Lonergan Edwards & Associates

Name

Lonergan Edwards & Associates

Website

https://lonerganedwards.com.au

Company type

Private

Founded year

2001

Headcount range

11–50 employees

Short description

Lonergan Edwards & Associates is a Sydney-based boutique founded in 2001 that provides valuation advice, M&A consulting, and expert witness reports for tax, regulatory, and commercial disputes, serving corporates, legal counsel, and regulators.

Ownership category

akta.pro rank

Product category

Valuation Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Business Valuation & Litigation Support (BPAHABAK)

akta.pro secondary industries

Valuation & Purchase Price Allocation (Deal Valuation) (BPAHAOAK), Litigation & Dispute Valuation (damages, shareholder disputes) (FSAEAHAI), Fairness Opinions & Independent Board Advice (FSAEAGAF), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

• Business valuation services
• M&A advisory services
• Expert witness reports
• Valuation consulting
• Dispute valuation services

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Lonergan Edwards & Associates provides independent valuation advice, mergers and acquisitions (M&A) consulting, and expert witness reports for tax, regulatory, and commercial disputes. The firm delivers defensible valuation opinions and transaction advisory to businesses, legal counsel, and organizations requiring specialized expertise in financial disputes and corporate transactions.

Differentiator

Problem solved

Functional benefit

Products and services

• Valuation Advice
• M&A Consulting
• Expert Witness Reports

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Broad incumbents

• EY-Parthenon (EY Australia): Big 4 firm offering valuation, M&A advisory, and forensic/disputes services across Australia. Competes with Lonergan Edwards on the same mandates but as part of a much larger global platform.
• BDO Australia (Advisory): Mid-tier accounting and advisory network offering valuation, transaction advisory, and forensic services in Australia. Comparable scope but at larger scale than Lonergan Edwards.
• Grant Thornton Australia: Mid-tier advisory firm offering valuation, M&A, and forensic services to mid-market and listed clients in Australia. Similar service mix to Lonergan Edwards with a broader national footprint.
• Kroll (formerly Duff & Phelps): Global valuation, M&A advisory, and disputes firm with dedicated Australia coverage. Highly comparable to Lonergan Edwards across all three service lines, but operates at much greater scale and breadth.
• KPMG Australia (Deal Advisory & Forensic): Big 4 firm providing valuation, transaction advisory, and dispute services in Australia. Competes for similar corporate and legal-sector mandates.
• Deloitte Australia (Valuation & Forensics): Big 4 advisory practice offering valuation, M&A consulting, and expert witness support. Overlaps directly with Lonergan Edwards' service offering but with significantly broader resourcing.
• PwC Australia (Deals & Forensic Services): Big 4 firm with large valuation, M&A, and disputes practices serving Australian corporates. Overlaps with Lonergan Edwards across all core service lines.

Direct peers

• Grant Samuel & Associates: Australian independent advisory firm specializing in valuation, M&A, and takeover-related expert work. Directly comparable boutique competitor serving the same ASX-listed and mid-market client base.
• PPB Advisory (now part of PwC Australia) / KordaMentha: Australian advisory firm focused on restructuring, valuation, and disputes work. Comparable specialist boutique serving similar corporate and legal clients.
• McGrathNicol (Advisory & Restructuring): Australian independent advisory firm with corporate advisory, restructuring, and forensic capabilities. Comparable boutique competitor serving similar corporate and creditor-side mandates.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Lonergan Edwards & Associates