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We provide bespoke  advisory solutions through our flexible, efficient service model, delivering exceptional outcome.

Our service offering provides you with seamless support from transaction preparation through to execution and post completion, utilising our team’s significant M&A experience.


Our teams are highly experienced in complex transactions and deliver expertise to Australian, New Zealand and international clients investing into Australia and New Zealand.

GreenMount provides the following advisory services, creating value across the M&A transaction lifecycle:
• M&A Tax
• Operating Partner Services

We focus on private capital, partnering with Private Equity, Family Office, Property, Infrastructure and Corporate clients
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Our Services

Fund Structure & Design

Our Trans-Tasman team is experienced in supporting the development of tax-efficient fund structures that meet all stakeholder requirements (i.e. GP, LP and portfolios) and ensure that each are taxed appropriately over the life of the fund having particular regard to cross-jurisdictional tax regimes, whether it be for a closed ended fund or on a ‘deal by deal’ basis.

Tax Due Diligence

Our team provides the full scale and breadth of tax due diligence services across Australia and New Zealand, with support for other jurisdictions through the network.

Approach can vary from ‘desktop’ issue identification to a pragmatic ‘red flags’ report or a full detailed due diligence report (appropriate for insurance and lending purposes).

Buy-side & Sell-side Tax Structuring

At GreenMount we develop tax efficient buy or sell-side transaction structures that are fit-for-purpose, having regard to your commercial requirements (e.g. facilitation of future bolt on/carve-out transactions, refinancing, profit repatriation and exit considerations).

We work closely with you and your advisors throughout the deal process to ensure the structure is implemented appropriately.

Management Equity Plans

We design and implement tax-efficient management equity plans that meet your business objectives and advise on the associated tax compliance and reporting obligations.

Post Completion/ Implementation

Assistance is provided with implementation matters ahead of formal ‘handover’ to your compliance/general tax advisor:

  • Tax registrations;
  • Tax consolidation (including Tax Sharing and Funding Agreements);
  • Capital gains tax rollover advice;
  • Stamp duty;
  • GST registrations and going concern matters; and
  • Restructure advice.

Tax Advisory

Our team provides corporate direct and indirect tax advisory services on Australian and New Zealand tax matters. We can deliver advice that requires multi-jurisdictional support through our partnerships with trusted service providers.

We have the ability to procure the delivery of tax compliance services through our partnerships with trusted outsourced service providers.

Deal Advisory

We provide bespoke buy-side or sell-side commercial advisory services.  Our deep transaction and industry experience, coupled with our private capital networks enable us to originate and introduce proprietary transaction ideas to our clients. 

GreenMount can assist with evaluating whether our clients are “investor-ready” from a financial and tax perspective and we can also provide them with capital raise support.

Due Diligence

Our team provides a full breadth of buy and sell side due diligence services, analysing and quantifying financial risks so there are no surprises.  We identify opportunities to unlock deal value and provide an output that is fit for purpose.

We tailor our due diligence approach to your requirements, focusing on the key areas that drive value.

SPA Advisory

We support clients in mitigating financial and tax risks (and monetising opportunities) contractually, through reviewing and negotiating sale and purchase agreements from a financial and tax perspective including consideration of purchase price adjustments, purchase price allocations and / or via insurance.

Vendor Assistance

Our team has extensive experience providing sell-side support to management teams, which can be provided through all stages of the transaction lifecycle, from planning and preparation to execution. 

Working alongside our clients, we offer a tailored solution ranging from preparation of a databook to providing a branded deliverable to bidders. We can support management with data room preparation, bidder Q&A process and sale documentation.

Operating Partner Services

GreenMount’s Operating Partner Services team focuses on the needs of private capital providers (debt and equity) seeking to optimise the performance of portfolio companies.

We specialise in bringing our senior, experienced people to work within your portfolio company to diagnose, develop improvement strategies and implement them to redirect the company back to growth and high performance.

Focusing on five key areas:

  • Strategy     formulation and execution – from defining and developing strategy though     to implementation support and monitoring.
  • Business     restructuring – reshaping all or identified discrete aspects of the business     to improve performance - including post deal integration and strategic     risk management.
  • Financial     reporting, capital structuring & modelling – ensuring accounts     properly represent the business and are fit for external review; financial     models are rational, valid and support growth ambition; and the business     has the right capital structure.
  • Use of technology     – deploying effective technology to deliver customer satisfaction     including solution development and commercialisation, digital and AI.
  • People and culture     – assessing needs, capability, deficiencies, and structure; driving     cultural change and managing succession.


