and affiliations
- Bachelor of Commerce (Honours)
- Graduate Diploma in Applied Finance
- Chartered Financial Analyst Charterholder