James Beale Overview
- Firm
- Oriens Capital
- Primary Position
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Partner & Member...
- Primary Industry
-
Finance
- Active Board Seats
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4
- Med. Deal Size
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- Med. Valuation
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James Beale General Information
Biography
Mr. James Beale serves as a Partner & Member of the Investment Committee at Oriens Capital. He serves as a Board Member at Lifetime Retirement Income, PMG Property Funds Management and Rockit Global. His responsibilities included Private Wealth Research, Investment Management and retail equities dealing. James is an NZX Adviser, is Chairman of the CIP Investment Committee and is a member of the Pohutukawa Private Equity Investment Committee. James joined Craigs Investment Partners in 2001 and has experience in research, as a listed property analyst, and investment banking. In his role as Head of Equity Capital Markets from 2005 to 2008, James managed many successful IPO's, listings and capital raisings in the New Zealand market. From 2009 to July 2011, James was responsible for the national advisory network of Craigs. Prior to joining Craigs Investment Partners, James had six years of experience in the fund's management industry.
Contact Information
Address
- 53 Spring Street
- Tauranga, 3110
- New Zealand
James Beale Positions (1)
| Firm name | Firm type | Title | Location | Industry | Since |
|---|---|---|---|---|---|
| Oriens Capital | Investor | Partner & Member of Investment Committee | Tauranga, New Zealand | PE/Buyout |
James Beale Board Seats (4)
| Company | Industry | Ownership Status | Financing Status | Location | Since |
|---|---|---|---|---|---|
| Lifetime Retirement Income | Other Financial Services | Privately Held (backing) | Private Equity-Backed | Wellington, New Zealand | |
| Oriens Capital | Tauranga, New Zealand | ||||
| PMG Property Funds Management | Asset Management | Privately Held (backing) | Private Equity-Backed | Tauranga, New Zealand | |
| Rockit Global | Horticulture | Privately Held (backing) | Private Equity-Backed | Hastings, New Zealand |
James Beale Lead Partner on Deals (4)
James Beale has been the lead partner on 4 deals. Their latest deal was with TMG Cloudland Group, a other commercial services company. The deal was made on 06-Dec-2023.
| Company | Deal Date | Deal Type | Deal Size | Deal Status | Industry | Location |
|---|---|---|---|---|---|---|
| TMG Cloudland Group | 06-Dec-2023 | Joint Venture | Completed | Other Commercial Services | New Zealand | |
| PMG Property Funds Management | 01-Jul-2022 | Completed | Asset Management | Tauranga, New Zealand | ||
| Lifetime Retirement Income | 31-Aug-2018 | PE Growth/Expansion | Completed | Other Financial Services | Wellington, New Zealand | |
| Rockit Global | 13-Mar-2017 | Buyout/LBO | Completed | Horticulture | Hastings, New Zealand |
James Beale Network (49)
Board Members (21)
| Name | Company | Representing | Location | From |
|---|---|---|---|---|
| Martin Hawes | Lifetime Retirement Income | Self | Wellington, New Zealand | |
| Murray Denyer | Rockit Global | Self | Hastings, New Zealand | |
| Rockit Global | Pioneer Capital | Hastings, New Zealand | ||
| Rockit Global | Self | Hastings, New Zealand | ||
| Oriens Capital | Oriens Capital | Tauranga, New Zealand |
Portfolio Executives (24)
| Name | Company | Role | Deal date | Location |
|---|---|---|---|---|
| Andre Ducrot | TMG Cloudland Group | Co-Owner | 06-Dec-2023 | New Zealand |
| Lorena O'Connor | PMG Property Funds Management | Investor Relationships Manager | 01-Jul-2022 | Tauranga, New Zealand |
| PMG Property Funds Management | Investor Relationships Manager - Upper North Island | 01-Jul-2022 | Tauranga, New Zealand | |
| PMG Property Funds Management | Chief Executive Officer & Board Member | 01-Jul-2022 | Tauranga, New Zealand | |
| PMG Property Funds Management | General Manager, Investor Relationships | 01-Jul-2022 | Tauranga, New Zealand |
Fund Team Members (4)
| Name | Investor | Fund | Fund Location |
|---|---|---|---|
| Lucy Inder | Oriens Capital | Oriens Capital Fund II | Tauranga, New Zealand |
| Ryan Thompson | Oriens Capital | Oriens Capital Fund II | Tauranga, New Zealand |
| Oriens Capital | Tauranga, New Zealand | ||
| Oriens Capital | Tauranga, New Zealand | ||
| Oriens Capital | Tauranga, New Zealand |
James Beale Affiliated Funds (2)
| Fund | Investor | Fund Type | Status | Vintage | Size | Dry Powder | IRR | IRR Quartile |
|---|---|---|---|---|---|---|---|---|
| Oriens Capital Fund I | Oriens Capital | Buyout | Closed | 2016 | ||||
| Oriens Capital Fund II | Oriens Capital | Buyout | Closed | 2021 |
James Beale FAQs
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Who is James Beale?
Mr. James Beale serves as a Partner & Member of the Investment Committee at Oriens Capital.
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How much does James Beale typically invest?
James Beale's median deal size is .
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What is James Beale’s main position?
James Beale’s primary position is Partner & Member of Investment Committee.
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What are the contact details for James Beale?
James Beale’s email address is ja and his phone number is +64 029 .
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How many active board seats does James Beale hold?
James Beale holds 4 board seats including Lifetime Retirement Income, Oriens Capital, PMG Property Funds Management, and Rockit Global.
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