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Strategy. Advice. Action. Outcomes.

THAT'S MY PROMISE

Hello and welcome. I’m Philip Bateman.

I help successful and ambitious people make big things happen.

They typically have a very real, significant and potentially life-changing opportunity.

But lack the bandwidth, connections, experience or capital to realise it on their own.

Financial Return - Philip Bateman and Bateman's Advisory

EXPERIENCE & EXPERTISE

While no two projects are ever the same, I specialise in and work across:

Business

Growth Strategy

Board & Leadership Alignment

People, Technology & Systems

Succession & Exit

Capital

Debt & Private Equity

Opportunity Evaluation

Investor Introductions

Negotiation & Close

Legacy

Family Enterprise Strategy

Values, Charters & Governance

Generational Transition

Impact & Philanthropy

Projects

DIFFERENCE

Strategy. Advice. Action. Outcomes.

That’s my promise.

I know. There are lots of advisers, specialists and consultants out there.


Some will hand you a list of problems to fix, others a plan or strategy.

Very few will stand beside you, hold the vision, do the work and make it happen. I do.

Each year, I work on six to eight of these projects

– and have for the best part of the last two decades.

When you consider most CEOs and Founders only tackle these sorts of projects a handful
of times in their career, you can see why they bring me in to make it happen.

More about me
"We got Philip to review and stress-test our strategic plan. He opened our eyes to opportunities we hadn’t considered, introduced us to people we needed to know, and gave us the confidence to move full steam ahead."
- Josh Phelan | Managing Director | Cerecon Group
"Philip is more persistent than most, and he facilitates really well. That's the key. He understood what we needed to do and helped us get there."
- Stephen Moulton | Chairman & Director | Danaher Moulton
"Philip built our Investor Engagement System after a deep review of our strategy and the results have been transformative. If you're managing a fund or considering launching a new one, Philip should be your first port of call."
- Dr Jodi York | Chief Impact Officer | Kilara Capital
"Philip is an open and transparent partner. I’ve only ever had good experiences working with him and always feel I can trust what he says."
- Lance McKegg | Managing Director | Keyview Financial Services
"Philip courageously and capably guided our team - a bunch of self-confessed financial and impact geeks. He took time to understand the multiple facets of our business, clients, and impact DNA."
- Kylie Charlton | Managing Director | Australian Impact Investments
"Overall, it's been fantastic. We love Philip’s energy and professionalism - he’s been very good to deal with as far as everything being planned out and meticulous. It's been a delight."
- Kim Morison | Chairman | Argyle Capital Partners
"Philip has a rare gift. He takes the time, and has the insights, to really get underneath what I'm trying to convey, and brings out the very best. He does what he says he's going to do, and he's a seriously easy person to just have around."
- Andrew Hollo | Director & Principal Consultant | Workwell

RECENT PROJECTS

Danaher Moulton
A Melbourne law firm, growing fast and looking to the future. The partners brought me in to answer three questions: How do we align? Who are we going to be? How do we get it done?
Specialist Infrastructure
"We haven't been able to land the finance for one of our clients - it's over $50M, can you make that happen?" Niche market. Asset-backed. Complex proposition. Yes, I can make that happen.
Cerecon Group
Relied upon by Tier 1 builders in our largest infrastructure projects, Cerecon is technology focused, young and disruptive. They’re scaling fast and the founders want their legacy assured.
See more projects