If different is required.


Crucial to Integral Financial’s client engagements is confidentiality.
For that reason, we provide a brief snapshot of some of our work.

C-Suite Support - Listed Retail Group

Provided senior finance “bandwith” and advice to CFO and board during 12 month crisis and stabilisation period. Role covered cash forecasting, due diligence, transactions, audit completion and management of financiers and their advisers. Support provided “breathing space” for management team to focus on day to day operations and time necessary for completion of an operational turnaround and balance sheet restructuring.

Board Adviser – Not For Profit Group

Completed review of financial reporting and management for board of charity following loss of confidence in management reporting while also focussing on operational readiness for NDIS roll out. Work investigated reasons for difficulties in financial reporting, funding program profitability, administration cost management and ERP systems development requirements for NDIS.

Non Executive Director And Chairman – Subsidiary Of Listed Technology Company

Board representative and then subsequently Chairman for majority owned subsidiary of listed technology company. Role covered managing buyout process for minority shareholders, major customer dispute, funding arrangements with parent, operational restructuring process and board governance process management.

Board Adviser – Listed Technology Company

Completed review of trading and contracts for board of listed start up technology marketing company. Further, assessed forecast cash flow under various revenue and funding scenarios and provided strategic plan for board to manage concurrent funding, sale and incoming investment issues. Work provided confidence to board to pursue turnaround and restructuring process.

Interim CFO - Listed Coal Company

On an interim basis, managed the finance function following loss of confidence in previous CFO. During this period, restructured the finance team, updated accounting policies and developed cash flow management system. Work stabilised the financial management, supported ASX reporting and assisted with subsequent buyout of company.

Board Adviser - Pharmacy Group Financial Restructure

Engaged to conduct an independent review of trading and operations of pharmacy group due to financial underperformance. Negotiated during turnaround continued funding from financiers and supply under key contracts. Work supported implementation of turnaround of trading through restocking and advertising and facilitated sell down of underperforming stores.

Board Adviser – Primary Health Network Services Provider

Solvency and corporate governance review of not for profit allied health care provider dealing with challenge of changed government funding structures under primary health network. Entity provided GP linked and government funded health programs into the community which focused on mental health, community rehabilitation and the indigenous community. Review supported existing financial position and provided advice for ongoing solvency management.

Private Equity Group Adviser

Adviser for management of under performing investment portfolio which included retail franchisor, FMCG manufacturer and energy retailer businesses. Work included facilitation of MBO to exit PE investment, management of bank review and facility and covenant renegotiation, supporting forecast preparation and board advisory for investment decisions.

Interim CFO/CRO – Retail Group

Interim 3 month appointment to stabilise cash flow, drive turnaround and restructuring and source investors. Turnaround focussed on changing head office cost structure through outsourcing/offshoring and strengthening management governance. Restructuring involved managed retail store closure program and stock reductions while negotiating with key banking, landlord and creditor stakeholders. Additionally facilitated marketing and sale program for the business and assets.

Corporate Finance Advisor For Acquisition

Engagement to prepare due diligence review of forecasts and advise regarding pricing and acquisition structure for franchisor and supplier to automotive retail group.

International Clothing Group

Worked with international adviser group and private equity funder to assess legal and operational structure and financial performance and facilitated successful sale of the business to investor in trade sale process.

CFO – Large National In Home Aged Care Provider

Appointment as CFO to facilitate mezzanine debt refinance while managing 25 person finance function. Role incorporated board and financier reporting, cash management, updating of budgets, engagement management for financial, tax and legal due diligence and negotiation of terms with financier. Engagement successfully completed with $25M recapitalisation of business.

CRO – Design And Construct Group

Executive turnaround role within management team and reporting to company board. Focus on identifying reasons for and rectifying operational and financial underperformance. Responsibilities extended to review of finance and accounting and marketing and business development functions and recruitment of key personnel to management team. Prepared reporting and restructuring proposals for major financial stakeholders of the business and managed subsequent negotiations.

National Supermarket and Wholesale Business

Review of divisional performance profitability and reporting, driving of rationalisation of operating model and facilitated revision of operational structure. Engagement completion allowed subsequent third party investment in the business.

Interim CFO – Building Supply Company

Appointment as Interim CFO to building supply company during period of financial distress. Role included management of sale process, overseeing accounting reporting function, implementing turnaround management initiatives, managing cash flow and reporting to key stakeholders. The stability brought to the finance function supported successful investment by new owners.

CEO – Manufacturing Group

Secondment to major manufacturing business overseeing successful turnaround and transformational process which led to product rationalisation, site consolidation, staff redundancy process and sourcing of alternate suppliers. Subsequently recruited replacement management team.

Investment Scheme

Operated and sold asset portfolio of $400M investment group, prepared information memorandum for fundraising, reported to worldwide investor group of 4,500 and managed successful investigation and legal process for recovery of funds.

Property Development Group

Responsible for sale of $200M retail and property development asset portfolio through completion of works, renegotiation of leases and satisfaction of building and environmental approvals. Achieved successful sale of assets following tender, detailed due diligence and contract negotiation.

Leasing Company

Assessment for financiers and investors of strategy, funding requirements and expected returns. Working with the CFO, facilitated refinement of funding requirements and consideration of further alternative business models which allowed financiers to support management strategy and eventual sale of the business.