What is investment banking?
“Investment banking relates to the capital related transactions for companies, governments and other entities.” – Investopedia
As an investment bank, we can assist you in:
- Developing a capital plan to give you a clear view of your capital needs now and in the future
- Assisting you to raise capital in the form of equity, debt, mezzanine finance or trade finance
- Acquiring or merging with another business
- Selling all or part of your business
- Changing or exiting shareholders
Why do I need an investment bank to help me?
Investment Bankers are specialists in helping companies and shareholders undertake capital related transactions. Their experience is invaluable to guide you through a process and prepare required information. They also have the connections within the business, investor and banking communities to find the right counter party for your requirements.
What is asset management?
Armillary Private Capital manages investment entities aimed at creating value through direct investment in alternative asset classes.
Investing in private companies requires not only a deep understanding of what makes companies work but also how value is created and realised. Our unique approach allows us to be an active part of the value proposition for investors looking to benefit from exposure to these niches.
What are alternative assets?
The term “alternative assets” or “alternative investments” is broad.
Alternative investments are those investments which do not fall into the conventional categories of listed shares, direct property and bank deposits/bonds or funds which invest in all of these.
Such investments are focused on non-conventional assets and investment options that can be included in any investment portfolio as a proportion of the overall total, depending on your risk/return profile.
For more information on alternative investments and the different types that exist, see: https://privateinvestor.co.nz/alternative-investments-what-are-my-options/
What is a marketplace?
A marketplace occurs wherever a buyer and seller exchange some form of goods or services for value. Armillary Private Capital operates leading marketplaces, such as the USX, that allows companies to list their shares to provide transparent price discovery and liquidity for their shareholders.
What is equity crowdfunding?
To understand Equity Crowdfunding, it is necessary to first understand the concept of crowdfunding:
Crowdfunding is when the “crowd” (i.e. members of the public) raise funds for a venture by putting in small amounts of money.
Equity crowdfunding plays on this idea.
Equity crowdfunding is when the “crowd” (anyone) invests in businesses in exchange for some form of shares. These businesses are usually small to medium in size, often in early stages of growth, and usually not listed on a financial product market such as the USX.
Therefore, equity crowdfunding enables an individual to invest a small amount of money in a business and receive in return a proportionate piece of equity in that business. This “piece of equity” is usually in the form of shares. The investor consequently becomes a shareholder of the business. They may profit if the business does well or lose their investment if the business fails.
For more information on equity crowdfunding, see https://privateinvestor.co.nz/what-is-equity-crowdfunding/
What are advisory services and what do they consist of?
Advisory services are those services that help improve business performance and financial management, establish a governance model, understand the value of their business or assist with a business turnaround.
Some of the financial advisory services we provide include:
- establishing a board or advisory board and developing best practice board reports
- Strategic planning, financial modelling and reporting
- Virtual CFO and Virtual Treasurer and financial management
- Determining the value of your business
- Financial modelling and analysis
- Due diligence
- Independent advisers reports as required by the Takeovers Code or NZX rules
- Turnaround and/or interim management
- Independent business reviews for funders
- Resolution of tensions between stakeholders
- Succession planning
- Business process engineering
- Industry bench-marking
- Risk management