Providing a strategic or financial partner for project or term engagements.
Wategos Capital -
Strategic and financial consulting
Services
Capital structuring and origination
Vanilla or structured equity or debt origination. Preparing for or Interfacing bank, private, venture capital or platform investors. Creating funding structures that optimise for asset or cash/risk profile.
Acquisition, divestment or JV
Large, complex, tech or SME transactions including project due diligence. Either interfacing investment banks to minimise management distraction or leading the transaction within a smaller business.
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Strategic review change or execution, implementation turnaround
Getting into the detail. Independent and unbiased. Whether considering a market entry or exit, a financial perspective on what is going wrong (or right) or to fix or otherwise deal with issues. Always in the language of value and risk.
Executive governance and leadership
Board advisor or partner to the C-suite in elevating Board and compliance reporting. Consultant CFO, CEO, COO, ED or CoSec. Build a new finance or reporting framework.
Jason Shepherd
(BCom, GradDipAppFin, GAICD)
Principal
I was a lending, M&A, structured finance and special situations banker for 20 years before applying these skills to various consulting roles for large and small businesses in Australia, Singapore and South Africa.
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While sector agnostic I have spent more time in financial services, tech, infrastructure and resources.
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My professional interests lay in the future of financial services in Australia and how they are deployed to low/middle earners and how new lending or neo-lending can help drive the SME sector economic powerhouse.
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Depending on the size of the role I will engage specialists to optimally deliver an outcome.
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