Testimonials

Meredith provided tremendous strategic M&A advice as well as tactical execution in the divestment of PacNet’s global freight forwarding business to Damco.  I would strongly recommend you speak to them.

Meredith provided excellent advice in relation to Vipac Engineers & Scientists divestment of Track IQ to Wabtec (Pittsburgh, USA).  Track IQ was our speciality rail business,  based in Adelaide.   Meredith ensured we had all our bases covered and assisted in getting a great outcome to an industry specialist.

Meredith gained a strong understanding of the drivers of our business, assisting us in formulating a growth and capital raising plan. Meredith assisted us with a successful capital raising process, bringing in a value-adding strategic investor. I am very happy to recommend Meredith for corporate advisory services.

I was major owner of the superannuation software company, Financial Synergy for 38 years from 1979 to 2017, where it became the dominant provider of superannuation software to the large superannuation and similar complex funds of Australia and the region. I was proud to finally sell the business to the listed company IRESS in 2017. For the past 13 years, Richard Leckey has been my trusted advisor, successfully advising me on a large number of projects including valuations of our business, strategies for its sale, sale of our trustee services business, assessing international expansion options and valuation and general advisory exercises.
In 2016 and 2017 Richard Leckey has been project manager of my company Optimum Annuities an exciting commercialisation project to bring a superior lifetime annuity to market to meet the rapidly growing market for effective longevity protection products. This has involved diligently researching superannuation legislation, developing the product and solutions, competitor assessment and seeking out and negotiating with commercial partners and other sources.