Based in Te Waipounamu South Island, O’Connor Partners is a boutique advisory firm that supports senior leadership teams and boards with their strategic commercial and investment decisions. The firm was formed to provide rigorous, robust commercial advice, tailored to the unique needs of clients’ situations. 

Our friendly and professional team draws on local, national, and international experience to provide clients with a range of corporate advisory services. We combine the high quality standards expected of professionals in the finance industry with an understanding of what is socially important to our communities. 

We particularly thrive in complex situations where behavioural incentives, risk, and uncertainty mix with objectives that balance financial and non-financial factors.

Our team

Mike O’Connor

Mike has worked in financial markets for 35 years across New Zealand’s leading financial institutions. His diverse roles include being a bond dealer, equities analyst, head of equities research, investment director (direct equity and property), and investment advisory consultant.

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When the Global Financial Crisis hit in 2008, Mike completed a statistics and econometrics degree through Otago University and Edinburgh University. After a stint in Edinburgh as a consumer research analyst for a global equities fund manager, Mike returned to New Zealand to join a Big 4 firm in Ōtautahi Christchurch. After eight years, he left in 2021 to establish O’Connor Partners.

Qualifications/certifications

  • BA Economics and Human Geography, University of Auckland
  • Graduate Diploma in Accounting (with Finance), Victoria University of Wellington
  • BSc Economics and Statistics, Otago University / Edinburgh University
  • INFINZ Cert

‍Special interests

‍Māori business and investment sector, agricultural co-operatives, tourism.

Dace Caldwell

Dace is an investment, strategy, and risk professional with over 12 years of international experience in business advisory and in-house corporate strategy roles. 

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His focus is on using commercial tools to solve meaningful problems – which has often led to working on projects that blend commercial and non-commercial success factors (such as with cooperatives, iwi, or regional development projects).

Qualifications/certifications

  • BA Economics, University of Canterbury
  • BCom Accounting and Finance, University of Canterbury
  • Chartered Financial Analyst (CFA) Charter holder, CFA Institute
  • Professional Risk Manager (PRM) Designation, Professional Risk Manager International Association (2016 – 2021)

‍Special interests

Intersection of financial and non-financial factors in value creation, investment business cases.

Jacob Fone

Jacob is an experienced financial analyst with broad corporate finance and accounting experience in advisory and in-house roles. Jacob’s aim is to help simplify complex problems, and to help people understand both the financial and non-financial drivers that impact their decisions.

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Jacob started his career in the Audit and Assurance team at a Big 4 firm in Ōtautahi Christchurch, earning his Chartered Accountant designation. He then joined the Corporate Finance team for several years before moving to Edinburgh for his OE, working as an in-house finance analyst.

Qualifications/certifications

  • BCom Accounting, University of Canterbury
  • Chartered Accountant (CA), Chartered Accountants Australia and New Zealand

‍Special interests

Balancing environmental, social and financial objectives, data visualisation.

Advisory Group

We are privileged to be supported by a highly regarded advisory group which provides us with valuable sector knowledge and deep industry experience across Te Waipounamu.

Maurice Noone, Chair

Maurice brings considerable professional services experience to our advisory board, having spent most of his career as the South Island Managing Partner of a Big4 accounting firm. Maurice’s experience spans Corporate Finance, Advisory, and Assurance, especially throughout regional New Zealand but particularly in the South Island. Since retiring from professional accounting, Maurice has moved into a number of governance roles, predominantly in the primary industries and agribusiness sectors.

When the Global Financial Crisis hit in 2008, Mike completed a statistics and econometrics degree through Otago University and Edinburgh University. After a stint in Edinburgh as a consumer research analyst for a global equities fund manager, Mike returned to New Zealand to join a Big 4 firm in Ōtautahi Christchurch. After eight years, he left in 2021 to establish O’Connor Partners.

Qualifications/certifications

  • BA Economics and Human Geography, University of Auckland
  • Graduate Diploma in Accounting (with Finance), Victoria University of Wellington
  • BSc Economics and Statistics, Otago University / Edinburgh University
  • INFINZ Cert

‍Special interests

‍Māori business and investment sector, agricultural co-operatives, tourism.

Kim Wallace

Kim Wallace is a professional Director serving on boards throughout New Zealand including AgResearch, Port Nelson, Origin Capital Partners and Te Manawataki o Te Papa. Kim is also a governance consultant, drawing on her significant experience and passion for good governance and executive leadership. Prior to specialising in governance, Kim held senior executive roles within the dairy industry including CFO at Westland Milk Products and Vice President Finance at Fonterra (USA) Inc.

When the Global Financial Crisis hit in 2008, Mike completed a statistics and econometrics degree through Otago University and Edinburgh University. After a stint in Edinburgh as a consumer research analyst for a global equities fund manager, Mike returned to New Zealand to join a Big 4 firm in Ōtautahi Christchurch. After eight years, he left in 2021 to establish O’Connor Partners.

Qualifications/certifications

  • BA Economics and Human Geography, University of Auckland
  • Graduate Diploma in Accounting (with Finance), Victoria University of Wellington
  • BSc Economics and Statistics, Otago University / Edinburgh University
  • INFINZ Cert

‍Special interests

‍Māori business and investment sector, agricultural co-operatives, tourism.

Fulton Hogan
Wakatu Incorporation

Our clients

CONTACT US

Contact us

Get in touch or contact one of the O’Connor Partners team directly.

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+64 (21) 983 932
4/16 Loftus Street, Papanui, Ōtautahi Christchurch
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