Mergers and acquisitions are a critical cornerstone of any business strategy. Organic business growth through product development and market extension can often be radically accelerated through acquiring, disposing of or merging with strategically aligned businesses. However, the process of sourcing, acquiring and integrating another business is filled with challenges that require specialist expertise and experience. At Step Advisory, we work closely with you, your in-house deal teams and fund managers throughout the transaction process to ensure your business grows stakeholder value and maximises investment returns.

Transaction Advisory

If you have already identified an acquisition or are looking to realise value through the disposal of equity, our specialised transaction advisory services can help facilitate the mergers and acquisitions process. We help by identifying and evaluating acquisition targets or potential buyers, and provide ongoing support throughout the capital raising process, deal structuring and execution elements.

Working with Step Advisory has been a privilege.  From the outset through our engagement the spirit of our relationship has not been one of client/advisor but rather one of partnership. The Step Advisory team has been sensitive to all the dynamics facing an entrepreneur and our business and I have thoroughly appreciated the opportunity to work with Step Advisory.

Deal Origination

Deal Origination forms the precursor to any merger, acquisition, disposal or private equity transaction. 

Capital Raising

To fund ventures that drive organic and acquisitive growth, businesses require capital, we connect you with investor networks.

Deal Structuring

We provide transaction support for mergers, acquisitions and disposals in collaboration with our trusted industry experts.

Transaction Support

Businesses  operating in  competitive corporate and entrepreneurial environments often require independent financial and commercial investigations to support investment decisions. We provide specialist support during the deal phase of a transaction by undertaking valuations, due diligences, and financial modelling, thereby equipping your business with the objective information needed to make smart financial decisions.

The Step Advisory team did not just do a due diligence on the target but took the time to consider who we are and what is important, and how that should reflect in their approach to the project and final recommendation. 

Due Diligence

We provide commercial and financial due-diligence services that objectively evaluate a potential investment opportunity.


A valuation is an independent and objective opinion on the fair market value of a potential acquisition, disposal or existing investment.

Financial Modelling

We create financial models to evaluate or estimate the financial outcomes of various business decisions.

Post Transaction Support

We know that investors want more than just the successful conclusion of a transaction, they also want value creation over the lifetime of the investment. Getting this right requires active  participation, which hinges on access to valuable and relevant insights and the continuous identification of growth opportunities. Our team works with your business to drive post-transaction value, thereby freeing you up to focus on identifying attractive acquisition opportunities.

Private Equity Value Add Team

Our private equity value add offering services those private equity firms that do not have an in-house team focused on value creation and the upliftment of the portfolio of businesses following a transaction.


We perform post-investment reviews to objectively assess the integration and value uplift following the transaction.

Investment Committee Support

Step Advisory has extensive experience in supporting transaction teams through the various stages of the investment process.

Get more information on our Mergers & Acquisitions services today.