INVESTORS
Investment Adviser Representatives services are designed to help clients make informed decisions, optimise their investments and maximise the return on their capital in PRIVATE MARKETS.
Key Services
Investment Advisory
- Investment Strategy Development: Assist in creating tailored investment strategies aligned with the investor’s goals, risk tolerance, and market conditions.
- Portfolio Management: Offer advice on portfolio diversification, asset allocation, and rebalancing to optimize returns.
- Due Diligence: Conduct thorough due diligence on potential investments, including financial analysis, legal checks, and valuation.
Business Setup and Expansion Support
- Company Formation: Assist with the legal and administrative processes required to establish a business in the target country.
- Location Advisory: Provide guidance on selecting optimal locations for operations based on factors like cost, accessibility, and market proximity.
- Regulatory Compliance: Help navigate local regulations, licenses, and permits to ensure full compliance with legal requirements.
Mergers and Acquisitions (M&A)
- M&A Advisory: Provide strategic advice on mergers, acquisitions, joint ventures, and partnerships.
- Deal Structuring: Assist with structuring deals to align with investment objectives, including negotiations, contract drafting, and closing processes.
- Post-Merger Integration: Support the smooth integration of acquired businesses to maximize synergies and operational efficiency.
Legal and Compliance Services
- Legal Advisory: Offer legal counsel on investment agreements, contracts, intellectual property rights, and other legal matters.
- Regulatory Compliance: Ensure investments meet all regulatory requirements, including anti-money laundering (AML) and know-your-customer (KYC) regulations.
- Dispute Resolution: Provide support in resolving disputes through mediation, arbitration, or litigation.
Startup and Venture Capital Investors
Investment Opportunity Assessment
Financial Analysis and Valuation
Risk Assessment and Mitigation
Strategies
Strategic Advisory and Growth Planning
Operational and Performance Improvement
Legal and Regulatory Compliance
Real Estate Investment Services
- Property Identification: Assist in identifying high-potential real estate investment opportunities, including commercial, residential, and industrial properties.
- Real Estate Valuation: Provide expert property valuations and investment analysis.
- Property Management: Offer property management services to optimize the value and returns of real estate investments.
Sustainability and ESG Consulting
- ESG Strategy Development: Assist investors in integrating environmental, social, and governance (ESG) factors into their investment strategies.
- Sustainable Investment Opportunities: Identify and evaluate investment opportunities that align with sustainable and impact investing principles.
- ESG Reporting: Provide support in ESG reporting and compliance with international standards.
Digital Transformation and Technology Integration
- Digital Strategy: Guide investors on leveraging technology to enhance business operations, customer engagement, and competitive advantage.
- Tech Due Diligence: Conduct due diligence on the technology capabilities and readiness of target investments.
- Innovation and R&D Support: Provide support for investments in innovation and R&D, including accessing grants and tax credits for tech development.
Financial Services
- Funding and Capital Raising: Support in securing funding through venture capital, private equity, grants, loans, and other financial instruments.
- Financial Modeling and Forecasting: Develop detailed financial models and forecasts to assess the viability and potential returns of investments.
- Tax Advisory: Offer tax planning services to optimize tax efficiency, including advice on international tax treaties, incentives, and credits.
We work beyond concepts and theories, we are active in the day-to-day market, we understand the functionality of companies and where opportunities arise.
We explore investment opportunities in five main asset classes within the private markets.
Who we work with
Family Offices
- Single-Family Offices
- Multi-Family Offices
Institutional Investors
- Venture Capital Firms
- Private Equity Firms
- Pension Funds
Corporate Investors
- Corporate Venture Capital (CVC)
- Strategic Investors
Real Estate Investors
- Real Estate Investment Trusts (REITs)
- Property Developers and Investors
Alternative Investors
- Cryptocurrency Investors
- Commodity Investors
Crowdfunding Investors
- Equity Crowdfunding
- Debt Crowdfunding