Credentials October 2021 - Clare Capital
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Credentials October 2021
About Us
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.
clarecapital.co.nz
The investment banking team provides advisory and transactional services across:
Level 2, 97 The Terrace,
Mergers & Acquisitions (M&A) Capital Management
Wellington 6011, New Zealand
Mark Clare
Combining detailed financial analysis Advising clients on their capital raising
with extensive M&A experience to activities. +64 21 470 227
help our clients maximize outcomes.
mark.clare@clarecapital.co.nz
Corporate Finance Strategic Advice
Combining fundamental corporate Strategic and commercial advice to
finance principles with real-world clients including: detailed strategic
practical experience to provide clients options analysis for clients facing key
with: valuations, capital structure decisions and structuring and
advice, and option and incentive negotiating financial and commercial
schemes and financial modelling. agreements.
www.clarecapital.co.nz Page 1 of 9
Mergers & Acquisitions
A selection of Clare Capital’s recent Merger & Acquisition (M&A) mandates:
2021 2021 2021 2021
Advised Hatch, a
Clare Capital combines detailed financial
division of Kiwi Wealth, Advised Homes.co.nz Advised StarNow on its Advised Palace on its
analysis with extensive M&A experience to
on its sale to FNZ on its sale to Trade Me sale to Backstage sale to MRI
help our clients maximise outcomes for
their shareholders by:
2020 2019 2019 2018
▪ Selling or acquiring assets or
companies.
▪ Merging their company with others.
▪ Conducting financial due diligence.
▪ Negotiating term sheets and sale
and purchase agreements. Advised The Last Advised Snapper, a Advised NZX on its
▪ Developing comprehensive financial Pickle on its sale to subsidiary of Infratil, on sale of the FundSource Advised Xero on its
DataStax its sale to Allectus business unit to Zenith acquisition of Instafile
models to complete valuations and
to predict capital requirements.
2018 2017 2017 2016
Advised ProActive Advised COMSMART Advised Proactive Advised Direct FX on
Software on its sale to on its sale to Fortlock Rehab on its sale to its sale to Collinson
Entrust Global Holdings Acurity Health Group Forex
www.clarecapital.co.nz Page 2 of 9
Capital Management
A selection of Clare Capital’s recent Capital Management mandates:
2021 2021 2020 2019
Clare Capital advises clients on their capital Advised AplyID on its Advised PressPatron Facilitated a private Advised Ranqx on its
raising activities, such as: capital raise from on its capital raise from placement in Laybuy funding options from a
Octopus Ventures local investors for a private investor. NZ financial institution
▪ Venture capital investments.
▪ Rights issues for listed companies. 2019 2019 2018 2017
▪ Initial Public Offerings (IPO).
▪ Strategic investments.
▪ Acquisition financings.
▪ Capital restructurings.
Advised New Zealand
▪ Alliances and joint ventures. Advised Mobi on its Oil & Gas on its Facilitated off market Advised QualityNZ on
capital raise from a takeover offer from block trade to secure its capital raise from
local investor OGOG 19.9% stake in ikeGPS local investors
2016 & 2014 2015 2013
Advised Scoop Media
Advised Raygun on its Advised Cin7 on its on a reorganisation
capital raise rounds capital raises from local and capital raising
from local investors investors from an investor
www.clarecapital.co.nz Page 3 of 9
Corporate Finance
A selection of Clare Capital’s recent Corporate Finance mandates:
2021 2021 2020 2020
Clare Capital combines fundamental SaaS and reporting Built a SaaS model for Built a forecasting
corporate finance principles with real-world metrics advice for Vista LawVu for its capital model for Plexure for Built an internal SaaS
Group raising round its ASX listing model for Modica
practical experience to provide clients
including:
2019 2019 2019 2018
▪ Capital structure advice.
▪ Option and incentive schemes.
▪ Financial modelling.
▪ Metrics analysis –
board/shareholder/market Completed SaaS Completed valuation
communications. metrics and metrics for Punakaiki Assisted ikeGPS in Built an internal
▪ Valuations. operational budgeting Fund’s portfolio communicating its financial model for
for Storypark companies SaaS story to investors RedShield
▪ Capital requirements – equity.
▪ Capital requirements – debt financing.
▪ Merger and acquisition modelling. 2017 2017 2017 2014
▪ Strategic modelling.
▪ Operational modelling.
▪ Equity research modelling.
Completed strategic
Completed operational Built an internal advisory around Built an internal
budgeting for Optimal financial model for performance metrics financial model for
Workshop ComplyWith for Seequent Pushpay
www.clarecapital.co.nz Page 4 of 9
Strategic Advice
A selection of Clare Capital’s recent Strategic Advice mandates:
2021 2021 2021 2021
Capital options
Clare Capital offers strategic and
workshop and report Strategic advisory work Advised Signal on its Advised Fronde on its
commercial advice to clients including:
for Serato for Kiwi Wealth strategic options strategic options
▪ Detailed strategic options analysis for
clients facing important decisions. 2020 2020 2020 2019
▪ Structuring and negotiating financial
and commercial agreements.
