Unlocking value, realising potential.

We advise businesses navigating the complexities of growth, acquisitions, exit planning and succession.

The Mallee difference.

Mallee is not your standard corporate adviser.

We have a private equity “buy side” track record and top-tier family business and succession planning advisory experience.

Our unique skill set allows us to:

  • Truly understand what matters to potential buyers and the factors that drive value, ultimately leading to a higher price for a seller

  • Advise businesses exploring a potential sale (private equity, trade, IPO)

  • Ask the right questions of both buyers and sellers to facilitate a smooth transaction for both parties

  • Efficiently understand a market / sector to provide shareholders with confidence in the outsourcing of their M&A capability

  • Bring EQ to each transaction to help guide stakeholders through what is typically a once-in-a-lifetime event

Whatever your growth or succession plans, Mallee can partner with you early in the process to help achieve your objectives and drive value. 

Our services.

Mallee is a boutique corporate advisory firm built on long-term, trusted relationships.

We leverage our “buy side” experience to help guide businesses through the complexities of mergers, acquisitions, exits and capital raising. We are committed to:

  • Understanding the needs and objectives of all stakeholders as a key consideration in each transaction.

  • Providing independent, commercial and honest advice.

  • We advise companies navigating growth by understanding the unique needs and challenges of each business and providing tailored solutions that align with a company’s specific goals.

    Our specific strategic advisory services include:

    • Capital and debt structuring

    • Operational and value addition

    • Review of shareholder growth strategies

    • Succession planning

  • We advise companies exploring their M&A options.

    Our specific M&A services include:

    • Formation of acquisition strategy and criteria

    • Target identification, mapping and origination

    • Transaction structuring

    • Capital and debt advisory with consideration to transaction funding

    • Transaction negotiation and execution

    • Divestments

  • In order to achieve a premium valuation, the exit planning process should commence well in advance of the transaction.

    We seek to truly understand each shareholder’s legacy and succession objectives to assist with:

    • Exit readiness

    • Pre-exit review of business operations for value accretive strategies and initiatives

    • Mapping of potential buyer universe

    • Preparation of relevant materials and buyer approach

    • Assessment of offers and structures

    • End-to-end transaction management

  • We advise private and public companies on effective capital management and capital raising solutions.

Our credentials.

Note: Includes assignments worked on at prior employers.

  • Financial Services Merger

    Sourced and structured the merger of two insurance premium funding companies on behalf of a private equity buyer.

    Responsible for the M&A agenda on behalf of the merged company, including market mapping, origination and structuring of target opportunities.

    Buyer: Private Equity

    Seller: Founders

  • Government Software Acquisitions

    Responsible for the M&A agenda on behalf of a private equity backed government software company.

    Included market mapping, origination and structuring of target opportunities.

    Owner: Private Equity

  • Defence / Technology Merger

    Sourced and structured the merger of two defence technology companies on behalf of a private equity buyer.

    Responsible for the M&A agenda on behalf of the merged company, including market mapping, origination and structuring of target opportunities.

    Buyer: Private Equity

    Seller: Founders

  • Outsourcing / BPO Acquisition

    Sourced and structured the acquisition of a high-growth offshore outsourcing provider on behalf of a private equity buyer.

    Responsible for the M&A agenda on behalf of the company, including market mapping, origination and structuring of target opportunities.

    Buyer: Private Equity

    Seller: Founders

  • Financial Services Acquisition

    Sourced and structured the corporate carve-out of an accounting software and services company on behalf of a private equity buyer.

    Responsible for the M&A agenda on behalf of the company, including market mapping, origination and structuring of target opportunities.

    Buyer: Private Equity

    Seller: ASX Listed Corporate

  • Education Software Acquisitions

    Responsible for the M&A agenda on behalf of an ASX-listed education software company.

    Included market mapping, origination and structuring of target opportunities.

    Owner: Majority Private Equity

  • Legal Technology Acquisition

    Sourced and structured the acquisition of a high-growth legal technology company on behalf of a private equity buyer.

    Responsible for the M&A agenda on behalf of the company, including market mapping, origination and structuring of target opportunities.

    Buyer: Private Equity

    Seller: Founders

  • Family Office Structuring

    Advised a foreign family office on the structuring of Australian acquisitions.

    Client: Offshore Family Office

Our team.

Tom Simpson, Managing Director

Tom has over 10 years’ experience in private equity, SME growth advisory and professional services.

He commenced his career at EY and spent six years providing comprehensive tax, accounting, succession planning and growth advisory services to private businesses, families, high-net-worth individuals and investors.

In 2020, Tom joined mid-market private equity fund, Pemba Capital Partners, where he led their Origination team and was responsible for the deployment of funds into both Australian and international SMEs across multiple strategies. During this time, he was also seconded to a portfolio company as National Head of Growth to establish a sales function and strategy.

After identifying a gap in support for Australian SMEs, Tom founded Mallee in 2024 with a vision to help equip companies, shareholders, founders and families to achieve their growth, legacy and succession objectives.

Tom holds a Bachelor of Commerce and is a Chartered Accountant (CA).

E: tom@malleepartners.com.au

P: +61 423 726 211

Jeremy Fitch, Director

Jeremy has significant experience executing strategic investments across the financial services, professional services, technology, and resources sectors.

He began his career at PwC, specialising in M&A deal structures before co-founding Carbyne Investments, a corporate advisory firm focused on capital raising and market entry strategies in Southeast Asia.

Jeremy later joined Deloitte in Sydney to lead the deal strategy function within the Corporate Development team before joining specialist insurer Helia, where he executed several early-stage strategic investments.

With a track record of delivering high-impact transactions and fostering strong relationships with founders, management teams, and investors, Jeremy specialises in driving growth through strategic initiatives and M&A.

Jeremy holds an MBA, as well as Bachelor of Laws and Bachelor of Commerce degrees from the University of Sydney.

E: jeremy@malleepartners.com.au

P: +61 410 619 840

Get in touch.

 

info@malleepartners.com.au

Suite 101, 13-15A Bridge Street, Sydney NSW 2000