We are one of New Zealand’s leading investment advisory firms. We work with one vision in mind - to provide high quality investment services tuned to the unique needs of our clients. We have over 160 Investment Advisers within 19 branches throughout New Zealand, available to help clients with varied investment needs. Our Investment Banking division offers a full range of corporate finance capability, underpinned by our global resources and an experienced team of advisers, with expertise across a range of industry sectors. Contact Craigs Investment Partners on: • Freephone: 0800 272 442 • Email: headoffice@craigsip.com • To contact an Investment Adviser visit: craigsip.com/people/advisers Disclosure Statements are available on request and free of charge.

Clare Capital is a boutique New Zealand-based investment bank led by Mark Clare. Clare Capital provides corporate finance advice primarily in the New Zealand market. Clare Capital does this by: Originating Work - by bringing creative value-creating ideas to clients Analysis - by bringing structured disparate analysis to corporate finance problems Execution - by managing transaction processes for clients Clare Capital provides advice around: 1. Mergers, acquisitions and divestments (M&A) 2. Corporate finance advisory 3. Capital raisings We’re different to other investment banks. Our clients come to us for our structured thinking with an edge. For creative ideas that unlock and maximise the value of businesses. For our proven ability to execute and manage transactions. For our understanding of growth companies and the tech world. Our team is based in Wellington, New Zealand’s capital city that’s famous for good coffee, wind and passionate people who follow their ambitions. Most of…

We are a leading New Zealand investment banking group with integrity and innovation at its core. We provide independent financial advisory and execution services to domestic and international organisations. At Bancorp, we know what it’s like to stand in your shoes. As a Group, we buy, manage and sell New Zealand businesses on our own behalf and our treasury team is made up of professional treasurers. This means we have hands-on experience and a clear view of the big picture from all perspectives.

Qalibre is a Christchurch-based financial and commercial advisory firm that will give clarity, focus and direction to your business. We partner with clients who are focused on growth, profit and wealth creation, providing the practical advice and the external perspective they need to achieve their objectives. The firm’s founders, Tim and Simon, have more than 25 years of financial and commercial advisory experience between them, having dealt with an array of businesses across numerous sectors and industries. We support, encourage and advise, helping you make the sound financial and commercial decisions that will transform your organisation, create a sustainable business, and drive personal success. We do that by listening to your needs and issues and investing the time necessary to understand your business intimately. From there, we use our experience to transform your business performance, delivering pragmatic and easy-to-understand solutions and advice to your financial and c…

At Armillary Private Capital we have a purpose of enabling success for businesses, business owners and investors. We are an investment bank providing specialist asset and market place management, corporate finance, advisory and financial training services. Our clients range across the NZ business spectrum from early stage to medium sized listed and unlisted entities and government agencies. We manage the Unlisted unlicensed financial product market and Crowdcube, a global crowd funding platform. We formerly managed Touchstone Capital Partners, a special situations investment fund. Through our services we are your capital partner and will give you an honest assessment with an innovative deliverable solution.

Global reach. Local talent. Time to grow. With a tailored approach that’s as unique as your business, we place highly-skilled, highly qualified accounting professionals within elite public practice firms across New Zealand. Whether you’re looking for your next challenge or your next Associate, we recruit future leaders for people in business.

TDB Advisory Ltd is an independent consultancy providing best-practice advice in corporate finance and economic analysis to New Zealand and Australian enterprises. The expertise of our directors includes a record of advising on major corporate restructurings and public policy reform, managing the largest debt and foreign exchange exposures in New Zealand and executing major transactions and financial restructuring programmes. This team provides clients with a unique combination of hands-on experience and in-depth understanding of the corporate finance and regulatory issues faced by Australasian enterprises. The members of the team know what it means to convert theory into practical application and be held accountable for outcomes. We are committed to providing the highest quality independent advice based on analytical rigour and our experience in best-practice corporate policies. Critically, our advice is always separate from auditing, broking, lending or other associated activities…

West Coast Capital is a boutique Corporate Advisory and Management Consultancy firm operating across a broad spectrum of industries. Our skills include deal structuring, transaction and process management, analysis, financial modelling and negotiation. We apply these skills to help our clients acquire, divest or invest in businesses, refinance or raise debt or equity, or change their business to address external challenges. Through highly personalised services our clients are able to easily navigate complex situations. We provide our clients with meaningful evaluation, then support them to implement the outcomes. We aim to form strong reciprocal relationships based on loyalty and integrity. We offer real value to clients and the flexibility to tailor scope and fee structures to best meet client needs and desired outcomes.

