Zenith Advisory

What Zenith Advisory does

Zenith Advisory is a boutique investment banking and financial advisory firm headquartered in Copenhagen, Denmark, founded in 2012. It operates six interconnected service lines: M&A advisory (buy-side, sell-side, mergers, MBI/MBO, joint ventures, outsourced M&A departments), exit and IPO preparation, capital markets (equity and debt private placements, bank financing, convertible debt, sale-and-leaseback, IR strategy), financial consulting (CFO, financial reporting, valuation), special situations (turnarounds, dispute and crisis management), and direct investment management. Its client base spans entrepreneurs and families, corporate clients, financial buyers (PE firms), listed companies, and companies in special situations. The firm is founder-led by James Taylor DipFA with Managing Partner Martin L. Larsen and Partner Tim Eriksen, and positions itself as an independent boutique offering senior-attention service on every engagement.

The firm makes money primarily through transaction-based advisory fees and retainers, supplemented by management fees and ownership remuneration from direct investments in client transactions. Revenue mechanics are project-based and quote-driven, with no publicly disclosed pricing. The go-to-market is enterprise field sales through direct advisory relationships and partner referrals, with a limited digital presence via its website. The firm has stated a cumulative track record of 100+ transactions executed by its senior team across multiple industries and geographies, and reports reviewing hundreds of potential deals but selecting only four for its newly launched curated alternative investment portfolio.

Zenith Advisory's strategic positioning is anchored by its role as the Scandinavian partner of the Infinita Alliance (a global M&A network of independent investment banks), supplemented by partnerships with Finergreen (energy transition) and Andersen Global (CFO, tax, legal). The firm currently focuses on Scandinavia, the GCC, and the UK, with stated plans to expand into Australia. It has recently broadened its offering into curated alternative investments for sophisticated investors in GCC and UK markets, including private placements and corporate bond offerings.

Name

Zenith Advisory

Legal name

Zenith Advisory

Website

https://zenithadvisory.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Zenith Advisory is a Copenhagen-based boutique investment banking firm offering M&A advisory, exit preparation, capital markets, CFO and financial consulting, special situations, and direct investment services to entrepreneurs, families, corporates, and financial buyers across Scandinavia, the GCC, and the UK.

Ownership category

akta.pro rank

Product category

Investment Banking

NAICS

Portfolio Management and Investment Advice (523940), Miscellaneous Financial Investment Activities (523999)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro industry

PRIMARYBPAHADAB

Corporate Finance & Capital Advisory

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

SECONDARYBPAHAOAA

M&A Advisory (Buy-Side & Sell-Side)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

SECONDARYFSAEAGAE

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

SECONDARYFSAEAGAC

Capital Raising Advisory (Equity & Equity-Linked)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

SECONDARYFSAEAGAD

Debt Advisory & Financing Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

Keywords

• Investment banking services
• M&A advisory
• Capital markets advisory
• Financial consulting
• Exit preparation services

Headquarters

HQ city

Copenhagen

HQ country

Denmark

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Advisory Fees: Advisory services for M&A, capital markets, and other transactions. Revenue likely derived from transaction-based fees and retainers.
2. Direct Investments: From time to time Zenith makes direct investments or are remunerated with ownership as part of an assignment. Management fees from managing client investments.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Zenith Advisory is a boutique investment banking and financial advisory firm offering a unified suite of services including M&A advisory (sell-side and buy-side), exit and IPO preparation, capital markets fundraising and IR strategy, CFO and financial reporting services, special situations management (turnarounds, disputes, crisis), and direct investments management. All engagements are led hands-on by senior professionals with decades of collective experience from investment banking, board appointments, and management consulting.

