New Zealand independent advisers

Calendar 2025 · Independent adviser reports on deals announced · 9 deals · NZ$397m disclosed

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Every deal that counts towards this table, with the firms credited on it. Tick deals to leave them out of the ranking or to rank only those deals; the page then says the ranking is a custom view.

Deals counted in New Zealand independent advisers, Calendar 2025
Advisers
Oct 2025 Me Today –Baker Investment No. 2 TrustStake–Announced– Armillary (sell-side) Baker Investment No. 2 Trust stake in Me Today
Sep 2025 Restaurant Brands New Zealand –Finaccess Restauración, S.L.Takeover–Completed– Calibre Partners (sell-side) Finaccess Restauración, S.L. acquisition of Restaurant Brands New Zealand
Aug 2025 Comvita –FlorenzScheme–Announced– Grant Samuel (sell-side) Florenz acquisition of Comvita
Aug 2025 Sharesies Group –Richard ClarkStake–Announced– Simmons Corporate Finance (sell-side) Richard Clark stake in Sharesies Group
Jun 2025 Smartpay Holdings –Shift4 HoldingsScheme305.8Completed– Calibre Partners (sell-side) Shift4 Payments acquisition of Smartpay Holdings
May 2025 Vital –Tait InternationalTakeover–Completed– Grant Samuel (sell-side)Campbell MacPherson (buy-side) Tait International acquisition of Vital
Feb 2025 Marsden Maritime Holdings –Northland Regional CouncilScheme–Completed– Grant Samuel (sell-side) Northland Regional Council and Marsden Maritime Holdings merger
Feb 2025 NZ Windfarms –Meridian EnergyScheme91.0CompletedRenewable energy and storage Calibre Partners (sell-side) Meridian Energy acquisition of NZ Windfarms
Jan 2025 Millennium & Copthorne Hotels New Zealand –CDL Hotels Holdings New ZealandTakeover–Completed– Northington Partners (sell-side) City Developments acquisition of Millennium & Copthorne Hotels New Zealand

7 deals have no disclosed value. Methodology

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