Taurus Capital Group

What Taurus Capital Group does

Taurus Capital Group is a boutique corporate advisory and stockbroking firm headquartered in Mount Lawley, Perth, Western Australia, founded in 2018 by Paul Sharbanee. The firm delivers two integrated service lines: private client services for wholesale investors (portfolio construction and management, trading ideas, and access to capital raisings including wholesale placements and IPOs) and corporate services for small to mid-cap ASX-listed issuers (corporate advisory, capital raising management as Lead Manager or Joint Lead Manager, and mergers and acquisitions advisory). The firm has completed at least eight disclosed transactions between October 2025 and March 2026, including Sole Lead Manager, Joint Lead Manager, Sub-Underwriter, and Cornerstone Investor roles, with cumulative disclosed deal value exceeding $55M.

The business is operated by three named principals: Paul Sharbanee (Executive Director, ex-CPS Capital director and founder), Steven Talevski (Investment Director, ex-Goldman Sachs JBWere, Citigroup, and Morgan Stanley), and Candice Fleay (Administration Manager). There is no proprietary technology platform, no app, no API, and no AI/ML capability disclosed; service delivery is relationship-driven and human-led, leveraging the team's combined 45+ years of institutional and boutique experience. Distribution is direct via enterprise field sales to wholesale investors and corporate clients in Australia, supported by an email newsletter and the corporate website.

Revenue is generated through corporate advisory fees, capital raising transaction fees (as Sole Lead Manager, Joint Lead Manager, or Sub-Underwriter), portfolio management and advisory fees, and trading idea/execution fees, with pricing negotiated per engagement rather than published. No revenue figures, funding rounds, parent entities, or external investors are disclosed; the firm appears founder-owned and privately held, with operations concentrated in the Western Australian market and no disclosed international footprint.

Name

Taurus Capital Group

Legal name

Taurus Capital Group

Website

https://tauruscapital.net.au

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Taurus Capital Group is a Perth-based boutique corporate advisory and stockbroking firm serving wholesale investors and small to mid-cap ASX-listed companies with portfolio management, trading ideas, capital raisings, and M&A advisory services.

Ownership category

akta.pro rank

Product category

Corporate Advisory & Stockbroking

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

Keywords

• Corporate advisory services
• Stockbroking services
• Portfolio management
• Capital raisings
• Mergers and acquisitions

Headquarters

HQ city

Perth

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Corporate Advisory Fees: Fees earned from advising small to mid-cap ASX listed companies on corporate transactions, strategic advice, and creating beneficial outcomes for stakeholders.
2. Capital Raisings: Revenue from acting as Lead Manager for IPOs and participating in capital raisings via wholesale placements. Earns fees as Sole Lead Manager, Joint Lead Manager, or Sub-Underwriter for listed companies.
3. Portfolio Management & Advisory: Fees from providing tailored portfolio construction and management services to private clients, including ongoing monitoring and management of investment portfolios.
4. Trading Ideas & Execution: Revenue from providing trading ideas and investment recommendations to private clients, utilizing fundamental and technical analysis.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Taurus Capital Group is a boutique Perth-based Australian Corporate Advisory and Stockbroking firm. It provides Portfolio Construction & Management and Trading Ideas to wholesale investors, and Capital Raisings, Corporate Advisory, and Mergers & Acquisitions services to ASX-listed small-to-mid-cap companies. The firm combines private-client wealth advisory with corporate transaction execution under one senior team.

Product overview

Taurus Capital Group operates as a boutique Corporate Advisory and Stockbroking firm offering a unified suite of investment services. The company provides two integrated service lines: Private Client Services (Portfolio Construction & Management, Trading Ideas, and Capital Raisings) for wholesale and high net worth investors; and Corporate Services (Corporate Advisory and Mergers & Acquisitions) for ASX-listed small to mid-cap companies. The firm also serves as Lead Manager for ASX IPOs and has participated in multiple successful capital raisings.

Differentiator

Problem solved

Functional benefit

Products and services

• Portfolio Construction & Management Tailored portfolio construction and ongoing management service for wholesale investors, combining the firm's research, trading ideas, and execution capability into a discretionary or advised portfolio framework.
• Trading Ideas Research-driven trading ideas and market commentary distributed to wholesale investors via the firm's weekly newsletter and advisor relationships, providing actionable buy/sell recommendations on ASX-listed securities.
• Capital Raisings (Private Client) Wholesale-investor access to equity capital raisings on ASX-listed companies, with the firm placing or allocating raisings to its wholesale client base on a commission basis.
• Capital Raisings (Corporate) Lead-Manager and arranger role on equity capital raisings for ASX-listed small-to-mid-cap companies, including placements, rights issues, and IPOs.
• Corporate Advisory Strategic and transaction advisory for ASX-listed small-to-mid-cap companies, supporting boards and management on corporate strategy, capital structure, and stakeholder engagement.
• Mergers & Acquisitions (M&A) Buy-side and sell-side M&A advisory for ASX-listed small-to-mid-cap companies, leveraging the senior team's prior experience at Goldman Sachs JBWere, Citigroup, Morgan Stanley, and CPS Capital.

Named customers8 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• CPS Capital: Perth-based boutique stockbroking and corporate advisory firm specialising in small-mid cap ASX capital raisings and IPOs. Directly comparable given the founder's prior role there and identical target client base.
• Euroz Hartleys: Perth-based stockbroking and corporate advisory firm with a similar Western Australian small-mid cap ASX focus, providing wealth management, institutional sales and corporate advisory.
• Argonaut Securities: Perth-headquartered advisory and stockbroking group with deep small-mid cap ASX resources-sector exposure and full corporate finance/equities research capability — directly comparable boutique model.
• Henslow: Australian independent corporate advisory firm (formerly Rothschild Australia) providing M&A and capital markets advice to small-mid cap ASX-listed companies — comparable corporate advisory mandate profile.
• Blue Ocean Equities: Australian boutique broker/advisor focused on small-mid cap ASX equity research, corporate advisory and capital raisings — directly comparable in niche and service offering.
• Baker Young Stockbrokers: Australian boutique stockbroker providing wealth management, portfolio advice and equities research to HNI clients — comparable boutique private-client service mix.

Broad incumbents

• Bell Potter Securities: Larger Australian full-service stockbroking and wealth advisory firm with national footprint, offering retail and institutional services overlapping with Taurus's wholesale investor and corporate advisory lines.
• Ord Minnett: Australian private wealth manager and stockbroker with institutional sales, corporate advisory and research capabilities — broader incumbent with overlapping small-mid cap coverage.
• Canaccord Genuity Australia: Global mid-market investment bank with an Australian corporate advisory and equities presence, competing for small-mid cap ASX mandates at a larger scale than boutique peers.

Emerging players

• Peloton Capital: Australian emerging advisory and capital markets firm active in small-mid cap ASX placements and IPOs, increasingly competing with established boutiques for similar mandates.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/taurus-capital-group

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

Investments2 records

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

Frequently asked questions about Taurus Capital Group