Business Specialist Name Description Geograph ic Service Locations Business Transition Services offered Website Contact Name Contact Number/s Contact email Pitcher Partners Corporate Pty Ltd We have a long association with the automotive sector including actively following developments in the industry since our participation in the automotive sector trade mission to China in 2012, including: State wide With more than 20 years’ experience, Pitcher Partners transition implementation services are tailored to each client’s needs. We develop a work program that sets out activities at each stage, drawing on established methods and procedures. Our solution focussed output provides businesses with a road map to the next steps: www.pitcher.com.a u Michael Sonego 03 8610 5485 or 0418 102 609 michael.sonego @pitcher.com.a u 03 8610 5601 or 0438 023 955 piera.murone@ pitcher.com.au 0413 098 075 or 03 9288 6707 aibrahim@kpm g.com.au Participation in collaborative industry network led by the Victorian Government and hosted by CMC to discuss a centre for research and development Regular participation in trade missions across Asia (including the Victorian Automotive Sector Mission to China in 2012, Trade Mission to India in 2012, Tony Abbott’s business delegation to China and others) Hosted the Thai Board of Investment (BOI) in relation to the automotive sector and 3 other events in August 2014 Developing relationships with symbiotic groups such as AutoCRC, Swinburne University, DSDBI, MSQuare Alliance and the Thai Board of Investment Piera Murone Restructure, refocus or reposition Retain design and engineering (but offshore manufacturing) Seek JV opportunities and collaboration Cease operation and use wealth generated to fund new ventures. We are also able to leverage networks in government, private business and advisors in Australia and overseas to bring other specialists to the team. In addition, clients have access to a well-qualified and experienced senior team, supported by a wellrespected and recognisable international and national brand. Pitcher Partners acts for some of the leading brands across the Automotive supply chain, including manufactures, distributors, retailers and industry bodies such as ARB, Toyota, Honda, VACC, Burson. KPMG KPMG has undertaken a variety of transition plans and operational restructures as a result of the challenges facing the automotive industry with the clear objective of maximising value and developing State wide KPMG has a number of specialist teams which focus on providing advice and practical support in implementing enterprise wide transition and transformation plans. Focus www.kpmg.com.au Anthony Ibrahim Anthony apeluso@kpmg. tailored solutions to your unique requirements. areas include: KPMG has a range of in-house methodologies that have been tested locally globally, including: 9 Levers of Value Operating Strategy Business profitability analysis We will also leverage the traditional SWOT and PESTLE methodologies to ensure the ongoing success of your business into the future. Deloitte recognises effective transition is not straightforward. It requires: Leadership Pragmatic decision making Pre-emptive culture change Systematising the journey Communication Deloitte is experienced in applying diagnostic processes to identify and evaluate available business opportunities, and in delivering the assistance that companies require to pursue those opportunities. These processes have previously facilitated business diversification for Automotive Supply Chain clients. We offer an initial whole-of-business diagnostic which can be crucial in informing the next steps for a business, and in identifying areas for improvement. 0420 926 458 or 03 9288 5177 com.au Danica Sekulovska 03 9671 7555 dasekulovska@ deloitte.com.au Mergers and Acquisitions Integration and Separations Supply Chain Sales and Marketing Financial Management R&D and innovation concessions Succession planning Tax. KPMG’s collaborative and integrated approach will ensure the transition plan is implemented with minimal disruption to mitigate risk and provide the best possible chance for success. KPMG will adapt the appropriate methodology to suit each business and utilise our data analytics and research specialists to work closely with you to develop an action plan. This will form the roadmap to support and guide implementation of transition. Deloitte Tax Services Pty Ltd Peluso Where we do not maintain this expertise ‘inhouse’, we can help to identify, outsource or partner with other specialist firms in working with us to implement your transition plan. State wide Deloitte has a comprehensive end-to-end financial restructuring service with a track record of generating exceptional results. Deloitte helps challenged businesses, quickly. We work with businesses to buy time, create options, and take action. Relevant support might include: Options assessment and Director support Financial and cash flow management Support with financiers / relevant stakeholders e.g. OEMs Recovery and transformation to fix the core and create a platform to return to growth Mergers / acquisitions Orderly closures. www.deloitte.com. au 03 9671 7543 Damon Cantwell dacantwell@del oitte.com.au McGrathNicol Advisory Partnership Deloitte also assists manufacturers wishing to diversify their businesses into more sustainable markets, through its Industrial Brokerage Service (IBS). Through this process we identify the existing key strengths of the manufacturer and then match