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Container Ship

Our Services

Acquire Businesses with 0% Equity – We Engineer the Capital.

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Leverage proprietary debt structures, vendor finance, and institutional partnerships to grow your empire without cash dilution.


Serving Industrial, Technology, Healthcare, Retail & Beyond Across Australia
 

Book a Free Capital Assessment
The Fitzgerald Equity Advantage

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We turn acquisitions from capital-intensive gambles into capital-efficient growth engines:

 

$0 Equity Structures

Senior debt (1.5-2.5x EBITDA) + vendor finance (20-30%) = 100% funded acquisitions.

 

Global Debt Partnerships

Exclusive access to:

Australian cash flow lenders (<$15M deals)

Hong Kong bond markets (100% debt >$15M)

 

Unit Trust Architecture™

Patented holding structure enabling ownership flexibility without loan renegotiation.

 

End-to-End Execution

Sourcing → Negotiation → Capital Stack → Integration → Exit.

Barista
Services: How We Deliver 0% Equity Acquisitions

Capital Engineering

Debt/vendor finance structuring

Unit Trust Architecture™ implementation

Bond market access (>$15M deals)

Growth Through Acquisition (GTA)

  • Target screening & term sheet negotiation

  • Portfolio integration & synergy capture

  • C-suite talent deployment (CEO/CFO/COO)

Key Compliance Notes

  • "Unit Trust Architecture" is a Fitzgerald Equity proprietary process.

  • Debt financing subject to lender credit approval. Past performance ≠ future results.

  • Case study metrics anonymized; consult PPM for investment details.

Institutional Exit Preparation

EBITDA optimization

Ownership transition planning

Strategic buyer positioning

Sector Applications

Manufacturing: Roll up CNC machining shops using vendor notes from retiring founders.

Healthcare: Consolidate dental clinics with 70% senior debt + 30% seller earnout.

Technology: Acquire SaaS competitors via 100% HK bond financing.

Retail: Build regional franchise groups with inventory-backed lending.

Ready to Acquire Without Capital?

  • 60-min Strategy Session: Diagnose your acquisition eligibility

  • Confidential Case Studies: See 48-65% ROI structures

  • Debt Pre-Qualification: Access our lender network

  • Book Free Capital Assessment

Shaking Hands
Fitzgerald Equity Advisory Disclaimer

Last Updated: 14 August 2025

1. Acquisition Strategy Suitability
While Fitzgerald Equity specializes in structuring acquisitions with minimal-to-zero sponsor equity through senior debt and vendor finance solutions, we acknowledge this approach may not align with all client objectives.

  • Equity Considerations: Certain transactions may benefit from strategic equity injections to secure premium assets, accelerate growth, or optimize capital structures. We will objectively advise when sponsor equity could enhance returns or de-risk acquisitions.

  • Core Principles: All deals must stand on standalone business merits. We do not facilitate transactions requiring personal asset collateralization or unsustainable leverage.

2. Transaction Timelines
Execution timeframes vary materially based on:

  • Sponsor risk tolerance and strategic goals

  • Complexity of the target industry/sector

  • Availability of pre-vetted acquisition targets

  • Third-party processes (debt approval, legal due diligence)

Typical timelines range from 90 days (accelerated bolt-ons) to 9+ months (multi-target platform builds). We provide stage-gated estimates upon engagement but cannot guarantee specific closing dates.

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Results

Metric                         Pre-Acq    Post-Consolidation
Revenue                     $4.2M       $8.98M
EBITDA                      $1.1M       $2.91M
EBITDA Margin         26%          32%
Projected ROI            –                48%

 

Next Phase: Targeting $3-5M EBITDA bolt-ons ($8-14M deals) using same capital stack.

Case Study: Project Phoenix (Industrial Roll-Up)

Installation Work
Stainless Steel Pipes

Confidentiality Note: Client and target identities protected. Financial metrics reflect actual deal.

The Challenge

 

Assemble a market-leading industrial group via acquisitions with:

  • Zero sponsor equity

  • Flexible ownership for future investors

  • Bank debt preservation during ownership changes

 

The Fitzgerald Solution

 

Capital Structure:

  • 74% Senior Debt @ 1.8x EBITDA ($4.5M)

  • 26% Vendor Finance via warranty-backed note ($1.56M)

  • 0% Equity from sponsor

  • Deal Multiple: 2.08x EBITDA

 

Legal Architecture:

  • Created Unit Trust with Corporate Trustee

  • Trustee owns 100% of HoldCo (holds bank debt)

  • Unit holders can trade interests without triggering loan covenants

 

Execution:

  • Screened 210 industrial businesses → 10 targets → 7 term sheets → 2 acquisitions

  • Secured settlement in 5 months (Mar-Aug 2025)

  • Installed C-suite team & advisory board post-close

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