COVID-19: Nash Advisory support for your business COVID-19 response.
Learn more
Industry reports
Gain deeper insight into your industry and competitors with the help of our comprehensive industry reports
Learn more
Gain deeper insight into your industry and competitors with the help of our comprehensive industry reports
Get an in-depth understanding of the financial industry and how your business fits into the landscape. By knowing about all the recent movements, you'll get a better idea of the value of your business.
Your industry report contains:
Ready to take the next step? Ask us about a business valuation today.
Sean O'Neill, one of our directors, has over 10 years of experience working in the financial industry. He has worked for KPMG in the Cayman Islands for four years where he was responsible for managing a range of engagements for hedge funds and other financial institutions.
Over the last five years he had close interactions with the management of a large financial company which is based in Sydney and is now listed on the stock exchange. Sean is also a Chartered Financial Analyst, a Business Valuation Specialist, and a Chartered Accountant.
4 - 6 weeks
We learn everything we can about your business and how you're positioned in the market so can give you the best advice.
4 - 12 weeks
We help you identify problem areas in your business and ways to solve them. Preparing your business for sale.
4 weeks
We put a great deal of effort into understanding who is buying businesses in your industry and why. We research the buyer pool so we can find the best buyer.
6 weeks
Once your business is prepared correctly, we take it to the market and identify potential buyers.
4 weeks
Once we have a buyer, we negotiate on your behalf to ensure you get a favourable outcome.
6 - 10 weeks
The diligence process is sensitive and needs to be handled correctly. We are experts at managing all stakeholders involved.
2 weeks
We ensure that the final stages of your sale go smoothly by overseeing the signing of documents cash flows.
LGT Crestone is part of the LGT Group, one of the largest family-owned wealth management firms in the world backed by The Princely Family of Liechtenstein. The group provides wealth advice and portfolio management services to high-net-worth clients and family offices, not for profit organisations and financial institutions. LGT has 100 year global heritage. In Australia LGT Crestone now has A$32 billion assets under management. LGT globally has more than A$500bn of client assets.
LGT Crestone has entered into an agreement to acquire CBA’s personal advice business, Commonwealth Private Advice. LGT Crestone will acquire CBA’s highly regarded personal advice business for ultra-high net worth and high net worth clients currently comprising approximately 500 clients and more than A$5 billion in client assets. As a part of the transaction LGT Crestone will integrate approximately 40 experienced advisers, associates and support employees into its business.
Nash Advisory was appointed by LGT Crestone in July 2024 to assist with structuring, managing and executing this strategic transaction. The transaction was led by Ed Chan, who was supported by Jack Geason and Will Condon and Emma Thornbrough. Allens acted as legal adviser on the transaction, with PwC providing accounting and tax advice.
4 - 6 weeks
We learn everything we can about your business and how you're positioned in the market so can give you the best advice.
4 - 12 weeks
We help you identify problem areas in your business and ways to solve them. Preparing your business for sale.
4 weeks
We put a great deal of effort into understanding who is buying businesses in your industry and why. We research the buyer pool so we can find the best buyer.
Our directors have decades of experience between them working and investing in the financial services industry. We understand what's important and what other investors are looking for.
As a client, you will work closely with our directors and communicate with them regularly. You will have the knowledge and skill of our directors at your disposal.
We have a meticulous process for all our clients. From preparing your business for sale to finding the right buyer, our process is comprehensive.
Finding the most suitable buyer for your business is essential to maximising your sale price. We have a network of contacts and a proprietary system for locating the best buyer for your business.
We're experts in the financial services industry and we can help you sell your business.
Powered by EngineRoom
