Define the objective
Clarify control, timing, retained interests, stakeholder priorities and the preferred transaction outcome.
Barry Western opened and leads FINN’s official WA branch while working nationally as an M&A Partner across strategic sales, acquisitions and more complex transactions.
Strategic transactions can involve different buyers, stakeholders, structures and decision criteria. They benefit from clear objectives and senior coordination from the beginning.
An M&A pathway may be relevant where a business is likely to attract a strategic acquirer, where an owner wants to retain equity, where consideration may be staged, or where the transaction involves multiple entities, stakeholders or jurisdictions.
The first confidential review considers the owner’s outcome, transaction scale, quality of earnings, market position, management capability, growth profile and likely acquirer universe. It also identifies the advisers and information likely to be required before engagement begins.
Barry provides a direct Western Australian point of contact while drawing on FINN’s national reach. His role is to help determine fit, prepare the opportunity, coordinate qualified engagement and maintain clarity as commercial, financial and due diligence work progresses.
Clarify control, timing, retained interests, stakeholder priorities and the preferred transaction outcome.
Organise financial, operational, commercial and management information for sophisticated review.
Develop a considered buyer or target profile and a confidential engagement approach.
Objectives, fit and transaction scope.
Information, earnings and strategic narrative.
Buyer or target profile and engagement plan.
Qualified outreach and controlled disclosure.
Offers, structure and stakeholder coordination.
Due diligence, documentation and transition.
An M&A transaction may involve strategic acquirers, partial exits, staged consideration, retained ownership, multiple stakeholders or more complex structures. The appropriate pathway depends on the business and the owner’s objectives.
Yes. Barry is a National M&A Partner and leads FINN’s official Western Australian branch. His role supports suitable transactions in WA and across Australia.
Yes. The initial discussion can focus on objectives, target profile, stakeholders and confidentiality before a mandate or market approach is considered.