Working with private capital is what we do, so we back ourselves from the start.

We see great value intaking this understanding and providing tailored performance advisory support to underperforming portfolio companies in a way that recognises the expectations of the investor and works alongside supporting management.

We back ourselves to be able to help by undertaking an initial high-level diagnostic review of the portfolio company and present our findings free of charge.

Our Value Proposition

Flexible & Innovative

GreenMount offers bespoke services tailored to your desired outcomes.


We pride ourselves in advising what is right, over what is easy. Confident in our abilities and experience, we form opinions, give guidance, and make recommendations.


Our senior team are hands-on throughout the transaction process and will assist with issues that may arise in a timely manner.


We consider ourselves an extension of your team and aim to keep one step ahead at all times. We ensure you are updated as our thinking develops to help avoid any ‘surprises’.


Our expertise enables you to understand the target business, unlock value in a transaction and strengthen your negotiating position.
Our Advisory Experience


Financial and tax due diligence, tax structuring and SPA support for ACTA Capital/Alquemie Group in relation to the acquisition of General Pants. 

Tax structuring support for Allegro in relation to the initial acquisition of Greenlit Brands General Merchandise, and the subsequent restructure and sale of Harris Scarfe, and IPO of Best & Less. 

Tax structuring and due diligence on the acquisition of Orange Equipment Hire. Tax structuring and due diligence support for Navis Capital in relation to the acquisition of Software Combined. 

Financial and tax due diligence, tax structuring and SPA support for Pemba Capital Partners in relation to the acquisition of Australian Company Incorporation Services. 

Financial and tax due diligence, tax structuring and SPA support for HRL Morrison & Co/Qscan Group in relation to the acquisition of Envision Medical Imaging. 

Tax structuring and SPA assistance on financial, tax and completion matters to support Cordina Farms and management in relation to PAG’s investment.

Our operating partner services are generally over the medium to long term and always confidential.  

Financial service/retail – GreenMount was engaged over an extended period to support the c-suite of a fast-growing financial services/retail business with cutting edge ecommerce capability.  We worked with the business over an 18 month period to successfully identify its growth path, performance improvement opportunities and associated capital needs.

Green energy provider – engaged by its European owners, GreenMount was engaged to help establish the Australian business from scratch including providing local director support and strategic growth advice.

Construction sector – engaged by a leading private equity fund to assess the reasons for underperformance of a significant ANZ industry participant, devise a new strategic plan and implement it.  This involved GreenMount personnel joining the Board, taking on the role of Interim CEO for several months and working weekly with the new CEO to bring about change through cost improvement, revenue growth and M&A initiatives.

Cutting edge technology group – engaged by a global private equity firm, GreenMount was appointed to assess the growth and commercialisation prospects of a tech innovation platform business and provide comfort to the owners as to its strategic direction, c-suite capability and quality of financial information.
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Our Advisory Experience

New Zealand

Buy-side tax due diligence, tax structuring and vendor tax due diligence services for Next Capital’s acquisition and subsequent divestment of NZ Bus.

Buy-side Australian and New Zealand tax due diligence and Australian and New Zealand tax structuring for Next Capital’s acquisition of a majority stake in Jucy Group and subsequent bolt on asset acquisition.

Buy-side tax due diligence and Australian and New Zealand tax structuring for Anchorage’s acquisition of the New Zealand centres of the Evolve Education Group.

Buy-side tax due diligence and tax structuring for Ngāi Tahu acquisition of a minority stake in Rockit Global.

Contact Us

GreenMount is an independent firm operating in Australia and New Zealand with offices in Sydney, Auckland and Christchurch.
GreenMount is an independent firm operating in Australia and New Zealand with offices in Sydney, Melbourne, Auckland and Christchurch.
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Level 31, Sales Force Towers
180 George St, Sydney
NSW 2000, Australia


Level 2,
1 Albert Street
Auckland 1010, New Zealand
Level 3, BNZ Centre
101 Cashel Street, Christchurch
Canterbury 8011, New Zealand