Iceberg Advisory — independent debt and acquisition advice, New Zealand

When clients call us

Typical reasons clients get in touch

"We're buying a business." Acquisition strategy, valuation, funding and deal execution
"Is the asking price right?" Independent modelling and analysis of the numbers behind the price, backed by proprietary market data
"How does the process work?" End-to-end deal management, from first approach to completion
"Our facility matures next year." Refinancing strategy, lender selection and a competitive process
"I think we're paying too much." Pricing review and renegotiation with your lenders
"The bank said no." Restructuring the proposal and finding lenders with appetite for the credit

9 yearsIn corporate finance and banking across New Zealand and Australia: five and a half years at ANZ in Auckland and Sydney, three and a half at an independent corporate finance firm, now independent

$1m–$1.5bnDebt raises advised on and credit papers written, across bilateral, club and syndicated facilities, with a core focus of $2m–$50m

$10m–$30mBuy-side and sell-side transactions worked on: modelling, industry analysis, documentation review and information memoranda

Seven rolesFour in banking, three in advisory: restructuring, commercial, corporate and institutional; debt advisory, M&A and valuations

What we do

Two services

You deal directly with the person doing the work. No lender pays us for placement or referral

Buy-side M&A

For owners buying their next business. We find the target, test the numbers behind the price, arrange the funding and negotiate through diligence to completion.

Target search and approach
Valuation and due diligence
Funding and deal execution

Buy-side M&A →

Debt advisory

Refinancing and repricing, new facilities and acquisition finance. We run a competitive process across banks and non-bank lenders, or negotiate on a bilateral basis.