Executive summary
Lachlan is a Director in the Deal Advisory team at BDO in Melbourne, with over a decade of M&A and advisory experience.
He has experience assisting privately-owned and ASX-listed companies on corporate transactions, including divestments, acquisitions and capital raising assignments.
Lachlan focuses on mid-market deals with transaction values typically ranging between $20 million and $250 million across the technology, automotive, healthcare and industrials sectors.
Expertise
- Assisting clients in designing and executing a confidential sale process tailored to their needs, from planning to completion.
- Working with clients to identify acquisition targets and execute transactions.
- Advising on the optimal capital structure, including assisting in raising new equity and/or debt to support business growth, refinancing, or transaction outcomes
- Provision of corporate advisory services to public and private companies that provide actionable advice to improve the value of businesses in advance of an eventual transaction process.
Experience
Technology, Media & Telecommunications
- Advised the shareholders of a globally awarded Microsoft Partner on their sale
- Advised a private investment consortium on its acquisition of a Melbourne-based cybersecurity software specialist
- Advised an ASX-listed technology business on the divestment of its consumer infrastructure business.
Automotive
- Advised on the management buy-out of a business with 26 Australian dealerships on behalf of key executives and the Dealer Principals
- Advised the shareholders of a network of six automotive dealerships in South-Eastern Victoria, on their divestment to another dealer.
Other select engagements
- Advised a leading healthcare education and training provider on its equity investment by US-based private equity firm
- Advised the founder of a metal recycling business on the sale of their business
- Advised an ASX-listed business on the divestment of its security and information technology distribution business
Qualifications and affiliations
- Bachelor of Business
- Member, CA ANZ
M&A Deals