DAVE PEARSON

Director

Dave Pearson

◆ 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 memberships

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 expert 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

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