Business Details
13 Years
experience
Trusted Investment Advisory Services in Melbourne
At Peak Asset Management, we operate as a boutique investment management and corporate advisory firm with a proven track record of identifying and delivering high-potential corporate opportunities across Australia. Our co-investment philosophy ensures we only recommend opportunities where we personally commit capital alongside our clients, aligning our interests with yours. With a team comprising former professionals from Macquarie Bank, UBS, and Goldman Sachs, we apply deep industry expertise to rigorous due diligence processes spanning 4-6 months per opportunity.Our focus on ethical investing and ESG principles, combined with a global network of investors, enables us to facilitate capital raising for both private and listed entities. We specialise in transitioning companies to ASX listings, providing ongoing corporate advisory support, and delivering model portfolios designed to meet diverse investment outcomes. Our commitment to transparency, client education, and market-leading research has earned recognition from institutions like Citypoint Capital and Green Mountain Investments.
Services
Investment Management
Corporate Advisory
Capital Raising
ASX Listing Support
Ethical Portfolios
Model Portfolio Services
Investor Relations
Due Diligence
ESG Advisory
Global Deal Sourcing
Details
- Year established: 2013
Highlights and features
- We co-invest in every recommended opportunity, aligning our interests with yours
- Track record of backing top-performing ASX deals with 35-250% day-one returns
- Team with senior banking experience from Macquarie, UBS, and Goldman Sachs
- Rigorous 4-6 month due diligence process for risk mitigation
- Specialised in transitioning companies to ASX listings with post-IPO support
Associations and certifications
- Australian Financial Services License
What people say
35% day one profit
Co-invest alongside clients
Professionalism personified
Excellent due diligence
Smooth capital raising
Services
Investment Management
Our investment management services focus on delivering tailored portfolios through rigorous due diligence and co-investment strategies. We specialise in identifying high-growth opportunities across public and private markets, with a focus on ethical and ESG-compliant investments. Our approach combines global market insights with local expertise to generate superior risk-adjusted returns for both private and institutional clients.
Corporate Advisory
We provide comprehensive corporate advisory services covering capital raising, M&A advisory, and strategic guidance throughout the business lifecycle. Our expertise spans pre-IPO financing, ASX listing processes, and post-listing support. The team leverages extensive banking experience to deliver solutions that enhance shareholder value while maintaining strict compliance with regulatory requirements.
Capital Raising
Specialising in equity capital markets, we facilitate capital raising through IPOs, placements, and pre-IPO financings for growth-stage companies. Our services include investor roadshows, marketing materials preparation, and regulatory compliance support. We maintain strong relationships with institutional investors and venture capital funds to ensure successful fundraising outcomes for both listed and unlisted entities.
ASX Listing Support
Our ASX listing support covers the complete transition process for companies seeking public market access. We provide guidance on regulatory compliance, corporate governance, investor relations, and market positioning. With proven expertise in dual listings across Australian and Canadian exchanges, we help businesses navigate complex regulatory environments while maximising market exposure.
Ethical Portfolios
We offer specialised ethical investment portfolios that combine financial performance with ESG principles. Our approach identifies companies demonstrating strong environmental stewardship, social responsibility, and corporate governance practices. Through rigorous screening processes and ongoing portfolio monitoring, we deliver investment solutions that align with both financial objectives and personal values.
People
Niv Dagan
Executive Director
Former HC Securities executive with capital markets experience from Macquarie Bank. Specialises in connecting high-growth companies with global investors while maintaining strict due diligence standards.
Conor Daley
Investment Analyst
Kaplan-certified analyst with expertise in financial modelling and capital markets operations. Manages client relations and transaction execution across diverse sectors including technology and life sciences.
Ali Ukani
Business Analyst
Project management professional with dual masters in business and environmental management. Leads ESG advisory initiatives and corporate strategy development for portfolio companies.
Louis Varrasso
Portfolio Manager
Former Asenna Wealth Solutions professional with trading expertise and mineral industry experience. Specialises in portfolio management and strategic corporate advisory services for mining and technology sectors.
Questions
What makes Peak's investment approach unique?
We only recommend opportunities where we personally invest alongside clients, ensuring our interests remain completely aligned with investors.
How does Peak select investment opportunities?
Each opportunity undergoes 4-6 months of rigorous due diligence, including management assessments and industry analysis before presentation to investors.
What services do you offer listed companies?
We provide capital raising support, investor relations management, corporate governance advice, and strategic advisory services for ASX-listed entities.
Can retail investors access your services?
Yes, we offer model portfolios and special opportunities to both institutional and sophisticated retail investors through our platform.
Do you provide international investment opportunities?
Our network provides access to global deals, including cross-border listings on Australian and Canadian exchanges.
