RICHARD NORRIS
Director
Independent Expert's Report (IER) specialist
Former KPMG and Deloitte advisor
Fellow of the Institute of Chartered Accountants
Fellow of the Financial Services Institute of Australasia
BA (Hons), MAppFin, FCA, F Fin
Qualifications
Bachelor of Arts with Honours, University of Exeter
Institute of Chartered Accountants in England and Wales
Masters of Applied Finance, Securities Institute of Australia (now FINSIA)
Accredited expert witness, Royal Institute of Chartered Surveyors (RICS)
Professional Memberships
Fellow of the Institute of Chartered Accountants in England and Wales
Fellow of the Financial Services Institute of Australasia
Experience Overview
Richard joined Leadenhall in 2011 to lead our New South Wales practice. He has 16 years of financial services experience, including ten years focussed on the valuation of businesses and companies. After qualifying as a Chartered Accountant with KPMG in the UK, Richard moved to Sydney and joined the Corporate Finance team at Deloitte. Richard’s specialist knowledge includes the preparation of IERs, valuations for M&As and for taxation and financial reporting purposes, financial modelling, the provision of corporate advice in relation to proposed business transactions, and valuation advice in relation to disputes or litigation.
Valuations
Valuation of BAE Systems as part of a tax matter.
Valuation of MSI Tilley (a small accounting firm) to assist with merger negotiations with a financial planning practice.
Valuation of Pulse Australasia to determine entry price of new shareholders.
Independent Expert Reports
Richard has led the preparation of numerous IERs for related party takeover offers and schemes, acquisitions and disposals of substantial assets, shareholders acquiring a greater than 20% interest, and voluntary responses to takeover offers, including:
