winning investment proposals

Building on some of the themes from earlier workshops in the series, the investor readiness session will prepare participants for the process of attracting investment, with a particular focus on the development of high quality information memorandums.

Some of the specific content will include:

  • Recap of what investment options are available and investors are looking for
  • What does it mean to be ‘investment ready’
  • What is the purpose of an Information Memorandum
  • Key do’s and don’t in preparing Information Memorandums
  • Working through the key sections of an Information Memorandum

About Deloitte and the presenters

Deloitte is the largest professional services provider in the world, within which the Deloitte Private business focuses on assisting private companies and family groups in Australia. With 80 partners and 750 team members, we represent a unique offering in the Australian market.

Deloitte has extensive experience of developing and delivering training content on the topic of investor readiness and investment attraction which would include preparation of investors proposals and information memorandums.

Ben Wilson

Ben Wilson

  • Partner – M&A, Deloitte Australia
Ben Wilson as co-lead partner has personally been involved in the development and delivery of workshops/seminars/presentations to the Department of Tourism, Trade Investment Queensland and Sunshine Coast Council, as well as to banks, legal firms and private businesses. In addition, over the course of a 15 year career, Ben has personally led transactions involving financial and strategic investors totalling $3 billion.

Nick Ng

Nick Ng

  • Partner – Business Advisory Services, Deloitte Australia
Nick Ng who will co-lead the project with Ben has also been involved in the development and delivery of training and education to SMEs in programs such as the Australian Owner Manager Program and the Entrepreneurs’ Programme. Over the course of Nick’s career, Nick has been responsible for assisting private business owners by providing strategic assistance to support growth.

Jillian Bell

Jillian Bell

  • Director, Deloitte Private
Jillian has over 10 years experience in the financial professional services industry with a Chartered Accountancy qualification. Jillian has experience in providing accounting, taxation and advisory services to privately owned businesses, high net worth families and institutional investors.

Henry Barclay

Henry Barclay

  • Director, Deloitte M&A Advisory
Henry has extensive M&A experience in Corporate, Private Equity backed and Advisory roles. Henry specialises in Investment readiness to SMEs, strategic advice to SMEs, capital raisings and investments, business divestments & acquisitions.

 

Find the workshop in your region

Brisbane

Date

Tuesday 14 May 2019

Time

9.00am–4.00pm

Speakers

Nick Ng and Jillian Bell

Location

Ibis Styles Brisbane
40 Elizabeth Street
BRISBANE QLD 4000

Cost

Free (morning tea, lunch and afternoon tea included)

Contact

Sharyn Byrnes, Senior Trade and Investment Officer, Mining and Resources, TIQ Brisbane – 07 3514 3044 or
Pam Wassell, Business Support Officer, TIQ Brisbane – 07 3514 3076

Register

Bundaberg

Date

Thursday 16 May 2019

Time

9.00am–4.00pm

Speakers

Ben Wilson and Henry Barclay

Location

Conference Room, Department of Agriculture and Fisheries
16-32 Enterprise Street
BUNDABERG QLD 4670

Cost

Free (morning tea, lunch and afternoon tea included)

Register

Cairns

Date

Thursday 9 May 2019

Time

9.00am–4.00pm

Speakers

Ben Wilson and Henry Barclay

Location

Lagoon Room, Shangri-La Hotel
Pier Point Road
CAIRNS QLD 4870

Cost

Free (morning tea, lunch and afternoon tea included)

Register

Ipswich

Date

Tuesday 30 April 2019

Time

9.00am–4.00pm

Speakers

Nick Ng and Jillian Bell

Location

The Ipswich Club
14 Gray Street
IPSWICH QLD 4305

Cost

Free (morning tea, lunch and afternoon tea included)

Download the flyer

Register

Mackay

Date

Tuesday 7 May 2019

Time

9.00am–4.00pm

Speakers

Ben Wilson and Henry Barclay

Location

Quest Mackay
38 Macalister Street
MACKAY QLD 4740

Cost

Free (morning tea, lunch and afternoon tea included)

Register

Redlands

Date

Wednesday 15 May 2019

Time

9.00am–4.00pm

Speakers

Nick Ng and Jillian Bell

Location

Redland Bay Golf Club
North Street
REDLAND BAY QLD 4165

Cost

Free (morning tea, lunch and afternoon tea included)

Contact

Sharyn Byrnes, Senior Trade and Investment Officer, Mining and Resources, TIQ Brisbane – 07 3514 3044 or
Pam Wassell, Business Support Officer, TIQ Brisbane – 07 3514 3076

Register

Registrations to open soon

Rockhampton

Date

Tuesday 14 May 2019

Time

9.00am–4.00pm

Speakers

Ben Wilson and Henry Barclay

Location

Rockhampton Leagues Club
Cambridge Street
ROCKHAMPTON QLD 4700

Cost

Free (morning tea, lunch and afternoon tea included)

Register

Sunshine Coast

Date

Thursday 2 May 2019

Time

9.00am–4.00pm

Speakers

Ben Wilson and Henry Barclay

Location

Bluff Room, Alexandra Headland Surf Club
167 Alexandra Parade
ALEXANDRA HEADS QLD 4572

Cost

Free (morning tea, lunch and afternoon tea included)

Register

Toowoomba

Date

Wednesday 1 May 2019

Time

9.00am–4.00pm

Speakers

Nick Ng and Jillian Bell

Location

City Golf Club
254 South Street
TOOWOOMBA QLD 4350

Cost

Free (morning tea, lunch and afternoon tea included)

Register

Townsville

Date

Wednesday 22 May 2019

Time

9.00am–4.00pm

Speakers

Ben Wilson and Henry Barclay

Location

Ballroom 2, The Ville Resort
Sir Leslie Thiess Drive
TOWNSVILLE QLD 4810

Cost

Free (morning tea, lunch and afternoon tea included)

Register