What Perpetuity Capital does

Perpetuity Capital is a Sydney-based, privately held Australian financial advisory firm founded in 2010 that serves small to medium enterprises across diversified industry sectors, including financial services, health, property, distribution and supply chain, media production, and information technology and telecommunications. Its service portfolio spans Corporate Advisory (M&A buy-side and sell-side mandates, valuations, due diligence, financial modelling, transactional planning, takeover defences, spin-offs, leveraged buyouts and corporate restructurings), Capital Raising (debt and equity solutions via accredited relationships with Australian banks and non-bank financial institutions, including leveraged, secured, unsecured and hybrid products), Funds Management (delivered through wholly-owned subsidiary Perma Funds Management Pty Ltd, covering reporting, compliance, risk management, unit holder registry, valuations, distributions and fund accounting), Financial Licensing (ASIC and Corporations Act licensing assistance, including Authorised Representative solutions), Property Advisory and Strategy and Performance Improvement. The firm holds Australian Financial Services Licence AFSL #405364, issued by ASIC.

The business has no proprietary technology platform; its competitive position rests on a people-intensive, team-based advisory approach and the experience of its senior leadership, including Founder and Executive Chairman Hussein Rifai (four decades in business strategy, private equity and investment banking) and Managing Partner Andrew Partner Andrew Cohen (30 years as a chartered accountant in corporate advisory and investment banking). Revenue is generated from project-based advisory fees, capital raising transaction fees, recurring funds management administration, and financial licensing fees, with pricing set per engagement rather than on a published schedule. The firm operates from a single headquarters in Sydney's CBD and delivers services through a sales-led, direct engagement model with no intermediary channel, supported by an active LinkedIn presence and referral-driven demand from its professional network.

Name

Perpetuity Capital

Legal name

Perpetuity Capital Pty Limited

Website

https://perpetuity.com.au

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Perpetuity Capital is a Sydney-based Australian financial advisory firm serving small and medium enterprises with M&A advisory, capital raising, funds management (via Perma Funds Management), and ASIC financial licensing services.

Ownership category

akta.pro rank

Product category

Investment Banking & Corporate Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Financial Vehicles (525990)

SIC

Investment Advice (6282)

akta.pro primary industry

Capital Markets Advisory (Equity Placement, JV & Recapitalization) (BPAJABAL)

akta.pro secondary industries

Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI), Institutional Separate Accounts & SMAs (Mandates) (FSAAAGAL), Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ)

Keywords

• Corporate advisory services
• Capital raising advisory
• Mergers and acquisitions
• Funds management services
• Financial licensing assistance

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Corporate Advisory Fees: Advisory fees generated from M&A mandates (buy side and sell side), valuations, due diligence, financial modelling, and transactional planning for medium-sized enterprises.
2. Capital Raising: Fees from assisting clients in developing capital solutions including ASX listings, equity raises, and debt financing through the company's network of bank and non-bank financial institutions.
3. Funds Management: Revenue generated through subsidiary Perma Funds Management managing investment funds including reporting, compliance, risk management, unit holder registry, valuations, distributions, and fund accounting.
4. Financial Licensing Services: Fees for assisting clients in acquiring ASIC and Corporations Act sanctioned licensing, including Authorised Representative solutions.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Perpetuity Capital is an Australian financial advisory firm that provides corporate advisory, capital raising, funds management, financial licensing, and property advisory services to small and medium enterprises. Its core offerings include M&A advisory (acquisitions, divestments, valuations, due diligence, financial modelling), debt and equity capital raising through accredited relationships with Australian banks and non-bank financial institutions, and funds management delivered through its wholly-owned subsidiary Perma Funds Management Pty Ltd.

Product overview

Perpetuity Capital is an Australian financial advisory firm offering a unified suite of advisory services to small and medium enterprises. The core portfolio includes Corporate Advisory (M&A, valuations, due diligence), Capital Raising (debt and equity financing), and Financial Licensing services. The firm's funds management capabilities are delivered through its subsidiary Perma Funds Management Pty Ltd, which handles investment fund administration including compliance, risk management, and unit holder registry functions. Property Advisory and Strategy services round out the offering, providing clients with integrated support across mergers, acquisitions, capital markets access, and financial licensing compliance.

