
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 EVAŽ 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 EVAŽ 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.