CFSG served as the lead advisor in the successful sale of a specialist logistics operator (the “Business”) to a national transportation group. The transaction, which closed in March 2026, provided a seamless exit for the founding shareholders (the “Owners”) as they transitioned into retirement.

1. Engagement & Preliminary Analysis The Owners were introduced to CFSG in February 2025 via their accountants, following CFSG’s successful sale of another of their clients to an ASX-listed entity. Following a confidentiality agreement and initial discovery meetings, CFSG was formally engaged in August 2025.

The process began with a rigorous four-week information-gathering phase. CFSG analysed the Business’s corporate structure, specialised business model, customer base, and historical financial data to build a defensible foundation for the sale. This included an assessment of a likely valuation range.

2. Strategy & Preparation A primary concern for the Owners was maintaining absolute confidentiality to protect staff and customer relationships. To address this whilst maximising competitive tension, CFSG:

• Developed a “Hit List”: Identified a curated group of key industry players for a targeted approach.

• Financial Normalisation: Engaged closely with the Owners’ accountants to determine a “normalised” EBITDA, ensuring the Business’s true earning potential was reflected.

• Marketing Collateral: Prepared a “no-names” teaser (Flyer) for initial outreach and a comprehensive Information Memorandum (IM) for qualified parties.

3. Targeted Marketing & Bid Process In October, CFSG commenced a two-week targeted marketing campaign. All initial outreach was conducted via telephone on a “no-names” basis.

• Engagement: Ten parties received the Flyer; six progressed to sign Confidentiality Agreements and receive the IM.

• Competitive Tension: A firm deadline for Non-Binding Indicative Offers (NBIOs) was set. One favored bidder was granted a discreet, after-hours management meeting and site visit to prevent staff interaction.

4. Negotiation & Due Diligence CFSG received two formal NBIOs. After careful analysis and consultation with the Owners, CFSG negotiated the price and terms with the preferred bidder. This resulted in a signed Letter of Intent (LOI) and an exclusivity period.

Over the following six weeks, CFSG managed the comprehensive due diligence process, covering financial, commercial, tax, legal, and operational analysis. We liaised directly with the buyer’s CFO and the Business’s accounting team to ensure all data requirements were met through a secure virtual data room.

5. Closing Parallel to due diligence, CFSG and the Owners’ legal counsel negotiated the final sales contract. All conditions precedent were satisfied, and the transaction successfully closed in March 2026—seven months after the formal engagement began.

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