Strategy: for clients with accumulated assets we help them maximize value for compliance, liquidity and utility.
Documentation: for clients that need to reach investors we assist them with preparation of transaction marketing documentation for use by investors in making decisions.
Fundraising: for clients that need to raise funds we help them identify and negotiate with investors, both for equity and debt.
Origination: for clients who need to invest we assist them identify, qualify and close transactions with appropriate partners.
Consultancy: for clients who require our continuous engagement, we can be retained for ongoing advise for an intervening period of six months (renewable).
Our advisory work is done on a best efforts basis. The process we follow is:
- Introductory meeting: client gives us a brief of the opportunity available.
- Engagement: client retains our services formally.
- Planning: client and our team formulate a strategy together for realizing the opportunity.
- Documentation: client and our team develop documentation to be used in realizing the opportunity.
- Execution: client and our team go to market with the opportunity.
- Negotiation: all parties engage to review offers from the market and settle for the best one.
- Deal Close: client and identified partner conclude the transaction, with our legal team as witness.
- Private Companies: Ombra Holdings Limited, Storage Central, ARJ Logistics, Premiercare Hospital, Plansmart Properties, Agrohub Society, Luuk, Davtrac Kenya Limited, Sansuri Limited, Tyerod Communication Limited
- Pensions Funds: Telposta Pension Scheme, Kenya Airways Staff Provident Fund
- Institutional Investors: Business Partners International, Eris Property Group, African Alliance, Renovatio Capital, Al Bader Group, Fasheta HMR, Zima Homes, Endeavours Construction Company Limited,
- Family Offices: DL Group of Companies, Hornbill Development Company, AMS Properties Limited, Mini Group