WHY SOUTHGATE

Experienced. Passionate. Independent. Flexible.

How we drive value for our clients

EXCEPTIONAL SERVICE

We take an end-to-end, tailored approach to planning and executing transactions.

Our Directors have over a decade of experience running M&A projects at top-tier firms, across a range of industry sectors, countries and transaction types.

Our clients are happy to vouch for the quality of our work.

shutterstock_379181851
shutterstock_433185547

GENUINE PASSION

We’re business owners ourselves. We share our clients’ drive and focus on growth, value and customer service.

We’re focused on achieving outstanding outcomes for businesses in the $10 million to $100 million valuation segment, which is not a priority for many larger firms.

TRUE INDEPENDENCE

We only offer lead advisory services, so we’re not pressured to cross-sell additional services like tax, legal or accounting.

Our national network helps clients assemble the most suitable deal team for their needs.

We have no timing or budget imperatives. Our advice is driven entirely by our clients’ best interests.

shutterstock_1090646606
shutterstock_672600253

FLEXIBLE FEES

As an independent advisory firm, we can offer great value for money compared to larger firms.

With fewer constraints, we can accommodate flexible fee structures.