Transaction Advisory Services

Managing capital and transactions in a changing world

Need to make better and more-informed decisions about how to strategically manage capital and transactions in a changing world? Let us help.

The Capital Agenda puts your capital needs at the heart of our strategy and focuses on the issues that matter most to you:

To find out more about the services we offer in this area please contact us.

To find out more about the services we offer in this area please contact:

New Zealand

Andrew Taylor

+64 9 308 1069


  • Preserving capital

    Every business needs to continuously assess the potential impact of evolving market conditions on the performance of its operations and its capital base. Even in a recovering market, companies who believe they are in a stable position can find their situation can change quite quickly.

    The preservation of capital requires companies to continuously reassess their strategies, markets and balance sheets to identify strengths and weaknesses.

    The focus should be:

    • Stress and distress — e.g., liquidity issues and turnaround plan
    • Customer and supplier analysis
    • Preserving tax assets and minimizing costs
    • Refinancing and restructuring debt, equity and other obligations
    • Dealing with stakeholder relationships and pressure
    • Dispute resolution

    See how we can help.

  • Optimising capital

    Today’s economic climate is forcing businesses to candidly assess their financial fitness.

    More than a mere review of operations, companies today must conduct objective assessments of the alignment of their business strategies.

    The focus should be:

    • Optimising asset portfolio
    • Delivery of synergies and effective integration
    • Improving working capital and releasing cash
    • Optimising capital structure
    • Optimising tax and corporate structure

    See how we can help.

  • Investing capital

    Investors in your organisation want to know why: why this transaction, why at this price and why now?

    Complicating matters, having numerous different stakeholders bring differing expectations of investments and returns.

    The focus should be:

    • Acquisition and alliances
    • Planning and structuring transactions to optimise stakeholder return
    • Focused due diligence to mitigate risk and drive value
    • Asset valuations
    • Cost- and tax-efficient structures
    See how we can help.
  • Raising capital

    A company’s ability to raise capital quickly and effectively is integral to its growth potential and financial well-being. This is true in good times and in bad.

    Whatever the motivation for raising capital, companies can access new funds more effectively if they have planned ahead. They should know how and where they could access capital, if they need it.

    The focus should be:

    • Fundraising (equity and debt): IPO readiness, right issues, PE, private placement and capital markets
    • Optimising funding structures
    • Asset divestment
    • Infrastructure projects
    • Cost- and tax-efficient structures
    See how we can help.
  • Contacts

     New Zealand Transactions Leader
    Andrew Taylor

    Contact  |  +64 9 308 1069

     Corporate Restructuring Leader
    Gareth Galloway

    Contact  |  +64 9 300 7066 

    Grant Hodges Infrastructure Advisory Leader
    Grant Hodges

    Contact  |  +64 9 377 4790 

    Tim Clarkson M&A and Transaction Integration Leader
    Tim Clarkson

    Contact  |  +64 9 300 8009 

    Peter Goss Valuations and Business Modelling Leader
    Peter Goss

    Contact  |  +64 4 470 0502 

    Bruce Gemmell Christchurch Transactions Leader
    Bruce Gemmell

    Contact  |  +64 9 300 7066 

    Transaction Tax Leader
    Richard Williams

    Contact  |  +64 9 308 1075 

     Transaction Support Leader
    Anthony Self

    Contact  |  +64 9 300 7097 

    Brad Wheeler Transaction Tax
    Brad Wheeler

    Contact  |  +64 9 300 8165 



Connect with us

Stay connected with us through social media, email alerts or webcasts. Or download our EY Insights app for mobile devices.

Leading change together

At EY, we believe it’s vital for global organisations like ours to collaborate to build a better working world. When business works better, the world works better. Find out how EY collaborates to lead change.