Private Equity

Private equity continues to play an increasingly important role in New Zealand's business landscape, providing the capital, strategic direction and commercial expertise that enable businesses to grow, transform and realise their full potential. Whether acquiring businesses, preparing for investment, expanding a portfolio or planning an exit, success depends on informed decision-making, disciplined execution and trusted advice.

At RSM New Zealand, we work alongside private equity firms, family offices, institutional investors, business owners and management teams throughout every stage of the investment lifecycle. Our multidisciplinary team combines expertise in Corporate Finance, Tax, Business Advisory, Audit and Forensic Accounting to deliver commercially focused advice that helps clients identify opportunities, manage risk and maximise value.

Whether you're evaluating your next acquisition or preparing your business for investment, we provide practical solutions backed by deep technical expertise and a strong understanding of New Zealand's mid-market. 

Understanding the Industry

The investment environment continues to evolve as businesses navigate economic uncertainty, changing capital markets and increased expectations around governance and financial performance. Investors are seeking businesses with strong leadership, scalable operations and reliable financial information, while business owners are looking for partners who can help accelerate growth without losing sight of long-term objectives.

Successful transactions require more than financial analysis. They demand advisers who understand the commercial drivers behind a business, identify potential risks early and provide practical recommendations that support confident decision-making.

At RSM, we work closely with investors and management teams to help unlock value before, during and after a transaction. 

Industry Experience

Our Corporate Finance specialists advise clients across New Zealand's investment ecosystem, including:

• Private equity firms  
• Family offices  
• Institutional investors  
• High-net-worth individuals  
• Portfolio companies  
• Founder-led businesses  
• Corporate acquirers  
• Overseas investors  
• Management teams  
• Professional advisers  

We support clients throughout the investment lifecycle, from strategic planning and due diligence through to integration, growth and exit. 

How We Support Your Business

Identify Opportunities 

Making informed investment decisions starts with quality information. We help investors and business owners evaluate opportunities through robust financial analysis and commercial insight.

• Financial due diligence  
• Tax due diligence  
• Business valuations  
• Financial modelling  
• Strategic transaction advice  

Execute Transactions 

Successful transactions require experienced advisers who can navigate complexity while keeping commercial objectives front of mind.

• Mergers and acquisitions  
• Capital raising  
• Transaction structuring  
• Vendor assistance  
• Deal support and negotiation  

Maximise Value 

Our involvement doesn't end when the transaction is complete. We continue working with clients to strengthen performance, improve governance and prepare for future opportunities.

• Strategic business advisory  
• Financial reporting  
• Governance and board advisory  
• Forecasting and performance reporting  
• Business restructuring  
• Exit and succession planning  

How We're Helping New Zealand Businesses 

Our Corporate Finance specialists have supported investors and business owners across a broad range of transactions and strategic projects, including:

• Delivering financial due diligence, business valuations and transaction support across a range of industries, including manufacturing, healthcare, retail, logistics and professional services.  
• Developing sophisticated financial models to support acquisitions, capital raising and long-term strategic planning.  
• Supporting shareholders through complex business valuations and independent financial assessments.  
• Advising business owners on succession planning, business restructuring and preparing businesses for sale.  
• Providing strategic tax advice and transaction structuring for domestic and cross-border investments.  

Why RSM?

Successful investments are built on trusted relationships, commercial insight and the ability to see beyond the numbers.

At RSM, our clients work directly with experienced advisers who understand the dynamics of New Zealand's mid-market and the complexities of the investment lifecycle. By bringing together specialists across Corporate Finance, Tax, Business Advisory, Audit and Forensic Accounting, we provide integrated advice that supports confident decisions and delivers long-term value.

Through the global RSM network, we also provide seamless access to specialists across more than 120 countries, supporting clients with international transactions, cross-border investments and global growth opportunities.