Concept Financial Services Group

Overview

Established in 1991, Concept Financial Services Group is a family-owned Australian financial services firm specializing in mergers, acquisitions, capital raisings, and direct investments. The firm has over 30 years of experience in private and public company transactions, including takeovers, schemes of arrangement, and divestments, across various industries. They also invest proprietary capital in high-growth enterprises alongside their clients. The group's services encompass mergers and acquisitions, capital raisings, advisory services, and direct investments. They act on both the buy-side and sell-side for private and public listed companies, assisting in planning, origination, structuring, valuation, negotiation, and closing stages of transactions, as well as post-merger integration and divestment of surplus assets. They raise equity, hybrid, or debt capital for private and public listed companies through placements, rights issues, and convertible notes, primarily to finance merger and acquisition transactions, capital expenditure, working capital purposes, and debt repayment. Additionally, they provide strategic advice focusing on reviewing current strategies and structuring new business models to give clients a competitive advantage. Concept Financial Services Group has an extensive network of domestic and international clients, including superannuation funds, self-managed super funds, high net worth individuals, family offices, hedge funds, private equity, venture capital, and strategic corporate investors. They have developed close working relationships with a select panel of preferred clients, to whom they regularly submit investment opportunities. The firm's team comprises seasoned professionals with extensive expertise in investment banking, taxation law, and complex problem-solving, ensuring tailored solutions for a range of investors and companies.

Investment Focus

• Minimum EBITDA of $1.0 million for business sales