these to potential manufacturing opportunities where they can be more competitive. McGrathNicol has a preeminent automotive restructuring practice. We have been Ford and GM Holden’s lead supply chain advisor for many years. We have performed many recent confidential projects in the industry, providing advice on financial issues, restructuring and business integration, M&A, counterparty negotiation, operational improvement, strategic planning and cash flow management. Deloitte’s full suite of services is available to be tailored to help deliver the implementation of your transition plan. State wide McGrathNicol has successfully managed some of the most complex supply risk restructuring projects within the automotive industry, including Ion Limited (2004 to present), APA Manufacturing (2010-2011), CMI Industrial (2012) and Autodom (2012 to present). Recent achievements on managing the Autodom (AiAutomotive and AiDair) business have been the successful consolidation of three manufacturing sites into one and winning of a large diversified project ($5.0m+ revenue annum ongoing). Kevin Boyle, our national director of manufacturing advisory, has over 20 years of automotive experience and was specifically hired in 2014 to provide our clients with additional specialised technical and operational expertise. Ernst & Young EY’s areas of concentration touch all sub-sectors of the Automotive industry including: Light vehicle manufacturers, Component suppliers — original equipment and aftermarket, Commercial vehicle manufacturers, Retailers and dealers, Advanced We have proven methodologies, specialist resources and relevant credentials in performing diagnostic and planning services with Victorian automotive and manufacturing businesses, including: State wide www.mcgrathnicol. com Keith Crawford 03 9038 3126 kcrawford@mc grathnicol.com 03 9278 1009 Matthew Hutton mhutton@mcgr athnicol.com Business strategy, using the renowned Argenti strategy methodology; Independent business diagnostics to identify the issues and formulate innovative and practical solutions; Scenario modelling and opportunities assessment; Operational improvement assessments - our in-house automotive expert, Kevin Boyle, has 20+ years’ experience in lean manufacturing, MP&L, quality systems and business relocation/ rationalisation; Performance improvement and business transition roadmaps; Restructuring and execution planning; Mergers and acquisitions; and Disputes and investigations. EY has deep capability across the full scope of transition implementation services and has provided such advice across many industries for public and private sector entities. This expertise includes advice in: www.ey.com Alex Bond 03 8650 7492 Gretchen Martin 03 8650 7927 alex.bond@au.e y.com gretchen.martin @au.ey.com mobility providers, Automotive Finance, Airlines, Shipping, Railroads. EY’s Global Automotive Industry brings together a worldwide team of professionals with deep technical experience in assurance, tax, transaction and advisory services . We work to anticipate market trends and identify the implications and develop points of view on relevant industry issues. Strategic management Financial Assessment and Management Services Project, Program and Business Reviews Market/customer research and feasibility studies Workforce planning Market Engagement and Implementation Business and asset valuations Mergers Advisory services Sales and marketing strategies. We would also work with you to help identify, outsource or partner with other specialist firms to deliver the implementation of your transition plan, if and when required. Dench McClean Carlson Corporate Advisory (“DMC”) DMC consultants work across a variety of industries and are quick to grasp the requirements of an industry predominately through the use of diagnostic tools that enable organisations to quickly grasp their key competencies and how these can be used to set direction or create new opportunities for the organisation. We have completed a business diagnostic and assisted with business planning for a manufacturer of noise control components for the vehicle manufacturing sector. DMC has recently completed work for Geelong Manufacturing Council - vehicle manufacturing accounts for more than 7.5% of the Geelong economy’s exports. Our consultants have also worked on the Melbourne East Investment Attraction Strategy - vehicle manufacturing accounts for more than 5.5% of the Melbourne East's economy’s exports. State wide The DMC consulting group skills include: Diagnostic analysis Strategic planning Business planning Business relocation Investment attraction in the component area Business sales Financial Management Risk Management Change Management Project Management. www.dmcca.com.a u Anne Larkins 03 8617 8160 alarkins@dmcc a.com.au 03 8617 8142 John Stevens jstevens@dmcc a.com.au PricewaterhouseCoopers PwC has dedicated SME focused teams with over 800 staff nationwide and over 200 in Victoria. Our SME team’s expertise includes strategic restructuring and business planning advice. State wide Our team comprises professionals with many years of experience running and consulting to private businesses in transition and stress. We use tried and tested methodologies as well as applying our significant hands on experience to develop an individual and practical approach for each client. Roaring Success works with client companies to accelerate the growth of their businesses. Using our knowledge, industry experience and consulting