Valuation Experience and Expertise

Sumner Hall has experience and expertise equal to any other firm in preparing expert’s reports and fairness opinions on major transactions and other business and corporate valuations for a variety of purposes including mergers and acquisitions, corporate restructuring, management information and various tax and accounting related purposes. For an extended listing of our experience

Merger of the coal interests of White Mining and Felix Resources Scheme of Arrangement by the State of Queensland in relation to Metway Bank, SUNCORP Insurance and QIDC Restructuring of the GasNet Trust and GasNet Australia Role: Independent expert’s report on the merger of White Mining and Felix Resources including valuation of the Yarrabee, Minerva, Ashton and Moolarben coal projects Role: Independent expert’s report for the shareholders of Metway Bank in relation to a scheme of arrangement proposed by the State of Queensland whereby Metway Bank would acquire the SUNCORP Insurance and QIDC businesses in exchange for the issue of new shares Role: Independent expert’s report on the restructuring of the GasNet group to form a triple stapled security suitable for diversification of the group into other infrastructure assets Acquisition of a 50% interest in Australian Petroleum Pty Ltd from Pioneer International Limited Takeover offer by Allied Domecq PLC for Peter Lehmann Wines Limited Takeover offer for Comalco Limited by Rio Tinto Limited Role: Independent expert’s report on the acquisition of the remaining 50% interest in Australian Petroleum including valuation of the Caltex petroleum refining and distribution assets operated under the Caltex and Ampol brands Role: Valuation advice to the Directors of Peter Lehmann Wines in relation to a takeover offer from Allied Domecq PLC that was eventually overbid by an offer from the Hess Group Role: Independent expert’s report on the takeover offer by Rio TInto including a valuation of the bauxite mining, alumina and aluminium operations of Comalco