SCI is a New Zealand owned Recruitment and Search consultancy specialising in Accounting & Finance recruitment and mid to senior management and executive appointments. We combine first-hand experience in the Chartered Accounting sector in New Zealand and more than 20 years leading Recruitment & Executive Search expertise across all industry sectors. SCI has a long and successful history of permanent and contract placements at all levels. Our client base is diverse and includes a broad spectrum of entities - from small owner-operated and managed businesses to large multi-billion dollar global organisations. Give us a call for a chat if you would like to find out more about our services and how SCI can assist your business. We look forward to working with you and your organisation.

THE FIRST POINT OF CALL FOR PRIVATELY OWNED BUSINESSES LOOKING AT SIGNIFICANT GROWTH OR CHANGE Privately owned businesses form the backbone of the New Zealand economy. But too few understand this important part of our market, and even fewer specialise in helping owners and managers of these businesses succeed. Our business is all about private business – in fact we’re passionate about it. We have deep respect for people with the determination to build successful private companies, and aim to help by building long term relationships and facilitating solutions which make a difference. We focus solely on offering owners access to independent and direct counsel on their businesses, in particular on: - Strategy and Business Planning - Governance and Leadership - Succession and Change - Expansion and Growth - Capital Structure and Corporate Finance Everyone says that business is about relationships – but not many firms walk the talk. Our team all believe that the best business is done …

At Optima Wealth we help shape your financial future with practical and prudent advice and services to grow and protect your wealth. When it comes to investment, our philosophy is to minimise costs and focus only on high quality sources of good returns supported by reputable, independent research. We are a boutique financial advisory company that takes a true partnership approach. We really get to know you and your financial situation so we can tailor a solution that confronts any challenges and ultimately realises your financial ambitions. Through a combination of sound investing and straight up, honest advice on spending and saving, we believe any financial goal can be achieved. Backed by decades of experience in corporate finance, wealth management and banking, Hamish Kember of Optima Wealth is a certified financial planner with experience managing bespoke portfolios in excess of $10 million in value. Hamish can advise you across wealth management, retirement planning, Kiwisaver ass…

KPMG is one of the worlds leading professional services organisations. We provide audit, tax, and advisory services to private individuals, SMEs, multi-nationals, and Government agencies. See our SERVICES tab for more information. Visit: www.kpmg.com/nz KPMG in New Zealand has over 1,000 outstanding professionals across 7 cities. Our work takes us to the heart of the business world, we help clients grow and develop, advising on risk and helping to improve their financial performance. At KPMG, we are committed to providing open and friendly environments for our people that offer long term growth, constant challenge and generous rewards. It is a commitment and philosophy that will continue throughout your career lifecycle with us and touch every stage of your professional development, not simply the initial stages and first steps. Visit kpmg.com/nz to see how we can improve your business performance or how you can flourish in a career with us.

Northington Partners is a leading independent investment bank with an enviable record of service to publicly listed companies, state owned enterprises and the SME sector. Through a combination of commercial expertise, transactional experience and unsurpassed analytical skills, we offer our clients solutions based on independent thinking and exacting execution. We have established enduring relationships with a broad range of highly respected clients. We think these relationships are testament to both the quality of our work and our objective of providing a personalised service delivered by a senior team. We work with public and private companies of all sizes, family-owned businesses, institutional investors and government agencies. In all cases, we strive to provide clients with independent advice that is useful and relevant.

