Our purpose is to guide you towards financial success.
Our advisory services include valuations and independent advisor reports, governance support, and financial training. Our asset management creates value through direct investments, and we operate markets for capital raising and liquidity.
With a strong focus on client needs, Armillary's team of experts delivers innovative solutions to help businesses achieve their goals.
What is Investment Banking?
An Investment Bank operates to help companies manage their capital needs.
This may take the form of creating a capital plan, helping you raise debt or equity capital, merging your business with another, selling the business, or changing your shareholder structure.
Essentially, we become your outsourced corporate finance department.
Our goal is to improve the performance of your business and increase its value.
What are Advisory Services and what do they consist of?
Pretty much what the terms say — managing the pools of capital or specialist businesses, and ideally then growing the value of those assets.
From an assessment of your requirements through to execution, we can assist you with these tasks;
Our courses can be anywhere from two hours to three days in duration.
Whatever the duration, we aim to simulate day-to-day business life and to lift the financial acumen of every team member.
Here are the courses we offer;
Capital Raising – Is an introduction for investees and investors on basic early stage business capital raisings.
It uses a structured 2 – 3 hour session on the VC valuation model and business basics both in terms of term sheet and due diligence requirements.
This is followed by a private structured questionnaire process to evaluate the current position of an investee or investor (normally 2 -3 hours in private coaching) with a debrief report suggesting critical weaknesses and strengths to allow attention prior to capital raising or investing activity.
Participant Materials: a 20 page workbook, and the questionnaire will be available to participants.
The programme is generally 4 – 5 hours in length over two sessions and is highly individualised. The cost is $2,000 + GST per person and
includes report writing and further 1 hour debrief session on a subsequent day. Please note this programme is not designed to be run for multiple participants, but is tailored to individual investee’s and investors.
Business Planning, Business Systems, Capital Raising, Finance, Governance, Managing Resources
In this fast paced 5 hour business simulation. Participants become directors and managers of a small manufacturing company and then pit themselves against each other to build a business and prepare all the financials that record their success or failure.
Each company will raise capital; buy assets; and compete primarily on price, and brand recognition.
You will make two business improvement options from five choices; prepare pricing and bids for 4 market rounds and record 4 Profit and Loss statements and Balance sheets that reflect the impact of the business decisions that you make. You will also see how to pay a fully imputed dividend; and see how even a solvent liquidation can destroy value in a business.
Participant Materials: a 54 page workbook and a full colour Visual Contextuary that explains and illustrates financial terms will be available for all participants
The programme takes about 5 and half to 6 hours and costs $600 +GST per person; Group rates can be negotiated for 6 or more participants.
Finance – Business Simulation. Prepare 12 balance sheets, profit and loss statements, cash flow forecasts, unit pricing, and budgeting tasks.
Prepare and utilise ratios: profitability; performance; leverage and market value ratios to make better business decisions. Prepare bank debt applications. Manage debtors.
The key learning’s in this programme are formally taught lessons around Du Pont Accounting; budgeting; cash flow forecasting and an introduction to earnings based multiple valuations.
Each business completes its own exercises in respect to the teaching and applies it each trading month. In this simulation between four and six teams each form: a retail, services, or a manufacturing company and compete with each other on: price; debtor terms; quality and reputation.
The key learning outcomes in this simulation revolve around financial reporting and financial management, including Earnings Per Share and Net Tangible Assets per Share reporting. Each team reports publically and therefore the insights are multiplied so as not to apply merely to an individual’s team, but to each team in the simulation.
Participant Materials: a full colour Visual Contextuary that explains and illustrates financial terms; a Participant Manual of circa 136 pages as well as the Balance Sheet and Profit and Loss statements for your Company. Cash flow forecast, and Budget worksheets are also included in this version of the simulation.
Governance –This is an applied and structured introduction to the Companies Act, and Directors duties.
It commences with an introduction to the legal structure of a Company as distinct from the sole trader, and Partnership form of business enterprise and explores the limits of the concept of shareholder limited liability.
To ensure appropriate attention to the NZ legal framework two small group exercises are used in relationship to a case study. The first is a stakeholder identification exercise (Small group exercise – group feedback). The second is a governance behaviour exercise (Small group exercise plenary session feedback).
Participant Materials: include a colour version of the PowerPoint slide presentation with space for note taking, a word document of the core content, and extracts from Legislation and relevant judgements.
