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Gain deeper insight into your industry and competitors with the help of our comprehensive industry reports
Learn more
Gain deeper insight into your industry and competitors with the help of our comprehensive industry reports
The financial services industry is in high demand due to the strong population growth rate, the superannuation industry, and shifts in big data. We can help you understand the true value of your business.
Get an in-depth understanding of the financial industry and how your business fits into the landscape. By knowing about all the recent movements, you'll get a better idea of the value of your business.
Your industry report contains:
Ready to take the next step? Ask us about a business valuation today.
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Financial industry insights
Sean O'Neill, one of our directors, has over 10 years of experience working in the financial industry. He has worked for KPMG in the Cayman Islands for four years where he was responsible for managing a range of engagements for hedge funds and other financial institutions.
Over the last five years he had close interactions with the management of a large financial company which is based in Sydney and is now listed on the stock exchange. Sean is also a Chartered Financial Analyst, a Business Valuation Specialist, and a Chartered Accountant.
Hear from Paul Nemets on identifying an attractive food business
Business sales we're proud to have completed.
Working with Nash was an absolute pleasure. They were at all times completely responsible and accountable to everything that we needed. Their strong financial acumen was incredibly important throughout the whole process. It was really important that they were able to truly articulate the value of the business in its current state and also look and really delve into the potential future alternate uses for the business…We were really happy with the interest that Nash generated. So we had multiple seriously interested parties, which created that competitive tension that you really need in a deal and was able to achieve the outcome that we wanted and that we expected.
Unlock a world of possibilities with Nash Advisory's global capabilities. Through our partnership with REACH, we provide unparalleled access to industry experts and local market connoisseurs across 30 countries.
Whether you're selling your business, merging, or seeking investment, our team of seasoned professionals crafts bespoke strategies tailored to your unique needs. Trust us to navigate the complexities of the global market, ensuring you achieve exceptional outcomes that reflect the true value of your hard work and dedication.
Our directors have decades of experience between them working and investing in the financial services industry. We understand what's important and what other investors are looking for.
As a client, you will work closely with our directors and communicate with them regularly. You will have the knowledge and skill of our directors at your disposal.
We have a meticulous process for all our clients. From preparing your business for sale to finding the right buyer, our process is comprehensive.
Finding the most suitable buyer for your business is essential to maximising your sale price. We have a network of contacts and a proprietary system for locating the best buyer for your business.
The Nash Advisory team have close to a century of collective experience, and we’re confident our business acumen is second to none. We’ve used that experience to hone a diverse array of corporate financial advisory services that businesses across Australia have benefited from. Many continue to do so, having forged trusted, ongoing partnerships with us.
Once you’ve partnered with Nash, your dedicated advisor will be your point of contact. They’ll leverage the specialist skills of the rest of our team to provide clear, direct advice on how you can meet your goals.
We've guided owners to successful exits across diverse industries - from manufacturing to tourism to technology. Each deal reflects our commitment to client success.
PGL Beyond, owned by Ares Management, is the United Kingdom’s largest provider of outdoor education. The company operates leading school camps and activity programs across the United Kingdom and France.
In Australia, PGL owned and operated three large-scale camp facilities, welcoming more than 40,000 guests annually. These camps cater to a diverse range of groups, including schools, religious organisations, and sporting associations, with the capacity to accommodate over 1,000 guests at any given time.
The shareholders of PGL Beyond engaged Nash Advisory to manage the divestment of its Australian operations, following a strategic decision by PGL Beyond to focus on its European operations and brand portfolio. The sale encompassed three well-established sites in prime regional locations, offering significant growth potential within the outdoor education and experiential learning sector.
PGL Beyond’s Australian facilities and operations were ultimately acquired by The Great Aussie Bush Camp, a portfolio company owned by MA Financial and FinCap.
The transaction was led by Thomas Butler and Kieran Ellis, with support from Jock Mitchell.
