PCA brings sales & acquisition experience of the niche finance market sector for Financial Planning & Accounting Firms

ABOUT PRIVATE CORPORATION ADVISORY

Private Corporate Advisory is an independent corporate advisory firm. We provide advisory services to the owners of private Financial Planning and Accounting firms in either the sale or acquisition of other private businesses within this niche financial services market segment.

Our heritage is in private companies in the $3 million - $75 million transaction value range across Australia, however, we act on transactions of all sizes. Whilst we are based in Sydney, we regularly complete transactions in all states and territories throughout Australia.

Private Corporate Advisory provides sale or acquisition advisory services to the owners of private Financial Planning and Accounting firms.

Selling for Succession

The time has arrived to release the value from your business, you require assistance to facilitate a discreet yet contested sale process.

Raising Capital for Acquisition

The foundations of your business are strong and you are ready to make the next acquisition, but prefer an equity partner versus using additional debt.

Merging for Scale

You want to continue to grow your business having identified the additional benefits of further scale, but require assistance finding the right partner via a correctly structured transaction.

Independence & Objectivity

Our business stands by the quality of our advice and our ability to achieve our clients objectives. Our sole focus is to achieve the best possible outcomes for our clients. Advice is our only business.

Quality of Advice

Greg Quinn has over 20+ years' experience in the Financial Planning & Accounting mergers & acquisitions. We execute a small number of transactions at any one time. Clients receive our complete attention and our focus ensures that all advice is considered & comprehensive.

Specialisation in Finance Market Sector

With extensive experience in transacting on more than 100 individual Financial Planning & Accounting firms, clients can be confident that they are receiving the best advice from our transactional and sector expertise.

Confidence & Discretion

We hold our clients' interests, confidentiality and privacy as an essential part of what we do. We build long-term relationships that are based on trust. We are not motivated by the need to achieve annual budgets or publicity.

Our Services

Advice is our only business

As our Private Corporate Advisory name suggests, we are simply in the business of providing corporate advisory services to the owners of privately owned Financial Planning or Accounting firms, in either the Sale or Acquisitions of other like-minded businesses. Advice is our only business.

Sell-side Advisory

At Private Corporate Advisory we understand the need for discretion in selling what is often your most valuable financial assets, we also appreciate it's often the culmination of the founders professional working life. Vendors can rely on Private Corporate Advisory to therefore... Read More

Buy-side Advisory

At Private Corporate Advisory we understand the need for discretion in sourcing the optimal acquisition to complement the future growth of your business. Greg Quinn brings extensive buy-side experience having previously completed over 70 acquisitions over 12 years for ipac Securities.

By engaging Private Corporate Advisory for your next buy side acquisition, you will avoid many of the common acquisition mistakes, including... ReadMore

References

We encourage prospective clients to evaluate the quality of our services and advice through testimonials of past clients. Prospective clients can be introduced to selected referees, who include current and previous owners of both small and large Financial Planning and Accounting firms.

ACQUISITIONS

SUCCESSFUL BUSINESS SALES

130

FINANCIAL PLANNING & ACCOUNTING FIRMS

YEARS OF EXPERIENCE

A Person You Can Trust with all of the right experience!

Greg Quinn

Greg Quinn is the founder of Private Corporate Advisory. Greg is a Certified Financial Planner with over 25 years' experience in Mergers and Acquisitions with the Financial Services Industry (Financial Planning & Accounting). Prior to founding Private Corporate Advisory, Greg held senior executive positions within the financial planning industry at Deutsche Bank, ipac Securities and Chase Corporate Advisory.

Greg brings a unique business perspective to every transaction, having previously been a significant acquirer of Financial Planning firms (over 70 acquisitions in 12 years) at his previous role at ipac and more recently at Chase and Private Corp assisting 50+ business owners sell their respective businesses. With previous experience in transacting on more than 130 individual Financial Planning and Accounting firms, all future business owners who choose to engage Private Corporate Advisory can be confident in maximising their own personal objective.

A key learning for Greg over these last 25 years is that in completing these transactions, not only are we often dealing with the vendors most valuable financial asset, but also the culmination of the vendors "life's work" therefore often resulting in one of the most important financial decisions in your life. This can sometimes be stressful and concerning for a vendor but given Greg has completed over 130 transactions previously, he will be there to guide you through every step in the process.
Greg role is to use all his previous extensive experience, to maximise both the financial and non-financial (clients and staff best fit) outcomes in discreetly completing a transaction and to act as a sounding board in one of your life most import financial decisions.

Greg Quinn

A Person You Can Trust with all the right experience!

Greg Quinn is the founder of Private Corporate Advisory; Greg is a Certified Financial Planner with over 20 years' experience in Mergers and Acquisitions with the Financial Services Industry (Financial Planning & Accounting). Prior to founding Private Corporate Advisory, Greg held senior executive positions within the financial planning industry at Deutsche Bank, ipac Securities and Chase Corporate Advisory.
Greg brings a unique business perspective to every transaction, having previously been a significant acquirer of Financial Planning firms (over 70 acquisitions in 12 years) at his previous role at ipac and more recently at Chase assisting 30+ business owners sell their respective businesses. With previous experience in transacting on more than 100 individual Financial Planning and Accounting firms, all future business owners who choose to engage Private Corporate Advisory can be confident in maximising their own personal objective.
A key learning for Greg over these last 20 years is that in completing these transactions, not only are we often dealing with the vendors most valuable financial asset, but also the culmination of the vendors "life's work" therefore often resulting in one of the most important financial decisions in your life. This can sometimes be stressful and concerning for a vendor but given Greg has completed over 100 transactions previously, he will be there to guide you through every step in the process.
Greg role is to use all his previous extensive experience, to maximise both the financial and non-financial (clients and staff best fit) outcomes in discreetly completing a transaction and to act as a sounding board in one of your life most import financial decisions.

Team 2

Manager
Young at heart

Team 3

Marketing
the outgoing one

Team 4

Accounts
the Numbers person

We are the Leaders in Innovation.

PCA brings sales & acquisition experience of the niche finance market sector for Financial Planning & Accounting Firms

ABOUT PRIVATE CORPORATION ADVISORY

Private Corporate Advisory provides sale or acquisition advisory services to the owners of private Financial Planning and Accounting firms.

Selling for Succession

Raising Capital for Acquisition

Merging for Scale

Our Approach

Experience is key

Independence & Objectivity

Quality of Advice

Specialisation in Finance Market Sector

Confidence & Discretion

Our Services

Advice is our only business

Sell-side Advisory