Dave Pearson

DAVE PEARSON
Director

M: 0431 487 016 E: dave.pearson@leadenhall.com.au

Over 10 years ‘Big 4’ corporate finance experience in Australia, Canada and Hong Kong

Specialist in the provision of valuation and commercial advice for M&A, strategic and compliance purposes

Deep experience in FSI, infrastructure and property sectors amongst others

CA, CPA, CFA, CBV, MAppFin, BComm

Qualifications and professional membership

Bachelor of Commerce, Wilfrid Laurier University (Canada)

Institute of Chartered Accountants (Ontario)

Masters of Applied Finance (FINSIA)

Chartered Business Valuer

Chartered Financial Analyst

Member of Business Valuation Special Interest Group

Experience Overview

Dave joined Leadenhall in September 2014 after 10 years as an adviser at Deloitte and KPMG in Australia, Canada and Hong Kong.

Dave specialises in providing valuation and other commercial advice for M&A, strategic decision making and compliance purposes. Dave’s experience includes preparation of a number of independent expert reports across a range of transaction types and sizes and pricing/valuation papers and other commercial advice to assist senior management, boards and shareholders evaluate M&A transactions and capital raising alternatives.

Dave has prepared and delivered corporate finance training for staff and clients across Australia and Asia Pacific. Dave previously lectured post-graduate finance courses for FINSIA/Kaplan including Applied Valuations, Advanced Valuations and Mergers & Acquisitions.

Independent Export Reports

Brickworks: proposal put forward by to shareholders of Brickworks and WHSP by MH Carnegie and Perpetual

Seven Group: $3bn merger with WesTrac

National Hire: $300m acquisition of National Hire by Seven Group

Challenger: takeover offers for Challenger Diversified Property Group, Challenger High Yield Fund

Challenger Kenedix Japan Trust

APN News & Media: proposed takeover offer from Independent News & Media

Real estate sector: numerous takeovers and capital raisings involving property trusts

Helloworld (previously Jetset): $300m merger with Stella Travel

Infrastructure

Valuation of Epic Energy for initial bid, ongoing financial reporting and unit pricing purposes

Periodic valuation of Perth Airport, Canberra Airport and Bankstown Airport for financial reporting and unit pricing purposes

Periodic valuation of PPP projects including Peninsula Link Freeway and Aspire Schools

Annual valuation review of APA Group and Envestra

Tax support

CGT and tax consolidation valuations for clients including AGL, Alinta, Arrium, Comfortdelgro Cabcharge, Helloworld, Ingram Micro, Salmat. This has included the valuation of shares, debt instruments, intangible assets and inventory

Valuation advice for stamp duty purposes (including land rich) for clients including General Electric, Ambre Energy and Marubeni

Financial Reporting

Impairment analysis and modelling and purchase price allocation analysis. This has included valuation of intangible assets across a broad range of sectors, clients and assets types. Clients have included Perpetual, Westpac, TAL Limited, QBE, Salmat, WesTrac, Helloworld, IOOF, iSentia, Cash Converters, Vocus, Woolworths and a number of private equity assets