CATEGORY 

Strategic Advisory ​

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CHALLENGE 

A diversified wholesale and freight operator needed a structured pathway to maximise shareholder value through succession, sale, or wind-down. ​

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SOLUTION 

Supported shareholders by:  ​

• Building value scenarios across succession, full sale, partial sale, and wind-down. 

• Running a targeted sale process. 

• Determining succession planning would best preserve value. 

 

IMPACT ​​​

• Process facilitated Executive Director transitioning to succession management. 

• Advisor pivoted to Non-Executive role. 

• Protected business continuity and asset value. 

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WHY IT MATTERS 

Strategic Advisory delivered a pathway to maximise value while preserving the future optionality for owners.