Services

iNZvest provide access to and manage transaction support services from New Zealand's leading experts.

iNZvest is a boutique operation established to manage tailored solutions to non-New Zealand residents seeking investment opportunities in New Zealand.   iNZvest centrally manages and coordinates services across all aspects of a transaction.  Our partners have been hand selected based on years of outstanding service in their respective sectors.  We stand behind and are responsible for successful outcomes – Value added deliverables are fundamental to our engagements.

Alongside transaction support services, we also source investable opportunities.  Please refer to our investment portfolio.  The Directors of iNZvest have deep specialisations and relationships with Iwi, property and agricultural sectors.  Investments (both passive and active) range from from circa USD300k to USD50m, and include joint ventures, outright acquisition, seed or expansion capital.

Transaction support services iNZvest can assist with;

  • Sourcing investment opportunities
  • Mergers and acquisition advisory
  • Finance structuring
  • Business structures and taxation
  • Legal and operational due diligence
  • Buy side assistance
  • Sell side assistance
  • Valuation services
  • Overseas Investment Office advisory and applications
  • Entity establishment
  • Management of post deal implementation
  • Accounting and tax compliance

On request, we also provide Directorship services to qualified investors.

iNZvest management team are all Chartered Accountants with an aligned vision of adding value to clients and stakeholders.  While iNZvest offer a flexible approach to engagements – our standard operating model is to agree a transactional scope with clients and from there a fixed fee for management services.

While iNZvest is a new platform, its Directors have significant transaction support experience, including in the sectors of property, agriculture and forestry, Iwi and international business.

Our Services

Coordination and management of transaction support services from the top specialists in New Zealand to ensure successful outcomes for investors.
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Mergers & Acquisition Advisory

iNZvest manage a range of transaction support services through the whole M&A process from start to finish. Working with New Zealand’s top specialists, our team will work with you to generate a solution tailored to your requirements.
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Business Structures & Taxation

A throughly researched and implemented tax structure is essential for successful international investment.  The iNZvest network provide advice on;

  • Investment structures –  tax outcomes of capital investments, joint ventures and divestments to help design tax-efficient deal structures that manage risk.
  • Tax modelling – assistance in forecasting post-deal tax liabilities.
  • Post-deal integration – working with both the investor and business to reconcile tax positions.

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Legal, Tax & Operational Due Diligence

Investing in a venture is always complex; investing in a venture in a foreign jurisdiction adds significantly to this complexity and risk profile. Legal and operational due diligence from a New Zealand expert mitigates this risk and gives you piece of mind that the investment will likely provide the outcomes that you desire. Please contact us to enquire about legal / operational due diligence services.
•Buy side assistance
•Sell side assistance
•Valuation services
An independent expert valuation of an investment provides you piece of mind that the consideration you are looking to invest in a business is in line with your investment decision making.
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Overseas Investment Office Advisory & Applications

Compliance with New Zealand’s Overseas Investment Act is essential to ensure investor’s long term business plans are fulfilled and sustainable. iNZvest partner with New Zealand’s leading experts – not only provide for more successful applications but also manage risk by ensuring a plan of compliance over the term of the investment.
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Entity Establishment

iNZvest can assist to establish an entity in line with your prefered structure. Common entities in New Zealand include limited company, limited partnership and descretionary trusts.  Under New Zealand company law, the board of a New Zealand company must include a director who is ordinarily resident in New Zealand.

iNZvest provide directorship services to select clients.

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Management of Post Deal Implementation

Once a business setup and acquisition has occurred, you may require short term management services to establish a new team, or restructure the business.