Family office & private equity

The right partner.
The next chapter.

Connecting mid-market equity opportunities with institutional relationships, through a competitive and discreet advisory process.

Explore our approach
A considered approach

Our equity process.

Professionals collaborating over business documents
01

Investment committee

Assess whether the opportunity fits the institutional investor base.

02

Preparation

Develop investment information, financial models and transaction materials.

03

Distribution

Engage a selected group of domestic and international equity investors.

04

Dataroom

Make information available through a secure process following NDA.

05

Negotiation & close

Work with advisory partners on terms and transaction completion.

Areas of focus

Equity for pivotal moments.

Analytics dashboard showing charts on a laptop
01

Growth equity

Institutional equity relationships for growing private companies seeking financial and strategic support.

02

Pre-IPO preparation

Specialist advisory relationships to support companies preparing for a public listing.

03

Succession funding

Explore investment partners for transition to the next generation or an external buyer.

Partnering with advisors

Relationships that
bring expertise together.

The original Oxford Barnes equity model combines institutional distribution with corporate advisory partnerships.

These relationships support information preparation, deal structuring, investor matching and negotiation.

A conversation comes first

Let’s explore
the possibilities.

Tell us about your plans and start a conversation with our team.

London

51 Grosvenor Street, Mayfair
London W1K 3HH
+44 20 3129 9419

Melbourne

Collingwood VIC 3066, Australia
By referral appointment only

Johannesburg

Sandton 2196, South Africa
By referral appointment only

Oxford-Barnes · Let’s talk

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