Specialised advice with exceptional outcomes

We provide specialised corporate finance and wealth management advice of the highest integrity to deliver outcomes that best serve the interests of our clients

About Us

At Auburn Capital, we are an owner-managed firm dedicated to providing exceptional financial advisory and wealth management services. We form long-term client partnerships and provide financial and strategic advice across the business and capital cycle.

Our team of experienced professionals are here to assist you every step of the way.

We’re a team of independent M&A, financial and investment advisory specialists supporting private equity funds, large Fortune 500 companies, mid-market organisations, High Net Worth investors and Self Managed Super Funds through the end-to-end transaction process, from early-stage guidance and long-term advisory, to deal execution, personalised investment strategies and beyond.

We pride ourselves on having a deep, cross-functional skillset developed from decades of experience advising across acquisitions, private equity, capital raising, investment advisory and venture capital work, and legal and operational roles to deliver integrated, insightful and strategic advice of the highest calibre and of the highest integrity.

Founded in 2021, Auburn Capital is committed to prioritizing client needs above all else. Our team has over 60 years of experience in financial services, including tenure with prestigious broking and investment banking firms. This experience and approach uniquely positions Auburn Capital to guide you through every step of the journey, helping you to maximise value and optimise results.

We offer a wide range of services including Mergers & Acquisitions, Capital Raisings, personalised Wealth Management, Strategic Reviews and more.

With our expert guidance, you can make informed decisions and achieve your financial goals.

Why Choose Auburn Capital?

Expertise

Our team consists of seasoned professionals with extensive experience in the industry

Client Success

We have a proven track record of helping our clients achieve their financial objectives

Tailored Solutions

We understand that every client has unique needs, and we tailor our solutions to meet those needs

Mission

Our mission is to deliver superior financial solutions and unparalleled service to our clients, ensuring their long-term success and prosperity

Values

Integrity, professionalism, and innovation are at the core of everything we do. We prioritize our clients’ goals and work tirelessly to deliver results that exceed their expectations

Partnership

We believe in building strong and lasting partnerships with our clients. Our collaborative approach ensures that we fully understand their goals and can provide customized solutions to achieve them

M&A

Mergers & Acquisitions

We understand the complexities involved with transactions, and leverage our cross-functional skillset developed through M&A advisory, private equity, venture capital and legal and operational roles to deliver integrated, insightful and strategic advice of the highest calibre and of the highest integrity.

We have a strong track record of success, we’re unwaveringly outcome focused, and we always deliver. We combine leading strategic advice from senior bankers and outstanding project management capabilities to ensure our client’s objectives are met. Our advice is independent and designed to serve our client’s interests and provide the highest level of service.

We provide advice and services in the following areas:

Mergers and acquisitions
Divestitures
Strategic, financial and tactical advice

Capital Raisings

We work with a broad range of businesses to raise capital across all stages of the business lifecycle, leveraging our cross-functional skillset, industry knowledge and relationships with capital providers.

We provide advice and services in the following areas:

Capital raisings and strategic partner research
Shareholder selldowns
IPO’s
Private placements and other public market transactions
Debt raisings and refinancings

Wealth Management

We specialize in serving private families, business owners and professionals. With a focus on building wealth, investing and retirement planning – we provide wealth advice and portfolio management services designed to ensure that our clients maximize their financial potential while navigating investment pitfalls with confidence.

Client-Centric Excellence

Since our inception in 2021, Auburn Capital has been unwavering in our commitment to prioritize you, our valued client. Our seasoned team brings over 60 years of collective experience in the financial services industry, including stints at prestigious broking and investment banking firms. This wealth of expertise empowers us to provide customized investment advice that truly sets us apart from conventional stockbroking and financial planning entities.

At Auburn Capital, it’s not just about transactions; it’s about building lasting relationships. Your financial goals become our mission, and your success is our driving force. Join us on this transformative journey toward financial prosperity and personalized solutions.

What Sets Us Apart?

At Auburn Capital, we believe in making your investment journey enriching and hassle-free. Our dedication to transparency and personalized service ensures we deliver exceptional outcomes. We distinguish ourselves through:

Customized Services: We tailor our services to meet your unique financial goals and aspirations, providing personalized solutions that align with your vision for the future.
Client-Centric Philosophy: As an owner-managed firm, we prioritize developing lasting, personal relationships with our clients. Our commitment to exceptional client service sets us apart in an industry increasingly focused on automation.
Holistic Approach: Our comprehensive suite of services, including wealth management, self-managed super funds, and securities advice – allows us to address all aspects of your financial well-being under one roof.

Our Unwavering Commitment

At Auburn Capital, our unwavering commitment drives everything we do. We don’t just serve clients; we build lasting partnerships. Here’s why you should choose us:

Client-Centric Excellence: Our focus is you. We listen, understand, and tailor solutions to your unique needs. Expect nothing less than exceptional service.
Exceeding Expectations: Mediocrity isn’t in our vocabulary. We strive to surpass what you thought possible. Your success is our benchmark.
Enduring Relationships: We’re not here for a transaction; we’re here for the long haul. Trust, transparency, and reliability define our relationships.

Embark on a journey of financial empowerment with Auburn Capital—where commitment meets excellence.

Our Services

We offer a range of services designed to empower you to achieve your financial goals:

Wealth Management: Tailored investment strategies and portfolio management services to help you build and preserve wealth.
Self-Managed Super Funds: Expert guidance and support to help manage your self-managed super fund, and optimize returns and tax efficiency.
Succession Planning: Future-proof your family business and legacy. Succession planning is an important consideration for many. Our process for developing a succession plan draws on our unique, integrated M&A and wealth management experience.
Securities Advice: Personalized advice on a range of securities, including Australian and international shares, to help you navigate complex investment decisions.

Industry Leading Technology

Our platform is backed by two trusted names in the financial industry – CMC Markets and Macquarie Bank. CMC Markets, the second-largest retail broker in Australia, provides global share trading in 16 markets and has an international offering that is unparalleled in the Australian market. On the other hand, Macquarie Bank is the market leader in Australia for at-call investment cash accounts.

We simplify investment administration by providing a consolidated view of all your global cash, securities, managed funds, property, and non-listed investments through our client portal. This feature provides you with a single view of all your financial investments, making it easy for you to keep track of them at all times, and allowing you to make informed decisions with ease. Trust us to help you achieve your investment goals..

Our platform gives you and your Private Client Advisor with an up-to-date and consolidated view of your financial situation – enabling you and your advisor to make informed decisions with confidence. Our platform also provides market-leading reporting: