SIMON DALGARNO

Director

Simon Dalgarno

◆ Recognised specialist in valuations and mid-market transactions.
◆ Sought after industry speaker.
◆ Major contributor to the Australian Valuation Handbook.
◆ Fellow of Chartered Accountants Australia and New Zealand and a CA Business Valuation Specialist.
◆ B.Ec, FCA, GradDipAppFin, F Fin, Member IACVA.

Qualifications

Bachelor of Economics, University of Adelaide.
Chartered Accountants Australia and New Zealand.
Graduate Diploma in Applied Finance & Investments, FINSIA.
Chartered Accountant Business Valuation Specialist.

Professional Memberships

Fellow of Chartered Accountants Australia and New Zealand.
Fellow of the Financial Services Institute of Australasia
Member of the International Association of Consultants, Valuators and Analysts.

Experience Overview

Simon has worked in the financial valuation industry for over fifteen years. He has completed numerous valuations for private and public companies including:
businesses – from power stations and heavy engineering to rubbish dumps and consulting practices
intellectual property – brands, plant breeding rights, databases and computer systems.

Simon advises on valuations under the accounting standards, including:
option valuations (AASB 2)
purchase price allocations (AASB 3)
impairment testing (AASB 136)

Simon also advises on the sale and purchase of businesses, undertakes evaluations to assist in capital expenditure and investment decisions for both public and private sector clients. He regularly conducts seminars on valuation theory and practice for legal and accounting professionals and is a major contributor to the leading valuation text, Australian Valuation Handbook.

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

PPA and Impairment Experience

Monash IVF and Repromed – PPAs when these companies were acquired by Ironbridge.
Transfield Services Ltd – PPAs of the group’s US and Asian Acquisitions.
Wendys Ice-Cream – PPA on acquisition by Navis Capital.
Advice to a listed stockbroking firm as to the impairment loss on a financial planning practice.
Advice to Australian Rail Track Corporation on discount rates to use for impairment testing.
Advice to Suncorp Ltd on discount rates.

Litigation Support

Appointed by the ATO as the independent valuation expert on several confidential tax matters.
Shadow expert in a shareholder dispute.

M&A Experience

Sale of Triple M Air-conditioning to BSA Ltd.
Sale of Aeronautical Engineers Australia to Nova Defence.

Other

Analysis of options for redeveloping the site occupied by the Adelaide Entertainment Centre for the Department of Treasury and Finance in SA.

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