Product overview

Zenith Advisory is a boutique investment banking and financial advisory firm offering a unified suite of six interconnected service lines: M&A Advisory Services (sell-side and buy-side), Exit Preparation (IPO and fundraising preparation), Capital Markets (fundraising and IR strategy), Financial Consulting (CFO and reporting services), Special Situations (turnarounds and crisis management), and Direct Investments. The firm recently expanded into curated alternative investments with a new portfolio targeting GCC and UK markets. All services are delivered by senior professionals with decades of collective experience from investment banking, board appointments, and management consulting.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Advisory Services Acquisition and sell-side advisory services including sell-side M&A for entrepreneurs, families and investment groups; buy-side M&A and acquisitions advisory for corporate clients and financial buyers; mergers advisory; MBI & MBO transaction services; joint venture advisory; and outsourced M&A department for corporate clients or investment groups.
• Exit Preparation Exit, IPO and fundraising preparation services including input to company strategy and timing, strategic review of potential exit options, creating compelling equity stories and investment cases, value optimization via gap analysis, vertical and horizontal integrations (Buy & Build), incentive structures, board composition, mentoring for key management positions, and funding/capital structure considerations.
• Capital Markets Fundraising and investor relations strategy services including review of financing options, equity capital raising (private or public), debt private placements, bank financing rounds, convertible debt and structured products, sale and leaseback financing, IR strategy for listed clients, and long-term cap table optimization.
• Financial Consulting CFO, financial reporting and valuation services including acting as full-time, part-time, or interim CFO; CFO support during turnarounds and special situations; shareholder value optimization through financial KPI focus; automated, value-focused financial monitoring; establishing reporting systems and tools for management/board/owners; governance structure and model development; and capital structure optimization with banks and other funding providers.
• Special Situations Turnarounds, dispute management and crisis management services addressing owner/shareholder disagreements, distressed situations; providing immediate action, active board/management or consulting support; situation analysis and execution strategy; and negotiations with banks and stakeholders.
• Direct Investments

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Infinita AlliancecoreStrategic or Co-development PartnerM&A alliance of independent investment banks across the globe. Zenith Advisory is the Scandinavian Partner. All senior staff has extensive experience within M&A from some of the largest investment banks. Local presences in USA, UK, Germany, Scandinavia, France, Italy, Spain, Turkey, Poland, Switzerland, India, China, Japan. Motto: 'Large Investment Bank sophistication, boutique feel'.
• FinergreenminorStrategic or Co-development PartnerInvestment bank dedicated to energy transition. Highly recognized from renewables energy market (solar, wind, biomass, hydro) with extended scope to sustainable development solutions (electric mobility, green hydrogen, CO2 storage). Independent international firm operating in 100+ countries through 12 offices. 10+ years track record, 30+ transactions closed each year.
• Andersen GlobalminorStrategic or Co-development PartnerEstablished 2013 (2002) by 23 former Arthur Andersen partners. Provides best-in-class financial advisory services, CFO services, tax and legal services worldwide. Fastest-growing independent, multidisciplinary professional services firm. 15,000+ professionals, 2,000+ global partners, presence in 425+ locations across 170+ countries.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Alantra: Independent mid-market investment banking advisory firm active across M&A, capital markets, and alternative investments globally. Highly comparable as a publicly-listed mid-market advisory offering similar cross-border deal capabilities to Zenith's mid-market seller and family-office clients.
• Oaklins: Global mid-market M&A advisory with strong Scandinavian and European presence through member firms. Closely comparable mid-market M&A and corporate finance advisory, with a similar cross-border partnership model to Infinita Alliance.
• Lincoln International: Global mid-market investment bank focused on M&A, capital markets, and special situations advisory. Closely comparable in business model, deal size sweet spot, and senior-led execution approach to Zenith, with a larger global office footprint.

Broad incumbents

• Lazard: Global financial advisory and asset management firm with a strong M&A advisory franchise, particularly in cross-border mid-to-large cap transactions. Comparable on advisory service mix but operates at significantly larger scale and serves larger enterprise clients.
• Houlihan Lokey: Global investment bank with deep mid-market M&A, capital markets, and restructuring capabilities. Directly comparable service mix to Zenith (M&A advisory, capital raising, special situations), but operates at materially larger scale with broader geographic coverage.
• Rothschild & Co: Global independent advisory firm with a long-standing M&A, capital markets, and restructuring franchise. Directly comparable as an independent advisory to entrepreneurs, families, and corporates, but with substantially larger geographic coverage and balance sheet.

Emerging players

• GP Bullhound: Tech-focused boutique investment bank advising on M&A and capital raising for growth-stage and digital businesses. Comparable boutique advisory model with similar senior-led engagement approach, though narrower sector focus on technology.
• Clipperton: European boutique investment bank focused on tech and digital M&A advisory. Comparable boutique advisory model and senior-led engagement style, with narrower sector specialization in technology and growth-stage companies.
• Drake Star Partners: Global boutique M&A advisor specializing in technology, media, and tech-enabled services. Comparable boutique M&A advisory model with senior-led execution, with particular relevance to Zenith's UK healthtech AI placement activity.

Regional players

• Carnegie Investment Bank: Leading Nordic investment bank offering M&A advisory, equity research, and capital markets across Scandinavia. Directly comparable as a Scandinavian M&A and corporate finance advisory, though typically serving larger Nordic corporates than Zenith's mid-market sweet spot.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/zenith-advisory

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Zenith Advisory