
ICONIA PARTNERS
M&A Advisory | Capital Markets | Private Equity
Industrials & Energy Investment Banking in the Middle Market
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
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
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
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.
Undisclosed
BUY-SIDE & SELL-SIDE M&A
Kin-Kin Manufacturing
Buyside acquisition and subsequent asset sale for this manufacturing company.
