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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

 

High net worth families

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

 

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.

  • Select one or as many as you need