ICONIA PARTNERS is a leading investment banking firm specialising in advising middle-market companies in Industrials, Energy, and Infrastructure on M&A transactions throughout Australia and North America.

$2B+

AGGREGATE TRANSACTION VALUE

$2B+

AGGREGATE TRANSACTION VALUE

100+

ADVISORY ENGAGEMENTS

100+

ADVISORY ENGAGEMENTS

20+

AVG. YEARS OF EXPERIENCE

20+

AVG. YEARS OF EXPERIENCE

7

OFFICES | 3 COUNTRIES

7

OFFICES | 3 COUNTRIES

ABOUT THE FIRM

M&A Execution Built on
Decades of Deal Experience

ICONIA PARTNERS is a boutique capital advisory and investment banking firm specialising in M&A advisory, capital raising, and strategic advisory across North America and Australia. The firm's Managing Directors and Advisors have collectively executed hundreds of transactions in their careers, representing over $2 billion in aggregate value, with deep sector expertise in Industrials, Energy, Infrastructure, and Healthcare.

Our team includes former Managing Directors from established middle-market investment banks, C-suite executives from private equity firms, senior operators from $1B+ PE-backed companies, and advisors holding current positions at family offices and private credit funds across the globe.

$2B+

Aggregate transaction value across industrials and energy

8–10yr

Outsourced corporate development campaigns for NYSE & LSE companies

$20M–$1B

Enterprise value focus in the core middle market

3,000+

Investor relationships across institutional capital, family offices & strategic buyers
MARKET EXPERTISE

Deep Sector Knowledge Across
Industrials, Energy, and Healthcare

Our advisory professionals have in-depth knowledge of the technologies, applications, end markets, and growth drivers across our core sectors – developed through decades of transaction execution and long-term client relationships with major public and private companies.

Industrials & Manufacturing

CLIENT TECHNOLOGIES & END MARKETS

  • Flow Control & Fluid Management

  • Industrial Automation & Control Systems

  • Thermal Solutions & Heat Transfer

  • Process Control Electronics

  • Manufacturing & Processing Equipment

  • Commercial Building Systems

  • Specialized Components & Equipment

  • Industrial Distribution & Supply Chain

  • Aerospace & Defense Technology

  • Business Services & Field Services

Energy & Power Infrastructure

CLIENT TECHNOLOGIES & END MARKETS

  • Oil & Gas (Upstream, Midstream, Downstream)

  • Renewable Energy Development

  • Power Generation & Utilities

  • Energy Storage & Grid Technology

  • Data Center Infrastructure & Power

  • Water & Wastewater Infrastructure

  • Green Ammonia & Hydrogen

  • Waste-to-Energy & Environmental

  • Large-Scale Infrastructure & Project Development

  • Thermal Systems for Energy Markets


PRINCIPAL FOCUS AREAS

Our Capabilities

SELECT TRANSACTIONS

Representative M&A Experience

Our foundation is built on the depth, experience, and executional history of our Managing Directors & Advisors – a collective track record spanning decades across investment banking, private equity, and capital advisory.

SELL-SIDE M&A
$415M

SELL-SIDE M&A ADVISORY

Chromalox

Acquired by Spirax Sarco (LSE:SPX)

$40M

SELL-SIDE M&A ADVISORY

EST Group

Acquired by Curtiss-Wright (NYSE:CW)

$39M

SELL-SIDE M&A ADVISORY

Agile Magnetics

Acquired by Standex International (NYSE:SXI)

$35M

SELL-SIDE M&A ADVISORY

Impact Technologies

Acquired by Sikorsky Helicopter

Undisclosed

SELL-SIDE M&A ADVISORY

CDS Analytical

Acquired by Spirax Sarco (LSE:SPX)

Undisclosed

SELL-SIDE M&A ADVISORY

Porter Instrument Co.

Acquired by Parker Hannifin (NYSE: PH)

Undisclosed

SELL-SIDE M&A ADVISORY

Kelly Aerospace Thermal Systems

Acquired by Hartzell Technologies (NYSE: SXI)

Undisclosed

SELL-SIDE M&A ADVISORY

TigerFlow Systems

Sold to Confidential Acquirer

Undisclosed

SELL-SIDE M&A ADVISORY

Jasper Furniture

Strategic divesture of a furniture manufacturer – sold to a confidential acquirer.

Multi-Year

GROWTH ADVISORY & SELL-SIDE M&A

Plastic Oddities

Plumbing manufacturing company. Growth advisory campaign & preparation for sale.

