An M&A adviser — also called a financial intermediary or corporate adviser — helps a business owner sell their company, raise growth equity, or acquire another business, managing the deal from preparation through to closing. In New Zealand, Fealty advises mid-market owners, introducing them to investors and structuring the transaction. Fealty also helps private equity firms with buy-side mandates.
Fealty assists business owners:
See the article on the business sale process on how we sell a business including what it is different from selling a small and medium business.
Fees include up-front advisory fees, retainer fees and/or transaction fees.
What does an M&A adviser do in New Zealand? An M&A adviser manages the sale, purchase or equity raise of a mid-market business — preparing the information, approaching and screening investors, running a competitive process, and structuring the deal. They act for the owner throughout, distinct from a buyer’s adviser.
What’s the difference between an M&A adviser and a business broker? Business brokers typically handle smaller, owner-operated businesses through a listings model. An M&A adviser runs a tailored, confidential process for mid-market businesses, usually involving a curated approach to investors rather than a public listing.