Our Services
Equitas Asset Management offers wholesale clients a range of services across asset management, fund incubation, private equity and corporate advice. We specialise in alternative asset classes and bespoke solutions.
Asset Management
Risk management
We help clients align their investment exposures with our view of the business and market cycles, to ensure risk managed investment exposures.
PORTFOLIO CONSTRUCTION
We help clients construct investment portfolios, selecting a mix of conventional and alternative asset classes, consistent with our macro and market cycle views.
Portfolio construction
We help clients construct investment portfolios, selecting a mix of conventional and alternative asset classes, consistent with our macro and market cycle views.
ALTERNATIVE INVESTMENT
We specialise in finding alternative investments, in particular hedge funds, which fit alongside a portfolio of more conventional investment exposures.
Alternative investment
We specialise in finding alternative investments, in particular hedge funds, which fit alongside a portfolio of more conventional investment exposures.
INVESTMENT ADVICE
We give macro-themed portfolio investment advice, helping clients interpret market cycles.
Investment advice
We give macro-themed portfolio investment advice, helping clients interpret market cycles.
Fund Incubation
NEW FUNDS
We help structure, establish and support new funds management businesses, guiding start-ups through the licensing and regulatory environments in Australia and overseas. We may appoint new managers as corporate representatives in their start-up phase.
New funds
We help structure, establish and support new funds management businesses, guiding start-ups through the licensing and regulatory environments in Australia and overseas. We may appoint new managers as corporate representatives in their start-up phase.
CAPITAL SOURCING
We help investment managers find seed and working capital to support their own investment management businesses. We also help source investor funds.
Capital sourcing
We help investment managers find seed and working capital to support their own investment management businesses. We also help source investor funds.
STRATEGIC ADVICE
We offer strategic business advice, helping fund managers position themselves for growth.
Strategic advice
We offer strategic business advice, helping fund managers position themselves for growth.
SHAREHOLDERS & EXITS
We guide management companies through the process of admitting new stakeholders, and through exits and sales processes.
Shareholders & exits
We guide management companies through the process of admitting new stakeholders, and through exits and sales processes.
Private Equity
GROWTH CAPITAL
We seek private capital investments in small to medium sized businesses which need growth and expansion capital. We are industry agnostic, but focus on financial characteristics, and the quality and experience of the management team.
Growth Capital
We seek private capital investments in small to medium sized businesses which need growth and expansion capital. We are industry agnostic, but focus on financial characteristics, and the quality and experience of the management team.
BOARD REPRESENTATION
In certain situations, we may offer investors board representation services, for example where a significant investor is located outside Australia, or for some other reason prefers a third party to represent their interests on boards of directors.
Board Representation
In certain situations, we may offer investors board representation services, for example where a significant investor is located outside Australia, or for some other reason prefers a third party to represent their interests on boards of directors.
CAPITAL RAISING
We help structure capital raisings for start-ups, guiding businesses through the legal, regulatory and investor relations processes of raising money from the public.
Capital Raising
We help structure capital raisings for start-ups, guiding businesses through the legal, regulatory and investor relations processes of raising money from the public.
STRATEGIC ADVICE
We offer strategic advice to start-ups and growing businesses, helping them develop a business model attractive to investors. We also help investors find, and then manage, investments in SME’s.
Strategic Advice
We offer strategic advice to start-ups and growing businesses, helping them develop a business model attractive to investors. We also help investors find, and then manage, investments in SME’s.
Corporate Advice
MERGERS & ACQUISITIONS
We offer strategic advice about mergers and acquisitions, helping businesses find suitable targets, merger partners or buyers.
Mergers & Acquisitions
We offer strategic advice about mergers and acquisitions, helping businesses find suitable targets, merger partners or buyers.
DIVESTITURES
We offer strategic advice about restructurings and divestitures.
Divestitures
We offer strategic advice about restructurings and divestitures.
CAPITAL RAISING
We offer advice about debt and equity capital raisings, helping analyse the financial, tax and ownership implications.
Capital Raising
We offer advice about domestic and foreign debt and equity capital raisings, and various government funding programs focused on the energy transition.
SHAREHOLDERS & LISTINGS
We offer advice about stakeholder management and listings, facilitating founder and early-stage investor exits.
Shareholders & Listings
We offer advice about stakeholder management and listings, facilitating founder and early-stage investor exits.
Contact Us
Please contact us to discuss our services and bespoke solutions.