Our team of professionals are experienced transactors and advisors who bring a combination of strategic, operational and corporate finance skills to the SME market.

Business Divestments Mergers and Acquisitions Management Buy-Outs and Buy-Ins Property Debt Advisory Funds Management

Who We Are

Hi There!

Our team of professionals are experienced transactors and advisors who bring a combination of strategic, operational and corporate finance skills to the SME market.

Experience matters; our extensive network and experience in helping clients divest, acquire, merge or restructure businesses, develop value enhancing strategies, or raise capital sets us apart from non-specialist advisors.

At Capital Edge we recognise that each company is different and hence we pride ourselves on developing unique solutions for each project.

We always look to develop a long term relationship with each client, so we seek out clients that are growing or in distress, need high level corporate advice, and share our values. We prize our reputation and are known to go the extra distance to get the best outcome for our clients. At Capital Edge we provide timely, practical, and brave advice.

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Business Divestments

For most people, the decision to sell a business is a difficult one. For many vendors, the sale price is just one of many factors to be considered during the sale process.
At Capital Edge we pride ourselves in designing a sale process that maximises the best outcomes for our clients. Our professional team has an extensive track record of successfully completed transactions. If you are considering selling a company or business division, we can assist you with the following:

  • Evaluation of financial and strategic alternatives
  • Prepare the business for sale. This involves identifying sources of intrinsic value
  • Advice on which sales processes and methods will maximise value
  • Preparation of an information memorandum (IM) or other sales materials
  • Research, identification and contact with qualified acquirers
  • Sale negotiation and closing
  • Management of the due diligence process

Mergers and Acquisitions

Acquisitions & Mergers are common occurrences in the marketplace yet many of them fail to deliver the benefits expected by the purchaser.
At Capital Edge we specialise in assisting business to identify the benefits of a potential acquisition or merger in the context of their businesses overall strategy.
We provide a number of specialist services to assist with mergers and acquisitions, including:

  • Identification and evaluation of potential acquisition targets
  • Evaluation of financial and strategic alternatives for the acquisition structure
  • Sale negotiation and closing
  • Debt advisory (if required)
  • Management of the due diligence process

Management Buy-Outs and Buy-Ins

A management buy-out (MBO) occurs when a business owner sells the business to members of the existing management team. A management buy-in (MBI) occurs when a business is sold to an outside management team.
For many business owners, this process is a natural part of their succession plan. MBO’s is usually an exciting, once-in-a-lifetime opportunity for managers to own a significant stake in their business. MBI’s is the concept of merging a proven management team with a business that has yet to realise its full potential or is seeking an injection of capital and expertise also has many attractions.
Capital Edge can provide the following services:

  • Review of target business including risk identification and mitigation
  • Transaction structure design for management and investors
  • Preparation of an information memorandum (IM) to solicit interest from debt and equity providers
  • Negotiation with current owners
  • Management of completion and settlement


Successful property investment demands critical thinking, in-depth research, a fundamental understanding of market drivers and timing.
Capital Edge property advisory team has a strong investment and transaction track record across the full range of property sectors.
Our property advisory team can assist in the following:

  • Strategic Advice & Research – Understanding the risks and rewards of a particular project.
  • Site Acquisition – Understanding the risks and market opportunities for a site.
  • Project Management planning, organising, securing and managing resources to bring about the successful completion of specific project goals and objectives.
  • Portfolio Evaluation – How to extract the maximum portfolio return. Positioning and re-structuring.
  • Site Disposal – How to position the property for maximum return on sale.

Debt Advisory

Raising new debt on favourable terms, or renewing existing facilities, has become tougher, even for the strongest borrowers.
Capital Edge provide in depth knowledge and understanding of the debt markets, underpinned by an extensive network of contacts within banks and other financial institutions. Our Debt Advisory services range from the strategic analysis of the capital structures available and typically include

  • Securing leveraged finance to support acquisitions.
  • Detailed financial modeling and credit assessment
  • Advice and execution resource to facilitate the approach to finance counterparties
  • Negotiation of lenders’ proposals and finalisation of detailed terms and conditions; and
  • Co-ordination with the client’s legal advisers to ensure successful completion.
  • Managing covenant waiver and reset negotiations, facility extensions and amendments, new money requests and debt buy backs.

