Clare Capital Credentials
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Clare Capital Credentials
About Us
Clare Capital is an investment banking firm based in Wellington (NZ) specialising in
mergers & acquisitions (M&A), capital raises, valuations, financial modelling, corporate
finance advisory, private company benchmarking and technology insights.
Clare Capital is an experienced team, with a reputation for original well-considered ideas
backed by structured thinking and deep analytics.
Clare Capital adds value by:
▪ Originating ideas for clients.
▪ Assisting clients by completing analysis of issues.
▪ Assisting clients to complete commercial transactions.
Clare Capital
The investment banking team provides advisory and transactional services across:
www.clarecapital.co.nz
▪ Mergers & Acquisitions (M&A) – combining detailed financial analysis with
extensive M&A experience to help our clients maximize outcomes. Level 5, 1 Woodward Street, PO Box 10269
Capital Management – advising clients on their capital raising activities.
▪
Wellington 6143, New Zealand
▪ Corporate Finance – combining fundamental corporate finance principles with
real-world practical experience to provide clients with: valuations, capital structure
advice, and option and incentive schemes and financial modelling. Contact: Mark Clare
▪ Strategic Advice – strategic and commercial advice to clients including: detailed
strategic options analysis for clients facing key decisions and structuring and Mobile +64-21-470227
negotiating financial and commercial agreements. Email: mark.clare@clarecapital.co.nz
www.clarecapital.co.nz PAGE 1
Our Network
M&A
Financial Technology
Modelling Insights
Private
Capital Raising Company
Benchmarking
Corporate Advanced
Advisory Insights
www.clarecapital.co.nz PAGE 2
Mergers & Acquisitions
The graphics below represent a selection of recent Merger & Acquisition (M&A) mandates:
2020 2019 2019 2018
Advised The Last Advised NZX on the Advised Snapper, a Advised Flight Coffee
Clare Capital combines detailed financial Pickle on its sale to sale of their subsidiary of Infratil, on Group on the
DataStax FundSource business the company’s sale to company’s sale to
analysis with extensive M&A experience to
unit to Zenith Allectus Capital Nomad Limited
help our clients maximise outcomes for
their shareholders by:
2018 2018 2018 2018
▪ Selling or acquiring assets or
companies.
▪ Merging their company with others.
▪ Conducting financial due diligence.
▪ Negotiating term sheets and sale Advised Xero on Advised the owners of Advised Touchtech on Advised the owners of
and purchase agreements. acquisition of UK tax Computer Power Plus the company’s merger ProActive Software
▪ Developing comprehensive financial prep software Instafile on their sale to with Springload on the company’s sale
Whitecliffe Enterprises to Entrust Global
models to complete valuations and
to predict capital requirements.
2017 2017 2016 2014
Advised the owners of Advised the owners of Advised the owners of Advised the owner of
COMSMART on the Proactive Rehab on Direct FX on the Heyday on the
company’s sale to the company’s sale to company’s sale to company’s sale to WPP
Fortlock Holdings Acurity Health Group Collinson Forex
www.clarecapital.co.nz PAGE 3
Capital Management
The graphics below represent a selection of recent Capital Management mandates:
2019 2019 2019 2017
Advised Ranqx on their Advised Mobi2Go on Advised New Zealand Advised QualityNZ on
Clare Capital advises clients on their capital capital funding options their capital raise from Oil & Gas on the their capital raise from
raising activities, such as: from a NZ financial a local investor takeover offer from local investors
institution OGOG
▪ Venture capital investments.
▪ Rights issues for listed companies. 2014 & 2016 2015 2015 2013
▪ Initial Public Offerings (IPO).
▪ Strategic investments. PRIVATE
▪ Acquisition financings. INVESTOR
▪ Capital restructurings.
Advised Raygun on Advised Cin7 on their Facilitated off market Advised Scoop Media
▪ Alliances and joint ventures. their capital raisings capital raises from local block trade to secure on a reorganization
round from local investors 19.9% stake in NZX- and capital raising
investors listed tech company from an investor
www.clarecapital.co.nz PAGE 4
Corporate Finance
The graphics below represent a selection of recent Corporate Finance mandates:
2019 2019 2019 2019
Built an internal Completed SaaS Completed valuation Assisted ikeGPS in
Clare Capital combines fundamental financial model for metrics and operational metrics for Punakaiki communicating their
corporate finance principles with real-world PaySauce budgeting for Fund’s portfolio SaaS story to investors
Storypark companies
practical experience to provide clients
including:
2018 2018 2017 2017
▪ Valuations.
▪ Capital structure advice.
▪ Option and incentive schemes.
▪ Financial modelling.
▪ Metrics analysis – Built an internal Built an options Completed operational Built an internal
board/shareholder/market financial model for analysis model for budgeting for Optimal financial model for
communications. RedShield Plexure Workshop ComplyWith
▪ Capital requirements – equity.
▪ Capital requirements – debt financing.
▪ Merger and acquisition modelling. 2017 2017 2014 2014
▪ Strategic modelling.
▪ Operational modelling.
▪ Equity research modelling.
Built an internal Completed strategic Built an internal Built an internal
financial model for advisory around financial model for financial model for
Cin7 performance metrics Xero Pushpay
for Seequent
www.clarecapital.co.nz PAGE 5
Strategic Advice
The graphics below represent a selection of recent Strategic Advice mandates:
2020 2019 2019 2019
Advised ACS Data on Advised PaySauce on Advised Z Electric on Advised Homes.co.nz
its strategic options in its investor relations strategic growth on its M&A strategic
Clare Capital offers strategic and
the New Zealand and communication to options options
commercial advice to clients including:
market the market
▪ Detailed strategic options analysis for
clients facing important decisions. 2018 2017 2017 2015
▪ Structuring and negotiating financial
and commercial agreements.