expertise, Roaring Success leads clients through proven processes to optimise their strategic business planning; marketing & sales strategies; innovation strategies and critical performance improvement. Identifying new growth opportunities is a critical strategy for most manufacturers, yet many waste their scarce resources “tilting at windmills”. Using the unique GrowthCube™ methodology developed by Roaring Success, we assist clients to uncover new opportunities, select the right opportunities and develop strategies to effectively www.pwc.com/au Michael Fung 03 8603 1147 Michael.fung@ au.pwc.com Alan Elliott 03 8603 2378 alan.elliott@au. pwc.com Chris Thomson 03 8640 9009 chris.thomson @roaringsucces s.com.au These include out teams in areas such as Post deal integration Stressed M & A Transaction services PMO Financial reporting and modelling Real estate advisory Legal, tax and insolvency teams who are specialists in implementing restructures. Our methodologies are currently being applied to delivering the Victorian Government’s Small Business SuccessMap program, which included two transition planning assignments for the Victorian Alcoa Supply Chain Initiative. Roaring Success Pty Ltd Our organisation has a number of areas which are designed to assist in the implementation phase of the Business Transition Plan. In this phase you need assistance to ‘get things done’. We have a significant number of staff who have been at the coal face implementing plans. State wide Our focus is on practical application of what we know will work. In addition to our knowledge of the automotive sector, Roaring Success has extensive experience in the medical /scientific equipment and defence manufacturing industries that may provide diversification opportunities for automotive component manufacturers. Roaring Success focus on helping clients to accelerate business growth through: Planning business strategy; B2B Marketing strategy; Innovation in developing new products, services or processes; and Performance improvement of business functions. www.roaringsucces s.com.au 0424 325 763 Stephen Wood steve.wood@ro aringsuccess.co m.au win new sales. Grant Thornton Australia Ltd Grant Thornton provides a range of financial and operational services to OEMs, suppliers, dealerships, lenders and other auto industry stakeholders, including: State wide The transition from being an "efficient" (cost driven) company to being an "effective" (market driven) company is not an easy one, and our expert coaches can help companies to successfully make this Mark Phillips 03 8667 6328 mark.phillips@a u.gt.com 0416 045 284 Recovery and Reorganisation Our team of advisers have extensive experience in assisting organisations with restructuring and consolidating corporate entities and groups. Valuation Services Knowing the value of the company - and maximising that value - are critical to success. Our valuation expertise is also important during transactional analysis and net asset evaluations. At some stage, our team members have serviced approximately 80% automotive suppliers and all Original Equipment Manufacturers (OEMs). Our major focus for the past 5 years has been in helping companies to diversify, and we have developed a specific program called "Evolving Innovation" which covers all key aspects of the diversification process, including: Competency Audit Competitive Analysis Market Analysis Export Fundamentals www.grantthornton .com.au Mergers/Acquisitions We have significant experience in providing over 60% of merger and acquisition services in the automotive component space in Australia in recent years. benchmarking; strategic advice; due diligence; and transaction support. We offer supply chain management and performance improvement - our operational performance experts have extensive manufacturing experience. Our expertise also extends to restructuring and crisis management with our financial team evaluating liquidity, identifying financial options and implementing business plans to restore viability or manage insolvency. Excellerate Australia Ltd We have undertaken Market Analysis and Strategy Reviews for a number of automotive suppliers in preparation for guiding them through the transition period. State wide Excellerate Australia has developed training and coaching to improve efficiency and effectiveness in the following areas: Lean manufacturing Strategic Business Planning Diversification Supply Chain Management Leadership & Management People & Performance Global Sourcing Strategies Waste Management Excellence in Energy Management www.autocrc.com Linsey Siede 03 9673 5945 0400 375 874 linsey.siede@as ea.net.au transition. As well as working with many Australian automotive supply chain companies to help them with their diversification plans, we were chosen by the Victorian Government as their In-Market Automotive Advocate in Malaysia. This program helped more than 30 Victorian companies to locate opportunities in Malaysia. Not only do we have excellent programs and processes to help Companies diversify, but we also have a large amount of export and overseas experience. Our most popular program is "Evolving Innovation" covers areas such as Sales & Marketing; identification of new opportunities, product development, processes, and exports. The program commences with a Competency Audit to identify both the competencies and capabilities of the company, and then progresses to identify their unique competencies which give the company their competitive advantage.