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.

Prior to Southgate, our Directors ran M&A projects at PwC, across a range of industry sectors, countries and transaction types.

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

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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 tax, legal or accounting services.

Our national network helps clients assemble the right deal team, and with no timing or budget imperatives of our own, our advice is driven entirely by our clients’ best interests.

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FLEXIBLE FEES

As an independent advisory firm with fewer constraints than larger competitors, we can offer attractive and flexible fee structures, tailored to each client's circumstances.