Advised Volpara Advised HMI Advised AA Smartfuel Advised NEC New
Solutions on its Technologies of its on its strategic options Zealand of its M&A
strategic options in the strategic options in the including detailed strategic options in the
New Zealand market New Zealand market M&A options NZ market
www.clarecapital.co.nz PAGE 6
Our Team
Mark Clare Ben Forster Alex Gordon
Managing Partner Director Director
Mark has over 20 years commercial and corporate finance Ben has experience in corporate finance, venture capital Alex has worked in both the United States and New
experience, with a background in investment banking, and private equity. Before joining Clare Capital, he spent Zealand providing corporate finance advisory and
strategy and technology. Mark has completed a multitude 10 years in the UK. While working for Mitsui & Co in modelling services to both the public and private sector,
of M&A transactions for large entities and private London, he made venture capital and growth capital including working with some of the world’s largest
companies as well as valuations and strategic options & investments. He also advised Mitsui’s business units on technology companies.
corporate finance analysis. Mark is also the founder of strategy, M&A and corporate development.
Valuecruncher – a web-based software application that
Before Clare Capital Alex worked in PwC’s Corporate
provides interactive valuation tools for publicly-traded
Ben started his career in Wellington working for No 8 Finance and Value Consulting teams.
companies.
Ventures and Morel & Co.
Alex holds a Bachelor of Commerce from Victoria
Prior to founding Clare Capital, Mark worked for the
Ben holds a Bachelor of Science and Commerce University and is a CFA charter holder. He is a previous
investment banks Cameron & Company (now Cameron
(Economics, Finance and Computer Science) from Victoria winner and current question designer of the Financial
Partners), Morel & Co and Woodward Partners. Mark
University. He has also completed a course of Executive Modelling World Championships.
holds a MBA (awarded with distinction) from Victoria
Education at Ashridge Business School.
University and a Bachelor of Business Studies
(Accountancy) from Massey University.
Contact Details Contact Details Contact Details
mark.clare@clarecapital.co.nz ben.forster@clarecapital.co.nz alex.gordon@clarecapital.co.nz
+64-21-470227 +64-27-5413140 +64-27-2467366
www.linkedin.com/in/markclare www.linkedin.com/in/ben-forster www.linkedin.com/in/nzalexgordon
www.twitter.com/ClareCapital www.twitter.com/benjaminforster
www.clarecapital.co.nz PAGE 7Our Team
Robin Basra Eliot Brown Vicky Upton
Analyst Analyst General Manager
Robin has an engineering consulting background with a Eliot formerly worked at Lewis Tucker, where he was Vicky has a background in client service and business
strong analytical focus. His previous experience includes involved in capital raises and corporate finance analysis. development. She has extensive experience in both the
financial modelling and economic analysis on a diverse In 2019, Eliot received a Master of Commerce from public and private sector and her career has spanned
range of projects. Victoria University in Finance. As part of his Masters, Eliot marketing, project management, behaviour change and
wrote two theses on carbon pricing, for which he was advertising.
awarded the GGG Watson Award in Economics.
Robin holds a Bachelor of Engineering (1st class Honours)
and Commerce from the University of Auckland majoring Her role at Clare Capital is to help drive the strategic
in Mechanical Engineering and Finance. Before beginning his university studies, Eliot taught in direction of the business, to co-ordinate business
Argentina. In 2016, Eliot participated in a university development activity, and to develop processes which get
exchange to Colombia, where finance and economics things done efficiently.
classes were taught in Spanish. Along with his Master of
Commerce, Eliot holds a Bachelor of Commerce from
Vicky holds a post-graduate Diploma in Media Studies
Victoria University majoring in economics, international
(Massey) and a Bachelor of Arts with Honours in History
business, and finance, with a minor in Spanish.
(Victoria).
Clarissa Nowak
Analyst
Clarissa has experience as an actuarial analyst, with a
focus on valuation, process automation and problem
solving. Prior to Clare Capital, she worked for Cigna NZ
after receiving the Cigna Actuarial Scholarship at Victoria
University.
Clarissa holds a Bachelor of Science with a double major
in Mathematics and Actuarial Science.
www.clarecapital.co.nz PAGE 8Reports & Insights
Along with specific paid mandates, Clare Capital also provides the following free of charge:
Technology Insight Reports Private SaaS Company Benchmarking Metrics
Clare Capital provides a free, weekly technology insights report to over 1,200 subscribers Clare Capital runs a free, monthly benchmarking exercise for 20+ privately-held SaaS
including founders, company executives, and investors. Each report is two-pages, companies. The purpose is to understand how the SaaS industry is operating and for
graphic-heavy on a wide range of different metrics and information. Previous reports companies to compare themselves anonymously against the selected group. The
include: monthly metrics then can be used at a company’s board meetings to track how the
company is performing against its SaaS peers.
▪ Revenue multiples. ▪ Revenue per employee. Every third Friday of the month, the SaaS benchmarking participants send through a
▪ Liquidity metrics. ▪ Share price performance. dozen SaaS metrics from the previous month using a template excel sheet. Clare Capital
▪ EBITDA margins. ▪ Technology acquisitions. collects and then send back the companies metrics against the median metrics of the
population.
▪ Revenue growth rates. ▪ Valuations.
SaaS Metrics Framework
Examples of Reports
www.clarecapital.co.nz PAGE 9You can also read
