Mergers & Acquisitions
The Marlow methodology for mergers and acquisitions commences prior to negotiations and extends beyond the completion of the transaction. Our consultants specializing in mergers and acquisitions possess extensive expertise in advising both financial and strategic investors. We offer comprehensive financial and technical due diligence, project management services, and specialized support for post-merger integration.
Mergers & Aquisitions
Due Diligence and Deal Flow
Conducting due diligence in this ever-evolving marketplace necessitates hands-on, practical, and strategic experience. At Marlow, we have crafted an extensive roadmap to assist clients throughout the Mergers & Aquisitions journey. We have established frameworks that enable clients to identify risks and assess potential financial, fiscal, legal, operational, and administrative challenges. Our expertise in human resources equips us to pinpoint human capital risks, such as compensation for management teams and key employees, pension liabilities, high turnover rates, challenging labor relations, and compliance with local regulations.
Project Management Office
The success of any merger or acquisition relies on a smooth process and a thorough understanding of critical business issues from multiple perspectives. Marlow has shown proficiency in managing projects at an enterprise level, adeptly aligning legal, IT, and financial operations. Marlow excels in implementing effective solutions throughout the entire HR landscape, including payroll, benefits, and HR technology systems.
Post-Merger Integration
Marlow's post-merger integration (PMI) human resources consultants offer strategic planning for integration starting from Day One. Essential elements such as risks, timelines, and objectives of the deal are meticulously outlined. We utilize proprietary methodologies and tools designed to harmonize personnel, organizational cultures, and work styles with business and deal strategies.
Private Equity Advisory
An extraordinary level of available capital is driving a seller’s market. Private equity investors must demonstrate speed, flexibility, and assurance to match the pace established by current sellers. While market conditions are advantageous for sellers, fully capitalizing on a deal's potential requires a level of expertise that is rare among organizations. Marlow is exceptionally positioned to assist private equity firms, whether they are acquiring or divesting, in swiftly responding and thriving in today’s fast-moving market.
Our Company
The importance of relationships
Our firm’s main focus is dedicated to earning and supporting long-term clients and family relationships that will embrace multiple generations and we have committed our service levels to ensuring that this expectation is a reality for our clients.
We are passionate about and committed to serving our fellow community members and their families and friends to the very best of our abilities.
Entity Services - "At present, we serve as the Responsible Entity Trustee."
Mergers & Acquisitions - "We possess a remarkable capacity to convert individual risks into quantifiable financial results."
ContactOur Principles
Our organization is dedicated to serving our clients, and we aim to collaborate with them in the way that best suits their preferences and comfort levels. Therefore, we do not impose a rigid framework for our clients' engagement with us; instead, we strive to be as adaptable as possible to accommodate their specific needs and wishes.
We accomplish this by providing a diverse range of Wealth Management services and solutions for our clients to select from. For individuals interested in a structured planning approach, we present our Comprehensive Strategic Wealth Planning Services, which are available on a fee-only basis. Conversely, for those who prefer not to engage in a formal planning process but seek a genuinely independent advisory relationship, we offer consulting services charged on an hourly fee basis to meet various financial needs or objectives.
For clients who choose not to engage in our formal planning process yet seek assistance in both assessing their circumstances and executing solutions, we provide our Tactical Advisory Services. This offering is particularly suitable for those who prefer a relationship centered on advice and guidance, while also being open to having us implement their selected solutions, either on a fee-based or commission-based arrangement, according to their preference.
The implementation of solutions takes place only after we have finalized our complimentary consultation, analysis, and recommendations process. Concerning our implementation, we operate as a completely independent firm, with no obligations or agreements to use any specific vendor's products or services to fulfill our clients' requirements. Consequently, we are able to explore the widest range of products and services available, offering either a fee-based or commission-based approach, depending on our client's preference.
Each of our service methodologies provides clients with the opportunity to leverage our expertise in implementing solutions via a non-proprietary, open-architecture platform. This approach allows us to access the most competitive investment and insurance products and services currently available in the market.
We provide free initial consultations to assess whether there is a suitable alignment between our firm and individuals who may be interested in our services, irrespective of the specific type of service arrangement they are considering. Our goal is to establish a long-term working relationship with those who choose to engage our services.
Gain insights from Industry Experts
Our approach has been designed to provide you with a tailored wealth management solution that closely aligns with your financial goals and lifestyle needs, fostering assurance in the future of your financial security.
Our Expertise
Mergers & Aquisitions
Fixed Interest Securities
Entity Serivces
Managed Investment Trusts
Wealth Management
Retail and wholesale clients
We are able to facilitate the establishment of "Sophisticated Investor Status" for eligible individuals and companies, enabling them to benefit from Special Offerings periodically available under section 708 of the Corporations Act.
Historically, our focus has been predominantly on the junior resource sector due to the market's appeal in that area and elevated commodity prices. However, in recent times, our activities have shifted towards the Blue Chip and top 200 sectors.
The shift in perspective has been influenced by the worldwide decline in interest rates, prompting fixed interest investors to pursue greater returns on their cash reserves while still preferring investments that offer above-average security. It is certain that this mindset will evolve once both commodity prices and interest rates experience an increase again.
