Smart strategy, for bold moves.

Strategic Advisory that’s changing business owners lives.

It all begins with an idea. Maybe you are looking to grow. Maybe you want to scale your existing strategy to new heights. Maybe the time has come, and you’d like to move on.

Whatever your journey ahead is, it’s an exciting one.
You just need the right support to guide you.

We asked our clients, “What would you like others to know about your experience with Morgan Shaw Advisory”.

This was their response.

MSA Advisory’s impact.

MSA have provided transformational success to

150+

businesses, through strong growth strategies and succession planning.

MSA have successfully facilitated more than

$150m

in business value maximisation due to strong strategic planning.

Executive and Leadership Inidividual Development

200+

driving strategic initiatives and strategy alignment

Strategic Advisory with a difference.

MSA Strategic Advisory helps set the values and vision that lay the foundation for strategic short, and long-term planning. Specialising in crafting business roadmaps that align with organisational goals, MSA guides businesses toward success.

The approach includes accountable 90-day team deliverable management plans, ensuring a focused and results-driven execution.

MSA elevates strategic thinking by assessing marketing, sales, operations, and people & culture while providing ongoing personal support to strengthen these core business pillars. This includes essential process and structure support to streamline operations, leadership team building, and personalised mentoring for sustained growth.

Most importantly, MSA helps business owners establish strong succession plans that enable them to move on to their next adventure, whatever that may be.

Services Include:

  • Business health evaluation

  • Strategy building and training

  • Strategy execution management

  • Org structure analysis and rebuild

  • Team accountability mapping

  • People assessment and mentoring

  • Team behavioural assessments

  • Leadership team development

  • Customer persona building

  • Customer value proposition

  • Brand & marketing analysis

  • Team workshops

  • Sales strategy support

  • Financial analysis

  • Monthly review and reporting

  • Yearly financial analysis

  • Budgeting and cashflow forecast

  • Advisory board committee

  • Game ready

The reasons why to engage.

  • Clarifying vision and strategic objectives

  • Optimising operational efficiency

  • Navigating complex decisions

  • Driving sustainable growth

  • Building a strong leadership team

  • Maximising profitability

  • Supporting market expansion

  • Enhancing competitive edge

  • Creating a succession or exit strategy

Our clients’ individual journeys.

  • I was extremely impressed working with Graham and his team. Their expertise, professionalism, clear communication and responsiveness was critical for our business during a challenging time. Thank you!

    Natalie T

  • The support provided by MSA was nothing short of exemplary. There was never a moment that we didn’t know what was happening. The communication and responsiveness were also a remarkable strength of MSA.

    Marc Russell

  • They have made every effort to understand both our business and personal objectives through a professional and collaborative approach. It is also great to have an experienced and knowledgeable sounding board just a call or email away. No query or issue is too big or small!

    Stuart McNeil

  • MSA reviewed our business, built a roadmap and kept us on track for out future growth and targets - all of which the team did very well. I'd recommend the MSA team to anyone considering such services.

    Paul Mead

How it works.

Custom advisory packages to meet your needs.

Easy Step 1.

Review the service options based on the needs of your business.

Easy Step 2.

Choose the package option for your current and future business needs.

Easy Step 3.

Click the Learn More button and an MSA team member will get in touch to provide your quote.

At any point, you can move from the MSA Advisory Service to the MSA Transaction Service, enabling you to adapt to the changing needs of your business. Whether it's fast-tracking an exit, pursuing a strategic acquisition, executing an MBO or a rollup, our Transaction Team will guide you through.

The flexibility is yours.

“I’m a stronger CEO now for the support of MSA”

Who can benefit?

  • Business Owners
    Seeking to sell, merge, or restructure their business for optimal exit value.

  • Buyers/Investors
    Looking for advice on potential acquisitions or strategic investments.

  • Executives and Senior Leadership: Overseeing strategic decisions related to M&A transactions.

  • Corporations
    Looking to expand, diversify, or enter new markets through mergers or acquisitions.

  • Family-Owned Businesses
    Navigating succession planning, selling, or securing long-term viability.

  • Entrepreneurs
    Interested in acquiring businesses to scale or enter new industries.

  • Companies in Distress: Needing advice on restructuring, debt management, or exploring M&A as a means to recover.

  • Not For Profits
    Identify new channels of funding and improve operational efficiencies to maximise impact.

FAQs

  • Strategic advisory is a service provided by experts who guide businesses in making important decisions regarding their long-term direction, growth strategies, market positioning, and organisational effectiveness. It helps companies navigate complex challenges and make informed, data-driven decisions.

  • Any business looking to grow, optimise operations, or prepare for key transitions can benefit. This includes startups, mid-sized companies, large corporations, and organisations undergoing mergers or acquisitions.

  • Strategic advisory focuses on high-level, long-term decision-making and is more about guiding the company’s vision, goals, and future direction. Regular consulting typically focuses on solving specific problems or implementing short-term solutions.

  • Strategic advisors offer a wide range of services, including:

    • Business strategy development

    • Leadership coaching and succession planning

    • Mergers and acquisitions (M&A) advisory

    • Organisational restructuring

  • A strategic advisor provides an objective, experienced perspective to help businesses see the bigger picture and avoid costly missteps. They offer insight into new opportunities, risks, and potential solutions, ensuring that companies make smarter, more informed decisions.

  • Strategic advisors help businesses navigate mergers and acquisitions by providing market insights, conducting valuations, identifying potential partners or buyers, managing negotiations, and ensuring smooth integration processes post-transaction.

  • Key outcomes include improved decision-making, better alignment of goals with market trends, more efficient operations, increased profitability, and readiness for growth, sale, or succession planning.

  • The timeline can vary depending on the nature of the advisory engagement. Short-term projects may show results in a few months, while more long-term strategic changes may take a year or more.

  • Look for advisors with experience in your industry, a proven track record of success, and expertise in areas relevant to your business goals. It’s also important that the advisor’s style and approach align with your company’s culture and values.

  • Start by having an initial consultation to discuss your business challenges, goals, and expectations. From there, a strategic advisor will assess your needs and develop a tailored approach to guide you forward.

Meet the Team

  • Leigh Golombick

    Associate Director - M&A Transaction

  • Louise Jones

    Associate Director - Strategic Advisory

  • Yuvraj Maharaj

    Analyst

  • Alex Petiq

    Associate

  • Graham Morgan

    Managing Director

  • Chanelle Vicedo

    Executive Assistant

  • Ellen Foy

    Intern

Breaking the mould of traditional.

Morgan Shaw Advisory sets itself apart through a unique approach. Unlike other firms, Morgan Shaw goes beyond the traditional talent pool of M&A professionals, hand-picking individuals from diverse backgrounds, each with a wealth of real-world business experience.

The team is comprised of individuals who have navigated and conquered genuine business challenges, offering clients a rare combination of M&A expertise and exceptional business knowledge.

This distinctive blend not only enhances the firm's ability to understand the complexities of M&A transactions but also equips them to provide insightful solutions grounded in a deep understanding of the broader business landscape. Clients can expect a level of strategic guidance that goes beyond textbook approaches, rooted in the hands-on expertise of professionals who have successfully steered businesses through the intricacies of the corporate world.

Like to learn more?