menu-icon
David Wallace
Joint Managing Director

David Wallace – Joint Managing Director

David has over 20 years’ experience in investment banking, equities research and corporate treasury working in the capital markets in New Zealand and the UK.  He has led numerous mandates undertaken by Armillary Private Capital across the spectrum of investment banking and advisory services.  David was instrumental in the establishment of Touchstone Capital Partners and leads the management of the Unlisted Securities Exchange, Crowdsphere, and RPV on a day-to-day basis. Prior to joining Armillary Private Capital’s predecessor, he has worked for JP Morgan, Clear Communications, NZ Steel, and Winstone Limited. David holds a Bachelor of Commerce degree from Canterbury University and a Post Graduate Diploma in Business Finance from the Auckland University Graduate School of Business.

View selected engagements in which David Wallace has been involved.
Leon Grandy
Joint Managing Director

Leon Grandy – Joint Managing Director

Leon has over 20 years’ experience in corporate banking, structured and trade finance, financial training and executive management in New Zealand.  He has managed a number of M&A and debt advisory transactions for our clients, whilst leading our training business.  Leon has trained thousands of people in relation to a range of financial, risk and management topics working with corporates, law firms, tertiary institutions and a number of government agencies. Prior to joining Armillary Private Capital’s predecessor he worked for ABN AMRO, AXA, HSBC and Westpac.   At AXA Leon managed leading quartile performance funds as recognised by Morningstar investment services.  He is a graduate of Victoria and Massey Universities, holding a Bachelor of Arts, a Post Graduate Diploma of Banking and Finance, and a Graduate Diploma in Arts and has received fellowships from a number of Australasian Banking and Finance institutes.  Leon was a Commissioned Officer in the NZ Army.

View selected engagements in which Leon Grandy has been involved.
Nigel Foster
Managing Director

Nigel Foster – Managing Director

Nigel has had more than 20 years’ experience specialising in business improvement and turnaround management, including 5 years as CEO of McCallum Petterson and leading its business improvement and turnaround division.  Nigel provides governance and management support for businesses needing hands-on help to undertake change, frequently in circumstances of business distress, and in migrating businesses towards a more robust approach to governance.  His experience spans a wide range of business sectors. Prior to his role at McCallum Petterson Nigel was a shareholder/director of a large Wellington-based IT services company.  Nigel holds the degrees of Bachelor of Commerce and Administration and Master of Business Administration from Victoria University of Wellington.

View selected engagements in which Nigel Foster has been involved.
Martin Gray
Executive Director

Martin Gray – Executive Director

Martin is an Executive Director in our Auckland office with over 20 years of corporate finance experience in Asia, New Zealand and Europe and head M&A for EY in New Zealand. He has advised on over 100 transactions with a total value exceeding US$1bn.  Martin’s key areas of expertise include mergers and acquisitions, business disposals, finance raisings, project finance, independent expert reports, valuations, and due diligence, with substantial listed and private company lead advisory experience. Martin is a member of the Institute of Directors and is a director of a number of companies including an Independent Director and Chair of the Audit and Risk Committee for Airwork Holdings. Martin holds a Bachelor of Commerce and a Diploma in Business (Finance) from the University of Auckland. He also holds the ACA qualification and a Certificate of Public Practice through Chartered Accountants Australia and New Zealand.

Geoff Davis
Executive Director

Geoff Davis – Executive Director

Geoff has over 20 years’ experience in finance and investment markets with a particular emphasis on corporate finance, equity capital markets and all aspects of M&A.  In that time he has managed numerous transactions spanning the full breadth of public and private markets.  Geoff has also gained practical corporate governance experience having served as a director on a number of listed and non-listed company boards, including 15 years as a director of NZX listed telco TeamTalk limited, as well as providing the company secretarial function to others.  At Armillary Private Capital, Geoff has a particular focus on the Investment Banking and Advisory Services aspects of the firm’s business. Prior to joining Armillary Private Capital Geoff has worked at TeamTalk, Active Equities, Brierley Investments and National Mutual / AXA Funds Management.  Geoff holds a Bachelor of Commerce degree from The University of Auckland and has the ACA qualification through Chartered Accountants Australia and New Zealand.

Phil Jones
Executive, Business Broking

Phil Jones – Executive, Business Broking

Phil Jones has recently retired after 15 years as a professional cricket umpire.  He umpired in New Zealand and overseas at provincial and international level. Prior to his involvement in cricket, Phil was for several years a successful business broker with Clyth MacLeod Business Sales based in Auckland.