International Trading
Engaging in the trading of shares and exchange-traded funds (ETFs) offers investors a wider array of products, including access to companies listed on international exchanges that may not typically be available to them, along with commodities and currencies. Junior investors are particularly drawn to Gold and Commodity shares, in addition to the diverse Biotechnology stocks that can be found on other exchanges.
Portfolio Services
Our firm specializes in developing customized portfolios tailored to meet the specific needs of our clients, focusing on their income and capital growth objectives. Depending on the level of trading activity and the volume of transactions within an account over a 12-month period, we offer a complimentary international Premium Portfolio service. This service grants clients daily online access to their investment portfolios from any location globally, along with comprehensive trading histories and reports suitable for accountants.
Self Managed Superannuation Funds
We are able to support trustees in developing an investment portfolio that aligns with the Funds Investment Mandate, aimed at fulfilling the retirement requirements of the members. Additionally, we offer a portfolio service and trading reports that significantly reduce costs during year-end accounting periods while delivering immediate visual insights into your current financial status.
Warrants and Options
Warrants and call options represent two categories of securities contracts. A warrant provides the holder with the right, though not the obligation, to purchase common shares of stock directly from the issuing company at a predetermined price over a specified duration. In a similar manner, a call option, often referred to as a "call," grants the holder the right, without any obligation, to acquire a common share at a designated price within a defined timeframe.
Fund Services
Managed Funds Services
Portfolios
Each of our portfolios provides members with a varied array of meticulously selected share portfolios or listed property trusts, all of which are managed and researched on your behalf.
The benefits
In collaboration with your adviser, we offer extensive portfolio management and guidance. We supply essential reporting tools that enable your adviser to meticulously track your portfolio, optimize tax efficiency for your investments, and ultimately simplify the investment process for you.
SMSF Administration
- Documentation for compliance
- Retirement plans
- Financial reports
- Audit and actuarial obligations
- Digital reports.
Strategic investment guidance
- Customized investment advice
- Proactive management of cash accounts and fixed-term deposits
- Opportunities to engage with emerging investment options
- Expert analysis provided by our fundamental research team
SMSF PMA
- Increased frequency of portfolio evaluations
- Opportunities to attend exclusive investment seminars
- Access to specialized financial, estate planning, and other advisory services at reduced fee-for-service rates
Keeping you updated with the most current information
- Consistent market analysis from our investment committee
- Opportunities to attend seminars, investment presentations, and networking events
This is our approach to simplifying the complex.
- Active oversight of your investment portfolio – your portfolio is diligently monitored, and recommendations are provided when deemed necessary
- A single point of contact for all your investment requirements – you can rest assured that the adviser with whom you have an established relationship will be involved in managing your portfolio
- Minimized documentation – we handle and oversee all paperwork related to your investments, including share transactions, dividend notifications, and interest payment advisories
- Clear reporting – our services include regular reports that assist you in tracking your portfolio's valuation and projected income
- Streamlined tax return preparation – we compile a detailed tax report to facilitate your tax preparation and can coordinate with your tax accountant to ensure they receive all necessary information
- Tax assistance – we ascertain the appropriate tax treatment for the cost base of investments involved in intricate arrangements, takeovers, and similar scenarios
- Round-the-clock access to your portfolio – you have secure online access to your portfolio information at any time, with price updates for listed investments available every 20 minutes
- Opportunities for capital raising – you will receive prompt notifications regarding capital raising events, such as IPOs and entitlement offers, ensuring you do not miss potential investment opportunities
- Convenient cash transactions – we can arrange third-party payments for you at no additional cost
- Tax deductibility of Managed Fund fees – for the majority of investors, the ongoing fees for portfolio management may be tax-deductible
Managed Funds
Should you find yourself too occupied to oversee a portfolio and desire a professionally managed solution, you might explore one of our four pre-constructed managed portfolio options
BALANCED PORTFOLIO
Income & Growth - Risk: Conservative
Average of 5% Per Year
This option is suitable for individuals seeking exposure to various asset classes while preferring to avoid significant volatility in their investment values. It focuses on creating a diversified portfolio primarily composed of defensive assets such as fixed interest and cash, alongside a selection of growth assets including equities, real estate, infrastructure, and private equity.
CORE GROWTH PORTFOLIO
Diversified - Risk: Medium
Average of 13% Per Year
This option is suitable for individuals seeking exposure to various asset classes and who are at ease with the volatility of their investment values. It allows for investment in a diversified portfolio that includes growth assets such as international equities, real estate, infrastructure, and private equity, alongside a portion allocated to fixed interest and cash investments.
Request InformationINTER EQUITIES PORTFOLIO
International - Risk: Low to Medium
Average of 5% Per Year
This option is suitable for individuals seeking to invest in a particular asset class and who are at ease with the variability of their investments. The returns will correspond to fluctuations in security prices on public markets, which are likely to be more volatile compared to the returns generated from direct ownership of real estate. The investment strategy involves creating a diversified portfolio of securities, which may include, but is not limited to, listed property securities.
Request InformationDIVERSIFIED PORTFOLIO
Capital Preservation - Risk: Medium to High
Average of 20% Per Year
This option is suitable for individuals seeking exposure to various asset classes and who are at ease with the volatility of their investment values. It involves investing in a diversified portfolio primarily composed of growth assets, including Australian and international equities, real estate, infrastructure, and private equity, alongside a portion of fixed interest and cash investments.