Advisory Services
The Ocean Partners senior advisory team has a depth of experience in advising a number of leading New Zealand companies to originate and execute mergers, acquisitions and divestments.
Successful completion of a transaction requires a fine combination of strategy and tactics backed up by a solid delivery and execution capability.
Ocean Partners is in a pre-eminent position to assist companies in the South Island market to develop and execute their transaction strategies.
Selecting an advisor with the relevant experience is imperative and we consider that you will find an early discussion with Ocean Partners beneficial.
Mergers
Acquisitions - Buying a Business
Buying a business is a complex undertaking - and one that can benefit from having an external voice on the acquisition team.
No matter where you are in the acquisition process, from identifying targets to negotiating the deal, Ocean Partners can help you maximise your potential for success.
We help you understand the risks involved with buying a specific business, make sure the deal is structured appropriately, assist you in maintaining good relations with the seller, and help overcome the sticking points that invariably arise along the way.
Current market conditions are offering some great value acquisition opportunities for companies with an open mind and a defined strategy.
Being prepared is imperative - an early discussion with Ocean Partners can assist you to better understand the opportunities that may exist and how you may be able to execute them.
Ocean Partners has advised on the following acquisitions:
- Gould Wealth Management Limited - advisor to AXA New Zealand on the acquisition of Gould Wealth Management Limited; and
- Advisor to a financial investor on the acquisition of a leading technology business.
Senior practitioners at Ocean Partners in their previous roles have advised on the following transactions:
- Kool Billboards Limited - advised Gould Holdings Limited on the acquisition of the business; and
- Eskimo Logistics - advised the company on a series of acquisitions in the logistics industry.
Divestments - Selling a Business
When the time comes to realize the financial value of your hard work and investment in a business, Ocean Partners will show you all the options available to assure solid decision-making.
We create markets for closely-held businesses. After determining the most appropriate method of sale, which could range from an invitation to treat targeted at a single party through to a wide contestable process, we endeavour to execute the process with a minimum amount of unwanted visibility and unwanted disruption to the business.
Measuring a successful outcome will be determined by the values of the client - and incorporate goals that may include capital value achieved, cultural fit of the new owner with the business, strategic fit, future upside, liquidity or any other important transaction characteristic.
Ocean Partners has advised on the following transactions:
- Escape Rentals Limited - advisor to the vendors on the sale of the business to a private investment syndicate;
- Elldridge Lynch & Associates Limited - advisor to the shareholders on the sale to Hi-FX Limited; and
- Priority Finance Limited - advisor to the shareholders on the divestment of the business to Viaduct Capital Limited.
Senior practitioners at Ocean Partners, in previous roles of employment, have advised on a range of transactions including:
- Fergusson Brothers Limited - advised the shareholders on a sale of the business to Selwyn Investment Holdings Limited;
- Roost Mortgages Limited - advised the shareholders on a sale of the business to AMP New Zealand;
- Waho Outdoor Advertising Limited - advised the shareholders on the sale of the business to Gould Holdings Limited;
- Penny Sports Cycles Limited - advised the shareholders on the sale of the business;
- Boss Food Group Limited - advised the shareholders on the sale of the business to Delmaine Fine Foods;
- Brintons Carpet Yarns Limited - advised the UK parent company on the sale of the business to NZ Yarns Limited; and
- Mike Pero Mortgages Limited - advised the shareholders in the sale of the business to Gould Holdings Limited.
Capital Raising
Ocean Partners helps clients seize the opportunity to take their businesses to the next level by accessing new capital.
The current economic environment has produced a number of new challenges for companies seeking to raise capital, which in turn provide opportunities for those companies who are prepared and have a strategy around raising capital.
Ocean Partners has established strong relationships with institutional investors, buy-out investors, venture capitalists, private equity, senior lenders, and their professional advisors. We can assist companies to rapidly identify the optimum source of funds and endeavour to secure appropriate facilities to meet their growth objectives.
Our extensive relationships enable us to assist you in finding the right capital partner who will share your goal of continued growth and success. Most importantly, we can help you find a partner who understands the key challenges your company faces in today’s rapidly changing environment.
As an advisory member of the NZX, Ocean Partners has the experience and capability to assist companies to consider capital raising opportunities through an initial public offering and public listing.
Strategic Advisory Services
Ocean Partners provides strategic counsel to business owners and corporate boards seeking ways to increase shareholder value through improved decision-making.
Our approach goes beyond the assessment of historical financial performance to evaluate potential growth scenarios. Analysing companies' market opportunities, competitive positions and opportunities for expansion will assist in determining the strategy that will see stakeholders maximise value and what transactions, if any, will advance the company's business plan and valuation goals. We can also determine the most appropriate financing sources and assist in procuring these debt or equity facilities.
Financial Modelling
Ocean Partners builds financial and operational models which provide insight for decision makers.
Our models capture critical economic relationships and are built from the bottom up to address dynamics specific to a company and its industry.
Models can range from targeted analyses driven by a select set of critical value drivers to highly sophisticated models with multi-dimensional scenario analysis which may incorporate the use of a Monte Carlo simulation.