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

    EY - Andrew Taylor Transactions Advisory Service Leader
    Andrew Taylor

    Contact  |  +64 9 308 1069

    EY - Grant Hodges Head of Transaction Advisory Services and Infrastructure
    Grant Hodges

    Contact  |  +64 9 300 8027

    EY - Peter Goss Valuations and Business Modelling Leader
    Peter Goss

    Contact  |  +64 4 499 4888

    EY - Brad Wheeler Transaction Tax Leader
    Brad Wheeler

    Contact  |  +64 9 300 8165

    EY - Rees Logan Restructuring Co-Leader
    Rees Logan

    Contact   |  +64 21 486 456

    EY - Rhys Cain Restructuring Co-Leader
    Rhys Cain

    Contact    |  +64 3 372 2432


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