Simon Dalgarno | Director | Leadenhall | Business Valuation Expert

SIMON DALGARNO
Director

M: 0416 003 737 E: simon.dalgarno@leadenhall.com.au

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

Pricing and costing models for SA Water, Brisbane Water and Sun Water based on National Competition Policy Principles

Rate of return advice for Australian Rail Track Corporation

Development of non-regulated pricing policy and models for ElectraNet

Project evaluation for the provision of services to the Mt Barker development for SA Water

Commercial advice on structuring the Virginia Pipeline BOOT Scheme, the Barossa Infrastructure off-peak pricing and the Clare reticulation scheme for SA Water

Evaluation of commercial property alternatives to re-locate the SA Film Corporation

Pricing and costing service delivery for the National Association of Testing Authorities (NATA)

Valuation of businesses to be acquired by the Land Management Corporation

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

SIMON DALGARNO Director