Independent Management Advisory Services
Strategic, data-driven advice for management teams navigating private equity and corporate transactions.
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- Specialist Management Advisory Services for Executives in Private Equity Deals | Liberty CF
Our Role
We work exclusively with management - not investors, corporate advisors or banks - to ensure leadership teams are informed, aligned, and protected in private capital transactions.
Our management advisory services span mergers and acquisitions, divestments, growth capital raises, restructures, and re-incentivisations.
By combining financial analysis, corporate governance, and negotiation strategy, we help executives make clear, confident decisions.
We assess structure, incentives, and protections across equity rollover, valuation, and performance metrics - integrating risk management, taxation, and human capital considerations throughout.
Our Approach
Our methodology blends strategic management consulting with the technical disciplines of corporate finance and accounting.
We bring analytical rigour to every phase - from information gathering and scenario modelling to due diligence and final negotiation.
Using proprietary market benchmarks from over 3,000 term sheets and 750+ global transactions, we give management teams clear market context and leverage in negotiations.
We work collaboratively with lawyers, tax advisers, corporate advisors and investment banks, ensuring that every aspect of the management deal is structured for sustainability, alignment, and governance integrity.
Why Management Teams Choose Liberty
Expert, independent, and commercially grounded advice that protects management and enhances performance.
Strategic Clarity and Confidence
We help management define objectives, assess deal structures, and negotiate terms with confidence - grounded in data, precedent, and strategic insight.
Reduced Risk and Improved Outcomes
Our advisors bring expertise in financial risk advisory, governance, and sustainability - ensuring fairness while reducing execution risk and organizational disruption.
Commercial and Human Alignment
We align strategic planning with leadership, human resources, and performance structures, ensuring executives and investors start new partnerships on strong terms.
Global Insight, Local Execution
With international benchmarks and local transaction experience, Liberty provides a balance of strategic vision and pragmatic delivery.
APAC Transactions
Deal
Secondary Buyout
Size
A$100m-AS500m
Vendor
Partners Group & Private Individuals
Buyer
BlackRock
Deal
Secondary Buyout
Size
AS1b+
Vendor
OP Trust & Foresight
Buyer
TPG
Deal
Secondary Buyout
Size
A$1bn
Vendor
Uvingbridge
Buyer
Carlyle
Deal
Secondary Buyout
Size
A$100m-A$500m
Vendor
Other Financial Sponsors
Buyer
IFM
Deal
Secondary Buyout
Size
A$ $100-$500m
Vendor
Portland House, Kin
Buyer
Telstra
Deal
Secondary Buyout
Size
NZ $100m-$500m
Vendor
Five V Capital
Buyer
Tenzing
Deal
Secondary Buyout
Size
A$100m-AS500m
Vendor
Founder and Mgmt
Buyer
General Parts Company
Proven Experience Across Sectors and Structures
Examples of management advisory engagements across private equity and corporate transactions.
APEM Group – Acquisition by Applus+ Group
Liberty advised the management team on rollover equity and incentive structuring during the transaction, ensuring smooth alignment with new ownership.
Shackleton – Acquisition by Lee Equity Partners
Our advisors supported management through valuation, term sheet negotiation, and strategic governance design — balancing risk and reward for all parties.
Global Infrastructure Group – Secondary Buyout
Liberty’s advisory team helped recalibrate management incentives and leaver provisions, reducing execution risk and preserving team engagement.
