CFO-led operators and investors focused on continuity and lasting value.
We back viable Australian SMEs as majority partners or acquire them outright. The approach is pragmatic: stabilise with CFO discipline, then invest to grow — always protecting people, customers, and supply chains.
What we bring
Principles we live by
Continuity first
Keep trading through change — protect people, customers, and reputation.
Financial clarity
Cash gates, covenant control, and simple dashboards that drive decisions.
Aligned ownership
Majority partner alongside directors or buy outright with respect and fairness.
Professional execution
Institutional standards delivered practically and at speed.
Where we focus
Resilient, real-economy sectors where disciplined finance and operations create outsized impact.
- Manufacturing
- Warehouse & Distribution
- Agri Processing
We’re Brisbane-based with national reach and deep local networks across legal, banking, and industry specialists.
Leadership
A highly qualified and experienced team
Our leadership group brings deep CFO, finance, and operational expertise gained across corporate, private, and turnaround environments. Each partner combines strategic discipline with hands-on experience — ensuring every engagement is commercially sound, well-governed, and outcome-driven.
Connected across South East Queensland
We’re a networked team of CFOs, directors, and operating partners working closely with trusted legal, banking, accounting, and industry specialists across SEQ. These relationships enable fast, discreet execution and access to the right resources when stability or growth demands it.
Hands-on, not advisory
Our team doesn’t sit at arm’s length — we work inside the business alongside owners and management. Every project benefits from active leadership, disciplined controls, and practical delivery that protects continuity and rebuilds value.
Our origin story
Forgepoint was created by CFOs who saw viable businesses at risk — not because demand disappeared, but because discipline did. We exist to preserve those businesses and help them thrive.
Observation
Good businesses can falter under cash pressure, mispriced contracts, or under-invested finance functions.
Response
Install cash cadence, rebuild reporting, and protect continuity while restoring lender and supplier confidence.
Outcome
Stabilise first, then invest to grow with operational and commercial lift.
By the numbers (typical)
Illustrative of our CFO-led playbook; specifics vary by situation.
Credentials & relationships
We work with respected legal, accounting, and banking partners and draw on specialist advisors when needed.
“The team brought clarity and calm — they stabilised cash, rebuilt reporting, and kept the business trading through a tough period.”
– Business Owner, QLD
“Hands-on and respectful with stakeholders. They did what they said, at the pace promised.”
– Banking Partner
Talk with a CFO-led partner
Confidential, respectful, and practical. We’ll respond quickly with next steps.