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Advisory

Advisory

A practical approach to realising your business’ full potential.

Whether you’re preparing for exit or growth, our Advisory Services will guide you down the most practical path for optimising your business asset, creating sustainable value and helping realise its potential.

A seat at the table and right by your side

The core of our Advisory offering is the provision of a non-executive strategic advisor. Through coordinating and attending company board meetings, we provide cross-functional, broad-based commercial input, driven by a deep understanding of the numbers and market that form the base of your business operations.

Our key question here is where to play and how to win?

Strategy is one of the key pillars that any board and owner must have mapped out. Our work in this area is driven by market data and analysis and is also informed by the owners often considerable knowledge and insights. This work is critical to future success and keeping the business focused and on track.

The value of the business is often measured by the future earning potential of an enterprise so having a strategy that supports earning potential into the future provides shareholders with confidence that their business has enduring value – it’s also very attractive to potential new owners and investors.

To create and unlock business value we take great care to identify the sections of the business that need the most attention. In our extensive experience, finance is the business area most often in need of an overhaul.

Our goal in finance is to ensure that the department is both functional and supportive of the broader business. In many situations this is not the case. We help ensure that the standard of reporting is not just highly competent but also easy to understand, telling the full story each month of what’s happened.

We help owners look ahead and approach budgeting in a methodical manner. We haven’t seen a business yet that we couldn’t help, irrespective of how volatile the business sector might be. Numbers are how the business world keeps score, which is why accurate, timely numbers with useful and accompanying insights are very powerful enablers of value creation.

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Testimonials

"Michael and the Oasis team demonstrated a wealth of experience by delivering highly practical guidance during the preliminary negotiation phase, coupled with the requisite technical advice during the later phases of the acquisition process."
Thomas Haines
CEO, Practice Insight
"Where Oasis are very good is being able to work outside the box to improve the deal through the negotiation. On more than one occasion, I thought I was presented with a great deal, but Mike helped ID some trap doors. My sale was extraordinary. We got more than we expected, as we were able to successfully argue the power of our brand and capability rather than financials – which were suffering post mining boom collapse."
Anthony Moorhouse
Founder and Director of Strategy, Dynamiq
"Mike quickly grasped the nuances of our hybrid capital raising requirements for a startup venture in the software arena. Oasis not only identified a highly relevant suitable partner, but provided immediate access, resulting in a very high level of engagement. From start to finish, the outcome was delivered inside 6 weeks. Including cash settlement. Unheard of. Legend."
Darren Beale
Founder, Solidtec Solutions Pty Ltd
"The challenge for Oasis was the fact that we had one major supply company based overseas with verbal supply agreements in place and to convince a potential buyer that those agreements would continue with an approved buyer. We were very happy with the professional and methodical approach of Oasis to find a selected buyer, which achieved a successful outcome within 10 months of engagement. We found Warwick and the team very helpful and very easy to deal with and can only recommend him and his team."
Joe F Blum
Major Shareholder, Intervac
"Oasis Partners have been our business advisers for over 4 years at a board and operation level. From the outset, guidance started with Oasis providing in-depth advice on business strategies to address the significant challenges posed by changing market conditions in the IT hardware, software and services industry. The outcome was a well developed business plan for the future. Since then we’ve not looked back, and Oasis Partners ongoing operational advice in the business has helped us tune these strategies to maximise revenue, profitability and shareholder value to deliver a more predictable future."
Robert Silver
CEO, Rivium
“We’ve worked closely with Michael McGrath and the Oasis team in an advisory capacity for some time now, and have enjoyed the frank, fearless and above all pragmatic approach they have taken to our relationship. We would wholeheartedly recommend the Oasis team to any small to medium size enterprise undertaking the sometimes difficult transition to more structured corporate governance processes. Collectively we have relied upon their expertise and guidance in establishing a board, implementing more rigorous financial reporting processes, recruiting high level executives and crystallising our longer term business strategy. The support and advice we have received is grounded in real-world business experience across a range of industries, and has proven to be invaluable to our organisation”.
Barry Jarred
Director, Price Attack
"Oasis quickly gained a deep understanding of our industry and helped shape our short and long term strategic focus, playing a pivotal role in evolving our leadership, finance, and management. We have been impressed with the measurable differences they have made over the past 10 years, along with their ability to distil complex issues into actionable insights and apply them to everyday business. I have personally recommended them to many other business owners looking to improve their business focus and gain a partner in creating value."
Brendan Green
CEO, GCG Health Safety & Hygiene
"In late 2010 we set out to attract a majority investor for our professional and technical services business. Though we understood the need for an exit strategy, we did not understand the process of attracting an investor or selling the business. Oasis M&A was selected on the basis of their well-defined approach, track record and openness. Mike and the Oasis team’s professional approach and level of effort in identifying, gating and meeting potential buyers was impressive. Five years on, our majority shareholder is a major factor in the ongoing success of the business."
Jeff Bugden
Managing Director, KoBold Group
"We entrusted Oasis M&A to assist with the sale of our Australian business in 2014. Michael McGrath’s extensive experience running his own business, coupled with his strong business acumen, made the sale process run seamlessly. From the investigatory stage, through to the due diligence and contract negotiations, Mike and the team offered practical advice and maintained a strong line of communication every step of the way. The team’s service levels were equivalent to any top tier M&A firm, without the exorbitant fee structure. We would certainly use Oasis M&A again in the future."
Ariana La Tessa
Owner, Hypoxi Australia
“We have been working with Oasis for coming up 2 years and their guidance has been invaluable."
Shane Gates
Managing Director, Impact Multimedia

