Tom Montgomerie
Partner
|
Auckland
Bio
Tom Montgomerie specialises in corporate law, advising across a broad range of corporate matters with a particular focus on mergers and acquisitions and capital markets transactions.
Known for his dedicated and responsive approach, Tom works closely with clients buying and selling businesses and assets, raising capital for growth and navigating complex corporate matters. He combines technical expertise with sound commercial judgement to find pragmatic solutions and keep transactions moving.
His advisory work includes corporate and fund structuring, joint venture and shareholder arrangements and employee incentive schemes. He also advises on governance matters, the NZX Listing Rules and the legal and regulatory requirements for raising capital in New Zealand, including offers to retail investors.
Tom advises businesses and their owners, listed issuers, private equity sponsors and fund managers based in New Zealand and overseas. His clients range from start-ups and growth-stage businesses to large corporates and established institutions. He has experience across a broad range of sectors, including infrastructure, primary industries, technology and financial services.
Prior to joining Anthony Harper, Tom worked at a large New Zealand law firm and in-house at a leading global asset manager in the UK.
Recognition
- IFLR1000 Rising Star M&A, and Capital Markets
Qualifications
- LLB, BA - University of Canterbury
- MBA (Distinction) - Imperial College of London
- Admitted in New Zealand - 2011
Work highlights
- Advising Morrison on the carve-out and cross-border combination of the teleradiology businesses of Qscan and RHCNZ to form Anytime Radiology.
- Advising Gentrack Group on its acquisition of Prospero Energy (trading as Factor).
- Advising Whip Around on its strategic investment by private equity investor Accel-KKR.
- Advising Infratil on all aspects of its co-investment in Fortysouth and the subsequent sale of its shareholding to a global infrastructure fund managed by InfraRed Capital Partners and Pantheon.
- Advising Zespri Group on its regulated offer of equity securities to NZ growers, capital structure and shareholder alignment initiatives and its share buyback.
- Advising Contact Energy on all aspects of its wholesale and retail debt programmes, including its regulated offer of green capital bonds (NZ Debt Market Issue of the Year, 2022 INFINZ Awards), a subsequent QFP offer of capital bonds (NZ Debt Market Issue of the Year, 2025 INFINZ Awards) and multiple series of NZX listed corporate bonds.
- Advising Summerset Group on all aspects of its acquisition of its Wai o Roka, Belmont property from Ngāti Whātua Ōrākei for a mix of cash and shares.
- Advising Insight Partners and its portfolio company Kabal AS on the acquisition of Trackitportal.
- Advising Infratil in connection with its acquisition of a majority stake in Pacific Radiology Group.
- Advising investment bank Lewis Tucker on the establishment of Forest Partners LP with Contact Energy, Genesis Energy, Z Energy and Todd Corporation, established to invest in NZ forestry assets.
