For Advisors
A trusted referral partner for SME clients considering equity investment
SME Equity works alongside professional advisors to help clients assess, source, and structure equity capital. The aim is simple: deliver value to your client while respecting the advisor relationship.
Introduce a ClientWho This Is For
Professional advisors to Irish SMEs
SME Equity works with a broad range of professional advisors who encounter clients considering equity investment as part of their growth or transition plans.
Accountants and chartered accountants
Solicitors and corporate law firms
Corporate finance advisors
Other trusted advisers to Irish SMEs
Why Refer to SME Equity
A referral that reflects well on you
Specialist equity process support
SME Equity brings specific expertise in equity transactions that complements the broader advisory relationship.
Better outcomes for clients
Clients considering growth capital benefit from structured, experienced support that increases the likelihood of a successful outcome.
A commercially credible sounding board
SME Equity provides a grounded, realistic assessment of options — not a sales pitch.
Discreet handling
All enquiries are handled with complete confidentiality and professionalism.
You stay close to the client relationship
SME Equity aims to complement, not replace, the role of the client's existing advisor.
The Referral Process
Simple, straightforward, and discreet
Make a Confidential Introduction
A brief introduction by email or phone is all that is needed. SME Equity will take it from there, handling the initial engagement with your client professionally.
SME Equity Assesses Fit
SME Equity conducts an initial assessment of the client's business and funding requirement, providing an honest view of whether equity investment is appropriate.
Engagement with the Client
Where there is a fit, SME Equity engages directly with the client and, where appropriate, the investor network — keeping you informed throughout.
Client Benefits
What your client gets from the engagement
Equity suitability assessment
An honest, early-stage assessment of whether equity investment is appropriate for the business and its current situation.
Positioning and readiness advice
Guidance on how to present the business to investors and what needs to be in place before engagement begins.
Investor fit support
Identification of the most suitable investor profiles based on sector, stage, ticket size, and strategic fit.
Terms, valuation, and process support
Practical support on valuation framing, deal structure, and managing the investor process through to completion.
Your client relationship is protected
SME Equity aims to complement, not replace, the role of the client's existing advisor. We work alongside you, not around you. Your relationship with your client remains yours — we are here to add specific equity transaction expertise where it is needed most.
Make a Referral
Introduce a client
Complete the form below to make a confidential introduction. SME Equity will respond promptly and handle the engagement with professionalism.