OUR CLIENTS
Bespoke financial and corporate advisory services for public and private (including family-owned) businesses, financial sponsors, family offices and other institutional investors.
The clients who choose us
We’re a reliable choice of corporate advisory services for the following clients.
Private Companies
Equion has been a privately-owned company since our inception. This is evident to our private company clients through our expertise woven into the advisory services we provide in this sector. The financing and M&A needs of such businesses present individual nuances that we take the time to understand, so that you receive tailored opportunities, specifically identified and personalised for you.
Services include:
M&A Advisory (Divestments, Acquisitions and Mergers)
Capital Raising
Cross-border Transactions
Management Buy-in and Buyout
Advisory Board establishment and participation
Divestment & Shareholder Liquidity Planning and Structuring options
Access to Majority/Minority Equity Capital alternatives
Corporate Development
Financial Modelling/Valuation services
Public Companies
No matter where in the public offering process you are, we understand the implications this can have on your business, and the individual differences that need to be considered when advising on the right transactions for you. As a bespoke financial services firm, we offer a personalised service that truly delivers the outcomes you want, and your public company needs.
Services include:
M&A Advisory (Divestments, Acquisitions and Mergers)
Independent Initial Public Offerings (IPO) advisory
Separations and De-mergers
Public Market Takeovers (on-market, off-market)
Scheme of Arrangement
Investor Relations
Strategic Options Analysis
Independent Board Advisory/Special Committees
Shareholder Advisory
Family Offices
Being strategically aligned with the Victor Smorgon Group, we recognise the uniqueness of family offices and the importance of generational value creation. We offer reliable long-term focused advice, putting the relationship before the transactions to ensure the best outcomes are achieved. Whether your family office is divesting or investing, we can provide advice that will align with your values and objectives.
Services include:
M&A Advisory (Divestments, Acquisitions and Mergers)
Proprietary views into direct investments
Co-investment opportunities
Initial Public Offerings (IPOs) for family office-backed companies
Portfolio review and reporting
Private Equity
Private equity firms and investors occupy a significant position in the M&A landscape. The quality and depth of our relationships is maintained through regular dialogue with numerous private equity firms. We understand the ever-changing challenges and nuances presented by the market across each sector, giving us the foresight to identify new opportunities and guide our clients through the investment cycle.
Services include:
M&A Advisory (Divestments, Acquisitions and Mergers)
Exit Planning
Corporate Development
Management Advisory
The right transactions
We are recognised for our ability to identify and execute transactions tailored to achieve the unique goals of each client, thanks to the long-lasting relationships we build with them.
Across multiple sectors
Equion’s vast portfolio of valued clients displays our expertise across consumer markets and services sectors including food & agriculture, technology, finance, health, and industrial.
What makes our approach different?
The detail behind a client’s business, and the financial requirements needed to support that, vary incredibly from organisation to organisation – even when those organisations are in the same sector.
We consider the individuality of every client, taking a personalised approach while remaining tenacious and proficient in the field.
This different approach stems from the truly independent, unconflicted nature of our advice and the depth, rigor, and intellectual integrity of our analysis:
We serve individual companies rather than industries.
We’re privately owned and trusted by family office, so understand private ownership intimately.
We pursue long-term value creation as opposed to short term transactions.
We are not a lender or customer of our clients.