The banker advising you is the one doing the deal.

We advise on the decisions that define a company — selling it, acquiring another, restructuring it, or shaping its next phase.

We work deliberately at the under-$100 million end of the market, where one experienced principal makes more difference than a large team. Clients deal directly with the person running their deal, start to finish.

Much of our work arrives by introduction, from advisers who trust us with their own clients. We deliberately take on a limited number of mandates at a time, so the principal stays close to every deal — and the discretion these situations demand is never an afterthought.

For each mandate we draw on a wide network of specialists — legal, due diligence, debt, sector expertise — so clients get the reach of a larger firm without losing the focus of a boutique. The firm has operated from Auckland since 2014.

Across close to four decades, the firm's principal has advised on more than 40 transactions worth over $750 million — across natural health, forestry, junior mining, financial services and manufacturing, and across New Zealand, Australia and South-East Asia.

Detailed credentials and representative mandates are available on request, in confidence.