New Year, New Newbrook

New Year , New Newbrook

The new year has arrived with both investors and businesses back online. I hope you all enjoyed a great Christmas break with your families and have time to reflect and re-charge.

?For me, 2023 was our biggest year to date with some significant milestones being -

?- Hitting 5 years in business?

- Hitting my $100M transactions target over 5 years

- Completed a significant capital raise for a client

- Syndicating Space X for NZ investors?

?For 2024, its time to reflect and move to the next step in the business journey. I have some ambitious plans which I have started to implement and look forward to sharing at a later date.

?One thing that's new for this year is the re-launch of my podcast Market Intel. In 2020 I did a online interview show called Market Intel and it included guests such as -?

• Now Minister, David Seymour?
• Leading economist, Tony Alexander?
• CEO of Crusaders Rugby , Colin Mansbridge?

?So for the first episode I looked at some other private investment opportunities across Catalist , Syndex New Zealand and Snowball Effect to see what's out there for investors! I would love your feedback and suggestions!?

?Next week I talk with leading economist Cameron Bagrie on the outlook for NZ SMEs and the wider NZ economy for 2024, so subscribe to hear it first!?

?Thank you and I look forward to engaging with you all in 2024 and wish you a year of success ahead

? About Newbrook

Dave is the Director and Founder of Newbrook, a capital advisory firm that partners with New Zealand-based SMEs looking to grow, restructure, or exit. With over 10 years of experience in business lending, deal advisory, and investment, Dave is a finance professional with expertise in working capital, cash flow lending, capital raising, property finance, M&A, and valuations. Dave also acts for a number of high net wealth individuals on their specialist transactions. This includes private market placement and larger ticket transactions. Dave is passionate about creating a better and more accessible financial market for the SME sector, which he believes is the backbone of the NZ economy. He has helped to raise a significant amount of funding for the ecosystem and developed innovative tools to further support SMEs.

In the market

?Market Intel - BETA

Market Intel is the show which brings you guests working with businesses and investors in the front row. Started in 2020 the purpose was to inform businesses and investors about what issues are facing NZ businesses. For 2024 I have decided to revive the show and mix it up a little.?

?So for this first episode, I have looked at the current private investment offers (outside of Newbrook) and put my lens on what I think and questions that should be had - think shark tank without the pitch and just the info on screen!?

?Next week we have leading economist Cameron Bagrie on the show so please click below to listen and subscribe!?

?I would love your feedback and suggestions!

Listen Here

?

Marketing 4 Business Podcast

Also this month I really enjoyed being a guest on the Marketing 4 Business podcast. I discussed Whisky, investment & raising capital in New Zealand.?

?If you love whisky then you'll love the first 5 minutes of this show as I discuss my home town in Scotland and how to sell whisky like a Scotsman.

?I also discuss my career to date and what businesses should look at before obtaining funding.

Listen Here?

?

Sharing insights

This month I was also asked to come along to the 新西兰坎特伯雷大学 start-up program to share my insights and knowledge on the private capital markets in New Zealand.

?As I don't tend to work a lot with start-ups it was fun to be back at the early stage side of things and hear about the innovative solutions the students are working on.?

Live?Opportunities

Aotearoa Housing - (Coming soon)

Aotearoa ?Housing is a national housing provider who partners up with Community Housing Providers and Charitable trusts to provide a wide range of housing solutions. Their mission is all about strengthening whānau and our communities.

?Newbrook is proud to partner with Aotearoa Housing as their official capital partner for projects across New Zealand. We (Newbrook) have helped develop an innovative investment structure to enable greater access to capital and liquidity to investors.?

?We plan to launch their first IPO in early 2024. This model will allow both retail and wholesale investors here and overseas to partake - with frequent trading events linked to the capital gains for upside.

?The asset owning entity will also be income generating with housing New Zealand as the tenant and cash distributions paid monthly.

?

The Marlborough Hotel - Hotel Development (Coming soon)?

The Marlborough is a luxury boutique hotel based in Blenheim. The Marlborough offers a unique and luxurious accommodation experience in the world-renowned Marlborough vineyards. Whether you’re looking for a romantic getaway, vacation or a weekend with friends our small luxury hotel in New Zealand provides you with the perfect backdrop to create lasting memories.

?Due to continued growth and opportunity in the region , the operator is now looking to expand with an additional 20 rooms as a second hotel on the site. This is a rare opportunity to invest into the management company and real estate assets - getting both sides of the upside growth!

?Convertible Debt - Property Management ?(Live)

Our client in Auckland has a clear strategy for M&A roll-ups and seeking convertible debt notes for additional acquisitions.? Experienced operators with strong bank support in a market with lots of smaller players, making it ideal for M&A roll-ups.?

?Clear market-driven valuation metrics and exit strategy for investors. Get in touch to discuss this further - an NDA is required to be signed.

?SpaceX - Secondary Market Trading (Coming soon)

In December we completed our latest purchase of SpaceX shares? and will be facilitating our first secondary trading on Catalist shortly once we have received the latest valuation guidance from the US.

Learn More