Transaction advisory at Glenlyon Advisors focuses on commercial and financial preparation when you are buying, selling, or undertaking a material reorganisation.
Scope
We support management with information packs, driver-based models, scenario analysis, and diligence coordination. Our role is preparatory and analytical — legal documentation and regulated advice remain with appropriately qualified professionals.
Sell-side readiness often begins 6–12 months before a process: cleaning historical adjustments, aligning management reporting with statutory accounts, and defining the operational story investors or buyers will test.
Buy-side support
On acquisitions, we assist with commercial due diligence framing, model integration, and synergy articulation that is grounded in operational evidence rather than slide optimism.
We help translate findings into decision memos for boards — what would change the price, what would change the structure, and what risks require warranties or escrows.
Deliverables
Typical outputs include integrated models, information memoranda support schedules, QoE bridge templates, and meeting packs for management Q&A preparation.
Version control and assumption logs are standard — counterparties and advisers should see how conclusions move when inputs change.
Related work
Representative engagements illustrating how we deliver similar outcomes.
Frequently asked questions
When should sell-side readiness begin?
Often 6–12 months before a process — to normalise adjustments, align reporting, and build a defensible model and narrative.
What do you deliver on buy-side?
Commercial diligence framing, integration modelling, synergy articulation grounded in operations, and board decision memos.
Do you run the sale process?
We prepare management and materials; process strategy and legal documentation remain with your lead advisers.
How do you manage model versions during diligence?
Version control, assumption logs, and change summaries so counterparties see why conclusions move.
What clients say
“The integrated model and Q&A packs meant we answered buyer questions once, with version control. Diligence felt prepared, not reactive.”
“Sell-side readiness work started early enough to fix reporting gaps before advisers arrived. The process timeline held.”
Discuss transaction support
Tell us briefly about your situation. We respond during business hours (AEST).
- Response within one business day where possible
- Confidential handling of your enquiry
- Written scope before substantive work begins