Corporate Finance

Access Exclusive Corporate Transactions

At Sharewise, our Corporate Finance division provides members with access to select public market opportunities, including IPOs, placements, rights issues, and capital raisings linked to mergers and acquisitions. These transactions are often available only to institutional and wholesale investors, but certain large-cap offers are also open to retail clients.


As part of your Sharewise membership, you’ll receive timely alerts, clear deal information, and opportunities to engage directly with company executives, ensuring you’re informed before making participation decisions.

How Corporate Finance Works at Sharewise

Our Corporate Finance process is designed to connect you with opportunities efficiently and transparently - so you can focus on making informed investment decisions.


1. Opportunity Sourcing

Our Corporate Finance team identifies and evaluates potential transactions from ASX-listed and soon-to-list companies.


2. Client Access

Eligible clients receive access to detailed deal information via email and the client portal. Your dedicated Investment Manager will also be in touch to discuss the offer, answer questions, and guide you through the participation process.


3. Executive Briefings

Gain direct insight through exclusive webinars or in-person events with company executives presenting the offer.


4. Participation and Execution

If you decide to participate, we coordinate the application and settlement process, keeping you updated every step of the way.

 Our Corporate Finance Capabilities

We focus on two core areas, giving clients opportunities to participate in capital raisings, IPOs, and transactions linked to strategic company growth.

Equity Capital Markets (ECM)

Access equity raisings such as IPOs, placements, and rights issues from ASX-listed and listing companies. These opportunities can provide:

  • Entry into offers at discounted prices
  • Early exposure to emerging and growth companies
  • Participation in high-quality capital raisings from established brands
  • The chance to diversify across sectors and market caps
  • Invitations to exclusive executive briefings on upcoming listings

Mergers & Acquisitions (M&A)

Participate in transactions linked to strategic acquisitions or mergers. These opportunities may include:

  • Capital raisings funding acquisitions or expansions
  • Exposure to companies growing market share or entering new sectors
  • Discounted share issues associated with corporate growth
  • Insights into post-acquisition integration and strategic direction
  • Access to exclusive company presentations on the transaction

Why Corporate Finance Matters for Investors

  • Access to select opportunities before they reach the wider market
  • Potential to participate in discounted share issues
  • Insights into company growth strategies directly from executives
  • Ability to diversify across sectors and market caps

Be the first to know about upcoming IPOs, placements, rights issues, and other capital raising opportunities available through Sharewise.

Sharewise Membership Features at a Glance.

Our approach to investing is underpinned by a collection of features designed with you in mind. Each element is crafted to support your investment journey, no matter where you're starting from. Here's a closer look at what sets our service apart.

Dedicated Investment Manager

Professional expertise at your side.


  • Work directly with a licensed Sharewise investment manager.


  • Experienced professionals with deep knowledge of ASX and global markets.


  • You’ll have their direct line for access during and outside of market hours.


  • Receive general advice and updates as market conditions evolve.


  • All advice is non-discretionary. No trades are placed without your confirmation.


  • A valuable sounding board to help you interpret market movements and navigate opportunities.

  • Ongoing portfolio monitoring to help you stay informed and confident.

Corporate Finance Access

Exclusive opportunities in the public market.


  • Priority access to select IPOs, placements, and capital raisings through our in-house corporate finance division.


  • Early visibility on upcoming deals before they're widely promoted.


  • Attend exclusive investor briefings, webinars, and Q&A sessions with company executives.


  • Backed by Sharewise's due diligence process and capital markets expertise.


  • Get exposure to companies expanding into new markets, launching new products, or repositioning post-acquisition.


  • Access select pre-IPO placements and early capital raisings before companies officially list.

Exclusive

Client Portal

Your Investment Hub.



  • See what stocks we're currently buying and holding.


  • View our recent winners and losers.


  • Look at all our past recommendations for Australian and US equities.


  • Read our market updates and investment reports.


  • Access research notes on ASX and global stocks.


  • Watch our webinars with the executives of ASX and global companies.


  • Manage your Sharewise membership.


  • Reach out to your advisor and Sharewise support.

Institutional

Research

Make informed decisions with confidence.


  • Our dedicated team of analysts provide in-depth research and actionable insights on ASX and globally-listed companies.


  • Future market trend predictions based on historical data.


  • Analysis of macroeconomics to manage risk.


  • Insights on global, liquid stocks for diversified portfolios.


  • Strategies to potentially outperform market averages.


  • Regularly updated research notes on ASX and global equities.


  • Advanced technical analysis to identify potential trading opportunities.

Comprehensive

Market Reports

Stay ahead with global insights.


  • Daily updates on global markets and ASX movements.


  • Regularly updated stock market reports on ASX and global equities.


  • Weekly credit reports to gauge market liquidity.


  • Monthly global market wrap-up.


  • Analysis of volatility and macro drivers influencing market trends.


  • Exclusive insights into corporate finance opportunities.


  • Deep dive research notes on hand-picked blue chip stocks.


  • All reports conveniently sent via email and available on our portal.

Live Investor Events

Real conversations with market leaders.


  • Join Sharewise-hosted events featuring executives from ASX-listed and soon-to-list companies.


  • Hear directly from decision-makers about company strategy, performance, and outlook.



  • Connect and network with other investors and fellow Sharewise clients.

  • Walk away with sharper insights and greater conviction in the companies you're watching.


  • Ask questions and hear directly from the executives shaping the future of public companies.

Buy/Sell Recommendations

Never miss an opportunity.



  • Timely ASX, US and global buy & sell  recommendations.


  • Alerts when it's the optimal time to make a move.


  • We leverage a combination of fundamental and technical analysis to identify potential investment opportunities and mitigate risks.


  • Regularly updated recommendations in response to market changes.


  • Hands-off option with managed advisory account.


  • Receive a call every time there's a new recommendation.


  • Trustworthy advice from your dedicated share advisor.

Live Investor Webinars

Interact with market leaders and  investment experts.



  • Regular webinars hosted by industry professionals.


  • Latest trends, insights, and opportunities in the ASX market.


  • Interactive Q&A sessions with our experts.


  • In-depth analysis of recent market events and Australian and US stock market research.


  • Strategies and predictions for the future.


  • Archived webinars for members to revisit anytime.


  • Exclusive content for s708 investors on IPO opportunities.


  • Masterclasses led by our Sharewise Investment Managers, where we break down market trends, investment themes, and real-time opportunities in a clear, practical format.

Your investments, our dedicated attention.


  • A dedicated share advisor for all your portfolio queries.


  • Speak to your advisor during and outside of market hours.


  • Risk management tailored to your financial portfolio management needs.


  • Quarterly portfolio reviews to gauge progress.


  • Hands-off, personalised trading account management services experience.

  • Receive a call for every a buy/sell recommendation.


  • Insights on potential shifts in market strategy.