Articles

How the Russia-Ukraine War is shifting global energy dynamics?

The onset of the 2022 Russian-Ukraine war was met with an immediate market response; equity markets nosedived, and futures markets moved...

Supersize Me Too!

Consolidation in the Australian superannuation sector Background Australia’s superannuation industry is a significant part of the...

Is The Block a flop...?

Few asset classes enjoy as much media attention in Australia as residential real estate, and for good reason. Season 17 of Channel 9’s...

Is music the new holy grail for investors?

The investment community’s never-ending search for the holy grail of recurring income streams has brought an old school asset back into...

Corporate Resilience in an IT-enabled world

We often think about “corporate resilience” in the context of business continuity planning and downside events, but despite the...

Chocolate turned sour - an unexpected consequence of the pandemic

In early March when Nigella Lawson coined the phrase “fatten the curve” with reference to her new habit of eating a chocolate bar every...

Accounting for R&D when valuing life sciences companies

After considering the various inputs of the Risk Adjusted NPV (rNPV) model - which is used to value life sciences companies and was...

Will Private Equity score in the sports industry?

They say adversity is at the heart of all great innovations and there is no doubt the last 7 months have seen plenty of that. However,...

Increased M&A activity in the premium & craft beer manufacturing industry in Australia

The premium & craft brewing sector has grown strongly over the last five years as beer drinkers have increasingly moved away from...

Valuing life sciences companies using the rNPV methodology

The predominant tool used to value drug development projects is Risk Adjusted NPV (rNPV) as discussed in Part 2 of this series. The...

How exactly are life sciences companies valued?

After answering the question about why valuation is important for life science companies [in Part 1 of series], it’s time to see in...

COVID-19 and Private Equity deal-making - a lesson learnt from GFC?

There’s no doubt the global pandemic will have a deep impact on the way Private Equity is going to think and how they will focus their...

Why is valuation important for life sciences companies?

In this series we set out to shed light on the mysteries surrounding biotechnology companies and how to value them. Leadership teams from...

Ever wondered what Private Equity really is?

For a lot of people, the world of Private Equity has the mystique of being a secretive, exclusive and sometimes glamorous club of...