Guiding You through the Complex and Opaque World of M&A and Fundraising

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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.

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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.

  • 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.

Where Strategy Meets Execution

Connecting your business with the right partner

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    PE Funds

  • Scenic landscape of rolling green hills with a mountain range in the background under a clear sky.

    VC Funds

  • A scenic view of mountains, a body of water, and trees in the foreground with a building edge visible.

    Family Offices

  • A landscape with a large green lake surrounded by rolling green hills and towering gray mountains under a cloudy sky.

    Corporate Acquirers

  • Snow-covered mountain range with peaks under a clear blue sky.

    Debt Funds

Institutional Insight.

Founder Focus.

Whether you’re exploring funding, preparing for an exit, or simply want to get our view on your strategy, we’d love to hear from you.

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