Emerald Partners

What Emerald Partners does

Emerald Partners is a privately owned merchant banking firm established in Sydney, Australia in 2004, operating through three offices in Sydney, Beverly Hills, and Panama City under the legal entities Emerald Partners Pty Ltd (which holds Australian Financial Services Licence 27115) and Emerald Partners US Corp. The firm provides M&A advisory, capital raising, and principal-investment services to emerging and established companies across six industry verticals: Natural Resources (metals & mining, oil & gas), Consumer Packaged Goods (food & beverage), Health & Wellness, Media & Entertainment, and Fintech/SaaS/Consumer AI, alongside a use-case specialization in ASX listings and public-market advisory. Since 2021, the firm has explicitly pivoted toward US capital markets and LATAM cross-border transactions, leveraging its Beverly Hills and Panama City offices to serve trans-Americas deal flow.

The firm's core offering combines three fee and return streams: M&A advisory fees, capital-raising advisory fees sourced from investment funds, venture capital, private equity and family offices in the US, London, Hong Kong and Singapore, and principal investments in select high-growth companies. The principal-investment portfolio spans mineral and hydrocarbon exploration, B2B and B2C SaaS, AI consumer tech, professional services, CPG, and animation/media/entertainment. An additional US go-to-market strategy service supports CPG clients entering the US market. Senior executives are drawn from Goldman Sachs, Citigroup, Salomon Smith Barney, ING Barings, NM Rothschild & Sons, Blake Dawson and Ashursts, and the firm draws on an advisory panel of senior corporate and government figures.

Emerald Partners distributes its services through direct senior-executive relationships and advisory mandates rather than traditional sales channels, with a stated emphasis on conflict-free, independently-owned advisory positioned against larger full-service investment banks. The firm is not technology-enabled — its core product is relationship-driven advisory — and revenue, deal volume, headcount growth, and ownership structure beyond the parent-level disclosure are not publicly available. With approximately 15 employees, the firm operates at boutique scale and relies on episodic, transaction-based revenue mechanics supplemented by principal-investment returns.

Name

Emerald Partners

Legal name

Emerald Partners

Website

https://emeraldpartnersusa.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

Emerald Partners is a privately owned Sydney-based boutique merchant bank founded in 2004, offering M&A advisory, capital raising, and principal investments to emerging and growth-stage companies across natural resources, CPG, health & wellness, media, and fintech/SaaS/AI verticals, with US and LATAM cross-border deal focus since 2021.

Ownership category

akta.pro rank

Product category

Merchant Banking & Financial Advisory Services

NAICS

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

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ), Multi-Sector / Generalist Growth Equity (FSANACAO)

Keywords

• Mergers and acquisitions advisory
• Capital raising services
• Merchant banking
• Principal investments
• Cross-border transactions

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, Infrastructure

Revenue model

1. M&A Advisory Fees: Emerald provides advisory services to both emerging and established companies in relation to mergers and acquisitions in both public and private markets. Revenue is generated through advisory fees, likely including success fees tied to transaction completion.
2. Capital Raising Advisory: The firm advises on capital raising in both public and private markets, connecting clients with equity capital from investment funds, venture capital firms, private equity firms, and family offices. Revenue likely includes advisory fees and transaction-based compensation.
3. Principal Investments: Beyond advisory activities, the firm undertakes investments in select high growth companies. Investment portfolio includes mineral and hydrocarbon exploration assets, B2B and B2C SaaS companies, AI consumer tech, professional services businesses, CPG companies, and animation/media/entertainment studios. Returns generated through equity appreciation and exits.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels2 records

Core offering

Emerald Partners is a privately owned merchant banking firm that provides M&A advisory and capital raising services to emerging and established companies in both public and private markets, connecting clients with equity capital from investment funds, venture capital firms, private equity firms, and family offices. The firm also undertakes principal investments in select high-growth companies across mineral and hydrocarbon exploration, B2B and B2C SaaS, consumer AI, professional services, CPG, and media/entertainment, and assists CPG companies with US-market go-to-market strategies through its US affiliate.

Product overview

Emerald Partners operates as a merchant banking firm offering a unified advisory platform combining M&A advisory and capital raising services. The core offering consists of strategic advisory for mergers and acquisitions, alongside facilitation of capital raising from a network of investment funds, VC firms, private equity, and family offices. An affiliated service provides go-to-market strategy support for CPG companies entering the US market. Additionally, the firm undertakes principal investments in select high-growth companies where it can actively contribute to corporate development, maintaining a diversified investment portfolio across natural resources, SaaS, AI consumer tech, professional services, CPG, and media/entertainment sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Advisory Mergers and acquisitions advisory services for emerging and established companies seeking to buy, sell, or merge, including cross-border mandates between LATAM and US capital markets and broader public and private markets.
• Capital Raising Equity capital raising advisory connecting emerging and established companies with investment funds, venture capital firms, private equity firms, and family offices across public and private markets, including ASX listing support.
• Principal Investments Direct equity investments by Emerald Partners in select high-growth companies where the firm plays an active role in corporate development, spanning mineral and hydrocarbon exploration, B2B and B2C SaaS, AI consumer tech, professional services, CPG, and animation/media/entertainment studios.
• GTM Strategy Services for CPG Go-to-market strategy advisory combined with capital access for consumer packaged goods companies entering the US market, delivered via the Emerald Partners US Corp affiliate.

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Livingstone Partners: Global mid-market M&A advisory firm. Comparable as an independent advisor focused on middle-market transactions across multiple sectors, with similar relationship-driven GTM and boutique positioning.
• BDA Partners: Global investment bank specializing in cross-border M&A advisory, particularly across Asia and the Americas. Highly comparable given Emerald's focus on US-LATAM cross-border deal flow and multi-region mandate coverage.
• Gresham Partners: Australia-headquartered independent advisory firm focused on M&A, capital raising, and strategic advice for emerging and established companies. Most direct comparable peer given shared Australian base, independent ownership model, and similar mid-market advisory focus.
• Lincoln International: Global mid-market M&A advisory firm with deep cross-border transaction capabilities. Comparable as an independent advisor competing for advisory mandates across multiple sectors, with stronger headcount and global reach.

Broad incumbents

• Evercore: Leading independent global advisory firm with strong M&A advisory and capital markets capabilities. Comparable positioning as an independent, conflict-free advisor serving emerging and established companies, though operating at much larger scale.
• Lazard: Global financial advisory and asset management firm with leading M&A advisory practice. Comparable as a strategic and capital-raise advisor to emerging and established companies, though operating with significantly larger resources.
• Houlihan Lokey: A large global independent advisory firm with strong M&A advisory, capital markets, and restructuring capabilities. Comparable as an independent, conflict-free advisor serving mid-market and emerging companies, but operating at significantly greater scale across many sectors.
• Canaccord Genuity: Global independent financial services firm with M&A advisory, capital markets, and wealth management capabilities. Comparable in providing independent advisory to growth and emerging companies, particularly across resources and consumer sectors.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/emerald-partners

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries2 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 Emerald Partners