ICONIA PARTNERS is a leading investment banking firm specializing in advising middle-market companies in Industrials, Energy, and Aerospace & Defense on M&A and capital raising transactions throughout North America, Europe, and Australia.



ICONIA PARTNERS is a leading investment banking firm specializing in advising middle-market companies in Industrials, Energy, and Aerospace & Defense on M&A and capital raising transactions throughout North America, Europe, and Australia.

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View Transactions

$2B+

AGGREGATE TRANSACTION VALUE

$2B+

AGGREGATE TRANSACTION VALUE

100+

ADVISORY ENGAGEMENTS

100+

ADVISORY ENGAGEMENTS

20+

AVG. YEARS OF EXPERIENCE

20+

AVG. YEARS OF EXPERIENCE

6

OFFICES | 3 COUNTRIES

6

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, Europe, 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 and Aerospace & Defense.

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.

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, Europe, 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 and Aerospace & Defense.

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.

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$2B+

Aggregate transaction value across industrials, Aerospace & Defense

$2B+

Aggregate transaction value across industrials, Aerospace & Defense

8 – 10yr

Outsourced corporate development campaigns for NYSE & LSE companies

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

$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 & Manufacturing, and Aerospace & Defense

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

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Aerospace & Defense

CLIENT TECHNOLOGIES & END MARKETS

  • Defense Electronics & Embedded Computing

  • Mission-Critical Electronic Control Systems

  • Precision Motion Control & Actuation

  • Avionics & Radar Systems

  • Aerospace Structures & Precision Machining

  • Hydraulic Systems & Accumulators

  • Weapons Systems Electronics & Fire Control

  • Naval & Marine Defense Applications

  • C4I, ISR & Autonomous Systems

  • MRO & Field Services for Defense Platforms

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PRINCIPAL FOCUS AREAS

Our Capabilities

Sell-Side M&A Advisory

We guide owners through a structured, confidential sale process – from strategic discovery and valuation through buyer outreach, negotiation, and closing. Our senior investment bankers manage every phase to maximize value and certainty of execution.

Growth Advisory

For companies planning a liquidity event within 12–36 months, we embed senior operators and Managing Directors to drive measurable improvements across operations, technology, and financial infrastructure – positioning for maximum value at exit.

Growth Advisory

For companies planning a liquidity event within 12–36 months, we embed senior operators and Managing Directors to drive measurable improvements across operations, technology, and financial infrastructure – positioning for maximum value at exit.

Capital Raising & Debt Advisory

We originate and evaluate transactions with the discipline of principal investors, drawing on the expertise of our advisory board and management team, being able to provide end-to-end capital markets advisory across the entire capital stack. With a focus on clarity, speed, and certainty of execution, we ensure our clients can concentrate on operating and scaling their businesses while we deliver the right capital solution.

Capital Raising & Debt Advisory

We originate and evaluate transactions with the discipline of principal investors, drawing on the expertise of our advisory board and management team, being able to provide end-to-end capital markets advisory across the entire capital stack. With a focus on clarity, speed, and certainty of execution, we ensure our clients can concentrate on operating and scaling their businesses while we deliver the right capital solution.

Buy-Side M&A Advisory

From deal origination services through to serving as your outsourced corporate development arm. ICONIA PARTNERS brings deep buy-side M&A capability rooted in the career track records of its Managing Directors, who in their careers have executed multi-year, outsourced corporate development engagements for major public and private companies. This includes serving as the outsourced M&A department for Spirax Sarco (LSE: SPX) for 8+ years, developing the acquisition strategy that built Curtiss-Wright's (NYSE: CW) defense electronics division into a $2B+ revenue business, and managing multi-year campaigns for Circor (NYSE: CIRC) and Moog (NYSE: MOG.A) across industrial, energy, and defense verticals – screening hundreds of targets and closing multiple transactions.

