Client Services

With whom we conduct business:


Entrepreneurs and business owning families, active in building their business interests, including through growth, acquisitions, mergers, etc.

Smaller Private Equity Firms

Smaller private equity firms investing in companies with enterprise values of $5 to $50 million and their partners.

Executives Looking to Acquire

Successful executives who are planning an acquisition or divestment.

Closely Held Businesses

Companies owned by a small group of shareholders with enterprise values of $5 million to $500 million.

Smaller Listed Companies & Banks

Smaller exchange listed companies and closely held banks with assets under $1 billion looking to attract  capital from new key shareholders and establish valuable business and client relationships.

Nimble Corporations, Infrastructure Players & Alternative Asset Management Firms

We provide access to the Australian and New Zealand markets as well as access to several emerging and frontier markets around the globe including Myanmar, Vietnam, Indonesia and Ghana.

What we do

Capital raising

  • Private placements
  • Project finance
  • Raising via Non-disclosure (excluded offers introducing sophisticated and professional investors to companies and investments)
  • Venture capital
  • Private equity

Corporate advisory

  • Deal sourcing
  • Due diligence
  • Strategic planning (M&A advisory, growth strategies, divestment, alliances and joint ventures, portfolio management)
  • Corporate & executive benefits

Management consulting

  • Developing post acquisition business plan
  • Due diligence
  • Exit strategies
  • Scenario planning and analysis
  • Operational improvement
  • IT program advisory
  • Web and digital change
  • Marketing & sales


Banking, Lines of Credit, Debt Financing, Project Finance, Factoring, Leasing, Legal Advisors, Accountancy, Management Consulting, Investment Banking, Valuation