Beyond execution — true partnership

Neovest Capital's advisory practice combines senior banker involvement with deep sector intelligence.

We act as a trusted advisor to public and private companies, financial sponsors, and family offices. Our approach is rooted in rigorous analysis, creative structuring, and relentless focus on client objectives. Every engagement benefits from direct partner oversight and a customised team.

From cross‑border M&A to takeover defence and shareholder advisory, we bring the judgment that only comes from decades of experience.

250+

advisory mandates

$43B

transaction value

35

senior advisors

Our advisory capabilities

Integrated expertise across the deal lifecycle.

M&A advisory

Buy-side and sell-side representation, cross-border transactions, fairness opinions, and joint ventures.

  • Sell-side & auction management
  • Acquisition search & negotiation
  • Fairness & solvency opinions

Strategic & shareholder advisory

Advice on takeover defence, activist situations, board strategy, and corporate preparedness.

  • Takeover defence / poison pills
  • Activist response & proxy fights
  • Strategic alternatives review

Capital structure advisory

Optimising balance sheets, dividend policies, share buybacks, and capital allocation frameworks.

  • Capital structure optimisation
  • Dividend / buyback strategy
  • Credit & rating advisory

Private capital advisory

Specialised counsel for private equity, infrastructure, and family offices — from fund formation to co-investment.

  • GP/LG advisory
  • Co-investment & secondary advisory
  • Fund placement support

Selected advisory engagements

A track record of complex, high‑stakes mandates.

2025

Defense logistics leader

Aerospace & defense

Advised on $2.1bn sale to global strategic buyer; ran competitive auction.

2024

Regional healthcare system

Healthcare

Strategic alternatives review + merger with national non‑profit system.

2024

Financial software platform

Fintech

$540m cross‑border sale to European strategic; fairness opinion.

2023

Midstream energy LP

Energy

Takeover defence and ultimate sale to industry consolidator.

2023

Consumer brand holding

Consumer

Advised board on activist response and subsequent recapitalisation.

2022

Renewables developer

Clean energy

Joint venture structuring and $800m project equity raise.

Neovest Capital – United States

940-279 3811 New York, United States

Advisory inquiries: support@neovest.capital