Equity & Advisory
Equity & Advisory is a privately held Adelaide-based boutique M&A and corporate advisory firm offering M&A, divestments, capital raising, valuation, debt advisory, strategic reviews, and turnaround consulting to family, private, and public companies across Australia.
- Company typePrivate
- Founded1997
- HeadquartersKeswick, Australia
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Equity & Advisory does
Equity & Advisory is a privately held boutique corporate advisory firm founded in 1997 by Stephen Young in Adelaide, South Australia. Operating as Equity & Advisory Limited (also trading as E&A Limited), the firm is structured as a private limited company with Australian Financial Services Licence 552476. It is headquartered at Level 12, 108 Wakefield Street, Adelaide, and positions itself as Adelaide's largest boutique M&A team, with a team of 16+ professionals spanning Partners, Directors, Associate Directors, Managers, Analysts, and support staff.
The firm delivers a unified seven-service platform covering the full corporate finance lifecycle: Mergers & Acquisitions, Divestments, Capital Raising (including IPOs), Strategic Reviews, Valuation Advisory, Debt Advisory, and Turnaround Consulting. Engagements are tailored to client scope and delivered through senior partner-led teams — there is no proprietary technology platform, app, or API offering. Service delivery relies on traditional professional-services execution: due diligence, negotiation, valuation, financial modelling, and post-merger integration support.
Revenue is generated through transaction-based advisory fees, retainers, and project-based consulting charges, with pricing structured around deal value, complexity, and engagement scope. Customers are primarily Australian family and private businesses, with additional mandates from public companies requiring Independent Expert's Reports, takeover advisory, and restructuring services. The firm does not disclose financial figures and is entirely self-funded with no external institutional investors.
Equity & Advisory firmographics
Firmographics- Name
- Equity & Advisory
- Legal name
- Equity & Advisory Limited
- Website
- https://equityadvisory.com.au
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Equity & Advisory is a privately held Adelaide-based boutique M&A and corporate advisory firm offering M&A, divestments, capital raising, valuation, debt advisory, strategic reviews, and turnaround consulting to family, private, and public companies across Australia.
- Ownership category
- akta.pro rank
Equity & Advisory industry classification
Industry- Product category
- Corporate Advisory Services
- NAICS
- Investment Banking and Securities Intermediation (52315), Investment Banking and Securities Intermediation (523150), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Services-Management Consulting Services (8742)
- akta.pro primary industry
- M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)
- akta.pro secondary industries
- Corporate Finance & Capital Advisory (BPAHADAB), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Debt Advisory & Financing Advisory (FSAEAGAD), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Corporate Strategy Advisory (BPAHADAA), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)
Keywords
Where Equity & Advisory is headquartered
LocationHeadquarters
- HQ city
- Keswick
- HQ country
- Australia
- HQ region
- Oceania
Offices2 records
Markets served
Equity & Advisory business model
Business model- GTM type
- B2B
- Offering type
- Services
Revenue model
- Corporate Advisory Services: Professional advisory fees for mergers & acquisitions, divestments, capital raising, strategic reviews, valuation advisory, debt advisory, and turnaround consulting. Revenue generated through transaction-based fees, retainers, and hourly consulting charges for corporate finance engagements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom engagement-based pricing for M&A, advisory, and consulting services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Equity & Advisory product offering
Product offeringCore offering
Equity & Advisory is a boutique corporate advisory firm providing seven integrated services: Mergers & Acquisitions advisory, Divestments, Capital Raising (including IPOs), Strategic Reviews, Valuation Advisory, Debt Advisory, and Turnaround Consulting. Services are delivered through senior partner-led engagements to family-owned and private businesses as well as public companies across Australia, covering the full lifecycle of buying, selling, restructuring, and financing businesses.
Product overview
Equity & Advisory is a boutique corporate advisory firm offering a unified suite of seven M&A and financial advisory services. The core offerings include Mergers & Acquisitions (as Adelaide's largest boutique M&A team), Divestments, Capital Raising, Strategic Reviews, Valuation Advisory, Debt Advisory, and Turnaround Consulting. These services are designed to work holistically, supporting clients through the complete lifecycle of buying, selling, restructuring, and financing businesses, with particular expertise serving family and private businesses across Australia.
