Assignments

IWA assignments are typically commercially confidential. Accordingly we present herewith only the general nature of assignments that we have undertaken or participated in. If you seek elaboration please contact us.

• Commercial value audits and scoping studies in respect of State-owned entities including provision of advice in relation to the sales process and acting as quality assurer in respect of valuations.
• Asset allocation and investment portfolio management review and recommendations.
• Financial restructuring and implementation of a scheme of arrangement with creditors.
• Expert witness testimony to the High Court and Commerce Commission on valuation, capital markets, underwriting, investment risk and expected return, financial asset and liability management and interpretation of economic consequences of contractual commitments.
• Expert appointed to establish a binding value in respect of the sale and purchase of a joint venture interest.
• Evaluation of EVA® management financial systems.
• Introduction of Stern Stewart & Co and its management incentive compensation scheme to New Zealand companies.
• Valuation of numerous entities and businesses including for the purposes of effecting the transfer of ownership, evaluating a potential acquisition, determining the terms of an amalgamation and establishing the commercial viability of a corporate plan.
• Preparation of EVA® analysis and associated valuation parameters to evaluate potential acquisitions, mergers of interests or corporate plans.
• Cost of capital including application of the capital asset and option pricing models.
• Review of contracts and associated risk management.
• Estimate of industry benchmark asset values and associated returns.
• Critique of specific applications of the Optimal Deprival Valuation methodology.
• Energy transmission pricing principals.
• Appraisal of electricity and port access pricing contracts.
• Arbitrator in respect of determining contractual rights and obligations including fee payable.
• Facilitator for strategic planning process and the commercial negotiations determining the location of a major infrastructure asset.
• Independent appraiser of option scheme.
• Critique of merger proposals including ascribed valuations and synergy claims.
• Advice on the feasibility of a business unit spin-off.
• Advice on the interpretation, implementation and value consequences of Government regulatory and capital charges regimes.
• Monitoring the financial performance of natural monopolies.
• Management of tender offer including preparation of Investment Summary and Information Memorandum, supervision of due diligence and co-ordination of indicative offers.
• Management of business sale and purchase including negotiation of terms and conditions.
• Intellectual property valuation.