Financial Advisory

Core offerings

Practice → offerings → capabilities

1. 01

   Financial & Investment Analysis

   • Investment Advisory

     Study of investment alternatives, investment decisions, investment policy statements, acceptable risk, portfolio structuring, performance measurement, funding structures, and capital-expenditure budgets and spending plans.

   • Mergers & Acquisitions

     Assessment studies for businesses using valuation methods suited to purpose and equity structure; merger and acquisition feasibility; proposed structures, timing and implementation — whether attracting a strategic partner, integration, exit or acquisition.

   • Services for Financial Institutions

     Support for financial firms and investment banks: investment-fund development, product files for supervisory licensing, studies for fund projects, restructuring of financial products, offering materials, portfolio valuation, and specialised recruitment and training support.

2. 02

   Funding & Financing

   • Business Finance

     Analysis of proposed funding options and structures with pros and cons; preparation of requirements for internal and external funders, including cash-flow models, repayment plans and resources; defining funder performance indicators and reviewing adherence after funding.

3. 03

   Valuation

   • Valuation Services

     Valuation of businesses, activities, multi-asset portfolios or investment funds, and assets including real estate, using methodologies based on purpose and the nature of the asset, business or activity.

4. 04

   Financial Planning & Controls

   • Bookkeeping

     Help maintaining up-to-date accounting books and complying with local requirements using well-known ERP systems, with proactive advice on accounting treatments and how Saudi and international accounting standards may affect the entity.

   • Audit Committee Advisory

     Assessment and advisory to Audit Committees on good practice and governance effectiveness — including composition, charters, independence policies, calendars of activity, engagement with auditors, and establishing internal audit departments.

   • Internal Controls & Risk Advisory

     Risk assessments and process workbooks, guidelines and procedures with built-in controls addressing key risks; internal-audit function development and enhancement where processes or controls are ineffective or new risks arise.

   • Underperforming Businesses

     Holistic review of business performance, business model and financial KPIs against industry context, to identify corrective points when low margins, losses or missed growth may relate to the work model, finance structure or accounting treatment.