Buy-Side M&A Advisory

From deal origination services through to serving as your outsourced corporate development arm. ICONIA PARTNERS brings deep buy-side M&A capability rooted in the career track records of its Managing Directors, who in their careers have executed multi-year, outsourced corporate development engagements for major public and private companies. This includes serving as the outsourced M&A department for Spirax Sarco (LSE: SPX) for 8+ years, developing the acquisition strategy that built Curtiss-Wright's (NYSE: CW) defense electronics division into a $2B+ revenue business, and managing multi-year campaigns for Circor (NYSE: CIRC) and Moog (NYSE: MOG.A) across industrial, energy, and defense verticals – screening hundreds of targets and closing multiple transactions.

Sell-Side M&A Advisory

We guide owners through a structured, confidential sale process – from strategic discovery and valuation through buyer outreach, negotiation, and closing. Our senior investment bankers manage every phase to maximize value and certainty of execution.

Sell-Side M&A Advisory

We guide owners through a structured, confidential sale process – from strategic discovery and valuation through buyer outreach, negotiation, and closing. Our senior investment bankers manage every phase to maximize value and certainty of execution.

Private Equity & Independent Sponsor

Building, Acquiring, and Scaling Companies Through Strategic Ownership

Buy-Side M&A Advisory

From deal origination services through to serving as your outsourced corporate development arm. ICONIA PARTNERS brings deep buy-side M&A capability rooted in the career track records of its Managing Directors, who in their careers have executed multi-year, outsourced corporate development engagements for major public and private companies. This includes serving as the outsourced M&A department for Spirax Sarco (LSE: SPX) for 8+ years, developing the acquisition strategy that built Curtiss-Wright's (NYSE: CW) defense electronics division into a $2B+ revenue business, and managing multi-year campaigns for Circor (NYSE: CIRC) and Moog (NYSE: MOG.A) across industrial, energy, and defense verticals – screening hundreds of targets and closing multiple transactions.

Capital Raising & Debt Advisory

We originate and evaluate transactions with the discipline of principal investors, drawing on the expertise of our advisory board and management team, being able to provide end-to-end capital markets advisory across the entire capital stack. With a focus on clarity, speed, and certainty of execution, we ensure our clients can concentrate on operating and scaling their businesses while we deliver the right capital solution.

Growth Advisory

For companies planning a liquidity event within 12–36 months, we embed senior operators and Managing Directors to drive measurable improvements across operations, technology, and financial infrastructure – positioning for maximum value at exit.

Private Equity & Independent Sponsor

We selectively engage as principal investors in high-conviction opportunities within industrials, manufacturing, and business services — targeting family owned businesses doing $2M-10M in EBITDA.

SELECT TRANSACTIONS

Representative M&A and Capital Advisory 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.

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.

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3540 Toringdon Way Suite 200, Charlotte, NC 28277, United States

Brisbane City, Queensland, 4000

@2026 ICONIA PARTNERS PTY LTD All Rights Reserved

Any securities offered to or on behalf of U.S. Persons are being conducted pursuant to a chaperone arrangement under SEC Rule 15a-6 and through Finalis Securities LLC Member FINRA and SIPC.

Let's do something great together

Book a Call

LinkedIn

3540 Toringdon Way Suite 200, Charlotte, NC 28277, United States

Brisbane City, Queensland, 4000

@2026 ICONIA PARTNERS PTY LTD All Rights Reserved

Any securities offered to or on behalf of U.S. Persons are being conducted pursuant to a chaperone arrangement under SEC Rule 15a-6 and through Finalis Securities LLC Member FINRA and SIPC.

Let's do something great together

Book a Call

LinkedIn

3540 Toringdon Way Suite 200, Charlotte, NC 28277, United States

Brisbane City, Queensland, 4000

@2026 ICONIA PARTNERS PTY LTD All Rights Reserved

Any securities offered to or on behalf of U.S. Persons are being conducted pursuant to a chaperone arrangement under SEC Rule 15a-6 and through Finalis Securities LLC Member FINRA and SIPC.