Why Us

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TOP REASONS TO CHOOSE PENTAGON CORPORATE

Expertise

  • Highly skilled specialists in our field, focused exclusively on our niche
  • Experienced, senior professionals produce the work
  • Multiple testimonials and references from happy clients

Professional

  • High quality reports, which are clear and robust
  • Detailed analysis, research & justifications provided in all reports
  • Approachable and responsive at all stages of the engagement

Certainty & Clarity

  • Clearly communicated scope at the start of each engagement
  • Tailored approach to accommodate specifics of each case
  • Fixed fee assignments to provide clients with fee certainty

An Obvious Choice

  • 100% independent, no conflicts of interest with other service offerings
  • Competitive & fair fees, providing exceptional value with high quality
  • Timeliness & responsiveness are core competencies

OUR STORY

I founded Pentagon Corporate in 2008 after a career in chartered accounting and investment banking / corporate finance, in order to focus on the needs of the middle market. The firm has grown over the years and I am grateful to have a very large bank of satisfied clients, referral sources and the experience of working across a huge range of industries. 

My qualifications include the following:

  • Fellow Chartered Accountant (FCA), Member of Chartered Accountants Australia & New Zealand
  • Postgraduate diploma of Accounting, Chartered Accountants Australia and New Zealand
  • Postgraduate diploma Applied Finance & Investment, Kaplan Online Higher Education
  • 1st class honours in Finance, Monash University
  • Bachelor of Commerce (Accounting & Finance), Monash University

I commenced my professional career at Pitcher Partners Chartered Accountants, gaining experience in chartered accounting, tax and auditing. I then moved into corporate finance, initially at Benson Partners Chartered Accountants (working with the ex head of PWC corporate finance) and then moving into investment banking at Credit Suisse. 

I have been involved with Kaplan Professional (a pre-eminent finance education body) since 2008, whereby my roles have included the following:

  • Applied Valuation subject – task force member, assessment marking, responding to technical questions from students and facilitating the discussion forum)
  • CFA Workshop Presenter – Corporate Finance Level I – Preparation of workshop content and delivery of workshops to CFA students
  • CFA Workshop Presenter – Corporate Finance Level 2 – Preparation of workshop content and delivery of workshops to CFA students
  • Writing, updating and revising content and learning materials for various subjects
  • Advanced Valuation subject – team member
  • Mergers & Acquisitions subject – assessment marking and facilitating the discussion forum
  • Project Finance subject – assessment marking

I have also delivered training across multiple accounting & finance subjects in South East Asia and lectured for Victoria University, Monash University and Macquarie University.

LANCE GORDON
Director and Founder

 

LANCE GORDON
Director and Founder

TESTIMONIALS

We work with a variety of clients and advisers, including lawyers, accountants and corporate advisors. Below is a small sample of our happy clients. Please refer to the Testimonials Page for more examples.

Laura Keily

Barrister & Founder of Immediation

Pentagon Corporate assisted us with a company valuation, demonstrating clear skill. They were great to work with and I recommend them. Pentagon Corporate also prepared an Information Memorandum and Investor Presentation which were highly valuable in raising capital. The work was very thorough and showed great attention to detail and responsiveness at all times.

Takie Christofides

Mergers & Acquisitions, NAB

Pentagon Corporate assisted me with the valuation of my business, which was very helpful in determining an exit price. The report produced was very detailed, thorough and professional. I was consistently updated on the status of the report with the finished product being ready in a timely manner. I would not hesitate to recommend Pentagon Corporate.

Samuel David

Principal, JosephDavid Lawyers

I engaged Pentagon Corporate for a Family Law dispute. We were provided with timely and reliable information and a very useful, thorough and well presented Company business valuation in a complex financial dispute, which ultimately proved extraordinarily valuable in the resolution of the matter by agreement. I highly recommend Pentagon Corporate’s services and will continue to engage them in future matters.

TRUSTING CLIENTS

We have worked with thousands of clients across virtually every industry in Australia. Clients have ranged in size from start-ups pre revenue to very large and international companies with hundreds of millions of dollars in sales. We value each and every client and follow the same approach subject to the scope and requirements of the mandate.

The logos below represent more well-known companies.  Please refer to the Clients Page for more examples.

CASE STUDIES

We have worked on thousands of matters across virtually every industry in Australia and many different types of engagements. A selection of case studies are provided below as a sample of the types of engagements we have completed for clients. 

Please refer to the Case Studies Page for more examples.

Family Law Dispute Valuation

Iconic website, community based business, including critique of a third party valuation report. Business later sold for ~$50m

Valuation for Tax Restructure

IT & consulting business for restructure & cost base determination and professional consulting business for tax restructure

International Sale Assistance

Valuation of a large business and assisting in negotiations of an acquisition offer from a Canadian listed company.

International Acquisition

Valuation of a business being acquired by a large listed US multinational company

Valuations for Mergers

Engaged separately by two Canberra law firms for a planned merger on amicable terms.

Valuation, Financial Model & IM

Fast growing, young business in need of expansion finance and stock finance to keep up with demand

Shareholder Exit in Dispute

Valuation of an established, profitable manufacturing & distribution business to assistone shareholder buy out the other equal shareholder

Shareholder Exit No Dispute

Valuation of an automotive retail and wholesale business to facilitate the orderly and mutually agreed exit price for a retiring shareholder

Employee Incentive Scheme Valuation

Established complex manufacturing business; determining price to institute employee share option incentive scheme

Shareholder Oppression

Engaged by a large law firm to provide a current valuation of a large business for a Supreme Court shareholder oppression case.

Compulsory Acquisition of Minority Interests

Retained by one of the largest law firms to provide independent experts report on fairness of a compulsory acquisition by an international acquirer.

Personal Injury Loss of Earnings Quantification

Motor vehicle accident experts report, briefing counsel & critique other expert witness (big 4 accounting firm)