Executive summary
Nick is a Partner in BDO’s Business Services team in Adelaide. With over 21 years of experience, Nick works extensively with private family offices and is known for his personal, empathetic and independent approach to working with clients.
Nick specialises in family office engagement, corporate and commercial advice, and guardian and estate matters. He has extensive experience developing and implementing strategies, simplifying investment and operating structures for family offices.
Nick regularly engages with stakeholders across family and corporate groups, working closely with family groups and family businesses committed to establishing a legacy for future generations.
Nick also serves as an Independent Director at Credit Union SA.
Expertise
- Acquisitions and divestments
- Asset management and funding
- Corporate governance under unlisted frameworks
- Profitability and commercialisation issues
- Private Investment Structures
Experience
- Development and maintenance of regular reporting framework and internal controls for family investment and operating groups valued at between $50 to $250m.
- Sale of a long-held private enterprise to it US Parent valued at $50m.
- Refinance debt portfolio including modelling and legal documentation valued at $100m.
- Divestment of asset portfolio between three parties valued at $100m.
- Review and simplification of a private property portfolio valued at $50m.
- Assessment of damages under contract non-performance by suppliers valued at $25m.
Qualifications and affiliations
- Bachelor of Arts (Accountancy)
- Registered Tax Practitioner
- Responsible Person under Financial Accountability Regime (APRA)