Capital · Succession · Governance · New Zealand

Ready first.
Then paired.

We prepare charities, iwi organisations and private businesses to raise capital or plan an exit. Then we introduce them to vetted funders, co-investors and buyers who genuinely fit. Every introduction is vetted on both sides.

Book a confidential conversation See how we work

Two-sided vetting King IV aligned governance Confidential mandates

4Mandates, one standard

$5M to $250MCapital transaction range

NZ · AU · UKMarkets covered

Charities and NFPsIwi organisationsCommunity trustsFinancial advice practicesInsurance brokingRoll-up fundsSME and mid-marketFamily officesImpact fundersPrivate investors

Why good ventures stall

Good ventures rarely fail on substance.

They stall on readiness.

A charity with a proven programme brings a plan a funder cannot underwrite. A profitable business is declined over a thin projection, or a pitch that doesn't match its website. A practice owner nears retirement with no successor and no one to talk to in confidence.

Funders and buyers form a view quickly. One unfinished first impression can cost the deal, and a partner you frustrate once is hard to win back.

We fix readiness first. We sharpen the plan, the commercial model and the story. We structure the capital so it goes further and carries less risk. Only then do we introduce you to partners who fit. When the right partner looks at you, nothing gives them a reason to pass.

Capital seekers

Organisations raising capital or planning an exit

Whether you are selling a stake, taking on a co-investor, borrowing, or selling outright, you are the capital seeker. That includes charity and iwi boards funding a new venture.

Capital partners

The people who fund, lend, co-invest or buy

Registered capital providers, lenders, impact and grant funders, institutional buyers, and qualified private investors in the Pairing Partners network.

Who we help

Tell us which side of the table you're on.

Charities, NFPs and iwi organisations

Boards planning an investment or a new venture who need the plan, the funding structure and the partners to deliver it.

Governance consulting

Financial advisers and insurance practitioners

Practice owners without a workable succession plan who want a confidential conversation about their exit.

Confidential exit planning

Funds pursuing roll-up strategies

Institutional funds acquiring advice and insurance practices who need a quality pipeline and independent due diligence.

Roll-up due diligence

Businesses seeking capital

SME and mid-market businesses with capital needs outside standard bank appetite, or owners facing a succession gap.

Capital readiness

Mountain ranges and a lake beside a winding road

What we do

One standard, four mandates.

01 · Governance & capital readiness

Corporate governance consulting for charities, NFPs and iwi

We work alongside boards and leadership teams on the investments they plan to make. We help shape the business plan and commercial model, support the due diligence, and design a funding structure that stretches your capital further.

That means the right mix of co-investors, lending facilities and funding partners: enough to manage risk, and the right partnerships and resources to succeed. Then we make sure you are pitch ready and execution ready, and help you win over the partners and funders who can make it happen.

Business plans and commercial models
Due diligence assistance
Fundraising strategy
Funding structures and capital mix
Co-investor and lending partners
Partnerships and delivery resources
Pitch and execution readiness
King IV aligned board governance

02 · Capital raising readiness

Get funder-ready, then meet the right funder

A strong business can still be declined for an incomplete model, a thin projection or a brand that tells a different story online. We assess both substance and presentation, coach you through the gaps, and introduce you only when you are ready.

Introductions are made to registered advisers and licensed capital providers whose mandates genuinely fit, from senior debt to growth equity and pre-IPO raises.

Fundability assessment
Pitch deck and model refinement
One consistent brand story
Website and LinkedIn alignment
Non-bank and structured capital
Support through due diligence to close

03 · Practice succession & exit

A confidential exit plan for practices without a successor

Many financial advisers, insurance brokers and practitioners have built a valuable book of recurring income, but have no workable succession plan. We start with a confidential consultation and plan your exit with you.

Where it fits, we pair you with a suitable institutional buyer, including funds with an active mandate to acquire recurring-income practices. Where it doesn't, we look to a qualified private investor from the Pairing Partners network, vetted for management credentials and capital.

Confidential first consultation
Exit readiness and valuation drivers
Institutional buyer or vetted private investor
Clean exit or vendor finance pathways
Client and staff continuity through handover
Your identity protected until you agree

We also support owners of other established businesses facing a succession gap, with buyers who bring real management experience.

