Preparing your business for a premium exit in today’s market
Australian dealmakers are navigating a market where pricing discipline and balance sheet strength matter more than ever. Recent transactions show that clean capital structures and cash-generative assets are attracting strong bids, while regulatory scrutiny and execution risk are reshaping how deals are structured. For SME owners, this environment presents both opportunity and challenge: those who prepare thoroughly can command premium valuations, while those who delay risk being left behind.
At Morgan Shaw Advisory, we believe readiness is not optional. Our EBITDA+ SIX STEPS TO SUCCESS™ framework helps owners bridge the gap between current performance and future value, ensuring businesses are positioned to thrive in competitive sale processes.
Why this matters now
Recent M&A activity highlights key trends:
Energy transition assets are in demand, as seen in Sembcorp’s $6.5 billion acquisition of Alinta Energy.
Regulatory risk is rising, with the ACCC blocking IAG’s $1.4 billion bid for RAC Insurance.
Cash-rich businesses are magnets for bidders, demonstrated by BGH Capital’s $357 million tilt at Webjet.
These developments underscore a shift toward disciplined valuations and strategic positioning. SME owners who anticipate these dynamics will be better equipped to attract serious buyers and negotiate favourable terms.
Insight: what buyers are looking for
Today’s buyers prioritise:
Strong cash flow and low leverage
Operational resilience and growth levers
Clear, well-documented information that reduces execution risk
Conversely, businesses with opaque financials or unaddressed risks face longer timelines and lower offers. Break fee disputes, such as Mayne Pharma’s recent case, remind boards that execution risk is real and costly.
How MSA helps you prepare
Our EBITDA+ SIX STEPS TO SUCCESS™ process is designed to make your business “Game Ready” by:
Conducting a comprehensive valuation and gap analysis
Strengthening financial and operational fundamentals
Building a tailored marketing strategy to attract strategic buyers
Creating a professional data room to streamline due diligence
Managing information flow to protect confidentiality and build buyer confidence
This structured approach ensures you enter negotiations from a position of strength and maximise your sale price.
Practical steps for SME owners
Review your balance sheet and reduce unnecessary debt
Prepare a clean, organised data room early
Identify growth levers that enhance buyer confidence
Understand regulatory risks and plan remedies in advance
Engage experienced advisors to manage negotiations and protect value
Next steps
If you are considering an exit in the next 12 to 24 months, now is the time to act. Download our guide on preparing for a successful sale or book a confidential consultation with Morgan Shaw Advisory. Visit morganshawadvisory.com/resources for more insights.