Clients - Corporate Finance

Our clients include public and private companies, family owned businesses, investment funds, wealthy individuals and family entities.  They range in size from mid-cap private businesses to large listed companies.

Whilst we have developed specific expertise in certain sectors, our clients are drawn from a diverse array of industries, including media; financial services; food production and processing; property; timber; construction; investment; retail; IT services; specialist technology; dairy; tourism; natural resources; energy and viticulture.

We are committed to the development of long-standing client relationships characterized by ongoing advisory dialogue which enables a thorough understanding of our clients’ business and objectives. This ensures we are best positioned to provide financial and strategic advice at critical junctures in a company’s development and to execute transactions which can deliver transformational outcomes.  Some of the companies whom we have advised include:

Clients - Wealth Management

We advise wealthy individuals and families, trusts and community organisations.

Our wealth management model is designed to focus on a select group of clients who value a high degree of individualised attention. Each client's wealth management strategy is entirely bespoke.

Our clients include successful entrepreneurs, families with inter-generational wealth and complex trust arrangements, various charitable trusts and iconic community institutions.

By way of examples, we are the appointed Investment Advisor to the Canterbury Museum with responsibility for the management of the Museum’s investment portfolio. We also manage the investment funds of the Christchurch Art Gallery Trust.