04 · Roll-up due diligence

Due diligence for funds building in advice and insurance

A roll-up strategy buys a number of smaller practices and combines them into one larger, more valuable business. It only works if each acquisition is the right one, and if the owner and their clients come through the transition intact.

We support funds with confidential access to succession-ready practices and independent due diligence before you commit.

Pipeline of succession-ready practices
Book quality and client retention
Durability of recurring income
Licensing and compliance checks
Owner transition planning
Integration readiness

How we work

We vet before we introduce.

Confidential assessment

Before any fee, we review substance and presentation: your financials, plans and the ask, plus your brand and online presence. You get a plain read on readiness and fit.

Mandate

If we both want to proceed, a proposal and letter of engagement confirm scope, fees and confidentiality. Your full assessment is released once it is signed.

Preparation

We refine the plan, the commercial model, the deck and the story, usually over several iterations, until they stand up to scrutiny.

Pairing and support to close

We introduce you to vetted partners, manage the information flow, and stay alongside you through due diligence.

No partner sees you before you are ready, so you never spend a first impression on a first draft.

Confidential information reaches a partner only under a signed engagement.

Both sides are vetted, so every introduction is a match, not a broadcast.

Capital partners

A network of registered providers,
not a single shelf.

We hold relationships across the capital stack and introduce each mandate to registered advisers and licensed providers whose criteria genuinely fit. Any advice, terms and transactions rest entirely with those providers.

Senior and asset-backed debt

Bank and non-bank term facilities secured against trading assets and receivables.

Mezzanine and structured credit

Subordinated and hybrid instruments that bridge debt and equity for growth.

Private equity and growth capital

Institutional equity for scale, buy-and-build and partial founder liquidity.

Family offices and private investors

Patient capital seeking long-hold, succession-friendly ownership positions.

Grant and impact funders

Philanthropic and impact capital matched to non-profit and mission-led mandates.

Trade and strategic acquirers

Vetted buyers for full or partial exits where succession is the driver.

Who we are

Two principals. One standard.

Principal · Governance & Assurance

Accountant, business mentor and strategist with more than 27 years across accounting, audit and governance. Experience spans SMEs, local and central government, iwi organisations and private enterprise, in roles up to CFO level.

Auditor of Tier 2 and Tier 3 not-for-profit entities, and a working board member and chair across community trusts.

Credentials

BCom (Accounting and Taxation) · MBA · BEd · Chartered Accountants ANZ (provisional) · Associate Fellow, NZIM

Principal · Capital & Strategy

Commercial economist with over 30 years across investment banking at global institutions, venture capital incubation, and fintech and telco leadership in New Zealand and internationally.

Has advised on capital markets across NZ, Australia, the UK, Europe and Africa.

Focus

Fundraising and investor relations · M&A and due diligence · Go-to-market strategy · Corporate governance consulting · King IV, Influencer and Crucial Conversations frameworks

27+ yrsAccounting, audit and governance practice

30+ yrsInvestment banking, venture and capital markets

$1.6BM&A valuation contributed

King IVGovernance framework applied across boards

For accountants and advisers

Practice Partnership Programme

You often see first when a client is succession-ready or short of capital. We offer a formal, non-exclusive referral arrangement with clear terms and a transparent fee.

Enquire about a practice partnership

For experienced professionals

Join as a principal

Senior people with corporate leadership, financial services or founder experience can apply to lead mandates under the Pairing Partners standard. References are verified.

Express interest

Engagement

How a mandate runs

Every engagement begins with a confidential scoping conversation. Terms are agreed in writing before any introduction is made.

Mandate	Basis of engagement
Governance and capital readiness for charities, NFPs and iwi	Fixed-scope project or advisory retainer
Capital raising readiness	Scoping retainer plus introduction fee
Practice succession and exit	Confidential first consultation, then mandate retainer plus completion fee
Roll-up due diligence for funds	Per-target due diligence fee or programme retainer

Request a conversation

A first conversation is confidential and without obligation.

Charity board, practice owner planning an exit, fund, business seeking capital or capital partner: tell us a little about your situation and a principal will reply within three business days.

Prefer email? enquiries@pairingpartners.org