Areas of Expertise
- Investigations of fraud, misappropriation, financial misstatement and irregularities;
- Quantification of economic loss and damage in commercial disputes;
- Expert assessment of accounting and financial issues in buy/sell disputes;
- Valuation of businesses, companies and other equity;
- Advising on the valuation and accounting provisions in Shareholder Agreements;
- Preparation, negotiation and settlement of Business Interruption and Property claims; and
- Financial and accounting analysis, including financial modelling and scenario analysis.
Qualifications and recognition
- Bachelor of Commerce (Legal Studies & Accounting), 1995
- Chartered Accountant (CA) – Chartered Accountants Australia & New Zealand, 2001
- Business Valuation Specialist (BV) – Chartered Accountants Australia & New Zealand, 2015
Hugo Loneragan
Chartered Accountant with more than 25 years’ experience helping clients with technical accounting issues, optimise business transactions, value businesses and entities, and resolve complex commercial disputes.
Depth of global expertise in corporate finance, forensic accounting, dispute consulting and audit; acquired in Big 4 accounting and consulting firms in Australia, USA, Europe and Asia.
Recognised by clients and their legal advisers as a trusted technical expert and value-adding strategic consultant adept at identifying and harnessing the skills and capabilities required for each unique engagement and deploying them effectively to accomplish positive outcomes.
Extensive sector experience including on mining and energy, insurance, construction, commercial real estate, tourism and hospitality, consumer products, manufacturing, agriculture and not-for-profit.
Recognised by clients and their legal advisers as a trusted technical expert, able to lead and develop strong teams and deploy a variety of skills to achieve positive commercial outcomes.
Qualifications and recognition
- BSc (Hons) Economics, University of Warwick, United Kingdom, 1995
- Fellow of the Institute of Chartered Accountants in England & Wales, 1999
- ICAEW Forensic Accounting and Expert Witness Community Group, current member and formerly a committee member from 2014 to 2022
- ICAEW Valuation Community Group, current member
Phil Hersey
A forensic accountant with 25 years of experience in acting for clients on high-profile and highvalue disputes at a Big-4 accounting firm and at international disputes consulting firms. Instructed as an expert in litigation and international arbitration proceedings, and as an expert determiner.
Broad sector experience including electricity generation (oil, gas, solar and hydro), oil and gas production, construction, transportation, metal production, banking, TMT, retail and manufacturing industries.
Extensive international experience having assisted clients in numerous jurisdictions, including Australia, New Zealand, Hong Kong, Mainland China, South Korea, UK, Europe, the Americas, Africa and the Middle East.
Areas of Expertise
- The evaluation of damages and the valuation of businesses, shares and assets in the context of litigation proceedings, commercial arbitrations and investment treaty international arbitrations;
- Accounting interpretation, accounting analysis and consideration of the financial reporting for complex transactions across a range of accounting standard setting regimes, including AASB, IFRS, US GAAP and UK GAAP; and
- Post-acquisition / shareholder disputes, including warranty claims, completion balance sheet disputes and shareholder oppression claims.
Marcus Tran
Phone: +61 2 9127 4573
More than 4 years of consulting experience in Australia, Japan and Vietnam in financial analysis, business consulting, strategy, and product development.
Skilled in data processing, modeling, and predictive analysis. Proficient in Python, R, SQL, and data visualisation tools like Tableau and Power BI.
Experience in financial modeling, forecasting, business valuation, risk management and business valuation.
Qualifications and recognition
- Masters of Commerce, specialised in Data Analytics and Finance, from the University of Sydney.
Join Our Team
We look for people who are curious and passionate about what they do. We are always on the lookout for highly talented individuals with great skills who also recognise the value of working as part of a team. If you are interested in joining our team, please email us your enquiry along with your CV.
Please note that we do not accept unsolicited CVs from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that we will have the right to hire that applicant at our discretion without any fee owed to the submitting recruiter, employment agency, person or entity.