Innovative Online Retail Platform (UCART)

Financial modelling and business plan for establishment of global online retail platform including procurement of structured finance (capital raise) for development of operations in Australia, UK/Europe and North America. Services include definition of Total Addressable Market, Service Addressable Market and Service Obtainable Market adopting geodemographic framework to target retailers as potential partners and spatial Big Data to target consumers in addressable markets.

New Hamilton Gallery (Southern Grampians Shire)

SBG Advisory assembled a team including renowned architectural firm Denton Corker Marshall (DCM) and leading quantity surveying firm Donald Cant Watts Corke (DCWC) to submit a competitive tender for master planning design (DCM), cost planning (DCWC) and business case development (SBG Advisory) services for a New Hamilton Gallery.

Upon appointment, DCM performed an assessment of several sites within the City of Hamilton and its surrounds. DCM recommended a site on the shores of Lake Hamilton as the preferred location for a New Hamilton Gallery and this recommendation was endorsed by Southern Grampians Council for purposes of developing a business case.

SBG Advisory developed the business case for provision of a New Hamilton Gallery located at Lake Hamilton. In developing the business case, SBG Advisory performed substantial spatial demographic analysis and market assessment including Big Data applicable to the arts sector, and bench-marking regional galleries in Victoria and museums of art worldwide and in Australia that have contributed to revitalization of cities and communities. This element of the business case involved assessment / analysis of socioe-conomic challenges facing the City of Hamilton and the Southern Grampians Shire, relationships with surrounding Shires and examined geodemographic patterns and relevant markets of significant tourist destinations such as Discovery Coast / Warrnambool / Great Ocean Road, the Grampians and Budj Bim World Heritage listed National Park.

A substantial amount of geodemographic and spatial data has been generated by SBG Advisory regarding the potential of a New Hamilton Gallery to engage with the community and its contribution to gross regional product, and this data is a solid foundation to a business case for a New Hamilton Gallery wherever it is to be located in Hamilton.

SBG Advisory also performed an analysis of the attributes unique to the Lake Hamilton site for purposes of identifying visitation patterns and forecasts, and performed an options analysis and a sensitivity analysis for the preferred option. SBG Advisory performed a thorough analysis of Hamilton Gallery’s historic visitation (source and pattern) and cost structure was also undertaken. We also performed an analysis of the existing collection in order to develop a coherent spatial analysis that identifies requirements for display and storage of the collection across all medium and allowances for growth of the collection. Outputs from SBG Advisory’s work along with DCM’s concept design served as the basis of the cost plan developed by DCWC.

SBG Advisory has developed a complex financial model comprising operational and capital expenditure budget analysis, including forecast visitation, direct revenue and costs, and economic benefits that would result as a consequence of developing a New Hamilton Gallery. A summary of sources and applications of funds has also been prepared to assist Southern Grampians Council to develop its funding strategy for the project.

SBG Advisory has successfully brought to bear 25-years extensive specialist experience developing major arts / cultural heritage facilities to ensure the final outcome satisfies expectations and objectives of Southern Grampians Shire. SBG Advisory is pleased to have been engaged by Southern Grampians Shire to prepare a business case that is robust and is designed to assist Southern Grampians Shire as it considers the future of Hamilton Gallery and as it communicates with stakeholders and engages with Victorian and Australian Governments.

Vineyard and winery business planning and strategy, hospitality and infrastructure development (Mornington Peninsula)

Located in Red Hill South, we bring 25 years of experience in the Australian viticulture sector. Projects include feasibility for establishment and operation of vineyards, and operating financial model for establishment of winery and bottling plant. Provision of geodemographic framework and spatial Big Data, accounting for visitation to region, cycle of wine growing season through to harvest and bottling, and varied periods of maturation ready for release of product that does not align with financial year cycle, and determined by the winemaker. We developed a program that accounts for forward working capital requirements as growth in volume of production increases. Targets for sales are established relative to production capacity. Forecast capital for development of property and facilities (leasehold and freehold options), and possible structured finance (capital raise) to assist in second stage growth.

Indoor vertical horticulture (Urban Farms)

Financial modelling and business plan for establishment of global indoor vertical horticulture enterprise including procurement of structured finance (capital raise) for operating plant and equipment and securing infrastructure properties (leasehold and freehold). Services include definition of Total Addressable Market, Service Addressable Market and Service Obtainable Market adopting geodemographic data and spatial Big Data analysis.

Agribusiness & trade (WPD & Agronomy)

Lead manager and strategic corporate advisor for the reconstruction and recovery of this rural merchandise retail agribusiness. Renegotiation of structured finance, restructure of product pricing and business processes enabling a return to profitability. Business development options involving international trade strengthening the business in readiness for divestment, since effected.

Business development & transaction acquisition services (UMS)

SBG Advisory as lead manager acquisitions and corporate advisor for this privately owned industrial maintenance services business based in Victoria. Our brief was to source target companies for acquisition in order for our client to expand its business into NSW and Queensland. Our due diligence included financial analysis determining EV, parameters for negotiations, terms documentation and successfully closing agreements. The acquisitions are successful and the business continues to trade.

Strategic plan and infrastructure feasibility study (Private Client)

Strategic review of operating and infrastructure needs, formulation of financial model and structured finance, private client investment review and establishment of a 20-year infrastructure plan involving prime Melbourne CBD property.

Service demand study & infrastructure business case development (Victorian Government)

Initially appointed to facilitate the completion of a state-wide review of a portfolio of 30 properties. Service demand study and AUD200Mil. 10-year Strategic Asset Management Plan comprising initial capital investment, ongoing preventative maintenance expenditure and annual asset improvement allocation.

Business reconstruction, brand development & market positioning (TEC Limited / Elvins Snack Products)

Strategic corporate advisor to this FMCG food manufacturer, retail distribution and food processing technology company. Initially appointed to undertake a forensic review of this business selling product into the highly sought after snack food category in major supermarkets throughout Australia. Successful recovery and growth strategy involving brand development and strengthening of market position leading to divestment.

Transaction services (H B Smith Limited)

SBG Advisory originated and led the acquisition of this public listed company. We established a rapport with the majority shareholder and secured exclusive authority to perform due diligence. Our work included financial analysis, examination of infrastructure needs (transport / logistics, buildings and process equipment), review of management structure, identification of business process improvements, capital requirements, and associated financial modelling. We negotiated supply agreements and enlisted the support of the existing management team, securing their allegiance to the acquisition. The company was subsequently purchased and the redevelopment strategy was implemented. The company continues to operate successfully.