Directory · AU
Investment Banking in Australia
A register of firms and the professionals working at them in the Investment Banking sector based in Australia. Browse the public index, then filter or export on Kipplo.
Companies
268 on file
Mst Financial
At MST Financial, we take pride in our Australian roots and our commitment to delivering independent financial services through our distinctive platforms. Teaming up with top-tier analysts, we foster a culture that encourages entrepreneurship and adaptability. Operating with integrity, our research analysts provide non-conflicting, independent advice that is driven by outcomes. Through our platform model, we prioritise value creation by attracting visionary leaders to offer best-in-class corporate and strategic advisory services, equity and debt capital markets expertise, and exceptional sales and trading capabilities. All of this is backed by our premium independent investment insights and research. For more information about our partnerships, platforms and services, visit
51 to 200 staff
Flagstaff Partners
Flagstaff Partners is an Australian independent corporate advisory firm established in 2009 by Tony Burgess (Chairman) and Charles Goode AC (Chairman Emeritus). Tony Burgess was formerly Global Co-Head of Mergers & Acquisitions for Deutsche Bank, based in London and Charles Goode was formerly Chairman of Australia & New Zealand Banking Group for 14 years. The Firm’s principals bring together first class Australian and International corporate finance advisory expertise and experience, along with leading capital markets advisory capability. Flagstaff Partners provides clients with high quality corporate finance and capital markets advice, free of conflicts. Our guiding ethos is to work with clients on a trusted adviser basis over the longer term.
11 to 50 staff
Interfinancial - Clairfield Australia
Over more than three decades, InterFinancial has built a reputation as one of Australia’s leading corporate advisory firms specialising in M&A, capital raising and growth consulting. Our business is structured to guarantee our clients’ work is always in safe, experienced hands. Our clients can always count on personalised attention from dedicated, local executives. Uniquely, InterFinancial has local expertise with global reach. As the exclusive Australian partner of Clairfield International, a world-leading M&A advisory firm, we have on-the-ground contacts, knowledge, experience and relationship opportunities in 22 countries and in all major regions. We can draw on these contacts, that knowledge and those opportunities to deliver the outstanding results we get for our clients. InterFinancial works with owners and executives to define and accelerate their strategic growth initiatives and specialises in mid-market transactions between $AU20 million and $AU250 million. We are also recognised as one of Queensland’s largest corporate advisory firms.
11 to 50 staff
Berkshire Global Advisors
For 40 years*, Berkshire Global Advisors has been a leading provider of trusted M&A and strategic advice to the financial services industry. As a global specialist investment bank, our deep market knowledge and relationships enable us to deliver results for our clients.* Berkshire Global Advisors has been a member firm of FINRA since May 12, 2003
11 to 50 staff
Sooncorp
Sooncorp® was founded in by its Founder and Executive Chairman, Jonathan Soon, with the vision of creating an exclusive family of investors, advisers and investee companies leveraging each others’ interests in the telecommunications, media, banking and technology industry sectors accumulating value through relationships bonded by integrity, trust and honesty. With more than a decade of experience, Sooncorp® has achieved remarkable investing success earning a solid reputation as one of the world’s most admirable exclusive investment bank. Sooncorp® provides corporate advisory, business process outsourcing and financial services such as asset management, funds management, investment management, investment banking and securities services to high net wealth individuals, professional investors, government and corporate clients in 220 countries worldwide. Since its inception, Sooncorp® has successfully a wide range of corporate finance transactions consisting of capital raisings, IPOs, divestments, take-overs, mergers and acquisitions in the private and public equity markets with extensive experience working with the world’s leading stock exchanges.