Some of our advisory clients

GCG Health Safety & Hygiene is Australia's leading occupational health, safety and hygiene consultancy, with offices in Perth, Brisbane and Townsville. Renowned for technical rigour and client trust, GCG is widely regarded as the number one hygiene services operator in the country.

 

Oasis Advisory has partnered with GCG since 2009, providing non-executive board representation alongside ongoing strategic guidance and support. Under this partnership, GCG has grown organically by 750%. Michael McGrath is currently GCG’s Non-Executive Chairman of the board.  

Romar Engineering is a contract manufacturer serving the medical, aerospace and industrial sectors. With an ISO Class 8 clean room and a Lasertec 65 3D 5-axis printer, Romar has established itself as a highly technical, capable manufacturer of medical device components - and a pioneer in 3D metal printing through its industrial division. Its elastomers division adds further depth, with strong capabilities in rubber-to-metal bonding.

 

Oasis Advisory conducted a strategic and tactical review of the business in 2013 and has provided non-executive board services since 2014. In 2020, Oasis Investments helped arrange a capital raise, taking a position in the business as part of the transaction. Oasis ceased its input at board level in 2023.

Design to Production (D2P) is an Australian industrial design consultancy and manufacturer producing an unparalleled standard of original, cleverly functional and attractive products — ranging from interactive solutions to bespoke installations.

 

Oasis Advisory conducted a strategic and tactical review of the business in 2017, ahead of commencing non-executive board services. In 2018/19, Oasis Advisory helped D2P navigate a revenue concentration issue; the business recovered strongly by shifting its focus internationally. Since then, the company has gone from strength to strength.

 

 

Dashing Group partners with clients to bring their brands to life, combining expertise in print, technology and design to add real value at every stage.

 

Oasis Advisory has provided non-executive board advisory services since March 2019, supporting both corporate governance and strategy. This included helping Dashing Group identify and develop new, relevant growth drivers — adding innovative services and driving growth in an otherwise flat market. Additionally, we helped drive significant change and improvement in the finance function helping employ a new FD in 2012. Oasis further helped navigate an especially difficult period for the company as retail was hit badly during early Covid from 202-23. The company has since gone from strength to strength including securing some clever and highly strategic acquisitions. Oasis stood down from its board services in 2024.      

Harness Master Wiring Systems is an advanced wiring harness facility specialising in harness design, manufacture and repair for mining, construction, agriculture and transport vehicles and equipment. Among other things, the company is at the forefront of the mining sector's shift to autonomous vehicles.

 

Oasis Advisory conducted a strategic and tactical business review in 2018, ahead of commencing non-executive board services in 2019. Since then, Oasis Advisory has overseen a period of significant change and growth — providing strategy, governance and stability, with Oasis also helping with strategy, funding and expansion. Oasis has presided over 700% growth as the company successfully move into North America and seen expansion of its facilities in Asia. Michael McGrath currently Chairs the board

Emerald Planet is a leading Australian-owned manufacturer and distributor of smart, energy-efficient solutions, with deep expertise in LED lighting. The company is at the forefront of the environmental abatement market, driven by a vision to reduce greenhouse emissions through smart technology.

 

Emerald Planet engaged Oasis Advisory to conduct a strategic and tactical review of the business and market in 2018. Oasis Advisory then commenced non-executive board advisory services in 2019, providing strategic advice, guidance and support to the owner and senior management through a period of high growth. As lead advisor Oasis negotiated and oversaw the successful disposal of Emerald Alarms to Red Alarms, owned by Straight Bat in 2024.

 

Michael McGarth stood down from his board role in 2025. The company continues to lead the sector for energy innovation and smart technology.    

Price Attack is one of Australia's largest retailers of professional hair care, priding itself on expert advice that prescribes the right products for immediate results. Price Attack delivers its services through online distribution and a franchise network of professional salons.

