Jared Grima Email & Phone Number

Sydney, New South Wales, Australia

Clients include private equity and venture capital funds, commercial and investment banks, alternate credit funds, large multinational groups, ASX listed companies and privately held corporates. Target companies covered a wide spectrum of industries with enterprise values between $1 million and $5 billion, with the majority between $20 million and $300 million. Typical projects include:• Buy-side financial and sell-side/vendor financial due diligence on mergers & acquisition (M&A) transactions.• Buy-side and sell-side financial assistance on M&A transactions.• Enterprise to equity value bridge preparation and negotiation for M&A transactions.• Sale and purchase agreement (SPA) financial review and negotiation assistance.• Completion accounts preparation and review on M&A transactions structured with a completion mechanism.• Value accrual and leakage reviews on M&A transactions structured with a locked box mechanism.• Earn-out calculations on M&A transactions structured with deferred contingent consideration.• Financial due diligence on pre-lend and re-finance reviews.• Reporting accountant, in conjunction with Grant Thornton UK LLP on Alternative Investment Market (AIM) and London Stock Exchange (LSE) listings.• Business health checks covering historical and forecast financial performance, financial position, working capital and cash flow reviews.• Investigating accountant for other assignments such as vendor reviews.

Sydney, Australia

Clients include private equity and venture capital funds, commercial and investment banks, large multinational groups, ASX listed companies, privately held corporates and high net worth individuals. Target companies covered a wide spectrum of industries with enterprise values between $1 million and $10 billion, with the majority between $5 million and $100 million. Typical projects include:• Financial due diligence (buy-side for acquirers and sell-side for vendors) on M&A transactions;• Sale and purchase agreement advisory on buy-side and sell-side (enterprise to equity value bridge engagements);• Investigating/reporting accountant on ASX/AIM LSE listings and other capital raising activities;• Working capital optimisation; and• Debt advisory (as independent accountants) for pre-lend reviews and existing debt restructuring.

Sydney, Australia

Clients included private equity and venture capital funds, commercial and investment banks, large multinational groups, ASX listed companies, privately held corporates and high net worth individuals. Target companies covered a wide spectrum of industries with enterprise values between $1 million and $10 billion, with the majority between $5 million and $100 million. Typical projects include:• Financial due diligence (buy-side for acquirers and sell-side for vendors) on M&A transactions;• Sale and purchase agreement advisory on buy-side and sell-side (enterprise to equity value bridge engagements);• Investigating/reporting accountant on ASX/AIM LSE listings and other capital raising activities;• Working capital optimisation; and• Debt advisory (as independent accountants) for pre-lend reviews and existing debt restructuring.

Sydney, Australia

Clients included private equity and venture capital funds, commercial and investment banks, large multinational groups, ASX listed companies, privately held corporates and high net worth individuals. Target companies covered a wide spectrum of industries with enterprise values between $1 million and $10 billion, with the majority between $5 million and $100 million. Typical projects included:• Financial due diligence (buy-side for acquirers and sell-side for vendors) on M&A transactions;• Investigating accountant on ASX listings (IPO and back-door) and other capital raising activities;• Debt advisory (as independent accountants) for pre-lend reviews and existing debt restructuring;• Financial modelling, including for going concern, post-acquisition and restructuring scenarios;• M&A advisory including business planning, strategic reviews and vendor sale and buyer purchase support;• Independent expert and other valuation reports; and• Commercial due diligence on customers and markets.

Sydney, Australia

Clients were a mix of large private, overseas reporting subsidiaries, not for profit and small to mid-cap listed companies in a variety of industries with turnover range of $1 million to $100 million. Typical assignments included:• Listed, large proprietary and special purpose company audits;• Financial report preparation and reviews;• Fraud review and Government grant acquittals;• Forecast reviews;• Other agreed upon procedures; and• Investment policy and performance reviews.

Sydney, Australia

Business & Owners Services comprised a mix of compliance and advisory assignments. Compliance included the preparation of individual tax returns; company accounts, activity statements and tax returns; dealing with ATO correspondence and other compliance matters. Advisory roles included assistance on business structuring advice (for tax, income streaming, business continuance and asset protection purposes) and basic valuation reports (based on capitalisation of maintainable earnings) for small business sale and pre-lend scenarios.Audit & Assurance consisted of assisting with the planning, fieldwork and completion of year-end audit and half year review assignments for large private, overseas reporting subsidiaries, not for profit and small to mid-cap listed companies in a variety of industries.

London, United Kingdom

Financial due diligence (buy-side for purchasers and sell-side for vendors) on M&A transactions, reporting accountant on AIM LSE public listings as well as sale and purchase agreement advisory on buy-side and sell-side (enterprise to equity value bridge engagements).Clients included UK and European private equity/family office/venture capital funds, commercial and investment banks, large multinational groups, listed companies and privately held corporates over a wide range of industries.

Sydney, Australia

UTS Peer Assisted Study Success (U:PASS) is a program assisting students with university subjects perceived as difficult or having a historically high failure rate. The role involved leading study sessions in a classroom environment with typically between 2 and 25 second year undergraduate students. Each session required structured facilitation, including setting learning expectations, directing students through subject specific activities and responding to specific student queries/ problems.

Bachelor Of Business, Accounting & Finance

Graduated with Distinction.

Master Of Applied Finance, Corporate Finance/Advisory & Wealth Management

Graduate Diploma Of Applied Finance, Corporate Finance/Advisory

Graduate Diploma Of Chartered Accounting

Successfully completed all modules on first attempt.