Sale of a family-held manufacturer to strategic acquirer.
"They negotiated terms we didn't know to ask for. The deal closed on our timeline, not the buyer's."
Harwood Advisory represents founders, principals, and private families through complex transactions — quietly, and without compromise. Our work begins where a standard advisory relationship ends.
We work across the domains where our clients' financial and legal decisions intersect — so strategy is never fragmented across disconnected advisers. Each engagement is led by a principal.
M&A, joint ventures, shareholder agreements, capital raising, restructures.
Cross-border structuring, trust design, ATO engagement, Division 7A planning.
Portfolio governance, family office design, intergenerational transfer.
Testamentary trusts, succession planning, estate administration, asset protection.
ASIC, AUSTRAC, APRA matters. Governance reviews, policy design, risk frameworks.
Independent counsel to boards on sensitive matters. Confidential, direct, senior-led.
A small selection of recent work. Client identities withheld at request — engagement detail anonymised to preserve confidentiality.
"They negotiated terms we didn't know to ask for. The deal closed on our timeline, not the buyer's."
"Harwood rebuilt the structure without disturbing a single relationship across the family. That is its own kind of art."
"Composed, methodical, and absolutely in command of the detail. They ran the process — we held the line."
"The only external voice the chair kept in the room. Plain-spoken and right."
"They made every subsequent decision feel obvious. That's what you're paying for."
Every engagement is led by a principal with a minimum of fifteen years' experience. We do not staff work to juniors. You retain a name, not a firm.
We keep introductory conversations to a single hour. No documents in advance. No slides. If the fit is right, we say so. If it isn't, we tell you who to call instead.
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