GreenMount Advisory
GreenMount Advisory is an independent boutique advisory firm operating in Australia and New Zealand, providing M&A tax advisory (GM Tax) and private capital fund management (GM Capital) to private equity investors, corporates, founders, and family offices from offices in Sydney, Auckland, and Christchurch.
- Company typePrivate
- Founded2018
- HeadquartersSydney, Australia
- Headcount11–50
- GTM typeB2B
- OfferingServices
What GreenMount Advisory does
GreenMount Advisory is an independent, boutique tax and corporate advisory firm founded in October 2018 by Ryan Davis, a former senior Partner at EY and KPMG, and headquartered in Sydney's Salesforce Tower with additional offices in Auckland and Christchurch. The firm operates two integrated service lines: GM Tax, an M&A tax advisory practice providing buy-side and sell-side tax due diligence, transaction structuring, fund and investment structuring, management equity planning, and post-completion integration for private capital investors, corporates, and founders; and GM Capital, a private capital investment management arm managing the Co-Investment Fund (mid-market PE alongside Australasian sponsors) and the New Economy Fund (thematic VC across AI, energy transition, circular economy, healthcare, and other new-economy subsectors), plus an Operating Partner Services / Business Acceleration Partner capability for portfolio company performance improvement.
GreenMount's business model rests on senior-led, bespoke engagements with flexible fee structures that avoid hourly billing, supplemented by fund management fees and co-investment economics on GM Capital products. The firm is the only independent M&A tax-focused advisory in the Australian and New Zealand markets and operates a deliberately low-cost base model, with Managing Directors working directly on transactions rather than leveraged through large junior teams. In September 2020, Ng\u0101i Tahu Holdings acquired a 25% stake to fund expansion, and key persons and staff invest a minimum of 2% across GreenMount Capital fund products, aligning staff and investor interests. Distribution is relationship-driven — direct client referrals from an established network of leading PE fund managers, family offices, and an extensive professional network — with no product-led or self-serve motion; services are delivered across the trans-Tasman region only.
GreenMount Advisory firmographics
Firmographics- Name
- GreenMount Advisory
- Legal name
- GreenMount Australia Holdings Pty Limited
- Website
- https://greenmount.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- GreenMount Advisory is an independent boutique advisory firm operating in Australia and New Zealand, providing M&A tax advisory (GM Tax) and private capital fund management (GM Capital) to private equity investors, corporates, founders, and family offices from offices in Sydney, Auckland, and Christchurch.
- Ownership category
- akta.pro rank
GreenMount Advisory industry classification
Industry- Product category
- M&A Tax Advisory and Private Capital Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Other Financial Vehicles (52599)
- SIC
- Services-Engineering, Accounting, Research, Management (8700), Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)
- akta.pro secondary industries
- Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Co-Investment / Direct Allocation Platforms (alongside FoF) (FSANAGAK), Corporate Strategy Advisory (BPAHADAA)
Keywords
Where GreenMount Advisory is headquartered
LocationHeadquarters
- HQ city
- Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices3 records
Markets served
GreenMount Advisory business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- M&A Tax Advisory Services: GreenMount's GM Tax practice provides M&A tax due diligence, transaction structuring, fund structuring, management equity planning, and post-completion integration advice to private capital investors, corporates, and founders. Revenue is earned through professional service fees, typically on a project/transaction basis. The firm applies flexible fee structures and avoids pure hourly billing on most engagements.
- Capital Investment Management: GM Capital manages two fund products: the Co-Investment Fund (mid-market private equity) and the New Economy Fund (venture capital). Revenue is generated through management fees and potentially carry/co-investment returns on fund products. The firm also offers Operating Partner Services to private capital providers seeking to optimise portfolio company performance.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | M&A Tax Advisory – bespoke project-based fees |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
GreenMount Advisory product offering
Product offeringCore offering
GreenMount Advisory operates two integrated practices: GM Tax, an M&A tax advisory practice delivering buy-side and sell-side tax due diligence, transaction structuring, fund and investment structuring, management equity planning, and post-completion integration; and GM Capital, a private capital investment management arm offering co-investment and venture capital funds plus Active Investor Plus Visa products and Operating Partner Services for portfolio performance improvement.
Product overview
GreenMount Advisory operates as an independent advisory and investment management firm with two core service lines: GM Tax (M&A Tax Advisory) providing transaction-focused tax services including due diligence, structuring, and compliance; and GM Capital managing investment funds including the Co-Investment Fund, New Economy Fund, and Active Investor Plus Visa investment products. The firm also offers Operating Partner Services including Business Acceleration Partner capabilities for portfolio performance optimization. The firm operates across Australia and New Zealand from offices in Sydney, Auckland, and Christchurch.
Differentiator
Problem solved
Functional benefit
Products and services
- GM Tax (M&A Tax Advisory) M&A Tax Advisory practice delivering buy-side and sell-side tax due diligence, transaction structuring, fund and investment structuring, management equity and incentive planning, post-completion integration, and regulatory and registration support for private capital investors, corporates, and founders.
- GM Capital (Private Capital Investment Management) Capital investment arm managing funds that enable limited partners to invest in private equity and venture capital, accessing co-investment opportunities alongside Australian and New Zealand private capital fund managers.