10001+ staff
Ad Astra Corporate Advisory
Ad Astra Corporate Advisory is a leading independent corporate advisory business based in Sydney, Australia. Our mission is to understand our clients’ needs and values, and help them grow and evolve in an increasingly complex and competitive marketplace. Our goal is to provide bespoke, independent, innovative and strategic advice that will enable them to face these challenges. Our services include: Strategic reviews - we help our clients consider and fully evaluate their strategic options and identify the best solutions for achieving their business objectives. Mergers & Acquisitions - we advise on domestic and cross-border M&A transactions, identifying opportunities, developing innovative tactics as well as providing end-to-end execution support. Divestitures - we work closely with founders and business owners on assessing their available exit options and tailoring a transaction that delivers optimal value and certainty. Government advisory - we provide commercial advice to governments and government agencies, guiding them through complex policy, strategic and financial issues when undertaking commercialisations or privatisations. Leveraged buyouts - we support private equity funds as well as management teams looking to undertake leveraged buyouts and other acquisitions. Capital markets and IPO advisory - we assist our clients with accessing capital and advising on the capital raising process, whether from financial sponsors, private or public capital markets.
11 to 50 staff
Nash Advisory
Nash Advisory is a boutique mergers and acquisitions firm that focuses on financial advisory services for high growth companies, business owners and entrepreneurs, managers and investors. Our Melbourne & Brisbane based team, who are investors in several businesses themselves, can provide practical advice with unique and tailored solutions for every client. Nash is named after the Nobel Prize winner John Nash, who changed modern day economic theory through his Equilibrium Theory. Our role for most of our client engagements requires Game Theory – that is, analysing multiple potential outcomes by configuring a range of assumptions.
11 to 50 staff
Pottinger
A leading independent advisor to leading companies, state and federal governments, industry associations and growth stage companies on M&A, capital raising, corporate strategy and public policy. We're headquartered in Sydney & New York Pottinger has won multiple awards in recognition of its contribution to staff and clients and was highlighted as a role model by the Australian Government's Workforce & Productivity Agency. We work with companies around the world to provide global perspectives. We offer a completely different proposition to traditional consulting and investment banking advisors, seamlessly integrating true strategic thinking, commercial insight, financial expertise and execution excellence. By combining our skills and the strategic analytics of Pottinger Analytics, we are able to provide significantly greater insight to our clients. We have a diverse team. Between us we have lived and worked in most of the world’s top thirty economies, including most major economies in the Asian region, have held line management roles in some of the world’s largest companies, and have worked in senior Government roles. Academically, we have qualifications in astrophysics, computer science, management, commerce, finance, law, accounting, economics, science, engineering, psychology, history, international relations and agriculture. We are committed to upholding the highest ethical standards. Pottinger is a supporter of the Women's Empowerment Principles - a set of values for business offering guidance on how to empower women in the workplace, marketplace and community. They are the result of a collaboration between the United Nations Entity for Gender Equality and the Empowerment of Women (UN Women) and the United Nations Global Compact. Pottinger is also honoured to be asked to join as a member of the Corporate Leaders Group Global Council, joining 21 of the world's largest companies and brands in advocating for strong and effective action on climate change.
11 to 50 staff
Tat Capital - Powering Growth With Purpose
Tat Capital facilitates trade and investment ideas between Australia, New Zealand and the Indian Subcontinent through effective capital raising, M&A and international business development. Tat Capital operates out of Australia & India. Our Indian office is based in Puttaparthi- A small spiritual Village largely promoting a strong human values led lifestyle. Tat capital’s mission is to encourage its staff to celebrate a high moral ground and enjoy the equilibrium of thoughts across Capital markets & Human Values. Tat capital’s mission is to create 500 direct jobs by 2033 in this rural town of India and power our growth by fulfilling the purpose of job creation in rural Indian Tat Capital’s Family Office platform is a secure environment for Family Offices across ANZ and the Indian subcontinent to connect, collaborate and co-invest into great investment opportunities. Tat Capital has established a strong presence as the leading non-bank foreign exchange provider enabling corporates, investors and family offices through sharper FX conversions, faster international payments and dynamic hedging solutions that protect profitability and improve operational cashflows. Tat Capital Working Capital Solutions (TatWC) offers a range of financing products across the entire spectrum of working cycle of a business – starting from getting a new order to shipping the finished goods to the buyer.
