What Gresham does

Gresham is an Australian-headquartered, privately held investment and advisory firm operating since 1985 under private equity ownership by STG. The firm describes itself as Australia's largest independent M&A advisory business and runs a multi-line platform spanning Corporate Advisory, Debt Advisory, Property, Capital Partners (growth investments), and Distribution Partners (funds placement and manager incubation). Its client base comprises mid-market and large-cap corporate clients, debt capital markets issuers, property developers, growth-stage founders, and Australian and international funds management businesses, primarily across Australia and New Zealand, with delivery through offices in Sydney, Melbourne, and Perth staffed by a senior team of more than 60 executives.

Gresham's revenue model combines advisory fees from M&A and debt advisory mandates with funds management economics across its property (mezzanine, preferred equity, stretch senior), growth (Capital Partners), and distribution (Distribution Partners) businesses, generating management fees, carried interest, and placement commissions. The Property franchise has delivered gross realised values exceeding A$10.0 billion across 8 funds. Pricing on advisory mandates is custom-quoted and not publicly disclosed, consistent with a professional services model where deal complexity and scope drive fees.

In January 2026, Gresham executed a strategic pivot into enterprise technology by acquiring S&P Global's Enterprise Data Management (EDM) business in a carve-out transaction backed by STG. The platform was rebranded Opus EDM in March 2026 and now serves 150+ financial institutions supporting over US$12 trillion in assets under management, providing Gresham with a recurring enterprise software revenue stream alongside its traditional advisory and funds management businesses. No AI/ML capabilities are documented in the source material, and the Opus EDM platform is positioned as a data master, governance, and operationalization solution rather than an AI-native product.

Name

Gresham

Legal name

Gresham

Website

https://gresham.com.au

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

1–10 employees

Short description

Gresham is Australia's largest independent M&A and debt advisory firm, providing corporate advisory, debt advisory, property financing, growth capital, and funds placement services to mid-market and enterprise clients across Australia and New Zealand, and now operates the Opus EDM enterprise data management platform serving 150+ financial institutions globally.

Ownership category

akta.pro rank

Product category

Investment Banking and Advisory Services

NAICS

Computer Systems Design and Related Services (54151), Portfolio Management and Investment Advice (52394)

SIC

Services-Management Consulting Services (8742), Finance Services (6199)

akta.pro primary industry

IT Governance, Risk & Compliance (IT GRC) Platforms (HDAEALAK)

akta.pro secondary industry

Risk, Controls & Governance (GRC) Platforms (FSAFAOAG)

Keywords

• Corporate advisory
• Debt advisory
• Funds management
• Mergers and acquisitions
• Capital raising

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Advisory Fees: Gresham generates revenue through advisory fees for corporate and debt advisory services. The Corporate Advisory business provides M&A advisory while Debt Advisory helps clients achieve optimal capital structures through global bank and capital markets access.
2. Funds Management: Gresham operates funds businesses including Property (mezzanine, preferred equity, stretch senior investments), Capital Partners (growth investments), and Distribution Partners (funds placement and capital raising services).

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Gresham is an Australian independent advisory and funds management firm providing corporate advisory (M&A), debt advisory, property financing and structuring, growth capital investments, and funds placement services to clients across Australia and New Zealand. Following the January 2026 carve-out acquisition of S&P Global's Enterprise Data Management business, the firm also offers the Opus EDM data management platform used by over 150 financial institutions.

Product overview

Gresham offers a unified portfolio combining advisory services and enterprise technology products. The core product is Opus EDM, an Enterprise Data Management platform acquired from S&P Global Market Intelligence. Opus EDM supports data master, governance, and operationalization at scale, serving over 150 financial institutions with more than US$12 trillion in assets under management. This platform is integrated alongside Gresham's advisory and funds management businesses including Corporate Advisory, Debt Advisory, Property, Capital Partners, and Distribution Partners.

Differentiator

Problem solved

Functional benefit

Products and services

• Corporate Advisory Independent M&A advisory services for mid-market and large corporations across Australia and New Zealand, with senior partners directly involved in client mandates and long-term advisory relationship development.
• Debt Advisory Debt advisory services helping clients achieve optimal capital structures through access to global bank and capital markets on the best possible terms, focused on long-term client relationships built on trust.
• Property A full suite of advisory, financing and structuring solutions for the property and development industry, including mezzanine, preferred equity and stretch senior investments across 8 funds.
• Gresham Capital Partners Growth capital investments to build leading growth companies, acting as the private capital partner of choice for founders, entrepreneurs and management teams.
• Distribution Partners Funds placement, capital raising and new manager incubation services for Australian and international funds management businesses across all investment vehicle types favoured by sophisticated investors.
• Opus EDM (Enterprise Data Management Platform) An enterprise data management platform that supports data master, governance and operationalization at scale for over 150 financial institutions managing more than US$12 trillion in assets under management.

Quantifiable outcome

• Gross realised values of over $10.0 billion across 8 funds in property investments
• +3 more outcomes

Named customers1 record

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

One partnership is on record.

• S&P GlobalmajorStrategic or Co-development Partner · 31 March 2026Gresham acquired S&P Global's EDM business through a carve-out deal. The acquired platform, now renamed Opus EDM, was integrated into Gresham's portfolio and supports data master, governance, and operationalization for over 150 financial institutions with over US$12 trillion in assets under management.

Scale indicators4 records

Recent moves4 records

Expansion highlights5 records

Broad incumbents

• Grant Thornton Australia: Mid-market accounting and advisory network in Australia with corporate finance and deal advisory capabilities that overlap with Gresham's mid-market client base.
• KPMG Australia: Big-Four advisory practice with corporate finance and debt advisory capabilities across Australia — overlapping competitor but as part of a much broader portfolio of services.
• Macquarie Capital: Domestic Australian investment-banking arm of Macquarie Group, providing M&A and capital-markets advisory across the same client set; broader portfolio but a key local incumbent.

Direct peers

• Houlihan Lokey: Independent global investment bank with strong M&A, capital markets and financial restructuring practices; closely comparable advisory business model.
• Rothschild & Co: Independent global advisory group focused on M&A, debt advisory and restructuring, with strong mid-market positioning analogous to Gresham's independent Australian franchise.
• Evercore: Pure-play independent investment banking advisory firm specialising in M&A, restructuring and capital-markets advisory — directly comparable to Gresham's senior-led independent model.
• Moelis & Company: Independent global advisory boutique focused on M&A, restructuring and capital-structure advice; competes for the same mid-to-large-cap independent mandates as Gresham.
• Lazard: Global independent financial advisory and asset-management firm with a leading M&A and capital-structure advisory practice; the most direct international analogue to Gresham's independent advisory model.

Regional players

• Pitcher Partners: Australian mid-market accounting, advisory and corporate finance firm competing for the same founder and family-owned clients that Gresham serves.

Emerging players

• Greenstone Partners: Australian independent advisory boutique focused on M&A and capital raising, serving a similar mid-market client base to Gresham Corporate Advisory.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/gresham-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments

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

Frequently asked questions about Gresham