Speak to our experts
The private capital industry is a dynamic landscape, encompassing a wide range of investment vehicles such as private equity, venture capital, family offices, sovereign wealth funds, private credit and other alternative investment vehicles.
With the ever-evolving market conditions and regulatory environments, navigation can be challenging for investors and businesses alike.
Our expertise in private capital is essential for guiding you through these complexities. Since the early 1990s, our lawyers have been at the forefront of private capital deals in New Zealand, providing innovative solutions and deep industry knowledge.
We work on the largest and most complex deals and have lead the way in creating innovative solutions in the New Zealand market. Our experience across the private capital space means we have deep knowledge of how funds operate and how we can best contribute towards their success. We have long-standing relationships with most of the major New Zealand private capital firms and also regularly act for international sponsors on investments into New Zealand.
Clients choose us for our proven expertise across the entire life cycle of private capital matters, including:
- fund formation and structuring (including limited partnerships, PIE funds and managed investment schemes)
- fundraising and investor negotiations
- M&A, including acquisitions, disposals, bolt-ons and exits:
- tax structuring advice
- process planning and project management
- initial documentation, including NDAs and LoIs
- data collection and data room management
- due diligence
- transactional documents
- shareholders’ agreements and other equity documents
- employment matters
- leveraged acquisition finance
- tax and company law matters
- completion and post-completion aspects
- management incentive plans and employee equity arrangements,
- portfolio company management (financing, governance and restructurings),
- regulatory and compliance advice
- disputes and contentious matters.
Our recent highlights include advising:
- On the establishment of major private equity funds in including Direct Capital (Fund VII), Waterman Capital (Fund V), and Pencarrow Private Equity (Fund VI)
- Direct Capital on over 30+ years of investments including Bayleys, Hiway Group, Mondiale VGL, AS Colour, Beca, Caci, PF Olsen, and many others
- Waterman Capital on over 20 years of investments including in Allevia Health, NZCR, Fusion5, Farro, Canopy Healthcare, Provincial Education Group, ACG and Manuka Health
- Pencarrow Private Equity on its acquisitions of Pacific Clinical Research Network, MMC, Mix, BeGroup, SolarCity, and Bell Tea and Coffee Company, and its acquisitions and subsequent divestments of Seequent, Icebreaker Holdings, and BrewGroup
- QIC Private Capital on the sale of its stake in Powerco and its acquisition of Evolution Healthcare
- Ontario Teachers’ Pension Plan on its acquisition of Connexa, follow-on acquisitions and subsequent sale of an interest to Caisse de dépôt et placement du Québec
- Numerous New Zealand and offshore private credit funds on all aspects of transactions including due diligence, transaction docs, set up and operations in New Zealand.