1 to 10 staff
Transjovan Capital Advisors Llp
Transjovan Capital is a pre-eminent global M&A specialist firm with offices in New York, New Delhi, Paris and Sydney. Incepted in 2011, the firm has advised 200+ clientele on Strategic M&A and growth capital transactions worth over USD 10 Bn cumulatively.
11 to 50 staff
Baton Advisory
Baton Advisory specialises in the sale and acquisition of privately owned businesses in Australia The clients we represent typically have an Enterprise Value of between $1m and $20m. We facilitate the purchase of business assets or of shares and manage the process from start to finish in line with your requirements. We're engaged to act 100% on your behalf - there are no conflicts of interest. Your transaction is in safe hands. P + 1300 4BATON (422 866)
1 to 10 staff
Cygnet Capital Pty Ltd
25+ years in ASX micro-caps | ASX-listed opportunity specialists | Driving capital growth through deep research | Information and research only, never advice. Cygnet Capital is a boutique investment firm with almost 25 years’ experience specialising in ASX-listed micro-cap opportunities. We work with high-net-worth individuals, institutions, and professional investors, backed by rigorous in-house research. Our direct investment model gives clients transparency and control, with alignment through equity participation and performance-based structures. We focus on opportunities under $300m market cap across resources, technology, energy, and health sciences.
1 to 10 staff
Greenstone Partners
We are a leading independent corporate advisory firm focused on middle market mergers, acquisitions and divestments, and capital structure and financing advice. High Quality Independent Advice We are focused on providing high quality independent advice on middle market transactions. Our advice is formulated using processes and approaches that have been proven by the global investment banks. Dedicated Senior Team Our partners have extensive investment banking experience and are supported by a team with a complementary skill set. Our model is to ensure a partner is involved in every aspect of each transaction. Flexible and Innovative Approach As an independent corporate advisory firm owned by its principals and employees, we can tailor our remuneration structure and operating style to meet each client’s objectives. Greenstone Partners has the experience and operating structure to provide flexibility, innovation and fast response times. Global Network We are also a member of Mergers Alliance, a global network of market leading corporate advisory firms focused on mid-market M&A. Mergers Alliance has 17 member firms globally, covering 24 countries and encompassing more than 280 bankers. As part of Mergers Alliance, we are able to provide our clients with on-the-ground insights and contacts from 33 offices around the world as well as access to deep sector expertise from across the Mergers Alliance network.
11 to 50 staff
Blackpeak Capital Pty Ltd
blackpeak capital is an independent corporate advisory firm based in Sydney providing financial and strategic advice to clients. blackpeak capital focuses on advice with respect to capital raisings (equity, hybrids and debt) and mergers & acquisitions. An overview of our approach is provided below: Long-term client relationships focused on value creation, not transactions • We are committed to building long-term partnerships with clients as the "trusted adviser" • We develop a deep understanding of our clients business and their strategic objectives • We are not focused on short-term transaction opportunities, instead we consider the range of strategic and/ or financial alternatives and focus on how best to create value for the client and its various stakeholders Independent, conflict free advice • We focus exclusively on providing quality corporate finance and strategic advisory services • We are free of the conflicts that can emerge by offering multiple products such as broking, trading, lending or underwriting • We place the interests of clients ahead of anything else and offer integrity, objectivity and confidentiality • Independence allows us to provide advice on the most suitable solution given the client circumstances (eg. funding alternatives, transaction structures) Partnering with clients throughout the corporate life cycle • We seek to support clients with high quality corporate advice throughout their life cycle from raising private capital, to advising on IPOs, to executing mergers and acquisitions and raising public capital • We are willing to invest time and resources with quality growth companies well ahead of any potential corporate transaction Advice delivered by experienced corporate financiers • We ensure that clients have the focused attention of a corporate financier who has significant experience across multiple sectors, products, and transaction types
1 to 10 staff
Heworth Holdings Group
Heworth Holdings Group is a property investment house based in Sydney, Australia, with a primary emphasis on residential developments and funding in Sydney. Heworth Holdings Group is comprised of three separate businesses, being- Heworth Real Estate Investment - Heworth Financial Investment - Heworth Fund Management Heworth Holdings Group operates with a vision of continued and sustainable growth, with a strong emphasis on property projects in and around Sydney, Australia. We provide- Reliable management team- In house Project Management and Construction Team- Excellent track record- Expertise in tax planning.
