Achieve the best deal outcome in the market
Caldera Capital combines the rigour and expertise of global investment banks with the agility and client-centric approach of a boutique corporate advisory firm.
Securing optimal deal outcomes for growing businesses and exiting shareholders
At Caldera Capital, we lead transaction processes on behalf of our clients, allowing management to remain focused on core operations. Our team manages the entire transaction lifecycle, from initial business and deal strategy to successful completion. This includes capital raising, mergers and acquisitions, as well as full or partial business sales and divestments.
Maximising deal value and completion probability
Beyond presenting businesses as-is, we leverage our management consulting capabilities to identify areas for strategic optimisation and growth, crafting a robust and compelling business case that highlights the full depth and potential of the opportunity.
Global investment banking rigour, boutique approach
With over 15 years of top-tier investment banking experience, Caldera Capital brings unmatched expertise to every transaction. Our track record of successful deals is testament to our relentless effort and client dedication. No effort spared.
Extensive local and international network, relentless outreach
Caldera Capital has one of the strongest networks in the market; however, we don't confine ourselves to existing connections. We proactively identify and contact every relevant party possible for each transaction, leaving no stone unturned.
Trusted advice, aligned partners: A shareholder mindset
Our advice originates from a deep understanding of and genuine care for clients' businesses. The firm puts itself in its clients' shoes, analysing challenges and opportunities from their perspective. Caldera Capital brings a balance between innovation and today's pace, and the depth of a traditional investment banking approach to partnerships and transactions.
Common scenarios we help our clients navigate
Our team works tirelessly, delivering exceptional advice and high-impact value to our clients throughout Australia and New Zealand.
Securing more capital, equity or debt
Comprehensive preparation and execution for an optimal capital raising transaction.
Navigating a full or partial sale
Expert guidance through planning and executing the right trade sale or private equity deal.
Enhancing cashflow and capital efficiency
Acting as an extended team, ensuring capital availability and cashflow cycle efficiency.
Charting the ideal path forward
Assisting clients in planning, anticipating, and navigating towards their optimal outcomes.
One journey, many pathways
Engaging with our clients across diverse strategies, milestones, challenges, and victories, we are proud to have been a part of many journeys. Living through each stage hand-in-hand, whether to the next milestone or through the entire journey.
Senior deal makers, supported by broader expertise
Caldera Capital's senior deal makers bring deep transactional expertise, enhanced by a broader skillset spanning management consulting, technology, sales, and marketing. This multidisciplinary approach enables the firm to guide clients through complex deal-making with a strategic perspective beyond traditional investment banking.
Corporate finance
Central expertise in investment banking, enabling optimal deal preparation and outcomes.
Management consulting
Action-focused advice from vast business experience, acting as a strategic decision partner.
Tech and AI
Applying tech and AI understanding to delve deeper into business dynamics, enriching advice and outcomes.
Sales and marketing
Holding firm expertise in sales and marketing, paves the way for wider opportunities and a comprehensive strategy.
Unwavering focus on execution: Driving tangible results
Caldera Capital goes beyond strategic advice. The firm's senior deal makers work hand-in-hand with clients to turn insights into action and deliver concrete outcomes. From capital raises to business exits, our team meticulously manages every stage of the process, leaving no stone unturned in pursuit of the best deal outcome for our clients.
Guiding deals through ambiguity to completion
Caldera Capital specialises in navigating the complex landscape of corporate finance transactions. The firm's senior investment bankers have spent their careers guiding clients through the ambiguities and intricacies inherent in the deal-making process. The firm's expertise spans the full spectrum of transaction types, from capital raises and M&A to divestitures and restructurings.
Capital raising transactions
Our team understands what it takes to grow a business, we respect our clients' journeys to get here today. We have one of the strongest networks of financial and strategic investors locally and internationally - we help our clients take their business to the next stage.
Trade sale transactions
Significant experience in mapping out potential buyers, preparing the business for ensuing dialogues, and executing the deal meticulously. Engaging strategic, financial, and other relevant buyer sectors, every potential party is considered.
Partial exits and private equity transactions
Balancing needs for liquidity, managing shareholder exits or transitions, and supporting growth creates a complex equation. Our team brings its expertise in handling partial exits and private equity transactions, enabling clients to realign ownership, introduce fresh capital, and prepare for the next phase of growth.
Mergers and acquisitions
Experienced in both buy-side and sell-side of mergers and acquisitions. The process of identifying potential partners, conducting comprehensive due diligence and executing transactions is handled with rigorous detail. The unwavering aim - enabling growth and partnership through strategic M&A.
Bespoke engagement approach
Our team understands that each business is unique, with their own set of challenges, goals, and opportunities. The firm's bespoke engagement approach, led by experienced directors, is meticulously structured to deliver high-value solutions that address the specific needs of each business we work with.
Prepare and execute a specific deal
We ensure optimised deal preparation and expert execution, guiding our clients to the best possible outcomes.
Year-round advice and deal execution
Working hand-in-hand year round, from strategy to planning and executing the optimal deal at the right timing.
Strategic growth advisory and execution
Ongoing support in crafting and implementing comprehensive strategies for sustainable, long-term growth.
Advisory board guidance without execution
Ongoing strategic advice and support as a trusted advisory partner, without direct involvement in deal execution.
Proactive planning: The key to significantly better outcomes
Initiating discussions about corporate finance transactions can be challenging. Doubts, competing priorities, and various reasons for delay may arise. However, Caldera Capital firmly believes that proactive planning and early consideration of options are among the most crucial factors in achieving better outcomes. Experience has shown that allowing more time for execution can make a significant difference in the success of a transaction.
Streamlined engagement process
We have streamlined our engagement process to be simple and efficient, enabling clients to move swiftly from initial discussions to execution with minimal time investment.
Our team is often operating at full capacity. While the firm endeavors to align its availability with clients' needs and timing, it may not always be possible to accommodate immediate engagements.
Discovery and Engagement
Objective: Ensure mutual alignment and formalise the partnership
Understand the business and shareholders' goals.
Initial discussions around strategy and potential solutions.
Formalise the engagement by signing a mandate letter.
Strategise and Prepare
Objective: Develop the right strategy and position for success
Dive deep to thoroughly understand the business.
Collaborate closely to define the optimal strategy.
Prepare the business to maximise deal potential and value.
Execute and Deliver
Objective: Execute relentlessly towards the best outcome
Implement the strategy with precision and adaptability.
Leverage our extensive network and beyond as required.
Fully manage the deal execution process to completion.
Maintain and Iterate
Objective: Ensure long-term success, identify new opportunities
Assess results and adapt the strategy accordingly.
Provide ongoing support, monitoring, and strategic advice.
Continuously identify new opportunities for growth or exits.
We're here to help
At Caldera Capital, we respect and value every enquiry we receive. We will do our best to assist you or, at the very least, guide you in the right direction.
