FY18 Review

I am pleased to provide our FY18 year-end round up, after another busy year at SLM.

SLM is now in its 20th year following our establishment in 1999, originally as Strategic Legal Management. Since the very early days, we have broadened our service offering significantly, and today our business is focussed on 3 key areas:

• M&A and transaction advisory – advising companies on mergers and acquisitions, business sales, IPOs , public company takeovers and schemes of arrangements, restructurings and strategic reviews

• Valuations and expert reports – independent valuations of businesses and securities (for various purposes), independent fairness reports and financial expert reports for litigation matters

• Capital raisings – originating high quality investment opportunities for our expanding sophisticated investor network.

We have been active in each of these areas over the past year. Public company transactions on which we advised included the sale of over a hundred KFC company-owned stores for YUM Brands, the recapitalisation of toy distributor Funtastic Limited, and the restructuring of paper merchant Spicers Limited’s complex capital structure.

Our valuation practice has also grown considerably, and we are today preparing independent valuation reports for an increasing number of publicly listed and private companies.  Our capability in this area has been significantly bolstered by the addition of Shakeel Mohammed to the team. Shakeel joins us after 9 years at Grant Samuel, and was recently promoted to Director at SLM.

During the past year we originated and raised capital for several high quality investment opportunities from our investor network. These included unlisted property funds (Elanor Commercial Property Fund, Belconnen Markets Syndicate, Barwon Healthcare Property Fund and Arrow Primary Infrastructure Fund), emerging equity fund managers (Capital H Inception Fund, DMX Capital Partners and Millex Ethical Fund), and early stage fintech ventures (Verifier and Rounded). There is strong interest from our growing investor network for opportunities which offer attractive risk-adjusted returns across a range of asset classes and sectors, and we continue to seek out and evaluate a pipeline of these opportunities.

The outlook in Australia remain favourable for business and investment, and we are optimistic about the year ahead.

Thank you to our clients, investors and referral partners for your support during the past year, and we look forward to working together and serving your future needs.

For further information, please contact Barry Lewin on barry.lewin@slmcorporate.com.au or +61 419 302 493.

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