Fund Raising
Capital formation strategies across equity, debt, and public markets — from private placements to Tadawul listings.
Fund Raising
PO's Fund Raising practice supports sponsors, founders, and family-owned businesses through every stage of capital formation — including private equity placements, debt and bank financing, and IPO readiness through to listing on Tadawul, Nomu, or international exchanges.
Our Methodology
Capital strategy first, instrument selection second. We evaluate equity, debt, mezzanine, sukuk, and project finance against the client objectives and cost-of-capital target. Execution is partner-led from teaser to closing.
What we deliver
IPO / Listing Advisory
Readiness assessment, CMA application support, prospectus, investor positioning, and post-listing investor relations.
Private Equity Placement
Investor identification, teaser/IM, data room, negotiation, and closing for primary and secondary equity raises.
Debt & Bank Financing
Term loans, working-capital facilities, Sukuk, syndicated debt, and project finance — including lender selection and term-sheet negotiation.
How we work
Scoping
Confidential conversation to define objectives.
Mandate Design
Tailored proposal.
Execution
Partner-led delivery.
Outcome
Final report and post-mandate support.
Sample Deliverables
| Deliverable | Purpose | Primary Audience |
|---|---|---|
| Capital Strategy Memo | Optimal financing structure | Board / Shareholders |
| IPO Readiness Assessment | Gap analysis across governance, finance, tax | Board / CFO |
| Prospectus / IM | CMA-compliant offer documentation | CMA / Investors |
| Investor Outreach Package | Teaser, IM, data room | Prospective Investors |
| Term-Sheet Negotiation | Lender / Investor commitment terms | Counterparty Lawyers |
Frequently Asked Questions
How long is a typical IPO timeline?
Do you act as financial advisor or as bookrunner?
Can you support Sukuk issuance?
What if our IPO needs to be delayed?
Engagement Models
Mandates are typically structured as fixed-fee assignments tied to defined deliverables. Where appropriate, we also offer success-fee components for transaction-led mandates, and retainer arrangements for ongoing advisory relationships.
Related
Considering a transaction, a capital raise, or a strategic review?
Schedule a confidential introductory conversation with one of our partners.