Independent Corporate Finance Advice.
Specialising in Financial Services
Management teams and investors need advisers who know financial services inside out.
Clients turn to Everdale Capital for specialist expertise and for a trusted partnership built on dedication, composure, and original thinking.
45+
YEARS COMBINED SECTOR COVERAGE
16+
SUB-SECTORS
OF EXPERTISE
10+
WORKING
YEAR PARTNERSHIP
COMPANIES WE’VE WORKED WITH
The firm is led by Justin Bates and Portia Patel
We bring decades of experience advising management teams and institutional investors on capital raising, M&A and IPOs, as well as valuations, corporate strategy and investor relations.
OUR ACTIVITIES
A full spectrum of advisory work.
We work with clients in both the public and private markets, advising on a broad range of activities, each rooted in deep sector specialism and a commitment to clarity and conviction.
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Equity, debt and mezzanine fundraising for public and private companies.
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Independent valuation of businesses, assets and securities.
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Strategic positioning, growth planning and board-level counsel.
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Engagement strategy, narrative and ongoing market dialogue.
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Buy-side and sell-side targeting, engagement and advisory.
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Assessment, preparation and end-to-end advisory through the listing process.
DEEP SECTOR SPECIALISM
Multiple sub-sectors.
One coherent practice.
Financial services is a collection of sectors, not one. We've worked across them all, and we know where they overlap, where they compete and where the opportunities lie.
01
ALTERNATIVE & TRADITIONAL ASSET MANAGEMENT
02
BANKING
03
BROKING
04
BUSINESS SERVICES
05
CFD / SPREAD BETTING
06
EXCHANGES
07
FINTECH
08
INSURANCE
09
INVESTMENT BANKING
10
LITIGATION FUNDING
11
PAYMENTS
12
PENSION SERVICES
13
PLATFORMS
14
PROPERTY & RELATED SERVICES
15
SPECIALIST LENDING
16
WEALTH MANAGEMENT
WHY EVERDALE
Three reasons clients
choose us.
DEEP SECTOR SPECIALISM
Financial services is not one sector but many, each with its own commercial levers, macro drivers and regulatory pressures. Real expertise means understanding those sub-sector nuances and spotting the synergies between them. We bring 45+ combined years covering UK and European diversified financials as equity analysts, giving us a genuine edge in a sector where surface-level knowledge isn't enough.
A DIFFERENTIATED APPROACH, RECOGNISED BY THE MARKET
Corporate management teams and institutional investors know us for the quality and conviction of our thinking. In the Extel rankings, we have been top-ranked individually and jointly as a team by institutional investors, in addition to winning multiple other industry accolades. We're known for finding the angles others miss.
EXTENSIVE AND RELEVANT NETWORK
Long-standing relationships with corporate management teams, institutional investors and advisers mean a network that runs deep within the financials sector and beyond. For our clients, that translates into faster idea generation, warmer introductions, and extensive access.
45+
COMBINED YEARS
OF EXPERIENCE
#1
EXTEL-RANKED,
JOINTLY & INDIVIDUALLY
Established
Relationships
NOT COLD CALLS
EXPERIENCE
Specialism
in action.
We are proud to support our clients across a wide range of transactions and activities. See below for a representative selection of companies we have worked with.
COMPANIES WE’VE WORKED WITH
ABOUT US
A partnership built
on success.
Everdale Capital is rooted in financials specialism. We have extensive experience advising management teams and institutional investors on capital raising, M&A and IPOs, as well as valuations, corporate strategy and investor relations.
Justin Bates
MANAGING PARTNER
Justin has a 30+ year track record as a top-rated, sell-side equity analyst and corporate adviser, specialising in the diversified financials sector. Over his career to date, he has held several high-profile leadership roles, including Head of European Research at Canaccord Genuity, and Head of FIG Research at Liberum, Keefe, Bruyette & Woods, and Numis.
Justin has a reputation for delivering insightful, market-leading research and strategic corporate advice to management teams and Boards of Directors. He has an extensive and well-established network of key contacts on the buy and sell-side. Justin earned his first degree from Bayes (formerly CASS) Business School in London, before moving to France to complete his Master’s degree at the prestigious École Supérieure de Commerce de Paris. Outside of his professional life, Justin enjoys tennis and horse riding.
Portia Patel, CFA
MANAGING PARTNER
Portia spent 15 years as a top-ranked sell-side research analyst specialising in the diversified financials sector. She was voted number one analyst covering UK small & mid cap Financials in the Extel survey and was ranked top analyst in the UK by TipRanks.
As well as developing a reputation for thought leadership in the sector, Portia has extensive experience in advising companies on corporate strategy and equity market activity and has been involved in numerous capital raisings and IPOs. Portia started her career at RBC Capital Markets, before moving to Liberum and latterly Canaccord Genuity. She holds an MSc Economics with Distinction from University College London and an MA Philosophy, Politics and Economics from University of Oxford. Portia is a keen tennis player in her spare time and loves snowboarding.