Investment syndicates

Investment syndicates, in finance, refer to the pooling of resources by like-minded investors to buyout or create a business or capital asset such as a property or other such assets.

At Gilligan Sheppard, we both source and offer (subject to security law restrictions) such investment syndicates. We also provide governance and management services (not at the same time, we understand conflict of interest) and can help manage your syndicate or can use our networks to create a syndicate for your business or asset.

Gilligan Sheppard works with a range of property developers and land owners to secure funding (both debt and equity) to enable property development projects to commence. We work with some of New Zealand’s most respected property developers.

Looking back over the numbers for the last five years, we can proudly say that we have met or exceeded our clients’ expectations with investment syndicates.

Our syndicates comprise a broad range of investors who determine which project appeals to them such as a commercial building in Queen Street, Residential Housing in Auckland, Apartment conversions in Auckland, Greenfield development in Christchurch or Worker accommodation in Queenstown.

In addition, we routinely test new ideas and attempt to build groups of collaborators to fund and advance such companies.

The Investment team at Gilligan Sheppard can help you if you are looking for project funding or if you are an investor looking for a property investment option.

Having Bill join the Canon team was a huge win right from the outset. The value Bill delivered consistently in providing leadership and guidance to his team, insight into internal and external marketing, branding and culture set a new cohesive direction for Canon. Bill has very strong family and collaborative values which are invaluable to team work; he has a genuine interest in people. With a focussed and positive attitude, great things happen. Bill’s mix of experience and skills from both an FMCG channel background and B2B with TelstraClear and now Canon are very beneficial, yet quite unusual to find, but his biggest strength is leading a team – to work together, enjoying what they do and who they do it with everyday, regardless of the pressure or tediousness of the tasks.
Mike Johnston
Canon NZ Limited
It’s been awesome to work with Bill. His coaching enabled me to understand how I could become more effective by applying new ways of working. He is a great listener and tenacious in keeping me on track. I’m inspired by his passion for high performance and value the pragmatic wisdom of his experience. Bill creates a trusted relationship easily because his genuine care is obvious. He has a gift for focusing on what matters – purpose, performance and people.
Leanne Gibson
Manurewa High School Business Academy
Bill is professional skilled sales and marketing executive that has the ability to quickly build trustworthy business relationships. He has the ability to keep relationship strong during testing times. I would describe Bill as a person that has a natural affinity with people, he has a entrepreneurial spirit and able to build respect with his peers and lasting relationships with his customers.
Patrick Carson
Telstraclear
Gilligan Sheppard have been on call for anything from data entry questions in the annual checklist through to providing advice on our company structure. The checklist system is extremely user friendly and the staff are very patient with us if we do have any queries.
Stephen Davies
Leaders in interior fit-outs, Practec Management
I’ve been dealing with Gilligan Sheppard since the 1980s. Their advice has been invaluable, especially in relation to transactions and deals, tax questions, running trusts and our internal accounting. I’m eternally grateful to them for valuable advice at key moments over many years. They always understood my various businesses, they’re always helpful and they’re great to deal with.
Robert Turner
Online directories and marketing, Turner Media
Building a business in a mature market against $100M+ competitors is no picnic, but at least we have the support of an accounting company where one of the partners wears a bike outfit to work and funny hats at public company AGM’s. We will never take the journey too seriously!
Stefan Preston
Comfortable and affordable women’s underwear, Rose & Thorne
Gilligan Sheppard was right with us from the start and they have been with us through thick and thin as we expanded in many areas with their advice
Phil Clarke
Importers of Italian food and wine, A Touch of Italy
I am eternally grateful to Gilligan Sheppard for saving my business career, and we’ve had a great business relationship ever since. Over the years, they have continued to help me when I’ve needed clever thinking and seasoned experience to help me solve complex business issues.
Steve Ballantyne
Brand story agency, Story IQ
Other accountants I’ve known simply present you with the financial facts and data and off you go. Gilligan Sheppard gives me the facts and the data, but they also help me analyse it and understand the broader context and bigger story at play – which makes it far more useful and interesting.
Liam Forde
Leadership, culture and performance architects, The Zone
Gilligan Sheppard have really helped us to grow our company and our footprint around Auckland and Whangarei. They took the time to understand our business, our people, our model and our industry risks.
Jason Rogers
Land Acquisition & Funding, Generation Homes
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Bruce Sheppard

Partner and investment expert.
Read Bruce’s profile.

Humphrey Hart

Senior Analyist and investment expert.
Read Humpgrey’s profile.

Ilya Ledenev

Analyist and investment support.
Read Ilya’s profile.

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As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. cpa logo A CPA is a finance, accounting and business professional with a specific qualification. It indicates a soundness in depth, breadth and quality of accountancy knowledge and gives you competitive advantage over your peers.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. agn international logo AGN International is a worldwide asociation, composed of four regions, of independent accounting and advisory businesses.
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