Joint Managing Director

David Wallace

Skilled in investment banking, valuations, corporate treasury and asset management with 30+ years of experience in capital markets. David has held multiple corporate treasury roles, worked for JP Morgan as an equities analyst and overseen many transactions including IPOs, debt and equity raisings, MBO’s, mergers, acquisitions and divestments.

Industry experience:

Automotive; Beverages; Information technology; Recycling; Steel, metal and wood working.

Director

Martin Gray

Skilled in mergers and acquisitions, business disposals, finance raisings, project finance, independent expert reports, valuations, and due diligence, with substantial listed and private company lead advisory experience. Martin has over 20 years of corporate finance experience in Asia, New Zealand and Europe.

Industry experience:

Agriculture; Beverages; Education and training; Food; Healthcare.

Member of the Healthcare, Biotech & Pharma Industry Group.

Senior Analyst

Andrew Arthur

Andrew joined Armillary Private Capital in May 2022 as a Senior Analyst. Prior to joining Armillary Andrew worked at Grant Thornton as a Senior BAS Accountant and at VCFO Group as a Management Accountant. Chartered Accountant accredited by CAANZ.

Industry experience:

Building & construction; Food; Healthcare.

Executive Director

Karl Bennett

Karl Bennett has over 18 years of corporate finance experience in NZ, Australia, UK, USA & Poland involving mergers & acquisitions activity, due diligence, planning and executing debt & capital raising (including Initial Public Offerings or “IPOs”), systems (IT and operational) change management and the building, analysis of and reporting of financial and/or operating models for consolidated groups, joint ventures, companies or projects. Karl holds the CA qualification from Chartered Accountants Australia and New Zealand and is a member of the New Zealand Institute of Directors.

Industry experience:

Agriculture; Beverages; Building & Construction; Energy & renewables; Information technology.

Executive Director

Peter John Bosworth

Background in the finance and advisory sector with a particular focus on the primary and agribusiness sectors including agriculture, horticulture, fishing and supporting businesses in these sectors. Skilled in debt and equity raising and M&A.

Industry experience:

Agriculture; Beverages; Financial services; Food; Plastics.

Member of the Agri, Food & Beverages Industry Group.

Director

Geoffrey Davis

Director at Armillary, based in Wellington’s Office.

Skilled in corporate finance, equity capital markets and all aspects of M&A across 20+ years of experience in finance and investment markets. Geoff previously worked at TeamTalk, Active Equities, Brierley Investments and National Mutual / AXA Funds Management. Geoff is an ACA member of Chartered Accountants AU & NZ.

Industry experience:

Beverages; Chemicals; Information technology; Telecom.

Manager

Sam Finnigan

Sam joined Armillary Private Capital in November 2021 as a Senior Analyst in our Auckland Office. Sam returns to Auckland after having spent two years in British Columbia. Prior to this, he worked as a senior auditor for BDO in Auckland before joining SkyCity as a financial analyst.

Analyst

Jansson Ford

Jansson joined Armillary Private Capital in July 2022 as an Analyst, prior to joining Armillary Jansson worked at The Treasury NZ covering the Crown’s commercial entity portfolio.

Industry experience:

Education and training; Information technology; Transport & Logistics.

Member of Logistics & Transportation Industry Group.

Senior Analyst

Jai Goradia

During his time in Armillary he has been part of several M&A transactions and managed the Unlisted Securities Exchange and an equity-crowdfunding platform called Crowdsphere. Prior to that, Jai founded an education-based startup in Mumbai and organised one of India’s largest public speaking events and trained over 1000 students across the country.

Industry experience:

Education and training; Electronics; Engineering; Information technology; Transport & logistics.

Member of Consumer & Retail Industry Group.

Joint Managing Director

Leon Daniel Grandy

Skilled in structured finance, corporate banking and executive management, with over 25 years working for major financial institutions such as ABN AMRO, AXA, HSBC and Westpac.

Industry experience:

Automotive; Financial services; Government; Real estate & facility management; Wholesale.

Executive Director

Steve Smits-Murray

Skilled in debt and equity raising, mergers and acquisitions, new growth developments and governance. Steve has over 15 years of experience working in the Māori commercial sector and has managed a NZ$1 billion portfolio in the Energy, Food, Telecommunications and Innovation sectors.

Industry experience:

Agriculture; Building & Construction; Clean technology; Information technology; Transport & logistics.

Manager

Logan Riley

Skilled in Structured Finance with over five years of experience working for SMBC London covering power and renewable energy project finance.

Manager

Jono Sloan

Jono joined Armillary Private Capital as a Senior Analyst. Jono brings a wealth of experience to the team, having worked both as an analyst and a commercial banker before moving abroad in 2019. His most recent role was in structured finance in the UK.

Industry experience:

Agriculture; Energy & renewables; Food; Real estate & facility management; Wholesale.

Executive Director

Mark Steed

Joined Armillary Private Capital as an Executive Director, after a 37 year banking career, initially in the UK with Barclays and subsequently in New Zealand with Westpac New Zealand Limited. From 1995, led and cultivated high performing teams at Westpac NZ’s Corporate Banking, Leveraged Finance (Private Equity funded investments including M&A, MBO/I’s), Property Finance, and more recently Agribusiness, Commercial and Business Banking. These teams have been specifically responsible for providing banking solutions to the Primary, Corporate, Property and Business sectors and clients, whilst supporting strategic growth and development of the bank’s key strategic priorities and development through programmes of transformation, continuous improvement, and operating within acceptable Risk and Regulatory parameters.

Transformation programmes include Customer Insight, Customer Acquisition, People development and capability, Digital transformation, Service Leadership through Sales Force Effectiveness, Productivity and Cost Management, and Infrastructure development. As the former Head of Business Banking at Westpac NZ, along with a leadership team, led teams ranging from 25 specialists to 500 banking generalists throughout NZ who work closely with clients and stakeholders that range from Commercial through to Corporate and Institutional customers delivering solutions and advice to help them succeed today and be well placed for tomorrow’s opportunities. Responsibilities have included providing a Business Banking strategy a subset of the Westpac NZ and Institutional & Business Banking strategy.

Extensive experience working with clients and leading teams in Corporate, Property Finance Commercial, Agribusiness and Business Banking and first-line Risk in New Zealand. A broad appreciation of the changing landscape, challenges and sources of competitive advantage in running these teams. Customers show enthusiasm for emerging digital technologies and operating efficiencies, financial services remain an industry built on similar levels of change, evolution and relationships that I have nurtured and led the Westpac Business Banking team in not only transforming, building and maintaining solid relationships with their customers in ever-changing times (particularly during Covid). All along delivering consistent results across all performance metrics in particular refining first line Risk Management and Regulatory requirements across the respective distribution business.