The Value Added Services (VAS) Team was developed in 2012 to solve problems, optimise solutions and do what it takes to make a material difference for our clients. We have the experience to assist with anything relevant to business and as importantly the effects on the people involved.
- Litigation Support
- Transactions – Mergers, Acquisitions & Disposals
- Capital Raising
- Property Syndications
- Capital Structuring
- Succession Planning
- Dispute Resolution & Negotiations
- Strategic and Operational Reviews
Our culture is business and investment driven. Strategically, we have positioned ourselves as a wealth services firm. We help clients generate, maintain and optimise wealth.
The VAS team comprises a variety of skills including; advanced analytical skills, significant experience managing negotiations and disputes, strategy development and implementation, governance, all accompanied with practical commercial experience.
We are successful by helping our clients to be successful – here’s the evidence in their own words…
Strategic and Operational
“As a business it can be challenging to reflect on past performance and realise things need to change, then actually take the step to action and implement that change. We faced the dilemma of having to undergo a director and shareholder change, with the added predicament of refinancing the newly structured business due to changing market conditions and industry contracting constraints. Gilligan Sheppard had already been providing business advisory services, so with the benefit of hindsight into operations it was a chance for the value added services team to meet the next challenge. The list of requirements was worked through methodically, most impressive being the interpretation and application of existing and predicted data to forecast profit and loss and integrated balance sheets well beyond merely the next financial year. The result was a successful refinancing outcome allowing the business to expand its abilities and meet its contractual commitments to enable controlled growth in the market.”
Capital Raising and Property Syndications
“We wanted to expand and grow our footprint in Auckland and at the time, Housing NZ were running the first stage of the McLennan Project. We approached the Value Added team and had a chat about the opportunity for us to secure land from Housing NZ at a good price for a super lot. We purchased the super lot through a structure set up by Gilligan Sheppard and built and then sold 16 houses.
GS took the time to get a good understanding of our business, including meeting our team. Once they understood our business, they were in a good position to create an appropriate solution to help us buy the land, construct the houses and deliver them to market.
This was done through one of their property syndicates in 2016 and it was wound up in 2017 – an excellent solution to help us grow in Auckland.
Following that success, we then looked at a second project in Orewa, and again the Value Added Services team put in a funding structure to help us lock down 20 lots up on West Hoe Road and that land is yet to be titled. We also utilised the Value Added Services team to help us with a project up in Whangarei with Fulton Hogan where another property syndicate was established.
GS have really helped us 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. They established a solution to help support the growth of our business.
The services we asked GS to engage with, were to come up with a suitable solution and a capital structure to enable us to purchase land, construct houses and sell them into the market. They dealt with everything from tax structuring, legal structures and then actually presenting our case to investors who ended up participating in a property syndicate. And then there was the ongoing administration, communications and reporting with the property syndicate.
We would definitely recommend GS to anyone looking to do a capital raise or property syndicate.”
Jason Rogers, Land Acquisition & Funding, Generation Homes.
Dispute Resolution and Negotiations
“Gilligan Sheppard (GS) was the obvious choice when facing an acrimonious end to a business partnership, resulting ultimately in a sale and purchase of shares. Bruce’s pedigree speaks for itself when it comes to delving into the dark arts of shareholder agreements, he is able to extract the truth of a situation with daylight clarity, albeit his unconventional colourful approach may unsettle some. The requirement to establish the value of shares in this instance required a clear grasp of the business operations and understanding of associated trade industry complexities. I cannot praise enough the level of knowledge, research, market application and legal support presented by Joshna, with the added ability to temper Bruce’s unconventionality. The result was a resounding success and I would have no hesitation in recommending GS.”
Valuations and Due Diligence
“Buying a business can be a very stressful thing especially for people like myself who is a first-timer as business owner, however with the help from Team at Gilligan Sheppard, the whole process made so easy and seamless, right from the business valuation to due diligence check, from setting up business entity to bookkeeping. I am so grateful for the professional service that provided by Gilligan Sheppard team and would definitely recommend them to anyone who is to buy or sale business.”
Click here to meet the Value Added Services (VAS) team.