Private Client Investment Banking

Professional advice for small to mid-cap companies and their owners

  • Making investment banking expertise accessible to small to medium size enterprises
  • Confidential, unbiased advice to guide business owners through complex transactions
  • Sensitivity in dealing with family ownership and succession planning issues
  • Access to Investec's global resources and international network

Talented entrepreneurs have big ambitions. The rewards can be great, but it's a hazardous journey. As enterprises scale up the challenges multiply. They need to be managed differently. They have to take on new responsibilities. Their capital structures change. There may be opportunities for acquisitions either in existing or new products, services or geographies. There may be a need for replacing existing shareholders or raising additional capital from new shareholders. There may be a need for succession planning over various time horizons.

As specialist advisors for growing businesses, this is familiar territory for us.

Our private client investment banking service provides corporate advisory services to small to mid-cap companies and their owners, across private individuals and families, ASX listed companies, and local subsidiaries of multinational corporations. Clients typically have turnovers in the range of A$10m to A$150m.

We offer small focused deal teams who provide accountable and highly visible service throughout their engagement. We can also work closely with Investec’s debt and equity offerings to provide an integrated solution when appropriate to a transaction. The quality of our advice and expertise matches what's available to much larger companies. It's offered at rates that suit the smaller enterprise.

Team members are experienced corporate finance professionals, who incorporate practical valuation, negotiation, tax, and general corporate and strategic advice into their transactions. They will help you achieve your business objectives with respect to mergers, aquisitions, divestments, capital raisings, sucession planning and other strategic matters.