• Domestic and Cross Border Acquisition Advice.
• Strategic, Commercial and Financial Due Diligence Reviews.
• Probity Reviews.
• Strategic and Competitive Market Analysis.
• Strategy Development, Investor Communication and Independent Board Advice.
• Business Case and Investment Analysis Preparation and Evaluation.
• Cost of Capital Analysis, Financial Structuring and Dividend Policy Formulation.
• Competition and Regulatory Finance.
• New Technology and Intellectual Property Valuation and Commercialisation.
• Succession Planning and Structuring and Value Based Incentive Schemes.
• Health Check to assess financial status and prioritise Value Improvement Opportunities.
• Employee Share Option Plans.

Illustrative Assignments

• Valuation and Strategic Advice in relation to venture capital, private equity investments, intellectual property and intangible assets in Biotechnology, Software Development, Technology, Media, Internet and Telecommunication sectors.
• Strategic Advice to an Auckland based Travel Operator on Commerce Act matters related to its Proposed Acquisition, and assistance in obtaining required Commerce Commission clearance.
• Due Diligence Advice to a major local government body for selection of preferred contractors and tenderers.
• Advised major New Zealand Utility organisation on Price Control and Regulatory issues.
• Advised major New Zealand Port Company on Financial Strategy, Valuation and Performance Management issues.
• Adviser on cross - border transactions, strategy implementation and reconstruction programmes in South East Asia, New Zealand and Australia and the Middle East (value: approximately US $2 billion).
• Adviser on Medium and Large Unlisted Company Acquisitions in above countries.
• Independent Adviser and Lead Partner on Publicly Listed Company Transactions, and Asset Based Financing Transactions (value: approximately US $ 350 million).
• Advised a major Auckland Professional Services Group on its Valuation and Restructuring matters.
• Risk management advice to local government entities on major procedural contracts.
• Exclusive Financial Adviser on sale of an established beverage business to a major international group.