Client Success Stories
Discover how our clients have achieved measurable results and long-term success through our expert guidance and proven strategies.
An established manufacturing SME needed growth funding to expand production.
PBC prepared a detailed IM, introduced two private equity funds, and closed a $15M raise in under four months while maintaining strict confidentiality.
Technology Scale Up Exit
Manufacturing Growth Capital
A privately owned hardwood sawmill sought significant capital to modernise equipment, increase production capacity and secure new export contracts.
PBC prepared a comprehensive Information Memorandum and five year financial model, identified strategic investors within the forestry and infrastructure sectors, and facilitated introductions to two international timber funds. The client successfully raised $20 million in growth capital, enabling the installation of advanced milling technology and expansion into high value overseas markets all completed under strict confidentiality.
Family Business Succession
A third generation family enterprise required a staged ownership transition.
PBC structured a multi year plan balancing tax efficiency, family dynamics and business continuity.
Two independent accounting firms sought a strategic merger to achieve scale and national reach.
PBC conducted valuation analyses for both parties, structured a merger agreement, and guided leadership through governance integration. The transaction was executed with zero client attrition and significant cost synergies.
National Food & Beverage Roll-Up
A mid sized food manufacturer wanted to acquire smaller competitors to gain national distribution.
PBC developed the acquisition strategy, created an investor presentation and facilitated introductions to a domestic private equity fund. The client secured $22 million in growth funding and closed two acquisitions within the first year.
A regional solar developer wanted to partner with an international energy group to scale large scale projects.
PBC identified and introduced multiple offshore energy companies, led the joint venture negotiations and finalised a $30 million co investment agreement with technology transfer provisions.
Timber Processing & Sawmilling Expansion
A SaaS provider sought a strategic sale to a global technology group.
PBC managed valuation, negotiations and due diligence, resulting in a $25M sale with key staff retention.