James Beale has worked within the financial services industry for more than 20 years. Central to James’ career was 14 years with leading investment advisory business Craigs Investment Partners Limited from 2001 to 2015.
Initially starting in equity research with responsibility for small cap coverage and listed property, James transferred to the investment banking team, progressing quickly. Senior roles within Craigs included Head of Equity Capital Markets, Head of Private Wealth and Head of Investment Management (including Chairman of the Investment Committee and responsibility for Private Wealth Research). During his time within the investment banking team, James was involved in leading many corporate transactions, IPO’s and capital raisings. He also played a significant role in the buyback of 50% of Craigs from ABN AMRO, and the subsequent sale of 50% to Deutsche Bank. James was also an appointed member of the Pohutukawa Private Equity Investment Committee which reviewed Australasian mid-market private equity investments made by New Zealand firm Direct Capital Limited.
In early 2015, James founded a capital markets advisory business, Beale Capital Consultants Limited, which has provided advice and execution of capital transactions for small and mid-sized corporates. Whilst the first year of operation of this business was very successful, James has chosen to focus on Oriens Capital, believing this represents a significant opportunity for success.
James is qualified as a Wholesale Investor, building a portfolio of minority stakes in early stage and later stage private businesses. He also sits on the board of Enterprise Angels, a Tauranga-based Angel Investment group, and is a Director of the EA Fund 1 and 2 (side car investment funds) which operate alongside member investments. James is a member of the Institute of Directors.
James is a Director of Rockit Global Ltd and Retirement Income Group.