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Warrick Oakes is an advisory partner who works closely with complex family and private businesses as they evolve, transition and unlock long-term value. He partners with owners and stakeholders to navigate change, whether through growth, succession, restructuring or sale, bringing a pragmatic and structured approach to sensitive and multifaceted situations.

Warrick is known for helping clients balance commercial outcomes with family dynamics and providing clear, strategic guidance at every stage of the journey.

Relevant experience

  • Provides transaction support and advice to vendors by improving sale readiness, identifying diligence issues early and positioning financial and commercial matters clearly for buyers.
  • Leads complex transactions from strategy and negotiation through to completion, helping clients maintain control, momentum and commercial focus.
  • Advises on deal structure and value protection, including purchase price mechanisms, earn-outs, completion accounts and key commercial terms.
  • Works with owners and private capital in situations where commercial, governance and stakeholder priorities need to be aligned.
  • Focus on significant private and family-owned businesses.

Warrick is recognised for his independent and strategic perspective, providing clear, objective advice that supports clients in making confident, well-informed decisions. He takes a highly advisory-led approach, working closely with stakeholders to simplify complexity, challenge assumptions and improve overall outcomes.

Combining strong commercial judgement with a pragmatic mindset, he is adept at navigating sensitive environments within private businesses, balancing stakeholder priorities while maintaining focus on sustainable and commercially sound results.


Areas of expertise

  • Transaction advisory
  • Deal origination
  • Mergers and acquisitions
  • Succession planning
  • Due diligence
  • Valuation services
  • Family business advisory

Qualifications & memberships

  • Bachelor of Arts (Hons) – Loughborough University, UK
  • Graduate Diploma Chartered Accounting
  • Member – Chartered Accountants Australia and New Zealand
  • Accredited Advisor – Family Business Association


Contact Warrick

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