Partner – Transaction Advisory Services
Jared is a qualified Chartered Accountant with 19 years' experience, 15 of which have been in corporate finance.
Jared specialises in transaction advisory services and has worked on a large number of due diligence, sale and purchase agreement (SPA) advisory and other advisory assignments for private equity, credit fund, banking and corporate clients.
Jared also has a lead role in the Private Equity sector group, leveraging his deep experience and passion for the sector.
Jared has a broad range of experience across Australian and UK markets; as well as global cross-border assignments.
Experience
Jared’s typical engagements include:
- Buy-side and sell-side (vendor) financial due diligence on mergers & acquisition (M&A) transactions.
- Buy-side and sell-side financial assistance on M&A transactions.
- Enterprise to equity value bridge preparation and negotiation for M&A transactions.
- SPA review and negotiation assistance.
- Completion accounts preparation and review on M&A transactions structured with a completion mechanism.
- Value accrual and leakage reviews on M&A transactions structured with a locked box mechanism.
- Earn-out calculations on M&A transactions structured with deferred contingent consideration.
- Financial due diligence on pre-lend and re-finance reviews.
- Reporting accountant, in conjunction with Grant Thornton UK LLP on Alternative Investment Market (AIM) and London Stock Exchange (LSE) listings.
- Business health checks covering historical and forecast financial performance, financial position, working capital and cash flow reviews.
- Investigating accountant for other assignments such as vendor reviews.
Qualifications
- Member, Chartered Accountants Australia & New Zealand
- Bachelor of Business, Accounting & Finance (University of Technology Sydney)
- Graduate Diploma of Chartered Accounting (Chartered Accountants Australia & New Zealand)
- Graduate Diploma of Applied Finance (Kaplan)
- Master of Applied Finance (Kaplan)
- Certificate of Public Practice (Chartered Accountants Australia & New Zealand)