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.
• 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.

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.
• 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.
• 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.
• 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;

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.
• 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

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.

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.

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.

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.