Specialist Corporate Advisory and Transaction Support Services
Welcome to F.I.M.A.
We have been providing corporate advice and transaction management and support services to assist management teams to make and implement complex strategic and investment decisions since 2002.
Our advisers provide independent, fact-based, advice underpinned by extensive financial services and transactional experience in banking and the broader wealth management space.
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Since 2002, F.I.M.A. has been providing transaction advice and support services to clients who deal in or transact with the banking/ financial services and the broader wealth management sector (asset management and advice).
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Our advisers and associated consultants have significant experience in the industry, with most having combined in-house / external careers spanning 30+ years.
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F.I.M.A. prides itself on providing balanced, practical and independent support to clients, many of whom have had relationships with our advisors for 10-20+ years, reflecting our “do whatever is needed” approach to support and advice.
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We work closely and collaboratively with management and in-house subject matter experts to supplement existing knowledge and resources and to maximise knowledge transfer and realisation of value through practical advice and implementation guidance.
OUR SERVICES
Whether you are looking to navigate complex transactions such as mergers and acquisitions / sales, joint ventures or restructures, optimize your structure within a heavily regulated environment, identify growth opportunities, or enhance operational efficiency and risk capabilities, our network expertise covers a broad spectrum of financial services and corporate advisory capabilities.
We have had the pleasure of working with banks and credit providers, and wealth management firms of all sizes, from large multinational corporations and domestic product providers, to customer owned, community, banks and individual asset managers. Our clients trust us to provide the guidance, hands on support and expertise they need to achieve their goals.
TRANSACTION SUPPORT: hands on senior support to assist clients execute projects involving multi-functional teams. In addition to process design and management, services include: - Buy / sell side strategy development and review, including 3rd party identification and assessment, assistance in enunciating strategies for key stakeholders (e.g. Boards and Shareholders) - Due diligence investigations, process management and reporting to ensure a robust and recorded framework - Integration / Separation activities - assistance in managing business integration / post merger activities, including contract re-negotiation
M&A / TRANSACTION ADVISORY: covering all aspects from transaction planning to execution and implementation - General advisory - assistance with transaction preparation and strategic planning prior to engaging with 3rd parties, including selecting investment banking and other specialist inputs, EV methodologies and modelling and funding options. - Buy side advisory - identifying / evaluating acquisition targets, due diligence, financial analysis and risk assessments to help you make informed acquisition decisions - Sell side advisory - process management, seller due diligence, preparation of business information and presentations and liaising with 3rd parties. Our aim is to do whatever is required to maximize your deal value and facilitate a smooth transaction - Merger / Joint Venture facilitation - including liaising with potential merger candidates, terms, structure and regulatory requirements. We strive to create value for all stakeholders involved and assist in facilitating a seamless integration process
GOVERNANCE, RISK MANAGEMENT AND BOARD ASSURANCE services applicable to companies undertaking finance related transactions or projects: •Risk governance, compliance and oversight - evaluation on risk governance, compliance and oversight frameworks •Transactional risk / reward reviews - independent assessment of financial and risk / reward assumptions underpinning business acquisitions / development or corporate finance strategies to provide additional assurance in volatile market conditions •Financial institution relationship management - appraisal and assistance with institutional relationships & services including funding, refinancing and management strategies •Management and Board consulting services - strategy, risk research and transactional advisory services for senior management and boards requiring additional assurance / representation or to supplement their specialist skill sets.
CREDIT RISK MANAGEMENT: our Associates are able to support business operating in the areas of home loans, personal loans, credit cards, auto-finance, SME lending or retail point-of-sale, including - Retail credit risk management, including consumer credit reforms, risk optimisation, risk governance frameworks, collections - Credit modelling & validation, covering retail and business credit modelling across major banks and financial service providers - Transactional reviews, including credit frameworks and applications, portfolio performance and profiles, and other areas relevant to transactions involving significant credit books and systems
Our advisers and associated consultants have significant experience in the industry, with in-house / external careers spanning 30+ years.
Click below to learn more about our people and the associates with whom we work closely.
