Indian Ocean Group

Corporate advisory and capital markets transactions are the work of Indian Ocean Group, a firm based in Perth, Western Australia. The group offers strategic advice and carries out execution work for corporate finance and capital market deals. It focuses on helping companies with corporate advice and fundraising, including mergers and acquisitions and investment banking work. The firm says its advice is independent, objective and free from conflicts and cross-selling pressures.

Ownership and direct advice from the directors

The directors own the firm and provide the strategic advisory services to clients personally. Its senior executives bring investment banking, accounting and financial advisory experience. The firm describes its long-term client focus as integral to its value proposition, and it builds each engagement around that focus.

Funds management for Australia, New Zealand and Asia

The funds management division runs a range of services for vehicles that target Australia, New Zealand and Asia. Each fund is structured to meet the requirements of, and to support the investment process for, Australian visa applicants. The group sources investment opportunities through its network of client and corporate relationships and gives investors access to them through its funds.

Taxation, accounting and stock broking

The firm is described as a client-centric boutique for taxation consulting and advisory work, with complementary tax and accounting services alongside its advice. Stock broking is also listed among its services. Its insights section publishes commentary on business and corporate issues, including tips on how small and medium businesses can raise capital.

Alliances and international affiliates

In 2015 the firm set up a joint venture with BM Intelligence Group (BMI), linked through its Indian Ocean Corporate Pty Ltd entity. It also keeps affiliates in key international locations and maintains investor and corporate contacts, which give clients access to opportunities and capital sources.