Borealis Corporate Finance

What Borealis Corporate Finance does

Borealis Partners S.L. (operating as Borealis Corporate Finance / Borealis Partners) is a boutique financial advisory firm headquartered in Valencia, Spain, founded in 2003 and operating as part of the Grupo Ifedes ecosystem. The firm delivers four core service lines: M&A Advisory (buy-side and sell-side mandates for company owners, corporates, and investors), Financing and Debt Advisory (capital structure design, alternative financing search, acquisition financing, and refinancing), Tech Advisory (specialized M&A and Seed-to-Series B fundraising for technology companies), and Strategic Advisory (independent director support, wealth planning, CFO support, and company valuation). A separate Buy & Build Advisory practice targets PE-backed and corporate acquirers running programmatic M&A programs.

Name

Borealis Corporate Finance

Legal name

Borealis Partners S.L.

Website

https://borealispartners.es

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Borealis Partners is a Valencia-based boutique financial advisory firm, backed by Grupo Ifedes, providing M&A, financing and debt, Tech Advisory, and strategic advisory services to business owners, corporates, and investors across Europe, the Americas, and Asia-Pacific.

Ownership category

akta.pro rank

Product category

Corporate Finance Advisory (Boutique Investment Banking)

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

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

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG), Fairness Opinions & Independent Board Advice (FSAEAGAF)

Keywords

• Mergers and acquisitions advisory
• Corporate finance advisory
• Debt and financing advisory
• Boutique investment banking
• Strategic advisory services

Headquarters

HQ city

Valencia

HQ country

Spain

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Advisory and Consulting Fees: Professional services revenue generated through M&A advisory, financing and debt advisory, strategic consulting, and Tech Advisory engagements. Services include company sale and purchase processes, capital structure design, fundraising, and corporate reorganization.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Borealis Corporate Finance is a boutique financial advisory firm that advises business owners, corporates, investors, and technology companies on mergers and acquisitions (M&A), financing and debt structuring, technology-company transactions, and strategic corporate decisions. The firm leads end-to-end transaction processes including company sales and purchases, capital structure design, fundraising, refinancing, corporate reorganization, and provides independent director and CFO support services.

Product overview

Borealis Partners is a boutique financial advisory firm offering integrated financial services organized around four core offerings: M&A Advisory (company sales and acquisitions), Financing and Debt (capital structure optimization and refinancing), Tech Advisory (specialized M&A for technology companies with fundraising support), and Strategic Advisory (independent director services, wealth planning, and business development). The firm is backed by Grupo Ifedes and operates globally with over 40 completed transactions, more than 80% cross-border. The Tech Advisory division specifically targets tech founders and investors, providing M&A process management, corporate venture services for innovation portfolios, and fundraising coordination from Seed to Series B stages.

Differentiator

Problem solved

Functional benefit

Brands

• Tech Advisory: Specialized M&A advisory service for technology companies, focusing on maximizing value for tech founders and investors through corporate growth strategies.

Products and services

• M&A Advisory Advisory services for company sales and acquisitions, advising owners on company valuation strategies, optimal timing, and buyer identification, leading the entire process from strategy design to closing.
• Financing and Debt Advisory (Financiación y Deuda) Comprehensive advisory on debt and capital financing, including financing structure analysis, alternative financing search, acquisition financing advisory, and refinancing processes.
• Tech Advisory Specialized advisory for companies with a differential technological component, managing the sale process to maximize value, including corporate venture services and fundraising support from Seed to Series B stages.
• Strategic Advisory (Asesoramiento Estratégico) Independent external vision for strategic decisions, corporate processes, and financial control, including independent director services, wealth planning, CFO support, business development plans, and company valuation.
• Debt Advisory Analysis and design of financing structures, advisory on capital increases and strategic partner incorporation, alternative financing search, and refinancing advisory for acquisitions.
• Buy & Build Advisory Inorganic growth strategies and Buy & Build execution with over 15 acquisitions completed, including investment strategy, due diligence reports, deal execution, acquisition financing structure, and commercial due diligence.

Quantifiable outcome

• 80% of clients come from client referrals, demonstrating exceptional client satisfaction
• +2 more outcomes

Named customers13 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Grupo IfedescoreStrategic or Co-development PartnerGrupo Ifedes is a strategic partner providing institutional backing and ecosystem support to Borealis Partners. This relationship enables Borealis to offer enhanced strategic vision and resources for maximizing value in each transaction. The partnership provides access to additional expertise and network capabilities for cross-border advisory work.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Alantra: Spanish-headquartered independent financial advisory and asset management firm with a strong cross-border mid-market M&A and financing practice, directly comparable to Borealis in size, geography, and service mix.
• Arcano Partners: Madrid-based independent advisory and asset manager offering M&A advisory, debt advisory, and strategic consulting to mid-market clients, the most direct Spanish boutique peer to Borealis.
• DC Advisory: International mid-market M&A advisory firm with strong European presence offering cross-border sell-side, buy-side, and financing advice closely overlapping Borealis' core offering.
• Drake Star: Global tech-focused M&A advisor serving software, digital media, and tech-enabled businesses, the closest specialist peer to Borealis' Tech Advisory practice.
• GP Bullhound: European technology advisory and investment firm focused on mid-to-late stage tech M&A and capital raising, comparable to Borealis' Tech Advisory for founder-led and growth-stage engagements.
• Clipperton: Paris-based independent advisor specializing in cross-border tech and digital M&A, raising, and strategic advisory, directly comparable to Borealis' Tech Advisory for European tech founders.
• Lincoln International: Global mid-market investment bank with a strong European advisory footprint providing M&A, financing, and fairness opinion services, directly comparable to Borealis' core service mix.

Broad incumbents

• Rothschild & Co: Global advisory firm with a long-standing mid-market M&A and financing practice; competes with Borealis on larger cross-border mandates but operates at materially greater scale and breadth.
• Lazard: Global financial advisory and asset management firm with strong mid-market M&A franchise in Europe, broadly competing with Borealis on cross-border mid-market transactions.

Regional players

• Banca March: Spanish private banking and advisory group providing corporate finance and M&A advisory to Spanish mid-market companies, a regional competitor for domestic mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/borealis-corporate-finance-ventures

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 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 Borealis Corporate Finance