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Corporate Finance Advice

Transform your financial future. Receive corporate finance advice focused on after-tax wealth creation for shareholders.

Receive corporate finance advice

Create shareholder wealth and protect after-tax wealth

Secure your financial future

Cashel Family Office is motivated by our core belief to grow long-term wealth. This means we actively work to protect your after-tax wealth by only undertaking highly selective and opportunistic transactions. Our capabilities allow us to work with our family and business clients on a range of acquisition and merger activities.

Our services include:

Acquisition advisory

  • Target identification, review and approach strategy
  • Due diligence services
  • Value and risk analysis
  • Acquisition consequences analysis
  • Transaction structuring, financing, execution and completion
  • Conducting negotiations

Merger arrangement

  • Target identification, review and approach strategy
  • Due diligence services
  • Value and risk analysis
  • Merger consequences analysis
  • Transaction structuring, financing, execution and completion
  • Conducting negotiations
  • Integration planning and modelling
  • Post integration assistance

Divestment advisory

  • Analysis of the decision to divest
  • Value and risk analysis
  • Review of potential strategies
  • Identifying and approaching purchasers
  • Execution of the selected divestment strategy
  • Vendor and due diligence services
  • Conducting negotiations
  • Completion with maximised after tax vendor outcome

Sale advisory

  • Preparation of vendor due diligence
  • Preparation of sale marketing materials
  • Preparation of information memorandums
  • Identify and engage with potential buyers, domestic and foreign
  • Run both single or multi buyer due diligence and negotiation process (including IPO Assessment)
  • Negotiate binding sale agreements
  • Project manage consultants
  • Manage settlement

Defense management

  • Defence preparation
  • Offer analysis and response
  • White knight negotiation

Strategic and operational review

  • Business strategy, outlook and planning advice
  • Forecasting and scenario analysis
  • Financial restructuring
  • Succession planning
  • Buy / sell agreements
  • Assist in providing operational comparison analysis to peers
  • Assisting in providing operational Advice templates and support

Who we service

cashelfo client description
 

High net worth families

seeking a trusted partner to plan all their aspects of wealth and personal finances.

cashelfo client description
 

Affluent and aspiring couples

seeking an honest partner to plan and accelerate their wealth creation.

Frequently Asked Questions

  • Why engage Cashel Family Office for Corporate and Structured Finance Advice?

    Cashel Family Office is a privately owned adviser, motivated by our belief that the best results are lasting after tax results. Not a short term transaction.

  • Example of our Commercial, Equipment, Corporate and Institutional Funding Network

    Commercial, construction, structured and non-resident finance needs require a higher level of skills and networks than the ordinary adviser. Cashel House’s pedigree and staff have deep and global relationships with a range of competing institutional and private funder’s who approach each lending scenario with a solution biases rather than a strict bank policy.