Family office

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...

Whitecliffe College was formed in 2018 by the merger of three tertiary education colleges, forming an independent art, design, fashion...

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...