Clare Capital
Clare Capital is an independent Wellington, New Zealand-based boutique investment bank founded in 2013, providing M&A, corporate finance, and capital raising advisory to listed companies, entrepreneurs, and growth-stage technology firms primarily in New Zealand with global network reach.
- Company typePrivate
- Founded2013
- HeadquartersWellington, New Zealand
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Clare Capital does
Clare Capital is an independent, founder-led boutique investment bank headquartered in Wellington, New Zealand, founded in 2013 by Managing Partner Mark Clare. The firm provides three core advisory services: mergers and acquisitions (sell-side and buy-side mandates, joint ventures, sale and purchase agreements), corporate finance advisory (strategic options analysis, valuation, capital structure, financial modelling, and incentive scheme design), and capital raising advisory (private equity, venture capital, IPOs, rights issues, debt financings, and strategic acquisition financing). All revenue is generated through professional services advisory fees on a quote-based, per-engagement model; no recurring or subscription revenue streams exist beyond marketing-driven content distribution.
The firm's client base spans listed companies, entrepreneurs, growth-stage technology companies, business owners, and shareholders across New Zealand, with a stated global investor and buyer network used to source cross-border counterparties. Disclosed transactions between 2021 and 2025 cover telecommunications (Kordia), energy and agriculture (Meridian Energy, NZ Windfarms), technology and data (Xero, IntegrationWorks, DataTorque, DOT Loves Data, Cloudscape/Virtual Superintendent, Argus Tracking), financial services (Implemented Investment Solutions, InvestNow, Hatch), and online marketplaces (homes.co.nz sold to Trade Me). The team comprises eight members including a Managing Partner, General Manager, Partner, Director, Senior Analyst, and three Analysts, with backgrounds spanning PwC Corporate Finance, Movac (NZ VC), Rangatira Investments (NZ PE), KPMG, Forsyth Barr, and Simpson Grierson.
Clare Capital's go-to-market is direct, relationship-driven advisory supported by a weekly proprietary research publication called Tech Insights, which has run continuously to edition 409 as of April 2026 and has over 1,500 subscribers among founders, executives, advisers, and investors. The firm has no proprietary technology product, no recurring SaaS or platform offering, and operates from a single Wellington office at Level 2, 97 The Terrace. No funding rounds, acquisitions, mergers, leadership changes, or geographic expansions beyond NZ are evidenced in the source material.
Clare Capital firmographics
Firmographics- Name
- Clare Capital
- Legal name
- Clare Capital
- Website
- https://clarecapital.co.nz
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Clare Capital is an independent Wellington, New Zealand-based boutique investment bank founded in 2013, providing M&A, corporate finance, and capital raising advisory to listed companies, entrepreneurs, and growth-stage technology firms primarily in New Zealand with global network reach.
- Ownership category
- akta.pro rank
Clare Capital industry classification
Industry- Product category
- Investment Banking Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
- akta.pro secondary industries
- Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)
Keywords
Where Clare Capital is headquartered
LocationHeadquarters
- HQ city
- Wellington
- HQ country
- New Zealand
- HQ region
- Oceania
Offices1 record
Markets served
Clare Capital business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- M&A Advisory: Advisory fees for mergers and acquisitions transactions including sell-side and buy-side mandates, negotiating term sheets, joint ventures, and sale and purchase agreements.
- Corporate Finance Advisory: Advisory fees for strategic options analysis, valuation advice, capital structure advice, financial modeling, and option/incentive scheme advice.
- Capital Raising Advisory: Advisory fees for private equity investment, IPOs, rights issues, debt financings, and strategic acquisitions financing.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Clare Capital product offering
Product offeringCore offering
Clare Capital is an independent New Zealand-based investment bank providing corporate finance advisory services across three core lines: mergers and acquisitions advisory (sell-side, buy-side, joint ventures, term sheet negotiation); corporate finance advisory (strategic options analysis, valuation, capital structure advice, financial modelling, incentive scheme advice); and capital raising advisory (private equity, venture capital, IPOs, rights issues, debt financings, acquisition financing). The firm also publishes a weekly Tech Insights research report to over 1,500 subscribers covering the intersection of finance and technology.
Product overview
Clare Capital is an independent Aotearoa New Zealand-based investment bank providing corporate finance advisory services. The firm offers three core service lines: Mergers & acquisitions advisory (completing M&A transactions for large entities and private companies, including selling or acquiring companies or assets, negotiating term sheets, joint ventures, and sale and purchase agreements); Corporate finance advisory (combining structured fundamental analysis with practical experience, including strategic options analysis, valuation advice, capital structure advice, comprehensive financial models, and option/incentive scheme advice); and Capital raising advisory (advising on capital management and capital raising including private equity/venture capital investment, IPOs, rights issues, debt financings, and strategic acquisition financings). The firm also publishes a weekly 'Tech Insights' research report distributed to over 1,500 subscribers including founders, executives, advisers, and investors, covering the intersection of finance and technology. Founded in 2013, Clare Capital is based in Wellington, New Zealand.
