What Tiger & Bear Partners does

Tiger & Bear Partners is an Australian boutique advisory firm founded in 2021 by former amaysim executives Alex Feldman, Peter O'Connell, Natalie Duncan, and Rosa Smith, following their roles in the $250m sale of amaysim Mobile to Optus and $115m sale of amaysim Energy to AGL. The firm is headquartered in Sydney with a Melbourne office and operates three integrated service lines: Corporate Advisory (M&A, capital raises, strategy), Legal Advisory (transactional, commercial contracts, governance, IP), and Company Secretary Services (board support, ASIC compliance). Across more than 15 disclosed deals the firm has advised on transactions ranging from $10m capital raises to $250m+ strategic exits, with named mandates spanning ImpexDocs/Wisetech Global, Pinch Payments/Fiserv, Climatech/Sojitz, and Pendula/Smart Communications.

In August 2025 the firm acquired LUNA, a Melbourne-based legal and accounting advisory serving startups and venture capital funds, taking the combined group to approximately 40 professionals and adding a new startup/VC client vertical. Tiger & Bear operates a multi-entity legal structure (Tiger & Bear Partners Pty Ltd as the holding entity, with separate Legal Advisory and Corporate Advisory subsidiaries, the latter operating as a Corporate Authorised Representative of Havana Financial Services under AFSL 500435). Revenue is not publicly disclosed; the firm is privately held with no external funding rounds and generates income through professional services fees, success fees on transactions, and recurring company secretarial retainers. The stated go-to-market is relationship-led, leveraging the founders' and senior team's networks across the Australian corporate, startup, and PE ecosystems, supported by an Insights blog, LinkedIn presence, and a fortnightly Mailchimp newsletter.

Name

Tiger & Bear Partners

Legal name

Tiger & Bear Partners Pty Ltd

Website

https://tigerbearpartners.com.au

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

Tiger & Bear Partners is an Australian boutique advisory firm offering integrated corporate advisory, legal advisory, and company secretarial services to mid-market and enterprise clients navigating M&A, capital raises, and governance events, with offices in Sydney and Melbourne.

Ownership category

akta.pro rank

Product category

Corporate Advisory Services

NAICS

Investment Banking and Securities Intermediation (52315), Management Consulting Services (54161), Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

akta.pro secondary industries

M&A Advisory (Buy-side/Sell-side) (BPAHADAC), Buy-Side M&A Advisory (FSAEAGAB), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG), Strategic Partnerships, Alliances & JVs Advisory (BPAHADAI), Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ)

Keywords

• Corporate advisory services
• Mergers and acquisitions
• Legal advisory services
• Company secretarial services
• Capital raising advisory

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Corporate Advisory Fees: Revenue generated from M&A advisory mandates, capital raise advisory, and strategic consulting engagements. Fees are likely structured as retainers, success fees tied to transaction completion, or hourly billing depending on engagement type.
2. Legal Advisory Fees: Legal advisory services covering transactional support, commercial contracts, governance, and compliance. Revenue derived from legal service billing on a project or retainer basis.
3. Company Secretarial Services: Ongoing governance support including acting as appointed Company Secretary, maintaining statutory registers, board support, and ASIC compliance. Likely billed as recurring retainer.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Tiger & Bear Partners is a multi-disciplinary advisory firm that combines Corporate Advisory (M&A, capital raising, strategy), Legal Advisory (transactional support, due diligence, commercial contracts, governance and compliance), and Company Secretary Services (board support, ASIC compliance, statutory registers) under one integrated platform. The firm targets bold Australian businesses at critical inflection points including exits, acquisitions, capital raises, and governance events, delivering services through a unified team of former ASX-listed operators and senior lawyers.

Product overview

Tiger & Bear Partners is a multi-disciplinary advisory firm offering three integrated service lines: Corporate Advisory (M&A, strategy, capital solutions), Legal Advisory (transactional support, commercial contracts, governance, compliance and IP), and Company Secretary Services (board support, ASIC compliance, corporate governance). These services are delivered by a unified team combining legal expertise with commercial strategy to support clients through high-stakes business moments from idea to execution.

Differentiator

Problem solved

Functional benefit

Brands

• LUNA: LUNA provides forward-thinking legal, accounting and tax services to startups, scaleups, venture capital funds and corporate innovators. It operates as a distinct brand under the Tiger & Bear Partners group following the August 2025 acquisition.

Products and services

• Corporate Advisory
• Legal Advisory
• Company Secretary Services

Quantifiable outcome

• Sale of AGL telco to ABB for $115m with long-term strategic partnership established
• +5 more outcomes

Named customers22 records

Segments3 records

Ideal customer profiles2 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.

• LUNAcoreStrategic or Co-development Partner · 21 August 2025Tiger & Bear Partners acquired LUNA, a Melbourne-headquartered legal and accounting advisory firm serving startups and venture capital funds. LUNA provides forward-thinking legal, accounting, and tax services to early-stage companies and VC funds. The acquisition creates a combined multidisciplinary advisory platform with approximately 40 professionals. LUNA continues to operate under its own brand and founder-first ethos, with founder Ronen Heine becoming Managing Director - Growth and Innovation. The combined group plans significant investment in technology and AI to transform advisory service delivery.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• McGrathNicol Advisory: Australian advisory firm with corporate advisory, restructuring and transaction services practices. Comparable mid-market advisory positioning and integrated deal support capabilities.
• KordaMentha: Australian advisory firm with strong M&A, restructuring and forensic practices. Comparable as an independent Australian advisory serving corporates and investors across transaction lifecycles.
• Grant Samuel: Australian boutique corporate advisory firm focused on M&A, capital markets and strategic transactions for mid-market and large companies. Highly comparable in scale, boutique positioning, and transaction-led service mix.
• Pilot Partners: Independent Australian advisory firm providing corporate finance, transaction services and strategic advice to mid-market companies. Comparable boutique scale and transaction-led engagement model.
• Gresham Partners: Independent Australian advisory firm providing M&A, strategic advisory and capital solutions to corporates, governments and institutional clients. Closely comparable boutique, relationship-driven advisory model targeting Australian mid-to-large market transactions.
• Pottinger: Independent Australian advisory firm with deep M&A, capital markets and strategy capabilities. Comparable as a domestic boutique advisor serving corporates and investors on mid-market transactions.

Broad incumbents

• Lazard Australia: Global financial advisory firm with Australian operations providing M&A, restructuring and strategic advisory. Comparable on mid-market M&A but with global brand, broader product set, and larger deal capability.
• Rothschild & Co (Australia): Global independent advisory firm with Australian operations providing M&A and strategic advisory. Comparable on mid-market advisory work but with deeper global bench and cross-border execution resources.
• EY-Parthenon Australia: Strategy and transactions arm of EY Australia offering M&A advisory, diligence and corporate finance. Competes with Tiger & Bear on mid-market mandates but with materially larger bench and broader service portfolio.
• KPMG Australia (Deals Advisory): Big 4 advisory practice providing M&A, due diligence and corporate finance services. Comparable M&A advisory capability but at significantly larger scale and broader geographic reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/tiger-bear-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles20 records

Subsidiaries1 record

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 Tiger & Bear Partners