Highbury Partnership
Background
Highbury Partnership, established in 2013, is an independent financial advisory firm based in Sydney, Australia. The firm specializes in providing corporate finance advice to both domestic and global corporations, as well as leading institutional investors in the Australian equity markets. Highbury Partnership is committed to delivering trustworthy, objective, and independent advice, free from conflicts, through experienced senior bankers.
Key Strategic Focus
Highbury Partnership's strategic focus encompasses:
- Mergers and Acquisitions (M&A) Advisory: Offering guidance on takeover bid preparation and execution, demergers, asset divestments, and acquisitions.
- Equity Capital Markets Advice: Structuring and negotiating equity and equity-linked capital raisings.
- Initial Public Offering (IPO) Advisory: Providing pre-IPO structuring and execution support, including prospectus preparation and offer structuring.
- Strategic and General Corporate Advice: Delivering ongoing strategic counsel to retained clients.
Financials and Funding
As a privately held advisory firm, Highbury Partnership does not publicly disclose its financials or funding details. The firm's revenue is estimated at approximately $2.2 million, with a team of around 7 to 11 employees.
Pipeline Development
Highbury Partnership has a robust portfolio of transactions across various industries. Notable recent engagements include:
- Carma: Sole financial adviser on Pre-IPO Convertible Note (December 2024).
- Aveo Healthcare Limited: Sole financial adviser to the Independent Board Committee on a $434 million takeover offer from Aveo Group (December 2024).
- Energy Resources of Australia Limited: Sole financial adviser on a renounceable entitlement offer up to $880 million (October 2024).
- GROW Inc: Sole financial adviser on a $66 million Series D capital raise (August 2024).
- nib Limited: Sole financial adviser on an undisclosed NDIS plan manager acquisition (July 2024).
- Brazilian Rare Earths: Financial adviser on an $80 million institutional placement (June 2024).
Technological Platform and Innovation
Highbury Partnership leverages advanced financial analysis tools and methodologies to deliver precise and insightful advice. The firm's approach includes:
- Proprietary Financial Models: Utilizing in-house developed models for valuation and financial forecasting.
- Data Analytics: Employing sophisticated data analytics to assess market trends and investment opportunities.
- Risk Management Frameworks: Implementing comprehensive frameworks to identify and mitigate financial risks.
Leadership Team
- Matthew Roberts, Founder & Partner: With over 18 years of experience in investment banking and management consulting, Matthew previously held senior positions at J.P. Morgan, including Head of Australian Equities and Head of Equity Capital & Derivative Markets. He also served on J.P. Morgan Australia’s Executive Management Committee and the Global Equities Management Committee. Matthew holds a Bachelor of Commerce and Bachelor of Laws from the University of New South Wales.
- Alan Young, Partner: Alan brings over 22 years of experience in investment banking, private equity, and funds management. He has held senior roles at J.P. Morgan, Deutsche Bank, and Southpac Corporate Finance, and worked in investment management with Prostar Capital and ANZ Funds Management. Alan was Managing Director & Head of Natural Resources & Infrastructure at J.P. Morgan and was shortlisted as Australian Investment Banker of the Year in 2011 and 2012. He holds a Bachelor of Commerce (Honours) in Finance from the University of Otago and is a Certified Securities Analyst Professional (NZ).
Leadership Changes
There have been no recent significant changes or appointments within Highbury Partnership's leadership team.
Competitor Profile
Market Insights and Dynamics
The Australian financial advisory market is characterized by a mix of large multinational investment banks and boutique advisory firms. Independent advisors like Highbury Partnership offer personalized, conflict-free advice, appealing to clients seeking tailored financial solutions.
Competitor Analysis
Key competitors include:
- Allunga Advisory: A boutique advisory firm with approximately 7 employees and estimated revenue of $2.4 million.
- Cambridge Investment Partners: Employs around 22 professionals with an estimated revenue of $4.5 million.
- Regency Corporate: Comprises about 21 employees, generating an estimated revenue of $4.3 million.
- EAC Partners: A team of 11 employees with an estimated revenue of $3.3 million.
- Harbury: Consists of 9 employees and an estimated revenue of $5.6 million.
Strategic Collaborations and Partnerships
Highbury Partnership maintains direct senior relationships with both domestic and global corporations, as well as leading institutional investors influencing Australian equity markets. These relationships enhance the firm's ability to provide informed and strategic advice to its clients.
Operational Insights
Highbury Partnership's distinct competitive advantages include:
- Unconflicted Advice: As an independent firm, it offers objective and unbiased financial guidance.
- Senior-Level Engagement: Clients benefit from direct access to experienced senior bankers throughout engagements.
- Tailored Solutions: The firm provides customized financial strategies aligned with clients' specific needs and objectives.
Strategic Opportunities and Future Directions
Highbury Partnership aims to:
- Expand Service Offerings: Introduce new advisory services to meet evolving client demands.
- Strengthen Market Position: Enhance its presence in the Australian financial advisory sector through strategic client engagements.
- Leverage Technological Advancements: Incorporate emerging financial technologies to improve service delivery and client outcomes.
Contact Information
- Website: www.highburypartnership.com
- Headquarters: Level 12, The Chifley Tower, 2 Chifley Square, Sydney, NSW 2000, Australia
- Telephone: +61 2 8188 1147
Note: The above information is based on available data as of March 30, 2025.
