Freedom Lifestyle Villages
NZD$300m
Role: Lead Adviser
Lead Adviser in relation to Freedom Lifestyle Villages’ raise of up to $300m of growth capital.
Capital Raise
NZD$300m
Lead Adviser
Investment Banking
Ruminant BioTech
NZD$12m
Role: Financial Adviser
Financial adviser to Ruminant BioTech, an early-stage animal health business addressing the global methane emissions problem, in relation to its $12.2m pre-series A capital raise.
Capital Raise
NZD$12m
Financial Adviser
Rua Bioscience
NZD$20m
Role: Sole Lead Manager
Northington Partners acted as Sole Lead Manager to Rua Bioscience on its $20m IPO on the NZX.
IPO
NZD$20m
Sole Lead Manager
Straker Translations
Undisclosed
Role: Financial Adviser
Adviser in relation to a pre-IPO capital raise and potential NXT IPO for Straker, a New Zealand based global leader in technology based translation services. Investor search included global institutions, tech funds and HNW individuals.
IPO Related
Undisclosed
Financial Adviser
TradeWindow
Undisclosed
Role: Financial Adviser
Adviser to TradeWindow in relation to its NZX Direct Listing.
NZX Direct Listing
Undisclosed
Financial Adviser
NZ Automotive Investments
NZD$60m
Role: Lead Adviser
Lead Adviser to NZ Automotive Investments on one of the first direct listings on the NZX under the new listing regime. Successfully completed a $3.5m pre-listing capital raise ahead of the direct listing.
NZX Direct Listing
NZD$60m
Lead Adviser
Modica Group
Undisclosed
Role: Sell-side and Buy-side Adviser
Equity and debt capital raises for Modica Group, to fund its global expansion and acquisition strategies.
Capital Raise
Undisclosed
Sell-side and Buy-side Adviser
Ōpuke Thermal Pools and Spa
Undisclosed
Role: Financial Adviser
Financial adviser to Methven Adventures in relation to the capital raise to fund the Ōpuke Thermal Pools and Spa, including the procurement of debt funding from the Provinicial Growth Fund.
Capital Raise
Undisclosed
Financial Adviser
Reefton Distilling Co.
Undisclosed
Role: Financial Adviser
Adviser in relation to equity capital raise.
Capital Raise
Undisclosed
Financial Adviser
Akaroa Salmon
Undisclosed
Role: Financial Adviser
Advisor in relation to debt and equity raises.
Capital Raise
Undisclosed
Financial Adviser
Foodstuffs South Island
Undisclosed
Role: Lead Adviser
Lead advisor to Foodstuffs South Island Limited in relation to the implementation of its senior debt programme.
Debt Raise
Undisclosed
Lead Adviser
Orion
Undisclosed
Role: Financial Adviser
Financial adviser to Orion in relation to the issuance of its inaugural USPP as well as a capital structure review.
Debt Raise
Undisclosed
Financial Adviser
University of Canterbury
Undisclosed
Role: Financial Adviser
Co-lead financial adviser in relation to new capital contributed by the Crown. Financial adviser in relation to the sale and simultaneous lease-back of a number of property assets to recycle capital for the University’s UC Futures programme.
M&A / Capital Raise
Undisclosed
Financial Adviser
Fern Energy
Undisclosed
Role: Lead Adviser
Lead adviser and arranger for merger between Farmlands Fuels and Southfuels to form the new entity.
M&A
Undisclosed
Lead Adviser
NZ Super Fund
Undisclosed
Role: Lead Sell-side Adviser
Lead sale adviser in relation to the sale of a large forestry estate.
M&A
Undisclosed
Lead Sell-side Adviser
CityCare Group
Undisclosed
Role: Buy-side Adviser
Buy-side Adviser to Citycare Group on its acquisition of Spencer Henshaw Limited.
M&A
Undisclosed
Buy-side Adviser
Te Rūnanga o Ngāi Tahu
Undisclosed
Role: Buy-side Adviser
Strategic appraisal and buy-side advice to Ngāi Tahu Holdings in relation to a number of business acquisitions in a wide range of sectors.
