Excellium Capital Partner

What Excellium Capital Partner does

Excellium Capital Partner is a privately owned London-headquartered alternative investments and corporate advisory group founded in 2009 by former investment bankers, management consultants, and seasoned directors of large multinationals. The firm operates from offices in Mayfair (headquarters) and Kensington (family office and group administrative services) in London, Lisbon (Portugal and Spain), and Hong Kong (Asia Pacific), and runs a wholly-owned Luxembourg securitisation and issuance subsidiary, Excellium Securities S.A., which is regulated by the Financial Conduct Authority of the United Kingdom through an appointed-representative arrangement with Bristol York Limited.

The firm offers an integrated platform spanning corporate finance advisory (M&A, capital markets, debt advisory and restructuring, strategic advisory) for corporations, governments, and quasi-governmental institutions; alternative investments in real estate, private equity, and capital solutions/digital assets distributed through the Luxembourg platform; an exclusive Investment Club for high-net-worth investors; and an immigration-by-investment practice anchored on Portugal's Golden Visa program. Revenue is generated through transaction-based advisory fees, recurring asset management fees, immigration advisory fees, and structuring/distribution fees from the Luxembourg issuance vehicle.

Excellium's go-to-market is relationship-driven and partner-led, with senior principals originating and executing mandates directly for family offices, high-net-worth individuals, and institutional clients across Europe, the US, the Middle East, and Asia. The client base is deliberately diversified across corporate, governmental, and private capital pools, although revenue is inherently episodic due to dependence on a limited number of sizeable advisory and structuring mandates each year.

Name

Excellium Capital Partner

Legal name

Excellium Capital (Corporate Finance) Ltd

Website

https://excellium-capital.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Excellium Capital Partner is a privately held London-based boutique advisory and alternative-investments group offering M&A, capital markets, real estate, private equity, and Golden Visa advisory services to corporations, governments, HNWIs, and family offices across Europe, the Middle East, and Asia.

Ownership category

akta.pro rank

Product category

Corporate Finance & Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399), Miscellaneous Intermediation (52391), Other Financial Vehicles (52599), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Asset-Backed Securities (6189)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE), Capital Markets Advisory (Equity Placement, JV & Recapitalization) (BPAJABAL), Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI), Real Estate Strategy & Portfolio Consulting (Corporate/Institutional) (BPAJANAB)

Keywords

• Corporate finance advisory
• Alternative investments
• Mergers and acquisitions
• Private equity advisory
• Real estate investment

Headquarters

HQ city

Mayfair

HQ country

United Kingdom

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Corporate Finance Advisory Fees: Transaction-based advisory fees for M&A, capital markets, and debt restructuring services. Includes success fees tied to transaction completion.
2. Asset Management Fees: Fees for managing client asset portfolios including property management, investor reporting, and strategic portfolio planning.
3. Immigration Investment Advisory: Advisory fees related to Golden Visa program, facilitating property acquisitions for investors seeking residency permits in Portugal.
4. Capital Solutions / Luxembourg Issuance: Structuring and distribution fees for private-market investments via Excellium Securities S.A. Luxembourg platform, serving asset managers and sponsors.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Core offering

Excellium Capital Partner is a boutique advisory firm that delivers corporate finance services (M&A, capital markets, debt advisory and restructuring) and manages alternative investments in real estate, private equity and capital solutions through its Luxembourg-based Excellium Securities S.A. issuance platform. It also runs an Investment Club for property co-investment and an Immigration-by-Investment practice built around the Portugal Golden Visa program.

Product overview

Excellium Capital Partner operates as a privately owned alternative investments and corporate advisory group offering a platform of interconnected financial services. The core offering comprises Alternative Investments (encompassing Real Estate, Private Equity, and Capital Solutions via Excellium Securities S.A.), Corporate Finance Advisory (M&A, Capital Markets, Debt Advisory, and Asset Management), and specialized services including an Investment Club and Immigration by Investment programs (notably Portugal Golden Visa). The Luxembourg-based Excellium Securities platform serves as the issuance infrastructure for structured private-market products, while the Corporate Finance Advisory arm handles strategic transactions. These services are distributed through offices across London, Europe, US, Middle East, and Asia.

Differentiator

Problem solved

Functional benefit

Brands

• Excellium Securities: Luxembourg-based merchant banking platform for structuring, issuing and distributing private-market investments via securitisation.

Products and services

• Corporate Finance Advisory
• Alternative Investments
• Real Estate Investment
• Private Equity
• Capital Solutions (Excellium Securities S.A.) Private-market investment structuring, issuing and distribution via the Luxembourg securitisation platform Excellium Securities S.A., covering real estate, hospitality, business securitisation, natural resources and special situations.
• Asset Management
• Investment Club
• Immigration by Investment
• Portugal Golden Visa

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Henley & Partners: Global leader in residence and citizenship-by-investment advisory, including Portugal Golden Visa — directly comparable to Excellium's immigration-by-investment service line.
• Alantra: Madrid-headquartered independent financial advisory and asset management group combining corporate finance advisory (M&A, capital markets, debt) with alternative asset management — a closely comparable integrated boutique advisory model.
• Drake Star Partners: Boutique global investment bank focused on technology, media, and digital assets advisory — comparable boutique scale and cross-border deal orientation, including digital asset mandates.

Broad incumbents

• Savills: Global real estate advisory firm with strong UK, European, and Asia-Pacific coverage — directly comparable international real estate advisory footprint to Excellium.
• Evercore: Leading independent advisory firm serving corporates, governments, and institutions on M&A, capital markets, and restructuring — a relevant scaled reference for Excellium's corporate finance advisory services.
• Lazard: Global independent financial advisory and asset management firm active in M&A, capital markets, and debt advisory — sets the scale benchmark for independent advisory against which boutique competitors are measured.
• Knight Frank: Global real estate advisory and capital markets firm overlapping directly with Excellium's real estate investment, advisory, and international hospitality focus.
• JLL (Jones Lang LaSalle): Global real estate services and investment management firm active in capital markets, investment advisory, and cross-border real estate transactions — overlapping with Excellium's real estate advisory practice.

Regional players

• Cuatrecasas: Iberian-headquartered law and advisory firm with strong Portugal and Spain corporate finance and capital markets practice — comparable regional advisory capability in Excellium's home Iberian market.

Emerging players

• Get Golden Visa: Specialist advisory focused on European residency and citizenship-by-investment programs including Portugal — a direct competitor in Excellium's immigration-by-investment service line.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/excellium-capital-partners

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 Excellium Capital Partner