Differentiator

Problem solved

Functional benefit

Brands

• Perma Funds Management: Funds management subsidiary of Perpetuity Capital, managing investment funds with capabilities in reporting, compliance, risk management, unit holder registry, segregation of assets, valuations, distributions, fund accounting and corporate governance.

Products and services

• Corporate Advisory M&A advisory services for medium-sized enterprises covering acquisitions, divestments, valuations, due diligence, financial modelling, transactional planning, alliances, joint ventures, sell-side preparation, search/buy-side mandates, disposals, and shareholder relations.
• Capital Raising (Debt & Equity) Debt and equity capital raising services connecting clients with bank and non-bank financial institutions, including leveraged, secured and unsecured debt products, hybrid transactions, structured financing, acquisition finance, and bespoke funding facilities aligned to each client's strategic objectives.
• Perma Funds Management Funds management services delivered through Perpetuity Capital's wholly-owned subsidiary Perma Funds Management Pty Ltd, covering reporting, compliance, risk management, unit holder registry, segregation of assets, valuations, distributions, fund accounting and corporate governance for managed investment funds.
• Financial Licensing Advisory and execution support for clients seeking ASIC and Corporations Act sanctioned licensing, including Australian Financial Services Licence (AFSL) acquisition and Authorised Representative solutions.
• Property Advisory Real estate advisory services including project evaluation, operator sourcing, equity raising, and senior debt, mezzanine debt and securitisation financing.
• Strategy and Performance Improvement Strategic advisory services focused on evaluating real estate and other projects, finding operators, and arranging financing structures to support client performance improvement.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Perma Funds Management Pty LtdcoreOthersSubsidiary company through which Perpetuity Capital manages a variety of investment funds. Perma Funds Management has extensive Australian and international funds management and governance experience covering reporting, compliance, risk management, unit holder registry, segregation of assets, valuations, distributions, fund accounting and corporate governance.

Recent moves4 records

Expansion highlights4 records

Direct peers

• Gresham Partners: Leading independent Australian mid-market M&A and capital markets advisor. Directly comparable to Perpetuity Capital given its focus on Australian corporate advisory, M&A, and capital raising for medium-sized enterprises.
• Kidder Williams: Independent Australian mid-market corporate advisor specialising in M&A, capital raisings and strategic advice to SMEs. Closely comparable to Perpetuity in target client, service mix and scale.
• Flagstaff Partners: Australian independent advisory firm providing M&A, capital raising and strategic advice to mid-market companies. Directly comparable client base and service offering to Perpetuity Capital.
• Azure Capital: Independent Australian corporate advisor focused on mid-market M&A, capital raisings and strategic advisory. Direct peer in target segment, service mix (M&A, capital raising) and client profile.
• Pitt Capital Partners: Australian mid-market advisory and capital markets firm providing M&A, equity capital markets and debt advisory. Directly comparable in client segment, services and Australian SME focus.
• Quay Advisers: Independent Australian mid-market corporate advisor focused on M&A, capital raisings and strategic advice. Closely comparable to Perpetuity in target market, service mix and scale profile.

Broad incumbents

• Lazard Australia: Global advisory firm with a strong Australian mid-market presence. Comparable to Perpetuity's M&A advisory and capital raising services, though operates at materially larger scale and broader mandate set.
• Rothschild & Co (Australia): Global advisory and capital markets firm with Australian operations covering M&A, restructuring and capital raising. Comparable in service mix to Perpetuity's Corporate Advisory and Capital Raising offerings.
• Houlihan Lokey: Global mid-market investment bank with M&A, capital markets and restructuring capabilities. Comparable in service profile to Perpetuity but operates at significantly larger scale and geographic reach.
• Lincoln International: Global mid-market M&A advisor with strong sector coverage. Comparable to Perpetuity's mid-market M&A and capital advisory positioning, though at materially greater scale and geographic breadth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/perpetuity-capital-pty-limited
• Xx.com/perpetuity_au

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

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 Perpetuity Capital