Investment analysis, advisory and transaction services.

AUCKLAND - HAWKE’S BAY - WELLINGTON


“Establishing long-term relationships built on trust, integrity and enduring value.”

Three Partners with over 40 years’ experience providing specialist and bespoke corporate finance advice to businesses, families and iwi who value accurate, timely and practical insights to assist with critical investment decisions.

Our services.

    • Tailored buy & sell-side support

    • Capital raising and market engagement

    • Financial due diligence

    • Deal structuring & negotiation

    • Independent business review

    • Business plans and supporting analysis

    • Capital structuring

    • Strategic planning and identification of key performance metrics

    • Investor relations support

    • Identification and execution of investment strategies

    • Investment monitoring, performance analysis and benchmarking

    • Supporting clients’ existing teams to manage their investment portfolio

    • Robust and user-friendly financial model development

    • Business valuation

    • Feasibility analysis and cash flow forecasting

    • Scenario and sensitivity analysis

    • Financial modelling to support credit analysis

    • Development of detailed information memorandums

    • Transaction facilitation

    • Ongoing deal management and refinancing support

Meet the team.

We thrive on a challenge and achieving optimal outcomes for our clients. Our reputation is built on our practical approach and strong relationships.

  • Richard supports a range of clients including private investors, corporates and iwi that are looking for commercial and pragmatic support. Richard’s experience includes helping clients find, execute, manage and exit investments with the overarching objective of optimising shareholder returns. This typically requires a process of thorough research and analysis which is converted into actionable advice and delivery.

    Prior to joining Trigpoint, Richard worked in the corporate finance team at EY, supporting clients on a range of business transactions, financial modelling and large-scale infrastructure projects. Richard also brings restructuring experience from New Zealand and the United Kingdom, working with distressed businesses and investments.

  • Tom’s corporate finance experience includes advisory, M&A and capital raise mandates across a wide range of industries, as well as funds management in the forestry sector. He works with a broad range of clients throughout New Zealand’s capital markets, from early-stage and venture investor through to institutional funds.

    Prior to joining Trigpoint, Tom worked in the investment banking and funds management team at Lewis Tucker & Co, focussed primarily on New Zealand’s agribusiness, food and forestry sectors. Tom’s core strengths include financial modelling, investment analysis and investment management.

  • Matt provides a range of advisory services to a broad range of clients including a number of New Zealand based family offices, listed companies and private businesses.

    Prior to this, Matt worked at HRL Morrison & Co as a senior member of the direct investment team. Matt’s role was primarily focused on opportunity origination, execution, investment management and realisation. During his time at HRL Morrison & Co, Matt covered a broad range of sectors and business on behalf of Infratil and a number of domestic and international sovereign wealth funds.

    Matt is a current director of a number of family office investee companies across horticulture, FMCG, waste and beauty.

  • Joebie is experienced in financial modelling, due diligence, and project finance for clients across a range of industries including technology, oil & gas, financial services, FMCG and government. Prior to joining Trigpoint Capital, Joebie spent over 4 years at EY in Transaction Advisory and Assurance services before working at JH Whittaker & Sons reporting on the international market segment, commercial analysis, and reporting to the Executive Leadership Team.