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Dealmakers webinar: Australia mid-market M&A 2025 outlook

Together with Mergermarket, we surveyed 60 dealmakers for their 2025 M&A predictions, and now we’re revealing the insights – tune in to see if the M&A market holds momentum. Our Dealmakers report reveals there are plenty of reasons for Australia’s mid-market to remain cautiously optimistic. But what does that mean for you? Our Corporate Finance […]

Will the Aussie retirement rush transform dealmaker fortunes?

The long-awaited transfer of business ownership from retiring boomers could kick up a gear in 2025, with 85% of dealmakers believing this will be the top deal driver in 2025, up from just 37% in 2024.  But only half of dealmakers believe Australian mid-markets are well-prepared for a change in leadership, and one in four […]

Pitcher Perspective: The great succession sell off

Welcome to Pitcher Perspective, where we take you beyond the numbers and go in-depth on the current issues affecting mid-market businesses. Even though we’re accountants and advisors, we’re endlessly curious about finding better opportunities and creating better outcomes for your business. We recognise that an important piece of the puzzle is providing you with the information to […]

Buyer aware: The competitive edge for retail succession plans

Key points:  Succession planning is vital to avoid a legacy vanishing without a trace Understand your potential buyer: existing management, a local competitor, an international competitor or a private equity fund Passing the torch – a long and complex process, be ready when the right buyer comes along What retail owner hasn’t observed a major […]

Pitcher Perspective: Succession – less dramatic than the TV series!

Welcome to Pitcher Perspective, where we take you beyond the numbers and go in-depth on the current issues affecting mid-market businesses. Even though we’re accountants and advisors, we’re endlessly curious about finding better opportunities and creating better outcomes for your business. We recognise that an important piece of the puzzle is providing you with the information to […]

Levi Holdsworth

Levi Holdsworth takes immense pride in his role at Pitcher Partners, where he is dedicated to serving the middle market with a personal touch. With 15 years of industry experience, he specializes in high-net-worth individuals, family offices, small to medium-sized businesses, property development, construction, hospitality, and entrepreneurial start-ups. Bringing a unique perspective as the son […]

Benjamin Scannell

With an impressive 17-year tenure at the firm, Benjamin has expertly advised clients across a broad range of industries. His speciality lies within the property and construction industry, and he has an impressive 15 year track record supporting large property development groups, in particular with respect to large scale broad acre developments and in the […]

Moving from CFO to CEO: 5 tips for the top job

Key points Lateral hires support succession and a CFO is often uniquely placed to step up as CEO Making the jump can minimise business disruption, retain business knowledge and leverage relationships Team trust, an ability to influence and broad business knowledge can ready a CFO for the top job In a dynamic talent market it’s […]

Before untying the knot

January is best known for making (and breaking) resolutions, but it’s also when many couples start divorce proceedings —and that can deliver a financial shock, particularly for women. While some might welcome starting a new chapter in the new year, women can find themselves more susceptible to financial challenges following a divorce, faced with a sudden decline in household income and wealth.

Peter Monnock

Peter has been in the financial services industry for over 15 years and during this time has focused on providing personal insurance solutions for clients. This significant depth of knowledge allows him to design insurance portfolios to provide protection, should life circumstances unexpectedly change. Primarily working with professionals and business owners who benefit from more […]

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