Investment bank · Sydney, Melbourne

Citi

Deals
5
Latest
Jun 2026
M&A financial advisers, Calendar 2025
#1
Compare

What they do

Citi Australia is the Australian arm of Citi, providing banking, markets and services to corporate, investor and public sector clients from Sydney and Melbourne.

Deal size
Recorded deals: median A$7.2bn, from A$3.9bn to A$14bn
Clients
Corporates, Investors and funds, Government and not-for-profit
Licences
Citigroup Global Markets Australia Pty Limited AFSL 240992

From citigroup.com, checked 7 Nov 2026: /global/about-us/global-presence/australia

Deals

Columns
Deal size
Custom range

5 of 5 deals

Deals Citi advised on, most recent first
Advisers
Jun 2026 Steadfast Group –Amwins GroupSchemeFinancial adviser to Steadfast Group (target)Announced7,700.0Insurance J.P. Morgan (sell-side)Insight Capital Advisors (sell-side)Mallesons (sell-side)Kroll (sell-side)Ashurst Perkins Coie (buy-side) Dragoneer Investment Group acquisition of Steadfast Group
Dec 2025 National Storage REIT –Iridium SP BidCoSchemeFinancial adviser to National Storage REIT (target)Completed6,700.0REITs and property funds J.P. Morgan (sell-side)Clayton Utz (sell-side)Kroll (sell-side)EY (sell-side)Ashurst Perkins Coie Brookfield Asset Management acquisition of National Storage REIT
Jun 2025 Washington H. Soul Pattinson and Company –TopCo (newly established ASX-listed company)SchemeFinancial adviser to Brickworks (target)Completed14,000.0Listed investment vehicles Pitt Capital Partners (sell-side)Ashurst Perkins Coie (sell-side)Mallesons (sell-side)Kroll (sell-side)PwC (sell-side)EY (sell-side)Lonergan Edwards & Associates (sell-side) Brickworks and Washington H. Soul Pattinson and Company merger
Jan 2025 Insignia Financial –Bain CapitalSchemeFinancial adviser to Insignia Financial (target)Withdrawn–Asset and wealth management Gresham (sell-side)Mallesons (sell-side) Bain Capital acquisition of Insignia Financial
Jan 2025 Insignia –CC CapitalSchemeFinancial adviser to Insignia Financial (target)Completed3,900.0Asset and wealth management Gresham (sell-side)Mallesons (sell-side)Kroll (sell-side)Ashurst Perkins Coie (buy-side)Skadden, Arps, Slate, Meagher & Flom (buy-side)Herbert Smith Freehills Kramer (buy-side)Weil, Gotshal & Manges (buy-side) CC Capital Partners acquisition of Insignia

Activity

Deals by year
Citi: deals by year2025: 4, 2026 YTD: 1012342025: 4 M&A420252026 YTD: 1 M&A12026 YTDM&AEquity raisings

By announcement date; raisings and IPOs by their own date.

League table rank by year
Citi: league table rank by year#1#2#3#4#5#620252026 YTDM&A financial advisers: #1 in 2025M&A financial advisers: #6 in 2026 YTD#6 M&A financial advisers

Headline tables where the firm reached the top ten, ranked as each table opens.

Deals by sector
Citi: deals by sectorFinancial services4Real estate1

Sector of the business bought or funded.

Deals by size
Citi: deals by sizeA$1bn+4Undisclosed1

Disclosed value in Australian dollars.

Most often across the table

Firms advising the other side of the same deals.

Repeat clients

  • Insignia Financial2 deals

League table positions

League table positions of Citi: rank and deals
Table2026 YTDCY2025
M&A financial advisers –#1 (3)
M&A financial advisers, completed #2 (2)–

Rank as each table opens (by deal value, independent experts by number of reports), with the deal count in brackets. Top ten places shown.

Offices and contact

Contact

From the firm's own website.

Offices

Suggest a correction

A missing deal, a wrong role or an office to add. A link to a public source helps.