
15 years and $20bn+ of advisory work: Big 4 transaction services, investment banking, then head of M&A and senior strategy roles inside ASX20 businesses - writing the offer letters, running the diligence, pricing the findings. Qualified lawyer. Melbourne-based, serving Australia and New Zealand.
Why founder businesses. In the $2m–$50m bracket, the mismatch is at its worst: sellers doing this once in a lifetime, across the table from people who price companies for a living - every month, at the lowest number that works.
Solo by design: every engagement is delivered by the principal - the person who assessed your business is the person in every meeting. Capped by design: at most two sale processes at any time, so no client ever competes for attention. And deliberately incomplete by design: Northtrail does no tax and no legal work - not won’t, can’t, and doesn’t want to. That work goes to Alliance Partners, specialist firms you engage directly on their own terms, with no referral fees in either direction - so no one in this model is paid to send you anywhere, and your existing advisers keep their seat.
“If I am not the right adviser, I will tell you who is. When I am wrong, I say so - and fix it at my cost.”