Bank / Wealth / Trust

Updated:

Evans & Partners

Evans & Partners, chaired by David Evans, is a Melbourne investment firm concentrating on Australian energy transition and infrastructure assets.

Evans & Partners

Evans & Partners was established by David Evans, a veteran of Australian investment banking whose career includes leadership roles at Goldman Sachs JBWere and UBS Australasia. The firm emerged as a high-conviction investment house rather than a broad wealth manager, targeting sectors where principals hold direct operational and structuring expertise. Its Melbourne headquarters anchors a domestic focus on energy, infrastructure, and the transition assets reshaping Australia's power grid. The firm deploys capital across public equities, private direct investments, and structured energy projects. Its team concentrates on Australian-listed energy producers, midstream infrastructure operators, and unlisted renewable generation platforms — favoring situations where regulatory complexity or capital-structure dislocation creates entry points that generalist funds overlook. The firm has historically participated in equity raisings for ASX-listed explorers and developers, acting as both cornerstone investor and sub-underwriter on selective placements. Evans & Partners operates a lean team built around senior investment professionals rather than a large distribution network. The firm maintains an Australian Financial Services Licence and runs several managed discretionary account structures alongside bespoke mandates for family offices and institutions. In recent years the firm deepened its focus on battery storage, grid firming assets, and the gas-to-renewables bridge — positioning within the National Electricity Market as Australia's coal retirements accelerate. The structural differentiator is conviction concentration: Evans & Partners runs portfolios with far fewer positions than typical diversified managers, committing materially to each name and often engaging directly with management teams and project sponsors. This principal-aligned posture — where firm partners co-invest alongside clients — distinguishes the shop from the institutional fund management arms of Australia's major banks.

General information

Firm type

Bank / Wealth / Trust

Year founded

AUM

Undisclosed

Location

Region

Oceania

Country

Australia

City

Melbourne

Corporate office

Melbourne, Australia

Principals

David Evans

Executive Chairman

Sector focus

EnergyEnergy Transition & RenewablesInfrastructure

Frequently asked questions

Who runs investment decisions at Evans & Partners?

David Evans, the firm's founder and Executive Chairman, leads investment strategy and portfolio construction. His career spans senior roles at Goldman Sachs JBWere and UBS Australasia, where he specialized in energy and infrastructure transactions. The firm's lean structure means Evans is directly involved in capital-allocation decisions rather than delegating to a separate CIO layer.

How does Evans & Partners source its deal flow?

The firm relies on principals' long-standing relationships across Australia's energy and resources sector — connections built over decades in investment banking and corporate advisory. Flow often comes through direct engagement with listed and unlisted developers, participation in boutique equity raisings, and project-level introductions from engineering and legal advisors active in the National Electricity Market.

Does Evans & Partners invest in public markets, private markets, or both?

Both, with public equity positions in ASX-listed energy producers and infrastructure operators forming the liquid core, while private commitments target unlisted renewable generation platforms, battery storage projects, and structured energy transactions. The firm does not operate as a broad multi-asset manager — it remains concentrated within its named sectors.

Which sectors does Evans & Partners explicitly avoid?

The firm avoids real estate, mainstream technology, healthcare, and financial services — its mandate concentrates on energy production, energy transition infrastructure, and grid-stability assets. There is no stated interest in consumer, retail, or mining sectors unrelated to the energy theme.

What is Evans & Partners' posture on co-investment alongside external managers?

The firm prefers direct, concentrated positions where it can apply in-house structuring expertise rather than committing to third-party funds. When co-investment occurs, it typically involves project-level syndicates with other specialist energy investors or family offices that bring complementary operating knowledge rather than generalist institutional capital.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on asset managers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

More Melbourne Bank / Wealth / Trust profiles