Cavari Advisory

Independent counsel
for consequential
transactions.

We advise founders, boards, and investors on sell-side and buy-side M&A, capital raises, and strategic alternatives. Our independence means our advice is never compromised by competing interests.

Schedule a Confidential Discussion Our Capabilities
Fully Independent
No proprietary capital conflicts
Senior-Led Execution
Principal involvement from day one
Technology-Augmented
Every mandate powered by Accreta
Our Approach

Rigorous process. Differentiated outcomes.

Cavari Advisory exists to provide genuinely independent strategic counsel. Unlike integrated institutions balancing proprietary capital, lending relationships, and ancillary revenue, we operate as a pure advisor. This structural independence means our recommendations are never shaped by anything other than our clients' interests.

We combine time-tested transaction methodology with technology-enabled intelligence. Every mandate receives dedicated senior advisors who bring breadth of experience and depth of specialization. We invest heavily in preparation, competitive landscape analysis, and strategic positioning before a single conversation with a counterparty takes place.

Exceptional outcomes are the result of understanding the full context surrounding a transaction: strategic objectives, competitive dynamics, market timing, regulatory considerations, and the specific characteristics of the relevant buyer or investor universe. Our process synthesizes this intelligence into strategy that informs every phase of execution.

Perth cityscape
100%
Independent advisory. No conflicts.
Capabilities

Full-spectrum advisory across the transaction lifecycle.

Each engagement is structured around our clients' specific objectives, timeline, and definition of success.

01

Sell-Side M&A

We guide companies and shareholders through the exit process with strategic positioning, comprehensive buyer identification, and disciplined negotiation. Our process creates competitive tension that maximises valuation while ensuring cultural alignment and operational continuity for the business beyond close.

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02

Buy-Side M&A

For acquirers and portfolio companies, we provide intelligence-driven target sourcing, valuation analysis, deal structuring, and integration planning. We support both strategic acquisitions and bolt-on transactions within broader portfolio strategies, from initial thesis through post-close value creation.

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03

Capital Raising

We advise on optimal capital structures spanning equity, debt, and hybrid instruments. From growth equity raises to debt refinancing and structured solutions, we navigate relationships with institutional investors, lenders, and strategic capital partners to secure terms that align with long-term objectives.

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04

Strategic Advisory

Beyond discrete transactions, we serve as strategic advisors to boards and management teams on corporate development, portfolio optimisation, market positioning, and valuation matters. We provide the analytical rigour and independent perspective that leadership teams require when navigating consequential decisions.

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Execution Framework

From mandate to close. Disciplined and repeatable.

01

Discovery

Objectives, constraints, timeline, and success metrics. Detailed process planning and stakeholder alignment.

02

Positioning

Strategic narrative, buyer universe mapping, competitive landscape analysis, and valuation framework development.

03

Outreach

Structured engagement across the qualified buyer universe. Relationship building, reactions analysis, and process management.

04

Negotiation

Final round management, deal structuring, pricing optimisation, and documentation oversight.

05

Close

Condition management, regulatory clearance, final coordination, and transition support.

Transactions are won through superior preparation and strategic positioning, not through improvisation in final negotiations. We invest the necessary time in discovery and planning to ensure that by the time outreach begins, we have developed compelling positioning that resonates with the right counterparties at the right time.

Each phase builds systematically on prior work. Market positioning is informed by competitive analysis and buyer intelligence. Outreach is precision-executed through our proprietary database and relationship network. Negotiation strategy flows from understanding each counterparty's strategic rationale, capital constraints, and decision criteria. This disciplined approach has consistently delivered superior outcomes.

Sector Expertise

Deep knowledge where it matters most.

Technology & Software

Enterprise software, SaaS, cybersecurity, cloud infrastructure, and digital solutions. Deep expertise in recurring revenue models, customer economics, and technology sector transaction dynamics.

Resources & Energy

Mining, oil and gas, renewables, and energy infrastructure. Specialised knowledge of commodity cycles, ESG considerations, regulatory frameworks, and energy transition dynamics.

Healthcare & Life Sciences

Diagnostics, medical devices, healthcare services, pharmaceuticals, and digital health. Understanding of regulatory pathways, clinical timelines, and sector consolidation patterns.

Financial Services

Asset management, fintech, insurance, and alternative investments. Deep understanding of regulatory requirements, capital structures, and competitive dynamics in evolving financial markets.

Industrial & Manufacturing

Advanced manufacturing, industrial technology, specialty chemicals, logistics, and engineering services. Understanding of operational dynamics and consolidation patterns across industrial sectors.

Technology Advantage

Every mandate is powered by Accreta.

Accreta transforms advisory execution through structured intelligence and AI-powered identification. Our proprietary database encompasses institutional investors, strategic acquirers, and financial sponsors with detailed intelligence on investment criteria, transaction history, and decision-making processes.

This enables precision in targeting that traditional advisory processes cannot replicate. Rather than broad outreach to general buyer universes, we identify the specific subset of counterparties most likely to value your business or strategic objectives.

Intelligent Matching
AI-powered buyer and investor identification across global datasets
Process Visibility
Real-time engagement tracking and competitive positioning metrics
Market Intelligence
Structured data on comparable transactions and market dynamics
Execution Discipline
Milestone management and accountable, transparent workflows
Sydney cityscape
Track Record

Selected transactions.

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Sell-Side M&A SaaS

SaaS (Workplace Productivity)

Strategic majority acquisition by global software firm
10.4x
ARR Multiple
16 wks
Time to Close
Sell-Side M&A Healthcare

Healthcare Diagnostics

Full business sale to international strategic acquirer
9.8x
EBITDA Multiple
+22%
Premium vs. Benchmark
Buy-Side M&A Trade Services

B2B Trade Services (HVAC)

Add-on acquisition for private equity portfolio company
6.2x
EBITDA Multiple
4,000+
Firms Screened
Our Commitment

How we approach every engagement.

The principles that govern our work are not aspirational. They are structural. They are embedded in how we are organised, how we are compensated, and how we operate.

01

Unconflicted Independence

We hold no proprietary positions that could compete with client interests. We do not pursue ancillary services to extend engagements. Our counsel is structurally aligned with your objectives.

02

Aligned Economics

Our fee structures tie our success directly to client outcomes. Whether advising on a sale, acquisition, or capital raise, our compensation is linked to value realisation. Your success is our success.

03

Absolute Confidentiality

Transaction discussions involve sensitive strategic and financial information that demands discretion. Our security protocols, information barriers, and team structures are designed to protect confidentiality throughout every engagement.

04

Transparent Partnership

Consistent access to senior advisors. Honest counsel, even when it challenges assumptions. Real-time visibility into process metrics and counterparty responses. Advisory as a genuine partnership.

Considering a Transaction

Every significant transaction begins with a confidential conversation.

Whether you are exploring a sale, raising capital, or evaluating an acquisition, our team is ready to discuss your situation with complete discretion.

Schedule a Discussion