Undisclosed

SELL-SIDE M&A ADVISORY

Carolina Specialty Oncology

Acquired by UNC REX HEALTHCARE

Undisclosed

SELL-SIDE M&A ADVISORY

PRIME Education

Acquired by DW Healthcare Partners

BUY-SIDE & MULTI-YEAR CORPORATE DEVELOPMENT CAMPAIGNS
8+ Year Campaign

BUY-SIDE M&A ADVISORY

Spirax Sarco (LSE: SPX)

Outsourced corporate development. Screened hundreds of acquisition targets. Built Electric Thermal Solutions division.

10+ Year Campaign

BUY-SIDE M&A ADVISORY

Curtiss-Wright (NYSE: CW)

Built defense electronics division through programmatic acquisitions. Industrial & energy divisions.

Multi-Year

BUY-SIDE & SELL-SIDE M&A

Circor International (NYSE: CIRC)

Multiple transactions across energy and aerospace divisions.

Multi-Year

BUY-SIDE & SELL-SIDE M&A

Moog Inc. (NYSE: MOG.A)

Control systems and electronics for defense, oil & gas, wind, solar, and power generation.

Multi-Year

BUY-SIDE M&A ADVISORY

PICUT INDUSTRIES

Multi-year buy-side M&A advisory. Thermal solutions and steam components for upstream, midstream, and downstream oil & gas.

$250M

BUY-SIDE M&A ADVISORY

SeaHavn

Multi-ship acquisition engagement


Undisclosed

BUY-SIDE & SELL-SIDE M&A

Kin-Kin Manufacturing

Buyside acquisition and subsequent asset sale for this manufacturing company.

The transactions above represent a combination of work executed directly by ICONIA PARTNERS, and transactions completed by team members during their tenure at prior institutions. Our foundation is built on the depth, experience, and executional history of our Managing Directors & Advisors.

Let's do something great together

1213 W Morehead St 5th Floor, Charlotte, North Carolina, 28208

Brisbane City, Queensland, 4000

@2026 ICONIA PARTNERS PTY LTD All Rights Reserved

Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Vortex Capital is not a registered broker-dealer, and Finalis Securities LLC and ICONIA PARTNERS are separate, unaffiliated entities. ICONIA PARTNERS (the "ICONIA PARTNERS Website") is a website operated by ICONIA PARTNERS, a privately held Australian proprietary limited company. ICONIA PARTNERS provides financial and strategic consulting services, mergers and acquisitions advisory, fairness opinions, and related services. Disclaimer: This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction, or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available to residents of certain jurisdictions. Please consult with a Finalis Securities registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and ICONIA PARTNERS PTY LTD, along with Finalis Securities LLC, accepts no liability for its use or for updating or keeping it current. Transaction experience and track record reflect the collective professional history of ICONIA PARTNERS' team members and advisors, including transactions executed at prior firms. Corporate logos do not represent endorsements.

Let's do something great together

1213 W Morehead St 5th Floor, Charlotte, North Carolina, 28208

Brisbane City, Queensland, 4000

@2026 ICONIA PARTNERS PTY LTD All Rights Reserved

Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Vortex Capital is not a registered broker-dealer, and Finalis Securities LLC and ICONIA PARTNERS are separate, unaffiliated entities. ICONIA PARTNERS (the "ICONIA PARTNERS Website") is a website operated by ICONIA PARTNERS, a privately held Australian proprietary limited company. ICONIA PARTNERS provides financial and strategic consulting services, mergers and acquisitions advisory, fairness opinions, and related services. Disclaimer: This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction, or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available to residents of certain jurisdictions. Please consult with a Finalis Securities registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and ICONIA PARTNERS PTY LTD, along with Finalis Securities LLC, accepts no liability for its use or for updating or keeping it current. Transaction experience and track record reflect the collective professional history of ICONIA PARTNERS' team members and advisors, including transactions executed at prior firms. Corporate logos do not represent endorsements.

Let's do something great together

1213 W Morehead St 5th Floor, Charlotte, North Carolina, 28208

Brisbane City, Queensland, 4000

@2026 ICONIA PARTNERS PTY LTD All Rights Reserved

Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Vortex Capital is not a registered broker-dealer, and Finalis Securities LLC and ICONIA PARTNERS are separate, unaffiliated entities. ICONIA PARTNERS (the "ICONIA PARTNERS Website") is a website operated by ICONIA PARTNERS, a privately held Australian proprietary limited company. ICONIA PARTNERS provides financial and strategic consulting services, mergers and acquisitions advisory, fairness opinions, and related services. Disclaimer: This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction, or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available to residents of certain jurisdictions. Please consult with a Finalis Securities registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and ICONIA PARTNERS PTY LTD, along with Finalis Securities LLC, accepts no liability for its use or for updating or keeping it current. Transaction experience and track record reflect the collective professional history of ICONIA PARTNERS' team members and advisors, including transactions executed at prior firms. Corporate logos do not represent endorsements.