Advised ACS Data on Advised PaySauce on
Strategic options its strategic options in its investor relations
analysis for Garage Strategic advisory work the New Zealand and communication to
Project for Z Energy market the market
2018 2017 2017 2015
Advised Volpara Advised HMI Advised AA Smartfuel Advised NEC New
Solutions on its Technologies on 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 5 of 9
Our Team
Mark Clare Alex Gordon Vicky Upton
Managing Partner Director General Manager
Mark has over 20 years commercial and corporate Alex has worked in both the United States and New Vicky has a background in client service and business
finance experience, with a background in investment Zealand providing corporate finance advisory and development. She has extensive experience in both the
banking, strategy and technology. Mark has completed modelling services to both the public and private public and private sector and her career has spanned
a multitude of M&A transactions for large entities and sector, including working with some of the world’s marketing, project management, behaviour change
private companies as well as valuations, strategic largest technology companies. and advertising.
options and corporate finance analysis. Mark is also
the founder of Valuecruncher – a web-based software Her role at Clare Capital is to help drive the strategic
Before Clare Capital, Alex worked in PwC’s Corporate
application that provided interactive valuation tools for direction of the business, to co-ordinate business
Finance and Value Consulting teams.
publicly-traded companies. development activity, and to develop processes which
get things done efficiently.
Alex holds a Bachelor of Commerce from Victoria
Prior to founding Clare Capital, Mark worked for the
University and is a CFA charterholder. He is a previous Vicky holds a post-graduate Diploma in Media Studies
investment banks Cameron & Company (now Cameron
winner and question designer of the Financial (Massey) and a Bachelor of Arts with Honours in
Partners), Morel & Co and Woodward Partners. Mark
Modelling World Championships. History (Victoria).
holds a MBA (awarded with distinction) from Victoria
University and a Bachelor of Business Studies
(Accountancy) from Massey University.
Contact Details Contact Details Contact Details
mark.clare@clarecapital.co.nz alex.gordon@clarecapital.co.nz vicky.upton@clarecapital.co.nz
+64 21 470 227 +64 27 246 7366 +64 21 521 970
www.linkedin.com/in/markclare www.linkedin.com/in/nzalexgordon www.linkedin.com/in/vicky-upton
www.twitter.com/ClareCapital
www.clarecapital.co.nz Page 6 of 9
Our Team
Eliot Brown Clarissa Nowak
Analyst Analyst
Eliot formerly worked at Lewis Tucker, where he was involved in capital raises and Clarissa has experience as an actuarial analyst, with a focus on valuation, process
corporate finance analysis. In 2019, Eliot received a Master of Commerce from automation and problem solving. Prior to Clare Capital, she worked for Cigna NZ
Victoria University in Finance. As part of his Masters, Eliot wrote two theses on after receiving the Cigna Actuarial Scholarship at Victoria University.
carbon pricing, for which he was awarded the GGG Watson Award in Economics.
Clarissa holds a Bachelor of Science with a double major in Mathematics and
Before beginning his university studies, Eliot taught in Argentina. In 2016, Eliot Actuarial Science.
participated in a university exchange to Colombia, where finance and economics
classes were taught in Spanish. Along with his Master of Commerce, Eliot holds a Contact Details
Bachelor of Commerce from Victoria University majoring in economics,
international business, and finance, with a minor in Spanish. clarissa.nowak@clarecapital.co.nz
+64 21 2633 708
Contact Details
eliot.brown@clarecapital.co.nz linkedin.com/in/clarissa-nowak
+64 27 3595 335
linkedin.com/in/eliot-brown
www.clarecapital.co.nz Page 7 of 9Reports & 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 Clare Capital runs a free, monthly benchmarking exercise for 20+ privately-held SaaS
subscribers including founders, company executives, and investors. Each report is companies. The purpose is to understand how the SaaS industry is operating and for
two-pages, graphic-heavy on a wide range of different metrics and information. companies to compare themselves anonymously against the selected group. The
Previous reports 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.
▪ Liquidity metrics. ▪ Share price performance. Every third Friday of the month, the SaaS benchmarking participants send through a
dozen SaaS metrics from the previous month using a template excel sheet. Clare
▪ EBITDA margins. ▪ Technology acquisitions.
Capital collects and then send back the companies metrics against the median metrics
▪ Revenue growth rates. ▪ Valuations. of the population.
SaaS Metrics Framework
Examples of Reports
www.clarecapital.co.nz Page 8 of 9Our Network
M&A
Financial Technology
Modelling Insights
Private
Capital
Company
Raising
Benchmarking
Corporate Advanced
Advisory Insights
www.clarecapital.co.nz Page 9 of 9You can also read
