Seven roles
Four in banking, three in advisory
In banking
Restructuring and insolvency
Auckland. Two years on facilities that had stopped performing
Commercial banking
Auckland. Around 35 groups with $1m to $20m facilities
Corporate credit
Sydney. A$20m to A$200m facilities, including acquisition and buy-out finance
Institutional research
A secondment covering NZX 50 borrowers
In advisory
M&A
Buy-side and sell-side: modelling, industry analysis, documentation review and information memoranda
Debt advisory
Debt raises, refinances, capital structure, covenant and pricing reviews
Valuations
Independent annual valuations for boards, and audited first valuations of private equity portfolio companies
Background
Sectors, sizes and structures
Experience gained in previous roles
Industries
- Aged care and retirement villages
- Grocery, FMCG and food
- Utilities and infrastructure
- Data centres and telecommunications
- Ports, transport and aviation
- Retail and consumer brands
- Manufacturing and engineering
- Agriculture and primary industries
- Property and construction
- Healthcare, medical and dental
- Education
- Professional and financial services
- Automotive
- Facilities management
Deal sizes
- Acquisitions of $2m to $20m
- Debt raises of $2m to $50m+
- Wider experience on facilities up to $1.5bn
Business types
- Privately owned corporates
- NZX and ASX listed companies
- Private equity sponsors and their portfolio companies
- Family offices
- State-owned enterprises
- Local authorities
Structures
- Bilateral, club and syndicated bank facilities
- Senior and super senior
- Subordinated and mezzanine
- Private credit
- Development and construction
- Acquisition and leveraged buy-out finance
- Working capital and capex lines
Work types
- Buy-side M&A
- Valuation and due diligence
- Acquisition finance
- Refinancing and repricing
- New facilities