Overview

Given our structure, we can take a flexible approach in relation to how we participate in projects. We actively seek opportunities to take an equity position in some of the projects we advise on, and are open to maintaining long-term involvement through both ownership and governance positions. Recent examples include: • taking an equity stake in a client’s business as partial remuneration for capital raising services • Investment in a substantial equity stake of an early stage irrigation scheme, which is being developed under a commercial BOOT model. We are managing the commercialization process for the scheme, which has an indicative capital cost in excess of $200m.

WE ACTIVELY SEEK OPPORTUNITIES TO TAKE A LONG-TERM POSITION IN SUITABLE BUSINESSES AND PROJECTS THAT WE ADVISE

DIRECT INVESTMENT

Clients

Auldhouse
Lifestyle Security
TeamTalk
Village Roadshow
Pinnacle Life
Hellaby Holdings
Paper Coaters
Mead Water
CIAL
Fulton Hogan
NZM
Meridian
Skellerup
New Zealand Treasury
Thermo Fisher
Miraka
LPC
Just Water International
Blue Sky Meats
Open Country Dairy
EBOS
Wool Services
LM Energy
Turners and Growers
F&P Finance
PGGW
NZ Windfarms
Heartland
Synlait
Geneva Finance
Media Works
Diligent
Mooring Systems
Wellington Drive
EBOS
THL
Mike Pero
ANZ
Meridian
Skellerup
Transpower
WPI
Eanslaw One Limited
Confidential
Perpetual
NZSF
Selwyn
FH
GMO
ING
Argosy
DNZ
Vital
TeamTalk
Orcon
AWF
Camelspace
PSIS
peter cocks ltd
DNZ
Paper Coaters
ING
FH
AVIS
trail.com
New Zealand Merino
Sweet H20
The Co-operative bank
Pioneer Generation
Sea Dragon
Stahlton
Royal District Nursing Society Melbourne
Fulton Hogan
Hansells
Blue Sky Meats
University of canterbury
Ngai Tahu
Ngai Tahu Property
Ngai Tahu
ANZ
MPI
FH
Tasman District Council
ECAN
The Treasury
Isaac
University of canterbury
Straker
Comvita
Kirkcaldie and Stains
HoneyLab
Waikato Tainui
Augusta
Trustpower
Fonterra
Hurunui Water Project