M&A
Undisclosed
Buy-side Adviser
Yealands Wine Group
Undisclosed
Role: Sell-side Adviser
Adviser of Yealands Wine Group and Marlborough Lines in relation to the sale of selected vineyard assets to the NZ Super Fund.
M&A
Undisclosed
Sell-side Adviser
First Travel Group
Undisclosed
Role: Lead Adviser
Lead adviser to First Travel Group on the sale of its business to Express Travel Group Australia.
M&A
Undisclosed
Lead Adviser
Carter Group
Undisclosed
Role: Buy-side Adviser
Buy-side adviser in relation to the potential investment in a leading NZ tourism operator.
Investment Adviser
Undisclosed
Buy-side Adviser
Corporate Finance
New Zealand Oil and Gas
Role: Financial Adviser
Independent Adviser’s Report in relation to a potential Scheme of Arrangement.
Independent Adviser's Report
Financial Adviser
Livestock Improvement Corporation
Role: Financial Adviser
Independent Adviser’s Report in relation to the proposal to simplify LIC’s share structure from two classes of shares into a single class.
Independent Adviser’s Report
Financial Adviser
Tilt Renewables
Role: Financial Adviser
Independent Advisers Report for Tilt Renewables regarding the full takeover offer by Infratil and Mercury NZ Limited.
Independent Adviser's Report
Financial Adviser
Scott Technology
Role: Financial Adviser
Independent Adviser’s Report prepared in relation to a proposed Scheme of Arrangement with JBS Australia Pty Limited.
Independent Adviser's Report
Financial Adviser
Spark
Role: Financial Adviser
Independent adviser for the valuation of Spark’s retail businesses.
Independent Valuation
Financial Adviser
The Treasury
Role: Financial Adviser
Equity valuations for Kiwi Rail and Transpower, prepared for the NZ Treasury as part of the state-owned enterprises reporting process.
Independent Valuations
Financial Adviser
Christchurch City Holdings Limited
Role: Financial Adviser
Financial adviser in relation to CCHL’s capital structure and debt funding programme, including the issue of its inaugural $150m retail bond and Intergroup Funding Facility.
Capital Structure Review
Financial Adviser
Christchurch Airport
Role: Financial Adviser
Provision of commercial valuations, and capital structure and strategic advice.
Capital Structure Reviews
Financial Adviser
ANZ
Role: Financial Adviser
Various engagements including independent financial advice in relation to ANZ’s settlement with the Commerce Commission regarding CDO-based investment funds (value exceeding $500m)
Independent Reviews
Financial Adviser
Investore Property
Role: Financial Adviser
Provision of Biennial Review of the calculation basis and methodology of Investors Management Fees.
Independent Reviews
Financial Adviser
New Zealand Merino
Role: Financial Adviser
Advice in relation to a range of strategic options.
Strategic Reviews
Financial Adviser
Christchurch City Council
Role: Financial Adviser
Adviser to the Christchurch City Council in relation to a structure and purpose review of its holding company, Christchurch City Holdings.
Strategic Review
Financial Adviser
Fonterra
Role: Ongoing Financial Adviser
Various engagements including comprehensive review of Fonterra’s performance and ongoing advice to Fonterra’s Shareholder Council in relation to financial matters.
Performance Review
Ongoing Financial Adviser
Trust Tairāwhiti
Role: Financial Adviser
Provision of financial advice in relation to the Trusts’ investment in Eastland Group Limited.
M&A
Financial Adviser
Private Equity
Reliable Foundations
Undisclosed
Role: Adviser and Principal Investor
Advisor and principal investor in relation to an acquisition in the construction sector.
Acquisition
Undisclosed
Adviser and Principal Investor
NZ Drinks Ltd
Undisclosed
Role: Adviser and Principal Investor
Adviser and principal investor in relation to a recapitalisation transaction.
Recapitalisation
Undisclosed
Adviser and Principal Investor
