Welcome to Management Advisors
- Established 1995 -

About Management Advisors Pty Ltd

We support our clients with advisory and fund management services to deliver superior performance through the unwavering pursuit of sustainable growth.

Our team is led by Nick Farnan, Managing Director, who possesses decades of corporate advisory and executive experience, specialising in M&A, divestments, and strategic planning.

Management Advisors Pty Ltd (AFSL 331 624) is a leading independent financial service firm established in 1995. We provide comprehensive corporate advisory services underpinned by a global perspective, sound transaction execution skills, and broad knowledge and market experience. Our business foundation rests on the core principles of trust, innovation, leadership, and transparency.

We are committed to delivering the best possible advice and support to ensure our clients achieve sustainable outcomes. We operate as a fee-for-service company and, in certain circumstances, we are prepared to take equity in a client’s business to align reward with client success.

About Us - Management Advisors
Investment Management
Our Mission and Core Focus: Rigorous Management with a Sustainability Focus

Our defined Mission is “Connecting businesses to the capital markets, delivering institutional grade returns through rigorous management and a sustainability focus”.

Our principal focus lies in corporate advisory, encompassing merger and acquisitions, capital market advice, and public and private equity and investment management. We specialise in the mid-market transaction space, the Management Advisors team members have worked on transactions up to $500mil in enterprise value.

We actively uphold our commitment to excellence and client support by:

  • Working with industry experts to ensure sound governance advice.
  • Conducting research on the latest techniques to provide effective service and support.
  • Encouraging and supporting our team members in their career development and aspirations.
  • Maintaining our pool of expertise to offer the full range of services our clients seek.

Comprehensive Advisory Services

We deliver a comprehensive suite of advisory and investment services:

  • Mergers & Acquisitions (M&A): A core component of our business, covering initiating, sourcing, and negotiating buy-side transactions through to completion.
  • Divestments: Managing the sale process to realize equity returns for shareholders, including meticulous analysis of earnings performance and strategic issues to deliver fair business value.
  • Capital Raising & Placement: Leveraging our extensive network of finance and capital providers to identify the appropriate investor and financier for a transaction.
  • Restructure & Strategic Resilience: Including performing strategic reviews to understand earnings performance and potential for change, resulting in a detailed strategic plan for the business.
  • Management Buyout (MBO) & Buy-in (MBI): Developing programs tailored for business divisions no longer considered core assets by listed companies, or stand-alone businesses, often matching them with high net worth individuals and venture capital funds.
  • Fund Establishment and Management: Active in the establishment of collective investment schemes for acquiring business assets and property portfolios.
Monitoring the markets and impacts on business conditions

Commitment to Sustainable Markets and ESG Integration

In alignment with our Mission, we emphasize contributing to positive environmental and social outcomes and supporting Australia’s net-zero transition. This focus is driven primarily through our fund management activities, including the Sustainability Global Fund.

The Sustainability Global Fund operates as an evergreen sustainable investment vehicle designed for wholesale and sophisticated investors. We apply rigorous ESG integration throughout the investment lifecycle and aim to invest in companies and projects that align with the Australian Sustainable Finance Taxonomy.

Global Reach and Leadership

Management Advisors operates from its Head Office located in Melbourne, VIC (Level 2, 349 Collins Street). We offer global capabilities through our network of independent partners.

Analogy to solidify understanding of the blend of traditional advisory and new sustainability focus:

Management Advisors operates like a classic sailing ship (our traditional corporate advisory services, established since 1995), but we have now installed a powerful, sustainable electric engine (the Sustainability Global Fund and our ESG integration) to ensure we not only navigate competitive waters efficiently but also sail purposefully toward a greener, net-zero harbour.

“A ship in a harbour is safe, but that’s not what ships are built for,” by John A. Shedd. The saying encourages taking risks and going beyond one’s comfort zone to grow and fulfil their potential, as staying in a harbour does not serve a ship’s ultimate purpose.

Classic sailing ship