General Advisory

Public Reporting

Companies that are 'Code Companies' for the purposes of the Takeovers Code may be required to appoint an independent expert to produce an Independent Adviser's Report opining on the merits of a full or partial takeover offer, or of various allotments or acquisitions of securities affecting control.

Similarly, listed companies are required to obtain an Independent Appraisal Report in the event of a material transaction with a related party, or for various issues of shares.

Our corporate finance team:

• Has been previously approved by the Takeovers Panel and NZX Regulation to prepare independent reports
• Contains significant experience in the preparation of independent reports under a number of provisions of the Takeovers Code and Listing Rules
• Does not experience the same level of potential conflicts when establishing independence to the regulators' satisfaction as do some of the larger, full service firms
• Is very responsive in meeting the tight deadlines typical of these engagements

General Advisory

Our team has considerable practical experience at identifying strategic decisions and planning and executing organisational change in pursuit of enhanced shareholder value.

Business Strategy

• Situation and environmental analysis
• Definition of business models
• Identification of competitive advantage
• Determine business strategies and build related business plans
• Mentoring and assistance in business plan implementation
• Board/ Executive strategy facilitation
• New business appraisals

Corporate Governance

• Structural advice
• Alignment of executive remuneration with stakeholder interests
• Development of agency contracts and service level agreements throughout organisations

Change Management

• All aspects of complex project management
• Project definition charter documentation
• Control of internal/ external team members
• Project implementation review

Risk Management

• Risk audit to identify key areas requiring management
• Formulation of policy documents to suit your business environment
• Guidance on implementation and monitoring the risk management procedures

Advising on the structuring and financing of Management Buyouts

Our consultants have acted for a number of individuals involved in management buy-outs. This includes identifying the most appropriate structure to ensure a successful long-term outcome and the most appropriate and effective means of financing these operations.