Funds Management

Capital Edge is an advisor to an vertically integrated; boutique property funds manager offering exclusive investment opportunities to private and institutional investors. With emphasis on residential and retail sectors. Our property fund manage, develop and finance property projects that have been carefully selected to deliver superior returns for investors.
Bringing decades of experience to the table, the principals of Capital Edge create a powerful alliance of property development insight and funds management expertise. Vertical integration means investments are handled directly from acquisition to profit realisation with some of the best people in the industry directly invested in your success.
At Capital Edge, we hold to three key principles that underpin every decision we make.


We hire exceptional people who work collaboratively, share their expertise and bring the benefits of an extensive Capital Edge network to the client.


We put the client first, delivering outstanding client service to build enduring relationships of trust and confidence.


To create great works and build a lasting legacy takes boldness in measure with consideration. The combination of a powerful vision and steady growth through due diligence is the foundation of Capital Edge.

Years Experience

Our Clients

Capital Edge provides the depth of experience to necessary to successfully complete transactions.

Capital Edge has provided strategic advice on the following transactions:

Acquisition: Manufacturing

Capital Edge acted as the adviser to an Eastern seaboard manufacturing company. Capital Edge identified suitable targets and completed the acquisition of 3 competing interstate business to promote the company to a national operation.

Debt Advisory & Portfolio Evaluation

Capital Edge advised a private client on the re structure of their $20M debt facilities and Evaluation on their existing $40M property portfolio maximise returns.

Property Development Joint Venture with ASX 100 Retailer

Capital Edge acted as advisers to the developer to source, negotiate and structure the Joint Venture Partnership with an ASX 100 Retailer.

Debt Advisory & Business Divestment

Capital Edge advised a private client on the restructure of their $15M debt facilities, including the divestment of business assets to improve capital efficiency.

Syndicated Property Development

Capital Edge advised the Syndicate and acted a Project Managers overseeing the planning, construction and marketing of a 201 lot residential sub division in Sydney’s Western Suburbs. Project Gross Realisation $50M.

Divestment of Abattoir Operation

Capital Edge advised the estate of a family operated business on the successful divestment of Abattoir operation.

Management Buyout: Financial Services Firm

Capital Edge advised the owners on the sale of a multifaceted Financial Services Firm to its management.

Private Equity: 65 Room Accommodation Property

Capital Edge advised the developers and secured $3M in private equity and $6M in funding for the acquisition and development of 65 room accommodation property in Sydney’s Inner West.

Site Acquisition: Residential Property Development

Capital Edge advised an overseas developer on the acquisition, planning, funding and marketing of a 190 residential unit property development project in Northern Sydney. Project Gross Realisation $110M

Mezzanine Loan Fund

Capital Edge advised on a $80M Mezzanine Loan placement on behalf of a South East Asian semi government agency into a portfolio of high density in-fill development projects with a GRV $840M with Sydney’s inner ring suburbs.

Mezzanine Loan

Capital Edge advised on a $20M Mezzanine Loan from a HNW foreign investor into a residential property development project with GRV $215M in Southern Sydney.

Site Acquisition: Residential Property Development

Capital Edge advised on the acquisition of a Upper North Shore property development project and secured Private Equity of $5M with a Senior Debt of $30M and Mezzanine Loan of $2M. Project GRV $50M

Start Up Funding

Capital Edge advised on the establishment of ESVCLP and subsequent Seed Funding and Series A Funding round for a ESIC operating in South East Asian and Africa.

Opportunity Fund

Capital Edge advised on a $50M Opportunity Fund to acquire land in a priority precinct in Sydney. Targeting transport orientated, high density residential redevelopment. Project GRV $500M

Development Funding & Private Equity

Capital Edge advised on a $270M senior debt and $50M Private Equity investment into a 565 lot mixed use development project in Southern Sydney with GRV of $520M.

Development Funding & Private Equity

Capital Edge advised on a $70M senior debt and $6M Private Equity investment into a 18,500m2 lot mixed use development project with 150 residential units with GRV of $120M.

Corporate Facility

Capital Edge advised on a $190M Corporate Facility for a local property developer to enable re-structure of existing debt and equity stack to significantly reduce their cost of capital and provide capital to complete several project acquisitions.