Pencarrow partners with established companies that have strong management leadership and offer a clear and sustainable competitive advantage. Founded in 1993, Pencarrow is one of the most experienced private equity managers in New Zealand. Since its founding the firm and its co-investors have invested over ~$700 million of equity capital in mid-sized New Zealand businesses. Our portfolio is comprised of businesses that have demonstrated a track-record of positive earnings and the potential to grow into much more valuable assets. We consider ethical investing essential in making business decisions and incorporate environmental, social and governance factors in everything we do. We have a team of nine investment professionals who bring a diverse range of skills from previous experience in private equity, corporate finance, investment banking, governance and operational management. The skills of our team are complementary to those of the founders, senior leaders and fellow shareholders…

Independent Investment Banking and Corporate Advisory firm providing strategic and financial advice in the areas of mergers, acquisitions and divestments, equity and debt capital raising, and general corporate finance.

AuroraFinancials.com is a purpose driven award winning Accounting and Consulting practice. We are passionate about helping our global clients and local communities. We love helping clients grow their business, tell their story better, and achieve best practice. We go beyond just traditional accounting to focus on how we can simplify, innovate, and help clients digitally grow and transform their business. Aurora Financials works closely with clients and delivers a comprehensive range of advisory, accounting, assurance, consulting and tax services, complemented by deep industry knowledge. We’re passionate about helping our clients succeed and we’re excited about the future. By harnessing our industry leading processes and the simplicity of cloud technology, we deliver time-saving, data-driven value which enables businesses to be successful. We offer impartial financial advice, we listen, and we care about your business as our own because we genuinely want to help our clients reac…

BDO is one of the top five Chartered Accounting and Business Advisory firms in New Zealand. We are a Network of 13 Independent Member Firms in 20 Locations with over 100 Partners and more than 900 employees nationwide. Our offices are in Kerikeri, Whangarei, Auckland, Rotorua, Tauranga, Gisborne, New Plymouth, Napier, Palmerston North, Wellington, Nelson, Marlborough, Christchurch, Queenstown, Wanaka, Cromwell, Alexandra & Invercargill. We are proud to represent a huge number of NZ businesses and we are the leading supplier of chartered accounting and advisory services to mid-market and SME businesses – those businesses at the heart of Kiwi success and growth. BDO is part of BDO International, the fifth largest accountancy network in the world. Each BDO Member Firm is an independent legal entity in its own country. With a local presence in 164 territories, wherever you are in the world, BDO is close to your business. We are proud of our richer relationships with our clients, who …

Unleashing business ambition & growth Strategy & Strategic Growth - Helping our clients to understand, clarify, roadmap and execute their strategic growth agenda Innovation & Commercialisation - Translating your ideas and innovations into actionable pathways for global commercialisation Mergers & Acquisitions - Undertaking corporate finance, M&A and capital assignments for SME and corporate clients Separation & Integration - We help our clients identify, navigate and execute post transaction plans for success

Insightful financial and strategic advice for public and private organisations, built on deep commercial knowledge and experience. StantonReid is a specialist corporate finance and advisory firm founded to deliver practical, actionable commercial advice. Based in Auckland, New Zealand our team offers extensive international and domestic experience across a range of sectors including infrastructure, health and food & beverages. Services include: Advisory + Strategy + Value optimisation + Business & project planning + Feasibility & business casing + Financial analysis & modelling + Procurement + Business analysis & improvement Transactions + Mergers & acquisitions + Joint venture structuring + Negotiations + Capital structures + Transaction management Building on our extensive networks and experience, we are able to focus on supporting our clients to achieve their strategic objectives.

Calibre Partners is a well-established commercial and financial advisory firm. We specialise in providing our clients with a fresh perspective on whatever challenge they face, identifying options for decisive action, then helping navigate the path forward. Our team of accounting and finance professionals have won their reputation as leading restructuring and business advisory specialists through decades of working with New Zealand businesses and financial institutions. Whether considering a transaction, needing help with a dispute or navigating through a restructuring or other critical event, we start with seeing things differently, then use our experience, insight and creativity to preserve, grow and deliver value. In every case, we look beyond the numbers and uncover creative and often unexpected solutions to business challenges. Whether you are a small, medium or large business, our talented team of experts are here to assist.