Capital in the capital: a rough guide to investment in your business. 

Have you got any burning legal and investment banking questions you need answered in regard to your business? Then this event is for you. Armillary Private Capital in association with Crengle Shreves & Ratner present:

Capital in the capital: a rough guide to investment in your business. 

Armillary Private Capital in association with Crengle Shreves & Ratner present Capital in the capital: a rough guide to investment in your business. This event is designed to answer those burning legal and investment banking questions members of the Sustainable Business Network may have.

We’ll have a brief presentation followed by a Q&A session with our excellent and experienced speakers, Julie Crengle and Geoff Davis.  Their profiles are below.

Armillary views sustainable business and adoption of the circular economy as the natural evolution in New Zealand business. Our goal is to grow sustainable businesses throughout New Zealand, and lead the way capital markets interact with sustainable business that don’t conform to traditional business metrics.

We are hoping this event will spark the questions that will engage more meaningful conversations – and we ask attendees to prepare questions in alignment with Julie and Geoff’s expertise. These could include:

  • What is a capital plan?
  • I want to raise capital/sell my business in the near future, what should I be doing now?
  • Is debt or equity a better way to fund my business?
  • What are high net worth/ angel investors looking for when they consider investing?
  • What is the difference between a board and an advisory board?
  • What are the pros and cons of Crowdfunding?
  • How do I value my business?
  • What are my legal obligations as a director?
  • What is the best way to structure my business if I’m involved in more than one enterprise?

So join us over lunch on 16 April at 12 pm, level 11, 142 Featherston Street, Wellington.


  • Julie Crengle, Julie specialises in corporate, commercial and securities law. She is actively involved in business structuring, funding, acquisitions and public offerings. Julie also has an active practice in governance, commercial contract negotiations and entertainment law.
  • Geoff Davis, Geoff Davis has over 20 years of experience in finance and investment markets with a particular emphasis on corporate finance, equity capital markets and all aspects of M&A. Prior to joining Armillary Private Capital Geoff has worked at TeamTalk, Active Equities, Brierley Investments and National Mutual / AXA Funds Management.

Firm Profile – Crengle Shreves & Ratner

Crengle Shreves & Ratner is a boutique commercial law focussed on delivering high quality and tailored services to clients. Crengle Shreves & Ratner was formed in March 1999 and is now carried on by Julie Crengle as a sole practitioner.

We are a legal practice focusing on the needs of businesses and governmental entities. We also have developed associations with other firms to meet all our clients’ needs. Our services include a range of legal services including Commercial, Corporate, and Employment.

We are at the forefront of the development and application of company and securities law in New Zealand. We regularly advise and support directors and shareholders of private and listed companies across all areas including: governance, corporate organisation, mergers and acquisitions, offers of securities (debt and equity) and effective structuring of transactions.

Firm Profile – Armillary

Armillary Private Capital is an independent investment bank that helps businesses, business owners and investors to achieve their business goals and create value. We are especially dedicated to helping grow New Zealand’s fledgling circular economy by enabling the growth of sustainable businesses.

We trace our history in the New Zealand private capital markets back to 1992, where we began as part professional services firm McCallum Petterson. In 2005, we were formally established as a standalone entity under common ownership with our parent, and in 2008 we secured our independence through the acquisition of the remaining interest in the firm.

In 2009, we re-branded our firm as Armillary Private Capital.  We take our name from the Armillary Sphere which was developed by the ancient Greeks as a tool for teaching and solving astronomical problems. The sphere forms the basis of our logo and the name has been adopted as it relates to the core of our business – solving business problems.

Our approach is based on a combination of influences grounded in our purpose, methodology and experiences.  We have worked with a range of New Zealand businesses through all stages of the business lifecycle from start-up to maturity.  Be they private, listed or government-related we have seen and experienced the roller-coaster rides business owners and managers endure. These experiences allow us to quickly identify your needs and find the right solution.

Thanks to our event partner

Date and time
Wednesday 8 May 2019
Time: 12 - 1pm
Venue and Location
Crengle Shreves & Ratner

level 11
142 Featherston Street

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