 

Oasis Advisory was engaged in 2019 to conduct a strategic and tactical business review, ahead of commencing non-executive board advisory services. Oasis has since been instrumental at the strategic level, helping to search for and select a new CEO and CFO. The resulting reorganisation has positioned the business for further growth, while introducing a right-sized governance regime.

 

Additionally, Oasis oversaw the resolution of significant accounting legacy issues, along with the resolution of serious long standing franchise difficulties. Oasis stood down in 2023.        

Baxter IP is a leading Australian patent attorney firm specialising in securing the broadest possible patent coverage in key overseas markets, including the United States, Europe and China. Its aim is to create strategic, valuable intellectual property assets.

 

Baxter IP engaged Oasis M&A in 2020, seeking to improve governance and support a transition to a new management structure — with the objective of doubling the business within 3–5 years. Oasis oversaw the introduction of a Practice Manager, the formalisation of a board. Oasis stood down in 2022.

KJ Ross and Associates (KJR) is a software testing and quality assurance company with a mission to minimise software deployment risk through intelligent, innovative and cost-efficient methods. Its services are trusted by ASX-listed and Fortune 500 companies, as well as Australian federal and state government departments, to drive digital advancement and deliver the quality customer experience their customers, citizens and stakeholders expect.

 

KJR's founders engaged Oasis Advisory in 2011 to conduct a strategic and tactical business review, ahead of commencing non-executive board advisory services. Oasis Advisory concluded its non-executive services in December 2019, having served on the board for nine years.

Rivium is one of Australia’s most experienced Splunk specialists. They create value from your I.T. data, helping you use the machine data sources you already have to gain new insights into security, compliance, operations and business intelligence.

 

Oasis Advisory helped found Rivium, providing non-executive services for over 5 years before Oasis acted for the shareholders of Rivium in its sale to Tesserent Limited (ASX:TNT) in 2019.

Coffee Guru is a fast-growth coffee franchise focused on bringing customers the freshest products — across an extensive menu, but above all, the coffee itself. Coffee Guru runs its own distribution and roasting facilities alongside a successful franchise system.

 

Coffee Guru engaged Oasis Advisory in 2014 to provide strategic input to shareholders, as well as advice, guidance and support through a monthly board service. Oasis stepped down in 2017.

Planning your exit strategy

Preparing your business for sale to maximise value.

We will partner with you to make this process as smooth as possible.

In a marketplace where there are more sellers than acquirers, taking steps to prepare your business for sale and allowing plenty of time to secure the right opportunity can make all the difference in achieving the best result.

Oasis Advisory helps owners tackle succession, increasing value and preparing their business for sale. We map out multiple pathways to a successful exit so you can adapt to circumstances as they present.

Strategy

We help businesses develop and execute a growth and exit strategy to increase the value of the business while reducing dependence on your involvement to achieve it.

Management

We provide objective, experienced insight and management guidance to help you position your business as a desirable and high value opportunity to a strategic acquirer.

Board meetings

We have helped many owners professionalise their corporate structure with the appointment of a board then providing strategic council and governance as a board member to bring about substantial profit growth in preparation for exit.

Financial Modelling

We develop financial modelling that provides business owners with a detailed understanding of the financial health of their business to guide strategic decision-making.

Forcasting

Our experienced advisors help you develop, review and refine your forecasts with the goal of articulating a dependable, stable growth story for potential acquirers.

Hiring

We support owners preparing to sell a business by forming an effective leadership team. We help identify and fill skills gaps, recruiting the right talent to take your business forward.

I want to exit my business, what are my options?

When the business is sold in full to a strategic or financial acquirer, typically to close competitors or allied verticals both locally or internationally. This often requires an earn-out period where the owner is required to stay on and work with the business for an agreed period of time to ensure stability during the transition.

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A partial exit is generally used to access private equity where the owner wants to stay on and grow the business beyond their own organic capacity. An investor or acquirer typically purchases a 51% controlling majority and the founder stays on as CEO to expand the business.

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An MBO is where existing management acquires the business. This ensures stability and continuity within the business, but requires careful preparation and negotiation to ensure the best interests of the owner are realised given the unique position of knowledge and power existing management can leverage.

An IPO generally needs sufficient scale, longevity and a strong growth story to successfully transition to the public sphere.

As the number of baby boomers trying to exit their business swells beyond the capacity of acquirers to take them on, this will increasingly become the only viable option for many business owners. Oasis Advisory has helped many owners achieve partial or full retirement while retaining ownership and ongoing income from their business. This involves a gradual process of de-centralising the business from the owner to improve value and run under a CEO or management team.

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