Team

Unlocking

opportunity

We’re the Clare Capital team. We’re committed to our clients and enjoy getting to know them. We work hard and have fun together. We’re serious about what we do, but we have a laugh while we’re doing it.

Mark Clare

Managing Partner

Mark is the founder of Clare Capital and works primarily with clients to help them complete transactions.

Mark has over 25 years’ commercial and corporate finance experience, with a background in investment banking, strategy, and technology. Mark has completed a multitude of M&A transactions for large entities and private companies.

Mark holds an MBA (with distinction) from Victoria University and a Bachelor of Business Studies (Accountancy) from Massey University. Mark is a Certified Member of the Institute of Finance Professionals New Zealand Inc.

Vicky Upton

General Manager

Vicky’s past life in marketing and advertising gives her a fresh perspective that she brings to our work and clients. With experience in both the public and private sectors, Vicky has a strong understanding of what makes people, organisations, and businesses tick.

Vicky coordinates client services, as well as our strategic direction, business development and the smooth running of the office.

Vicky holds a Post-Graduate Diploma in Media Studies from Massey University and a Bachelor of Arts with Honours (History) from Victoria University.

Alex Gordon

Partner

Alex has spent over 15 years working in both the United States and New Zealand. He has provided corporate finance advice and modelling services to the public and private sectors and worked with some of the world’s largest technology companies.

Before Clare Capital, Alex worked in PwC’s Corporate Finance and Value Consulting teams.

Alex holds a Bachelor of Commerce (Finance and Economics) from Victoria University and is a CFA charterholder. He is a previous winner and question designer of the Financial Modelling World Championships.

Peter Taylor

Director

Peter brings investor experience to the table, having worked for Venture Capital firm, Movac, and Private Equity firm, Rangatira Investments, before joining Clare Capital. He has skills in capital raising, financial analysis, value creation and strategic advisory work.

Peter is a three-time Olympian and was a Bronze Medallist at the London 2012 Olympics in rowing.

He holds a Bachelor of Commerce (Accounting and Finance) from Auckland University and a Post-Graduate Diploma in Advanced Sport Management from Massey University.

Baxter Robb

Senior Analyst

Baxter worked as an associate analyst in the NZ Equities team at Forsyth Barr prior to joining Clare Capital.

He has experience in financial modelling, fixed income and equity research, and software engineering.

Baxter holds a Bachelor of Science with Honours (First Class in Mathematics) and a Bachelor of Science (Mathematics and Computer Science) from Otago University, where he worked as a tutor whilst studying.

Charlotte Leslie

Analyst

Charlotte has experience in data analytics, problem solving and investment analysis.

She was part of the Graduate Programme at Booster NZ prior to joining the Clare Capital team.

Charlotte holds a Bachelor of Commerce and Science (Finance and Data Science) from the University of Otago and completed her final semester at Copenhagen Business School.

During her studies, she won the CFA Institute Research Challenge NZ and made the Otago Business School Dean's List.

Sam Chaytor Waddy

Analyst

Sam worked as a solicitor in the Corporate and Commercial team at Simpson Grierson before joining Clare Capital. He worked on a combination of transactional and commercial contracting matters. Sam is a volunteer at Community Law.

He has experience in project management, problem solving and research.

Sam holds a Bachelor of Laws and Bachelor of Commerce (Economics) from Otago University. While studying he made the Otago Business School Dean's List.

Jack Howat (Ngāpuhi)

Analyst

Jack has a background in accounting and finance. He began his career in the Private Enterprise team at KPMG, before joining the Portfolio Management team at Mercer.

He has experience in financial analysis, accounting, tax reviews, performance reporting and commercial advisory work.

Jack holds a Bachelor of Commerce (Accounting, Finance and Economics) from Victoria University, where he was named on the Dean’s List for Academic Excellence. Outside of work Jack is a CrossFit Level 1 trainer.

Careers

We advise companies at the forefront of the New Zealand economy. We’re always on the lookout for good people. Analytical thinkers who build strong relationships and are team players. People who are passionate about corporate finance.

At Clare Capital, we believe we are better if we bring different perspectives to our approach. We’re committed to fostering an inclusive and diverse culture.

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