Mark Jarvis
Associate

Mark Jarvis – Associate

Mark has wide-ranging experience in the New Zealand capital markets with a background in investment banking and corporate advisory. He has both led and been involved in a number of significant engagements including capital raisings, both public and private – debt and equity, and a range of acquisition, divestment, and merger transactions. Prior to joining Armillary Private Capital, Mark was a Director of a boutique corporate advisory firm and prior to that Director, Investment Banking at Forsyth Barr where he was a key member of the investment banking team for over 10 years having a particular focus on property and diversified industrials. Mark holds a Bachelor of Commerce degree from The University of Auckland.

Peter Bosworth
Associate

Peter Bosworth – Associate

Peter Bosworth has had executive roles in the commercial, corporate and agribusiness markets having spent 15 years working in the banking and finance sector for Westpac and SCF. For the last eight years and prior to joining Armillary Private Capital he has been advising clients across a number of sectors on strategic initiatives, debt and equity raising, mergers and acquisitions, new growth developments and governance. Peter holds a Bachelor of Commerce (Agricultural) from Lincoln University and a Masters in Business Administration from Canterbury University. Peter is currently a director and Trustee of Hohepa Services Limited and Hohepa Homes Trust Board and sits on and chairs a number of advisory boards for private companies.

Dene Biddlecombe
Associate

Dene Biddlecombe – Associate

Dene is a Fellow of the Chartered Accountants Australia New Zealand and a Chartered Member of the NZ Institute of Directors.  Dene has extensive experience in governance and senior management roles in the public and private sectors. He is currently Executive Chairman of Lateral Profiles and holds governance roles at numerous other entities. He was the CEO of NZAX listed Pulse Energy Limited and NZX listed Horizon Energy Distribution Ltd and formerly CFO for NIWA, with responsibility for their research and commercial activities in the United States.  Dene has a Master of Business Administration from Otago University in Marketing and Corporate Strategy.

Dean Prebble
Associate

Dean Prebble – Associate

Dean has over 20 years’ experience in early stage investment, financial training, business coaching, international trade and management consulting. He has led a number of technology commercialisation assignments from initial intellectual property assessments through to negotiations with offshore licensees. Dean’s particular focus is on investment readiness for early stage companies. Prior to joining Armillary Private Capital, Dean was New Zealand Trade Commissioner, based in Taiwan. His earlier career includes senior positions with CS First Boston, The University of Auckland, Ernst & Young and EverEdgeIP. Dean holds a Bachelor of Commerce from The University of Otago and a Master of Commerce from the University of Auckland.

Thomas Cook
Finance and Compliance Officer

Thomas Cook – Finance and Compliance Officer

Thomas joined the Armillary Private Capital team in January 2016.  He provides Finance and Compliance support to the Senior Management Team as well as providing financial assistance to our clients. Prior to Armillary, Thomas spent 3 years working as a Business Analyst in the Corporate Trustee Services of Public Trust. Thomas holds a Bachelor of Commerce and Administration majoring in Human Resource Management and Commercial Law, along with a Graduate Diploma in Commerce with Accounting Specialisation. He also completed his Chartered Accountancy qualification through CAANZ in 2016.

Charles Pearce
Analyst

Charles Pearce – Analyst

Charles Pearce joined Armillary Private Capital in March 2017 as an Analyst providing support to the senior members of the team. Charles holds a Bachelor of Commerce with Honours from Lincoln University, and studied company law in Europe. He has previous work experience with a UK-based financial services company and is currently studying for his CFA.

James Parker
Analyst

James Parker – Analyst

James joined Armillary Private Capital in February 2018 as an analyst, providing support to senior members of the Wellington team. James holds a Bachelor of Business and a Master’s in Finance from the University of Technology Sydney. He has previous work experience in financial services in both the Australian and New Zealand markets.

Joshua Schreiber
Analyst

Joshua Schreiber – Analyst

Joshua joined Armillary Private Capital in April 2018 as an analyst providing support to the senior members of the Wellington team. He holds a Bachelor of Commerce from Victoria University of Wellington. Prior to Armillary, Joshua worked for a global fintech service.

Rupert Curlett
Analyst

Rupert Curlett – Analyst

Rupert joined Armillary Private Capital in April 2018 as an analyst, providing support to senior members of the team. Rupert holds a Bachelor of Engineering with Honours and a Master’s in Management from the University of Canterbury. He has previous work experience in the New Zealand financial services market, as well as consulting with EY.