Fundraising and Exit for a Family-Owned Manufacturer

Challenge

A long-established, family-run manufacturing company in Sydney was preparing for generational succession and exploring options for a partial exit to raise growth capital. Leadership needed expert support to evaluate suitable exit strategies, prepare investor-ready documentation, and navigate complex negotiations with third-party buyers.

Approach

Oltre Consulting began with a comprehensive assessment of ownership objectives, business performance and stakeholder priorities. We undertook a strategic review to identify the optimal exit pathways, ranging from private equity investment to trade sale or internal restructuring, and mapped each scenario’s financial, legal and cultural implications. Detailed financial models and company profiles were prepared to support confidential discussions with prospective investors.

Execution

We coordinated due diligence processes, supported leadership preparation for investor presentations and steered negotiation tactics to ensure terms protected the company’s legacy and secured future ambitions. Working closely with legal and accounting advisors, we managed transaction logistics and ensured transparent communication amongst shareholders.

Outcome

Within eight months, the business secured favourable investment, achieving a strong valuation and enabling partial ownership transition with minimal disruption to core operations. Leadership retained critical decision-making authority while unlocking growth capital for expansion, positioning the company for long-term success under new management.