Grant Samuel

What Grant Samuel does

Grant Samuel is an independent corporate advisory firm founded in 1988 and headquartered in Sydney, Australia, wholly owned by its current employees. It operates three integrated service lines: Corporate Advisory (mergers and acquisitions, restructurings, strategy, and stakeholder relations), Capital Advisory (debt and equity funding solutions across public and private markets), and Value Advisory (independent expert reports, fairness opinions, and valuations). The firm targets large publicly listed and private corporations, government entities and government business enterprises, and financial sponsors (private equity, infrastructure funds, and asset managers) across Australasia, with services delivered directly by senior executives rather than through channel partners.

The firm employs over 60 executives across Sydney, Melbourne, and a newly established Hong Kong office (Grant Samuel (Hong Kong) Limited), with expansion into Hong Kong accompanied by an application to the Hong Kong Securities and Futures Commission for the relevant advisory licence. Go-to-market is relationship-led: approximately 60% of engagements come from repeat clients, with senior bankers originating mandates, complemented by a structured university recruitment pipeline across roughly nine Australian universities including a Women in Banking Internship stream. Pricing is not publicly disclosed; fees are negotiated per engagement based on transaction complexity, deal value, and scope, consistent with a professional services model.

The firm positions itself as the market leader for independent corporate advisory in Australasia, with a track record spanning more than 35 years. Headline mandates referenced include advisory to AirTrunk on its A$24bn+ sale to Blackstone- and CPPIB-managed funds (2024), an independent report on the A$18.9bn Origin Energy consortium proposal, over A$12bn of debt arranged for NBN Co across Australian bank, AMTN, and US 144A markets, advisory to Qube Holdings on the Macquarie Asset Management-led consortium acquisition, and advisor roles for transactions such as Moorebank Logistics Park (A$1.7bn), Winton's NZ$350m dual-listing, Cluey's IPO, and MaxCap's sale to Apollo. The firm is not a technology product company; there is no proprietary platform architecture beyond standard office and customer communication infrastructure.

Name

Grant Samuel

Legal name

Grant Samuel Group Limited

Website

https://grantsamuel.com.au

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

51–100 employees

Short description

Grant Samuel is an independent, 100% employee-owned corporate advisory firm founded in 1988, offering integrated M&A, capital, and valuation advisory to large corporations, governments, and financial sponsors across Australasia, with 60+ executives.

Ownership category

akta.pro rank

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Corporate Advisory Services: Fees for advisory services including mergers and acquisitions, restructurings, and strategic advice. Services are provided to corporations, governments, and financial institutions across various industry sectors.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Grant Samuel is an Australasian corporate advisory firm providing integrated advisory and execution expertise across mergers and acquisitions, capital raisings, restructurings, and valuations. The firm operates three collaborative service lines—Corporate Advisory, Capital Advisory, and Value Advisory—delivering independent advice on public and private M&A, debt and equity funding solutions, and independent expert reports for corporate finance transactions.

Product overview

Grant Samuel is a leading independent corporate advisory firm offering a unified suite of three integrated service lines: Corporate Advisory (covering M&A, strategy, restructurings, and stakeholder relations), Capital Advisory (providing debt and equity funding solutions across public and private markets), and Value Advisory (delivering independent expert reports and fairness opinions). All three practices operate collaboratively to provide integrated advisory and execution capabilities for mergers and acquisitions, capital raisings, and restructurings.

Differentiator

Problem solved

Functional benefit

Products and services

• Corporate Advisory Provides experienced, impartial advisory services across strategy, public and private M&A, restructurings, and stakeholder relations. Targeted at large corporations, governments, and financial institutions requiring independent corporate finance advice.
• Capital Advisory Delivers debt and equity funding solutions covering the full spectrum from capital structuring to funding solutions across debt, equity, or hybrid capital from public or private markets. Targeted at corporate and institutional clients requiring capital raising services.
• Value Advisory Provides independent expert reports, fairness opinions, and valuations widely regarded as setting the industry benchmark for corporate finance transactions. Targeted at boards, shareholders, and regulatory bodies requiring independent valuations and expert opinions.

Quantifiable outcome

• ~60% of engagements from repeat clients
• +2 more outcomes

Named customers13 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Others

• Centerview Partners:
• Gresham Advisory:

Direct peers

• Lazard: Global independent financial advisory and asset management firm. Comparable as a pure-play independent advisory franchise competing on conflict-free M&A, restructuring, and valuation mandates for boards and governments worldwide.
• Evercore: Independent investment banking advisory firm. Direct peer on independence-led model with focus on M&A advisory, restructuring, and fairness opinions for large-cap transactions and boards.
• PJT Partners: Independent advisory-focused investment bank. Comparable on senior-led M&A and restructuring advisory franchise with similar fee model and conflict-free positioning.
• Rothschild & Co: Family-owned global independent advisory firm. Closest direct analog: family/partnership-owned, conflict-free model focused on M&A, restructuring, and strategic advisory — exactly Grant Samuel's positioning in ANZ.
• Greenhill & Co: Independent M&A advisory firm. Comparable as a pure advisory boutique focused on senior banker-led client relationships and independent advice on mergers and restructuring.
• Houlihan Lokey: Global independent investment bank with strong valuation and restructuring practices. Comparable on independent expert reports and valuation work, which Grant Samuel identifies as a core differentiator.

Regional players

• Macquarie Capital: Australian-headquartered investment bank with dominant ANZ M&A franchise. Repeatedly appears as Grant Samuel's counter-party or co-adviser (Qube, Winton IPO, Moorebank) and represents the most direct regional competitor for large ANZ mandates.
• Flagstaff Partners: Independent Australian M&A advisory firm. Direct regional competitor serving the same ANZ mid-to-large-cap advisory market with comparable independence positioning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/grant-samuel

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Grant Samuel