Differentiator
Problem solved
Functional benefit
Products and services
- Mergers and Acquisitions Advisory End-to-end M&A advisory for large entities and private companies, including sell-side and buy-side mandates, negotiating term sheets, joint ventures, and sale and purchase agreements. Targeted at listed companies, private company owners, and entrepreneurs seeking to complete transactions.
- Corporate Finance Advisory
- Capital Raising Advisory
- Tech Insights Research Publication
Companies that use Clare Capital
Customer profileNamed customers13 records
Segments4 records
Ideal customer profiles3 records
Clare Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Clare Capital partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights5 records
Clare Capital competitors and assessment
Company assessmentBroad incumbents
- Houlihan Lokey: Houlihan Lokey is a global independent investment bank with leading positions in M&A, capital markets, and restructuring advisory. It is a comparably structured independent advisory firm to Clare Capital but at vastly larger scale, providing reference points on growth, sector specialization, and global expansion strategy.
- Lincoln International: Lincoln International is a global mid-market investment bank specializing in M&A advisory and capital raising. Its mid-market focus and cross-border deal capability closely parallel Clare Capital's positioning in serving growth and mid-sized companies across geographies.
- Lazard: Lazard is a global independent financial advisory and asset management firm with a long history in M&A advisory. While significantly larger, it shares Clare Capital's pure advisory (no balance sheet lending) structure and has a substantial ANZ presence, competing for similar cross-border mandates.
- Evercore: Evercore is a leading global independent investment banking advisory firm. It represents the scaled, globalized version of the boutique advisory model that Clare Capital operates in, with deep overlap in M&A advisory services and similar independence-centric positioning.
- Rothschild & Co: Rothschild & Co is a global independent advisory firm with deep mid-market M&A, restructuring, and equity advisory practices. Comparable to Clare Capital through its family-controlled, independent advisory heritage and emphasis on cross-border mid-market deals.
Direct peers
- Forsyth Barr: Forsyth Barr is a New Zealand-based investment bank and stockbroking firm offering advisory, research, and wealth management. It is a direct peer to Clare Capital in NZ M&A and capital markets advisory, and was even a former employer of Clare Capital's Senior Analyst Baxter Robb, indicating direct talent and mandate overlap.
- Craigs Investment Partners: Craigs Investment Partners is a New Zealand-headquartered investment advisory and wealth management firm with a long-standing advisory and capital markets business. It directly competes with Clare Capital in NZ M&A, corporate finance, and equity capital raising mandates, particularly in the mid-market.
- Calibre Partners: Calibre Partners is an Australian boutique advisory firm focusing on mid-market M&A, restructurings, and capital raising. It is a relevant peer given similar boutique positioning in the ANZ region and overlap with Clare Capital's mid-market M&A and capital advisory mandate profile.
- Cameron Partners: Cameron Partners is a leading Australia/NZ-focused mid-market advisory firm specializing in M&A and capital raising. It is highly comparable to Clare Capital in boutique size, sector focus, and trans-Tasman deal execution, making it a closely aligned regional peer.
- Jarden (formerly First NZ Capital, now part of Morgan Stanley): Jarden is the largest New Zealand-headquartered investment bank, providing M&A advisory, equity capital markets, and research - the closest direct comparable in geography, service mix, and target client base to Clare Capital. With its 2023 acquisition by Morgan Stanley, Jarden now combines local NZ deal execution with bulge bracket distribution.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Clare Capital social profiles
Digital presenceClare Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Clare Capital leadership team
Management profileNumber of profiles
Profiles1 record
Clare Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Clare Capital M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Clare Capital
What does Clare Capital do?
Clare Capital is an independent New Zealand-based investment bank providing corporate finance advisory services across three core lines: mergers and acquisitions advisory (sell-side, buy-side, joint ventures, term sheet negotiation); corporate finance advisory (strategic options analysis, valuation, capital structure advice, financial modelling, incentive scheme advice); and capital raising advisory (private equity, venture capital, IPOs, rights issues, debt financings, acquisition financing). The firm also publishes a weekly Tech Insights research report to over 1,500 subscribers covering the intersection of finance and technology.
Is Clare Capital a public or private company?
Clare Capital is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Clare Capital founded?
Clare Capital was founded in 2013. It employs 1 to 10 people.
Where is Clare Capital based?
Clare Capital is headquartered in Wellington, New Zealand, in the Oceania region.
How does Clare Capital make money?
Three revenue lines are on record. M&A Advisory is the primary driver. The others are corporate Finance Advisory and capital Raising Advisory.
Who are Clare Capital's main competitors?
Broad incumbents on record are Houlihan Lokey, Lincoln International, Lazard, Evercore and Rothschild & Co. Direct peers are Forsyth Barr, Craigs Investment Partners, Calibre Partners, Cameron Partners and Jarden (formerly First NZ Capital, now part of Morgan Stanley).
Does Clare Capital have an API?
No public API is recorded for Clare Capital.
What industry is Clare Capital in?
Clare Capital's product category is Investment Banking Advisory. Its primary akta.pro industry code is BPAHADAB, Corporate Finance & Capital Advisory, with a secondary code of FSAEAGAC, Capital Raising Advisory (Equity & Equity-Linked). Its NAICS code is 523940 and its SIC code is 6282.