Strategic Advisory

We advise boards and senior management teams on a variety of strategic matters, including defining corporate objectives, optimising the company and its value, considering new projects and activities, managing changing or challenging market conditions, embracing sustainability, and corporate governance.

Our directors leverage over 60 years of combined experience as advisors, public company directors and executives.

  • Board and management assistance to define and refine corporate objectives and set strategic direction.
  • Identification and execution of growth opportunities, operational streamlining, and enhanced governance.
  • Strategic reviews and guidance on new markets and projects through rigorous market and financial analysis.
  • Defensive and offensive strategies to secure strategic assets and outcomes.
  • Bespoke corporate governance solutions, aligning long-term business goals with regulatory best practices.

Mergers & Acquisitions

We advise on mergers, demergers, acquisitions, reverse listings, divestments and other corporate restructures, on either side, as well as bespoke strategic assignments such as joint ventures, partnerships, privatisations, and commercialisations.

We design and deliver tailored transaction structures and processes based on our client’s objectives.

  • Mergers, demergers, acquisitions, reverse listings, joint ventures, and other complex restructures.
  • Bespoke transaction structures aligned to strategic objectives and outcomes.
  • Due diligence, risk assessment, and value optimisation.
  • End-to-end transaction execution including negotiation and deal team coordination.
  • Post-merger integration services to ensure cohesive operational and cultural alignment.

Private Equity

Our private equity services create value for owners and investors by identifying, funding, and guiding strategic growth. We partner with high-potential businesses for expansion, market entry, consolidation, and operational improvements. Leveraging our network, we craft customised investment structures for impactful outcomes.

We provide strategic oversight, collaborating with management to optimise performance, refining financial strategies, enhancing go-to-market plans, and coordinating mergers or acquisitions, including post acquisition integration. By aligning our expertise with each client’s needs, we drive growth, boost enterprise value, and deliver strong returns for stakeholders.

  • Identify, fund, and guide the strategic growth of high-potential businesses.
  • Support management teams to refine financial strategies, enhance go-to-market plans, and increase operational efficiencies.
  • Post acquisition integration and transaction support.
  • Turnaround services and operational excellence.

Capital Markets & Financing

We partner with companies to help them raise capital to achieve their corporate vision and are active in the capital markets.

We also provide strategic advice and execution on a broad range of lending and debt financing transactions, including growth and acquisition funding, sustainability-linked financing, re-financing, private debt, leveraged buy-outs and other leveraged finance.

  • Full spectrum of equity, debt, and alternative financing solutions.
  • Growth and acquisition funding via customised structures tailored to client needs.
  • Private debt and leveraged finance arrangements.
  • Transaction execution support, including detailed financial modelling through to financial close and post-transaction support.

Why we can help

01

Executive experience

Our directors have served on 20 boards and held senior leadership positions of Australian and international private and publicly listed companies over decades. They have acted as retained strategic advisors to major listed companies, investors, and government entities as members of tier one leading global investment banks and advisory houses. We face and seek answers to the same questions asked by our clients.

02

Financial markets and sector experts

Together, our team brings 100 years of experience across advisory, transactions, and sector expertise, having completed $125 billion in deals at Affinity and at leading investment banks and advisory firms. Each team member has executed mergers and acquisitions, Equity Capital Market (ECM), and Debt Capital Market (DCM) mandates across core and adjacent sectors.

03

Investment technology

The team is trained in our deal tech which includes our proprietary valuation and financing models. We teach our team the value of information and how to get it. We invest tens of thousands in market and sector information sources (such as Bloomberg and Preqin). Our team of 10 are well qualified with 23 graduate, post graduate or industry certifications completed or underway.

Enquire today

We would be delighted to hear from you and start a conversation.