11 to 50 staff
Highbury Partnership
Highbury Partnership is Australia's leading independent M&A / advisory firm providing high impact strategic and financial advice to entrepreneurs, sponsors, senior management and Boards on issues that are crucial to growth and success. Founded in 2013 and led by senior bankers with 100+ years of combined experience, Highbury Partnership has completed 73 transactions over the past 10 years, which equates to >$100 billion transaction volume. Some examples of Highbury Partnership clients and transactions: • Sole financial adviser to Plenary - Sale of 49% shareholding of Plenary to ADQ at $1 billion valuation (2024) • Financial adviser to Macmahon - 100% acquisition of Decmil Limited for $127 million (2024) • Financial adviser to AGL - Sale of AGL Surat basin gas production, processing and storage assets (2024) • Financial adviser to Wesfarmers -$3.5 billion listed merger of BWP Property Trust and Newmarket Property (2024) • Sole financial adviser to ERA - Sole financial adviser to ERA’s IBC on $367 million entitlement offer (2023) • Sole financial adviser to Squadron ->$4.0 billion acquisition of CWP Renewables (2022) • Strategic adviser to Afterpay -$39 billion sale to Square (2021) • Financial adviser to PEP -$989 million proposed acquisition of Village Roadshow (2020) • Strategic adviser to nib - Strategic adviser to NIB Health (2017 onwards)
11 to 50 staff
Luminis Partners
Luminis Partners specialises in providing the highest quality of independent, conflict-free advice to major corporations, governments and institutions on strategy, mergers, takeovers and takeover defence, acquisitions, divestments, manufacturing and capital market activities. Founded in 2015, Luminis Partners has an exclusive strategic alliance with Guggenheim Securities, a leading independent M&A Advisor with a broad global reach, deep sector expertise and a highly experience leadership team. Our Partners are amongst the most experience advisers in the Australasian market and have advised on some of the most complex transactions undertaken. We have achieved success for our clients for over 30 years. We are supported by a team of corporate advisers who have worked on a wide cross section of landmark transactions. Together we pride ourselves on the length and depth of our client relationships.
11 to 50 staff
Newport Capital Group
Newport Capital Group is Australia’s leading TMET focused and longest-established licensed strategic advisory and M&A Investment Banking firm. Since 1989, Newport Capital has executed over 300+ corporate transactions – Maximising Shareholder Wealth. Over ninety percent of our revenues are from supporting our clients in successfully effecting mergers and acquisitions, divestments, debt advisory and capital raisings. Our clients range from privately owned 'rising stars' to ASX-listed companies and major global vendor organisations. Newport Capital's industry focus and core knowledge base is Telecommunications, Media, Entertainment & Technology – "TMET"- sector, including- IT Services and Products - Software - Outsourcing, Managed and Business Services - Communications - Information Content Management - New Media - Mobile Content & Applications - Internet and e-commerce - Health Informatics - Applied Technology Newport's clients have included: IBM Global Services Australia Supplier Connex (Thailand) ComOps Limited Capgemini Australia Atos SA (France) Northgate Arinso (UK) Telstra Corporation Ltd Dicker Data Limited Classic Blue Group Infomedia Limited Mantech Inc SITEL Inc Salmat Pty Ltd Veda Advantage Innogence Ltd Unique World Pty Ltd ….and many others.
11 to 50 staff
Equity & Advisory
Equity & Advisory provides a comprehensive range of corporate advisory services that support our clients to address the challenges of today's business environment. Our purpose is to create wealth for our clients and communities, and by providing outstanding, concise, and effective corporate advice we help our clients navigate often complex landscapes to make the right decision when buying, selling, or protecting equity. We provide advice to public and private companies across all industry sectors on: • Mergers & Acquisitions • Divestments • Strategic Reviews • Turnaround Consulting • Debt & Equity Raisings • Valuations • Debt Advisory • Commercial Due Diligence • Family & Private Business Advisory We have a strong track record with family and private businesses, having worked with some of Australia’s leading family companies. Our team has led and delivered more than 200 successful transaction outcomes for clients valued in excess of $8 billion.