Pinnacle Travel Group, a vertically integrated operator with over 40 years of tourism experience, delivers premium travel experiences across Western Australia. Its portfolio includes leading ferry services to Rottnest Island, award-winning coach tours, and seasonal adventure products.
Pinnacle Travel Group engaged Nash Advisory to assist with the strategic acquisition of Great Escape Charter Company, a luxury small-ship cruise operator in the Kimberley region. This acquisition complements Pinnacle’s existing ownership of Kimberley Quest, bringing together two of the region’s most respected expedition cruising brands.
Founded in 1999, Great Escape has built a strong reputation for exceptional service and bespoke small-group experiences. While continuing to operate independently, Great Escape will now benefit from Pinnacle’s shared services platform across marketing, sales, finance, HR and ICT, further strengthening Pinnacle’s operational base in Broome.
The transaction was led by Kieran Ellis of Nash Advisory.
Kincumber Nautical Village is one of Australia’s largest Residential Land Lease Communities (RLLCs), comprising 363 sites on the New South Wales Central Coast, one of the nation’s fastest-growing retirement regions. The Village offers an affordable and desirable lifestyle, just minutes from local shops, cafés, restaurants, and the beaches of MacMasters, Copacabana, and Avoca.
RLLCs are a rapidly growing sector in Australia, meeting strong demand for affordable housing in attractive coastal and regional locations.
The owners of Kincumber Nautical Village engaged Nash Advisory to lead the divestment of the business. The transaction was completed in 2025 following a competitive process. The business ultimately acquired by Hampshire Property Group.
The transaction was led by Thomas Butler, supported by Kieran Ellis, Harry Bahr, and Jock Mitchell.
Partner with Nash Advisory and navigate the sale process with clarity and confidence. We’ll guide you through valuation, buyer selection, and negotiation — ensuring your hard work is rewarded with the best outcome.
4 - 6 weeks
We learn everything we can about your business and how you're positioned in the market so can give you the best advice.
4 - 12 weeks
We help you identify problem areas in your business and ways to solve them. Preparing your business for sale.
4 weeks
We put a great deal of effort into understanding who is buying businesses in your industry and why. We research the buyer pool so we can find the best buyer.
6 weeks
Once your business is prepared correctly, we take it to the market and identify potential buyers.
4 weeks
Once we have a buyer, we negotiate on your behalf to ensure you get a favourable outcome.
6 - 10 weeks
The diligence process is sensitive and needs to be handled correctly. We are experts at managing all stakeholders involved.
2 weeks
We ensure that the final stages of your sale go smoothly by overseeing the signing of documents cash flows.
LGT Crestone is part of the LGT Group, one of the largest family-owned wealth management firms in the world backed by The Princely Family of Liechtenstein. The group provides wealth advice and portfolio management services to high-net-worth clients and family offices, not for profit organisations and financial institutions. LGT has 100 year global heritage. In Australia LGT Crestone now has A$32 billion assets under management. LGT globally has more than A$500bn of client assets.
LGT Crestone has entered into an agreement to acquire CBA’s personal advice business, Commonwealth Private Advice. LGT Crestone will acquire CBA’s highly regarded personal advice business for ultra-high net worth and high net worth clients currently comprising approximately 500 clients and more than A$5 billion in client assets. As a part of the transaction LGT Crestone will integrate approximately 40 experienced advisers, associates and support employees into its business.
Nash Advisory was appointed by LGT Crestone in July 2024 to assist with structuring, managing and executing this strategic transaction. Allens acted as legal adviser on the transaction, with PwC providing accounting and tax advice.
4 - 6 weeks
We learn everything we can about your business and how you're positioned in the market so can give you the best advice.
4 - 12 weeks
We help you identify problem areas in your business and ways to solve them. Preparing your business for sale.
4 weeks
We put a great deal of effort into understanding who is buying businesses in your industry and why. We research the buyer pool so we can find the best buyer.
We're experts in the financial services industry and we can help you sell your business.
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