Family office management

Expertise

We are experienced across a wide range of corporate finance and investment activities

Selected transactions, advisory engagements and our investments are shown below:

Ozone Coffee

Ozone Coffee is a specialty coffee wholesaler and retailer, with operations in the UK (London and Stafford) and New Zealand (New Plymouth...

Wishford Schools owns eight prep schools and a senior school in the south-east and south-west of England Oculus Advisors advised two...

Oculus Advisors worked with a New Zealand-based family on all aspects of establishing its family office over a seven year period Our role...

Acrow is a construction services business and New Zealand’s largest scaffolding, formwork, falsework and events infrastructure company. ...

Clyde (based in Fiji) merged with Acrow (based in New Zealand) to create a leading, independent service provider to the construction...

Oculus Advisors advised a family office on its growth capital investment in RenovoRX, a medical device and drug company headquartered in...

Vios, a medical device company based in the US and India, developed an FDA approved patient monitoring system and was subsequently...

Jetwing Symphony is a collection of owned and operated, purpose-built resorts located strategically across Sri Lanka with a strong...

Pencarrow is a leading New Zealand mid-market private equity fund manager, deploying capital in partnership with management and...

Morrison & Co is a is a specialist alternative asset manager focusing primarily on infrastructure, private equity and property investment....

Charteris is a boutique, leading London-based, UK equities fund manager We advised a family office on its allocation to Charteris and...

Atalo is a boutique, New York-based, US equities fund manager We advised a family office on its allocation to Atalo and invested our own...

Tensile is a boutique, San Francisco-based, US equities fund manager, differentiated by its private equity style approach to listed...

Oaks Asset Management is a fund manager with venture capital and private equity mandates to invest in companies domiciled in India Oculus...