11 to 50 staff
Right Click Partners
Right Click Partners is an advisory firm helping technology founders in Australia, New Zealand and South East Asia maximise their exit by leveraging our experience, deep domain expertise and global relationships. We have experience in the entire process of planning and executing a successful exit, from initial strategy to completing the transaction. Through our partnership with China’s leading technology investment bank, CEC Capital, we have completed over 300 transactions in the technology industry and built a deep network with leading strategic acquirers and investors around the world.
1 to 10 staff
Saxo Singapore
Trusted for 30+ years, by over 1 million clients globally and with more than USD 100 billion in client assets, we provide regulated and reliable access to over financial instruments on our industry-leading platforms.
1001 to 5000 staff
Treadstone Resource Partners
Treadstone Resource Partners is an independent corporate advisory firm with a focus on the natural resources sector. Drawing on over 40 years of global corporate advisory, structuring and transactional experience, the Treadstone team brings sound, independent commercial judgment and innovative solutions to our clients. Our experience spans all aspects of services in corporate mergers and financings, and we’re committed to leveraging our wealth of global experience and industry expertise to bring a more personal, dedicated, flexible and efficient service to our clients. Absolute integrity is our guiding principle and “trusted advisor” our total focus. The Treadstone Resource team has particularly deep knowledge and industry experience in the natural resources sector. We endeavour to leverage over 40 years of relationships and experience with executives, corporates, and investors for the maximum benefit of our clients. We aim to build long term trusted relationships, supporting clients throughout their development cycle and providing comprehensive independent advice to help them execute and realise their strategic objectives.
1 to 10 staff
Acton Advisory
Acton Advisory was established in 2013 to provide specialised advisory services to clients involved in the procurement, acquisition, delivery and management of infrastructure assets and infrastructure technology platforms. Our executives bring investment banking quality and rigour and integrate themselves with client teams, to provide commercial, strategic, and financial advice and specialised infrastructure knowledge. We provide advice across three core infrastructure sectors- Government Infrastructure (including Greenfield procurements & Market Led Proposals)- Private and Government Owned Infrastructure (including corporate and Brownfield Government infrastructure)- Infrastructure Technology (platforms transforming infrastructure & adjacent sectors) Our 5 core service offerings are- Commercial advice including structuring and negotiation - Capital raising and project finance - Strategy, asset optimisation and M&A - Procurement and transaction management advice - Independent Non-Executive Director services We bring both private sector and Government perspectives to complex assets and projects and have the senior transaction advisory and execution expertise to help clients drive successful outcomes. This expertise has been gained across multiple sectors including transport (roads, ports, rail, airports), regulated utilities (transmission, distribution), water (desalination, wastewater treatment) and Acton Advisory has an Australian Financial Service Licence (AFSL# 516420) and is a supplier under the Victorian Government Professional Advisory Services Panel.
1 to 10 staff
Allunga Advisory
Allunga is an independent corporate advisory firm with a strong track record of successful M&A (sell and buy side) and capital raising (growth/venture/private equity and private debt/credit) transactions. A team of 10, we focus on transactions in the $20-200m value range and have completed over 300 transactions for both public and private companies. info@allungaadvisory.com.au We work closely with corporate, private equity buyers/investors and family owned and entrepreneur led businesses. In terms of sectors, we work extensively with technology, media, telco, professional/consulting services, general industrial, healthcare and retail businesses. Led by our principals Matt Rogers and David Hall, and with a dedicated and focused team of 10, our experience comprises a strong blend of Tier 1 investment banking & boutique experience. Allunga has a deep network of industry and investor contacts including- Corporate acquirers - Corporate investors - Private equity firms and venture capitalists - Family offices and high-net-worth (angel) investors - Tier 1 & 2 banks and alternative debt providers.
11 to 50 staff