Business Planning, Business Systems, Capital Raising, Export, Finance, Governance, Managing Resources
This sophisticated three day business simulation, has it all. Participants need to focus on all aspects of establishing and managing a global business. There will be a capital raising process and several rounds of business decision making. This will include consideration of: capex; a green field’s plant expansion, quality improvements, along with just in time and cost reduction strategies.
As there are three export markets as well as the local markets, FX hedging needs to be considered, and it offers real insight into running a large sophisticated business.
On the third day a winner is determined – who gets to acquire another business after preparing a valuation; arranging LBO finance, creating and recording goodwill on acquisition.
Participant Materials: A 148 page work book; as well as the Balance Sheet and Profit and Loss statements for your Company will be made available to Participants. Cash flow forecast, and Budget worksheets are also included in this version of the simulation.
The programme takes 3 days, with evening work on days 1 and 2. It costs $2,600 + GST per person; Group rates can be negotiated for 6 or more participants.
Export – Exporting literally opens up a world of opportunity for NZ companies, however, very often they are just not export ready.
This programme is focused on Risk identification and Management. It commences with an introduction to sales contracts; agencies, and distributors, before asking you to consider the risks: of political risk; exchange risk; credit risk, and jurisdictional risk.
The programme uses two case studies and introduces the participant to the mitigation of risk through the use of Trade Finance and Foreign Exchange products.
In order to do this it uses a glossary of terms dealing with: Trade Finance Principles; FX basics, and Incoterms. We also introduce the two principle Trade Finance export
Products: Documentary Collections, and the negotiation of Documentary Letters of Credit Participant Materials: A 90 page colour version of the Power point presentation with room for notes and a word document of the key areas will be provided for participants. Also full copies of the Uniform Rules for Collection and the Uniform Code of Practice for Collections and Documentary Letters of Credit will be provided, as will, Collections templates, a Bills template, and a working capital exercise
Business Planning, Business Systems, Capital Raising, Finance, Governance, Managing Resources Business Simulation. Set up and manage a manufacturing business. Set financial, market share and business goals.
Consider Growth and niche strategies. Develop competitive advantage. Set operational targets. Execute operational plans.
The key learning’s in this programme are taught around five sets of goal setting processes: market share; business configuration goals; return on assets; return on sales, and return on investment. It explores benchmarking and the requirement to adjust operational plans in light of competition and market conditions.
Between four and six teams each form a manufacturing company and compete with each other. The key learning outcomes in this simulation revolve around goal setting; business planning and using variance to manage outcomes. Each team reports publicly and therefore benchmarking is able to be implemented. This also means that the insights are multiplied so as not to apply merely to an individual’s team, but to each team in the simulation.
Participant Materials: a full colour Visual Contextuary that explains and illustrates financial terms; a Participant Manual of circa 48 pages, as well as the Balance Sheet and Profit and Loss statements for your Company. Cash flow forecast, and Budget worksheets are also included in this version of the simulation.
The Programme is a full 8 day in length and costs $1,200 + GST per person; Group rates can be negotiated for 6 or more participants.
Being part of the M&A Worldwide network gives Armillary access to a large collection of buyers, sellers and merger candidates around the world. Members of M&A Worldwide work together to fulfill client needs locally and internationally. M&A Worldwide provides Armillary and its clients with real global reach.
We currently have these entities primed for investment.
Should any of these entities interest you, Contact us.
West Auckland based, property development of c.50 units. Land secured, resource consent obtained, up to c.$20m capital required, 15-20% return over 1-2 years. Construction projected to be 12 months.
Auckland based well-established and profitable small home construction and marketing company, with integrated finance offering.
An opportunity to acquire a significant stake in the business, with the option to move to 100% ownership.
Investment in an early stage ice cream business which has a unique product offering, building into growth domestic and export markets. Based in a state of the art creamery.
Has very strong growth prospects both nationally and internationally.
Significant identified pipeline in Australasia.
Investment of c.1-2m for a significant stake.
Established retirement facility with ongoing development potential including aged care.
Opportunity to acquire a majority or 100% stake.
One of New Zealand’s largest truck dealerships comprising 4 sites in the upper North Island that has recently secured the distribution of 2 renowned brands.
Seeking $20-25m of capital for growth and inter-generational transition.
An opportunity to invest in a group of wineries looking to expand their market share, build some scale and acquire some key strategic assets.
Also an opportunity for an investor to acquire vineyard land with a lease back to the wineries.