Differentiator
Problem solved
Functional benefit
Products and services
- Mergers & Acquisitions
Quantifiable outcome
- Over $11 billion in transaction value for clients
- +3 more outcomes
Companies that use Equity & Advisory
Customer profileNamed customers23 records
Segments3 records
Equity & Advisory technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Equity & Advisory partnerships and signals
Strategic signalScale indicators6 records
Recent moves6 records
Expansion highlights4 records
Equity & Advisory competitors and assessment
Company assessmentDirect peers
- Grant Thornton Australia: Mid-market advisory firm with strong M&A, valuation and corporate finance practices serving Australian private and family businesses. Directly comparable to Equity & Advisory in client segment (private/family businesses), service mix (M&A, valuations, due diligence) and team-based delivery model.
- BDO Australia: Mid-tier accounting and advisory network with a corporate finance practice offering M&A advisory, valuations, due diligence and capital raising to Australian SMEs and family-owned businesses. Overlaps directly with E&A's mid-market, family-business focus and service offering.
- Flagstaff Partners: Independent Australian corporate advisory firm providing M&A, capital markets and strategic advisory to mid-market and emerging companies. Comparable boutique positioning and mandate profile to Equity & Advisory, particularly for independent expert's reports and capital raising.
- Azure Capital: Perth-based boutique corporate advisory firm specialising in M&A, capital raisings and strategic advisory for Australian mid-market companies, with notable resources sector focus. Closely comparable boutique model and mid-market positioning to Equity & Advisory.
- Petra Capital: Australian independent advisory firm providing M&A, capital raising and strategic advisory to mid-market companies. Boutique model with comparable deal sizes, client profile and service offering to Equity & Advisory.
- MA Financial Group: Australian diversified financial services firm with a corporate advisory arm providing M&A, capital raising and strategic advisory to mid-market and emerging companies. Comparable client segment and service mix to Equity & Advisory.
Broad incumbents
- KPMG Australia: Big 4 firm in Australia with a substantial Deal Advisory practice covering M&A, valuations, due diligence and corporate finance. Larger scale and broader service set than Equity & Advisory, but competes directly for the same family and mid-market clients.
- EY Australia: Big 4 firm with significant Transaction Advisory and M&A Integration practices in Australia, serving clients across all major industry sectors. Competes with E&A for mid-market mandates and is the former employer of Managing Partner Don Manifold.
- Deloitte Australia: Big 4 firm with large M&A and Corporate Finance advisory practice in Australia. Competes with E&A for mid-market mandates and is the former employer of partners John-Paul Calabrese and Dino Talavanic.
- Rothschild & Co Australia: Global advisory firm with established Australian mid-market M&A practice. Competes with E&A for larger mid-market divestments, acquisitions and capital raisings, particularly in family-owned business and resources sectors.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Equity & Advisory social profiles
Digital presenceEquity & Advisory compliance and trust
Trust signalCompliance2 records
Equity & Advisory financial estimates
Financial estimateRevenue estimate
Valuation estimate
Equity & Advisory leadership team
Management profileNumber of profiles
Equity & Advisory funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Equity & Advisory M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Equity & Advisory
What does Equity & Advisory do?
Equity & Advisory is a boutique corporate advisory firm providing seven integrated services: Mergers & Acquisitions advisory, Divestments, Capital Raising (including IPOs), Strategic Reviews, Valuation Advisory, Debt Advisory, and Turnaround Consulting. Services are delivered through senior partner-led engagements to family-owned and private businesses as well as public companies across Australia, covering the full lifecycle of buying, selling, restructuring, and financing businesses.
Is Equity & Advisory a public or private company?
Equity & Advisory is a private company. It is currently operating.
When was Equity & Advisory founded?
Equity & Advisory was founded in 1997. It employs 11 to 50 people.
Where is Equity & Advisory based?
Equity & Advisory is headquartered in Keswick, Australia, in the Oceania region.
How does Equity & Advisory make money?
One revenue line is on record: corporate Advisory Services.
Who are Equity & Advisory's main competitors?
Direct peers on record are Grant Thornton Australia, BDO Australia, Flagstaff Partners, Azure Capital, Petra Capital and MA Financial Group. Broad incumbents are KPMG Australia, EY Australia, Deloitte Australia and Rothschild & Co Australia.
Does Equity & Advisory have an API?
No public API is recorded for Equity & Advisory.
What industry is Equity & Advisory in?
Equity & Advisory's product category is Corporate Advisory Services. Its primary akta.pro industry code is BPAHAOAA, M&A Advisory (Buy-Side & Sell-Side), with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 52315 and its SIC code is 6282.