Guiding You through the Complex and Opaque World of M&A and Fundraising
At some point, every founder reaches a crossroads. Growth demands capital, life priorities change, and shareholders require a liquidity event
That’s where Finex comes in…
We have years of deal experience combined with deep financial know-how that ensures we will get you the best possible outcome. Although we have an extensive network of investor and buyer relationships, we pride ourselves on being a trusted and exclusive partner to our client's shareholders. We value transparency, integrity and our reputation in our processes.
Advisory for Every Stage of Your Business Journey
-
Capital Raising
We work with founders to prepare, position, and execute successful equity and debt raises, from Series A and beyond. Our focus: Clear investor messaging, sound financials, and a process that delivers value to shareholders.
-
M&A Advisory
We guide clients through bolt-on acquisitions, mergers, trade sales and Private Equity buy-outs. From early-stage preparation to final negotiations, we help ensure alignment, value maximisation, and a smooth transaction process.
Providing clarity on key deal decisions
-
We start with a deep understanding of your business model, market dynamics, and objectives, aligning strategy with the milestones that matter.
-
We refine your financial model, build investor materials, and stress-test your data so you’re ready for institutional scrutiny.
-
We use an investor lens to refine your equity story and highlight the KPIs that underline your business value.
-
We manage the deal process end-to-end, from go-to-market to legal document negoitiations.
-
Our relationship doesn’t end at close. We continue supporting your financial strategy as your business grows, ensuring you’re always ready for what’s next.
Connecting your business with the right partner