Our debt advisory specialists cover all aspects of debt and capital markets, helping borrowers and shareholders achieve their financing objectives.
Whatever your debt and capital needs, we have the expertise to help you deliver a successful outcome. This includes if you are looking to refinance, fund growth, evaluate capital structure or realise equity value.
We have strong relationships with financiers both in New Zealand and through our international network, allowing us to access liquidity across a diverse pool of lenders which is tailored towards our clients’ financing needs.
We have a well-refined and proven approach to marketing debt transactions that optimises competitive tension and gives our clients confidence they are getting the best deal.
Our independence means that we provide our clients with truly objective advice on addressing their financing requirements.
We work with both investment grade and sub investment grade clients across a range of sectors. This includes mid-sized corporate businesses right through to large institutional companies.
Our experience covers:
Resources, energy and infrastructure
Food, beverage and agribusiness
Transportation and logistics
Property
Māori business
Government-related business
Telecommunications, media, entertainment and technology
Financial institutions
Consumer and retail.
We maintain close relationships with a large number of domestic and offshore banks, private credit funds and other non-bank lenders. This ensures we closely understand current market dynamics and can approach the right people at the right institutions when working with our clients.
We have broad transaction experience covering bank, debt capital markets, structured financing, hybrids and project financing across both senior and subordinated debt. This enables us to identify the most suitable capital and debt structure, including arranging a funding solution that best fits our clients’ needs. Our debt structuring and arrangement services include:
Establishing new debt facilities
Diversifying funding sources
Refinancing debt facilities
Mergers and acquisitions.
We structure and implement capital management strategies and financing roadmaps to complement our clients’ strategic and business objectives, enhancing shareholder returns and optimising their borrowing platform. We provide independent advice on:
Capital structure
Capital management strategies
Dividend policy
Bank facilities
Debt capital markets
Pricing
Security structure
Covenants
Strategy.
We draw on our diverse capabilities and extensive global network to support and work with our clients and their advisors when they seek to access the debt capital markets. Our services include:
Global and domestic debt market analysis / insights
Lead arranger and lead manager RFP selection processes
Independent advisory throughout the issuance process
Assistance with transaction marketing and legal documentation
Due diligence committee participation
US Private Placement debt market agent capability.
We help our clients to access ESG funding sources, including:
Raising finance to fund or refinance green projects, including advising on project eligibility criteria
Raising sustainability-linked loans for growth funding or refinancing of existing debt
Advising on the identification and negotiation of sustainability-linked loan ESG criteria, key performance indicators and targets.
We undertake shadow credit ratings and advise clients when obtaining a credit rating or opinion, our services include:
Shadow credit rating assessments through application of ratings agency methodology
Identification of credit levers
Assistance with credit rating applications and information memorandum
Assistance with preparation for ratings agencies presentations.
Rob Ford
Jeremy Burton
Sanjay Surendran
Alex Le Comte
Sam Duncan