Advisory Services
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Primary Asset has many years of experience working with and consulting to listed global, domestic and privately owned firms. Our deep understanding of our client's business stems from the experience of our consultants who in most cases have worked at executive, up to Chief Executive, and Board level across corporates. PAC recognised the same methods and principals used to identify and engage individual talent can be successfully utilised in a broader business advisory capacity. Specifically, we specialise in:

  • Wealth Management Acquisition, Investments and Migration
  • Fund Manager Investment and Acquisition
  • Fund Manager Incubation
  • Divestment and Purchase of Assets
  • Team Lift Outs
  • Third Party Distribution Partnerships

PAC’s specialist consultants have in-depth market knowledge gained from many years working in and consulting to the financial services industry. Our industry networks are extensive and we utilise these to ensure the best outcomes for our clients.

The demand to acquire whole teams (lift outs), assets or entire businesses has increased significantly over the past 5 years. The tight labour market and the fiercely competitive nature of attracting the best talent fuelled this demand. Although current global economic conditions have eased pressures on availability of talent, the demand for business growth has continued, particularly through acquisitions.

PAC is a market leader in team lift outs, manager incubation, the sale and purchase of businesses and distressed assets, business partnerships introductions and acquisitions. Our research capabilities, extensive contacts and industry knowledge, have enabled us to identify opportunities that match the needs and aspirations of our clients.

As a group we are highly skilled at sourcing opportunities discreetly and strategically. We understand the market sensitivities of all the parties we represent. PAC has an outstanding reputation for placing the up most importance on ethics and discretion. All of our relationships are based on strong principals such as trust, honesty and integrity.

Primary Asset Consulting Business Advisory is ideally placed to service the needs of those organisations that see the long term opportunities that exist due to current economic conditions. By developing an in depth understanding of our clients’ business, strategies and goals and unique value proposition we are able to work in close partnership with them and assist them in achieving their outcomes.