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.

featured-quote-mark.png
  • This field is for validation purposes and should be left unchanged.

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.

solid-icon1b.png
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. xero logo It’s small business accounting software that’s simple, smart and occasionally magical. Log in online anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. 
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. tax traders logo Tax Traders allows you to buy someone else’s tax to settle your account with Inland Revenue, as well as save on interest and late payment penalty charges.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. smart ar logo Astute cash flow management is essential for operating a small business.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. myob logo Trusted by 1.2 million businesses, myob is New Zealand’s largest accounting solutions provider. The platform is equipped to support the needs of New Zealand organisations.
As a client at Gilligan Sheppard you will access to international networks and resources to enable optimal outcomes for your business/trust/transaction.  accountancy insurance logo Tax Audit Insurance specifically designed for accountants in public practice. This provides cost effective protection and peace of mind against the substantial cost that may be incurred should IR or other government authorities conduct a random review, investigation or audit.
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.
solid-icon2.png
Debt Eats Equity
The heading of this article is not original to me; it came from Stuart Nattrass, probably during those conversations around the board table. As a long-term board member of South Canterbury Finance, [...]
End of financial year checklist
It’s that time of year when you’re either scrambling to file your last financial year before the end of March or gearing up to complete another financial year. When preparing for the year-end, [...]
Marketing on a budget: Smart strategies for small to medium businesses
As a business owner, allocating resources effectively is crucial for growth and success. One area that often gets overlooked or underfunded is marketing. However, even modest marketing efforts can [...]
Financial numbers explained…with beer.
My passion as an accountant for small to medium-sized businesses is to “dumb down” accounting to each business owner so they can make informed, comfortable decisions about their business. Often, [...]
Tax Updates: 18 March 2024
Welcome to this week’s review of tax issues where Richard comments on what’s been happening in the world of tax over the past week. If you have a question or would like a second opinion [...]
Tax Updates: 11 March 2024
Welcome to this week’s review of tax issues where Richard comments on what’s been happening in the world of tax over the past week. If you have a question or would like a second opinion [...]
Tax Updates: 26 February 2024
Welcome to this week’s review of tax issues where Richard comments on what’s been happening in the world of tax over the past week. If you have a question or would like a second opinion [...]
Tax Updates: 20 February 2024
Welcome to this week’s review of tax issues where Richard comments on what’s been happening in the world of tax over the past week. If you have a question or would like a second opinion [...]
What is a family office?
What is a “Family Office”, Why have one, what have others done, and what choices exist? The “Family Office” is a relatively new label for a relatively old structure Family offices have their [...]
The difference between a leader and a manager
What’s the most important thing to a company’s sustainable success? After considering the standard metrics such as market, the bottom line and a quality product, the majority would likely say [...]
solid-icon3.png

Click here for details.

We are recognised as authorities in our specialised fields. We publish newsletters with informed opinions that are free for you to subscribe to.

Click here for details.

Richard Ashby (our tax specialist) provides advice, comments and updates on what’s been happening in the world of tax each week.