Grow with Goliath

At Goliath we work with you to build the leading businesses of tomorrow

About Us

Founded by seasoned professionals with extensive experience across investment banking, investment management and management consulting, Goliath is ready to assist our clients across all strategic aspects of their business:

  • Corporate finance and strategy

  • Business data systems and management reporting

  • Capital management and sourcing

Goliath seeks to build trusted relationships with our clients by providing independent and impartial advice & analysis with a focus on rigorous execution, ensuring our clients are always several steps ahead of their competition.

Services

Goliath provides a comprehensive suite of services to enable our clients to achieve their strategic goals.

Having cut our teeth at some of the largest and most demanding global institutions across a wide spectrum of industries, our team has substantial expertise in:

  • Spearheading and managing projects

  • Designing and implementing systems

  • Leading and supporting teams

    • Institutional-grade financial modelling capabilities and provision of comprehensive financial analysis

    • Project management of M&A processes including management of investment committees, Boards and external advisors

    • Development & management of the framework for assessing and underwriting potential investments & growth initiatives

    • Developing investment pitch, institutional-grade investor/debt financier presentations and supporting financial models

    • Introduction to an extensive network of potential investors and debt financiers

    • Project management of equity and debt raising processes including leading & supporting project process workstreams, managing external advisors & queries and provision of necessary financial analysis

    • Development of an integrated framework for business budgeting and forecasting capital requirements for the business

    • Development of corporate strategy including business plans, growth initiatives and acquisition strategy

    • Development of business cases for market entry and go-to-market strategy

    • Development of operational improvement strategy including process analysis & optimization and integration of IT systems

    • Design, build & management of financial models that produce forecast financial data with granularity, integrity and flexibility

    • Design, build & management of financial databases along with associated data presentation systems and integration with business IT systems

    • Design & build of reporting framework for regularly updating the Exec Team / Board

Meet the Team

  • Testing

    Richard Song

    FOUNDER

  • Ken Luo

    DIRECTOR

  • Jack Li

    DIRECTOR

Strategic Partners

  • Energise Partners

    Management Consultancy

    Energise Partners is a management consultancy focused on energy and the transition to the sustainable economy, with over 50 years of combined consulting experience.

  • Prickly Pear Consulting

    International Tax and Corporate Structuring

    Prickly Pear focuses on tax and corporate structuring of international operations and the management of associated reporting and compliance obligations. Member of the Australian Chartered Accountants.

Get in touch

Contact us to learn more about how we can help with your corporate finance and strategy requirements.