Transactional Advisory
Comprehensive transaction support — equipping clients to act with conviction.
Transactional Advisory
Our Transactional Advisory practice delivers the deep diligence, structuring, and modelling support that institutional clients require to commit capital with confidence.
Our Methodology
Workstream-based diligence: financial (quality of earnings, working capital, debt-like items), tax (ZATCA exposures, transfer pricing), commercial (market and customer concentration), and operational. Outputs in red-flag, executive-summary, and full-report formats.
What we deliver
Due Diligence
Financial, tax, and commercial DD — quality of earnings, working capital, debt-like items, and red-flag reporting.
Joint Venture
JV structuring including governance, equity splits, exit mechanics, and shareholder agreement support.
Capital Structuring
Optimal debt/equity mix, instrument selection, covenant design, and rating-agency dialogue.
Business Restructuring
Operational and financial restructuring — including refinancing, balance-sheet repair, and turnaround plans.
Financial Modelling
Bespoke decision models built to lender, investor, and board scrutiny standards.
How we work
Scoping
Confidential conversation to define objectives and constraints.
Mandate Design
Tailored proposal with scope, team, deliverables, and milestones.
Execution
Partner-led delivery with structured workstreams.
Outcome
Final report, recommendations, and ongoing post-mandate support.
Sample Deliverables
| Deliverable | Purpose | Primary Audience |
|---|---|---|
| Red-Flag Memorandum | Early-stage risk surfacing | Investment Committee |
| Full Financial DD Report | Comprehensive deal report | Buyer / Lenders |
| Tax & Zakat DD Report | Exposure quantification | Buyer / Lenders / ZATCA |
| Capital Structure Memo | Optimal debt/equity mix | Board / CFO |
| Restructuring Plan | Operational turnaround roadmap | Board / Shareholders |
Frequently Asked Questions
How quickly can a red-flag DD be turned around?
Do you do vendor DD and buy-side DD?
Can you handle multi-country diligence?
How do you handle related-party transactions in DD?
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.