- Co-Investment Fund Mid-market growth fund co-investing alongside top-tier New Zealand and Australian private equity sponsors, targeting companies with enterprise values between AUD 50m–250m primarily with an economic link to New Zealand.
- New Economy Fund Venture capital fund focused on themes of sustainability and technological transformation with social and impact objectives, investing AUD 0.15m–1.5m per initial investment across seven new economy subsectors including AI & Automation, Data & Digitisation, Energy Transition, Circular Economy, Future of Healthcare, Environment and Sustainability, and Alternative Proteins.
- Active Investor Plus (AIP) Approved provider of Acceptable Managed Funds under New Zealand's Active Investor Plus Visa Programme, offering residency applicants access to private equity, growth infrastructure, and venture capital investment opportunities.
- Operating Partner Services Senior experienced professionals working within portfolio companies to diagnose, develop improvement strategies, and implement them to redirect companies back to growth and high performance, focused on five key areas of private capital optimization.
- Business Acceleration Partner (BAP) Expanded Operating Partner Services offering providing access to technology, supply chain, marketing, people, finance, transformation, restructuring, and strategic execution skills delivered by leaders with extensive experience supporting private capital clients and corporations through change.
Quantifiable outcome
- Faster, more cost-effective M&A tax advisory compared to dominant competitors in Sydney and Melbourne markets
- +2 more outcomes
Companies that use GreenMount Advisory
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles4 records
GreenMount Advisory technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
GreenMount Advisory partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights6 records
GreenMount Advisory competitors and assessment
Company assessmentDirect peers
- KordaMentha: Independent Australian advisory firm specialising in restructuring, forensic, and transaction advisory. Closely comparable to GreenMount as an ANZ-based independent advisory competing against the Big Four with a senior-led, boutique model.
- McGrathNicol: Australian independent advisory firm offering restructuring, transaction services, and corporate advisory. Comparable as an ANZ-based independent advisory with senior practitioners competing for similar mid-market PE and corporate mandates.
- Pilot Partners: Boutique Australian chartered accounting and advisory firm providing transaction services, restructuring, and tax advisory. Comparable in size, ANZ focus, and boutique independent positioning versus the Big Four.
Broad incumbents
- KPMG Australia: Big Four firm with a substantial M&A tax and deals practice in Australia. Directly named as a competitor in the ANZ M&A tax advisory market where GreenMount competes on cost and senior involvement.
- EY Australia: Big Four firm with deep M&A tax advisory capability. Founder Ryan Davis's prior firm; EY remains the dominant incumbent GreenMount positions against on independence and cost.
- PwC Australia: Big Four firm providing M&A tax, deals, and corporate finance services across ANZ. Comparable for the same transaction advisory services GreenMount provides, but at significantly larger scale.
- Deloitte Australia: Big Four firm with full-service M&A tax and transaction advisory in ANZ. Competes for the same PE and corporate client mandates GreenMount serves.
- Lazard Australia: Global investment bank and M&A advisory with ANZ presence. Comparable as an M&A advisor serving PE and corporate clients, though at materially larger scale and broader product set.
- FTI Consulting: Global advisory firm with strong ANZ M&A, restructuring, and transaction services practice. Comparable in serving PE-backed corporates with cross-border transaction and restructuring work.
Emerging players
- Movac: New Zealand venture capital fund manager investing in technology and high-growth companies. Comparable as a NZ-headquartered fund manager pursuing similar LP base opportunities to GM Capital's New Economy Fund.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
GreenMount Advisory social profiles
Digital presenceGreenMount Advisory financial estimates
Financial estimateRevenue estimate
Valuation estimate
GreenMount Advisory leadership team
Management profileNumber of profiles
Profiles26 records
GreenMount Advisory funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
GreenMount 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 GreenMount Advisory
What does GreenMount Advisory do?
GreenMount Advisory operates two integrated practices: GM Tax, an M&A tax advisory practice delivering buy-side and sell-side tax due diligence, transaction structuring, fund and investment structuring, management equity planning, and post-completion integration; and GM Capital, a private capital investment management arm offering co-investment and venture capital funds plus Active Investor Plus Visa products and Operating Partner Services for portfolio performance improvement.
Is GreenMount Advisory a public or private company?
GreenMount Advisory is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was GreenMount Advisory founded?
GreenMount Advisory was founded in 2018. It employs 11 to 50 people.
Where is GreenMount Advisory based?
GreenMount Advisory is headquartered in Sydney, Australia, in the Oceania region.
How does GreenMount Advisory make money?
Two revenue lines are on record. M&A Tax Advisory Services are the primary driver. The others are capital Investment Management.
Who are GreenMount Advisory's main competitors?
Direct peers on record are KordaMentha, McGrathNicol and Pilot Partners. Broad incumbents are KPMG Australia, EY Australia, PwC Australia, Deloitte Australia, Lazard Australia and FTI Consulting. Movac is listed as an emerging player.
Does GreenMount Advisory have an API?
No public API is recorded for GreenMount Advisory.
What industry is GreenMount Advisory in?
GreenMount Advisory's product category is M&A Tax Advisory and Private Capital Investment Management. Its primary akta.pro industry code is BPAHAOAA, M&A Advisory (Buy-Side & Sell-Side), with a secondary code of FSAEAGAC, Capital Raising Advisory (Equity & Equity-Linked). Its NAICS code is 523940 and its SIC code is 8700.