Success Stories

The Challenge

The client received an acquisition approach from a major competitor but lacked a recent independent valuation, organized documentation, due diligence readiness, and a structured negotiation process. This exposed them to valuation risk, timeline delays, and reduced negotiation leverage.

Our Role

• Independent valuation supported by sector benchmarks and synergy analysis
• Full Virtual Data Room (VDR) preparation and indexing
• Managing 150+ due-diligence enquiries across financial, operational, and contractual areas
• Supporting negotiations, financial validations, and closing documentation

Key Deliverables

The Challenge

The business lacked a defined revenue model, structured pricing frameworks, commercial clarity across B2C and B2B, and the right commercial talent. This limited scalability and margin visibility.

Our Role

• Full Current Situation Assessment & Strategic Direction Report
• Structured revenue model for B2C and B2B
• Complete redesign of pricing frameworks
• Support in identifying and sourcing Senior Business Developer

Key Deliverables

The Challenge

The company needed a stronger investor narrative, improved financial storytelling, structured outreach materials, and coordinated investor engagement for international expansion.

Our Role

• Refining the pitch deck with clearer product value and market narrative
• Strengthening financial and commercial arguments
• Identifying relevant investor categories
• Supporting data requests, communication flow, and transaction execution

Key Deliverables

The Challenge

The organization struggled with unclear reporting lines, overlapping responsibilities, fragmented workflows, and a CEO overloaded with operational issues. This limited strategic focus and slowed growth.

Our Role

• Structural diagnostics and workflow mapping
• Redesign of organization hierarchy and governance
• Review and assessment of existing processes and procedures
• Support in identifying and sourcing subject matter experts for customization

Key Deliverables

The Challenge

An investor group evaluating acquisition of a multi-site car wash operator faced overvaluation risk. Critical insights around unit-level profitability, customer mix, and capacity utilization were not clearly documented. Seller information was fragmented and not aligned with institutional due-diligence standards.

Our Role

• Independent valuation using DCF and market comparables anchored to operating fundamentals and downside scenarios
• Financial, commercial, and operational due diligence covering historical performance, margin sustainability, and site-level economics
• KPI structuring and validation supporting valuation assumptions including revenue per site, EBITDA margins, and break-even thresholds
• Investor-facing decision support including investment memo, scenario analysis, and clarification support

Key Deliverables

The Challenge

A media company with strong regional footprint preparing for strategic capital event lacked structured investor narrative, centralized documentation, and formal readiness for institutional due diligence. Management needed support articulating value drivers and equity story aligned with investor expectations.

Our Role

• Development of investor-ready pitch deck including business overview, market positioning, revenue model, and growth strategy
• Valuation and equity story refinement aligned with market benchmarks and investor return expectations
• Full Virtual Data Room (VDR) preparation consolidating financial, commercial, operational, and corporate documentation
• Structuring and management of due-diligence process with preparation, coordination, and structured responses to investor enquiries

Key Deliverables

The Challenge

Company considering investment in new in-house carpentry operation needed purely financial assessment to determine economic viability. Management required clear visibility on capital requirements, profitability potential, payback period, and ROI before committing capital.

Our Role

• Capital investment assessment including capex, pre-operating costs, and working capital requirements
• Financial modelling of revenues and costs based on realistic pricing, volume, and utilization assumptions
• Profitability analysis including EBITDA and cash flow projections under multiple scenarios
• Breakeven analysis identifying minimum operating volumes required for profitability and ROI calculation

Key Deliverables

The Challenge

Education operator planning significant transportation fleet renewal faced capital-intensive decision: purchase new assets outright or lease under long-term agreements. Each option carried different capital requirements, cash flow profiles, and balance-sheet impacts.

Our Role

• Development of financial scenarios comparing ownership and leasing options
• Detailed cash flow modelling including capex, operating costs, financing assumptions, depreciation, and residual value
• Net present value (NPV) comparison across scenarios with sensitivity analysis
• Stress-testing key assumptions on utilization, maintenance costs, contract duration, and inflation

Key Deliverables

The Challenge

The client was facing long-outstanding trade receivables with significant balances aged beyond normal credit terms. Receivables were fragmented across projects, lacked proper cost allocation, and were supported by inconsistent invoicing and documentation, limiting the company's ability to negotiate, escalate, or enforce collection.

Our Role

• Comprehensive review of AED 50M sales and customer balances
• Restructuring receivables by customer, project, aging, and cost structure
• Detailed costing and margin validation to support commercial negotiations
• Full review and reorganization of invoices, contracts, and supporting documents
• Preparation of negotiation-ready documentation packs for client discussions
• Strategic advisory support during collection and settlement negotiations

Key Deliverables

The Challenge

The client experienced a sharp revenue decline of 50% between 2018 and 2020, driven by pandemic-related disruptions. Personnel expenses escalated to 86% of total costs, while weaknesses in cost control, cash-flow management, and inventory consumption resulted in recurring losses. The business lacked structured financial controls, clear performance measurement, and visibility across branches.

Our Role

• Full accounting setup and restructuring, including internal controls and reporting frameworks
• SWOT analysis to identify structural and operational gaps
• Reorganization of cost allocation, inventory management, and cash-flow controls
• Implementation of Balanced Scorecard to align financial and operational KPIs
• Strategic advisory on branch closure and labor optimization to reduce indirect costs

Key Deliverables

The Challenge

The group had taken a strategic decision to liquidate its KSA entities; however, the process was delayed due to non-liquidation-compliance readiness. The absence of proper accounting and statutory compliance prevented the group from becoming audit-ready and from progressing with formal liquidation procedures.

Our Role

• Accounting clean-up, restructuring, and reconstruction across group entities
• Preparation of all external audit workings and supporting data required for statutory audits and liquidation
• Reconciliation of all balance sheet items to achieve audit readiness
• Completion of outstanding three years of tax workings with full calculations, reconciliations, and documentation
• Coordination with auditors and tax advisors to align financial and tax positions

Key Deliverables

The Challenge

The organization was operating with limited financial visibility, fragmented revenue streams, and the absence of a structured budgeting and performance framework. While demand for services was growing, management lacked clear insights into cost behavior, break-even points, departmental profitability, and cash-flow sustainability.

Our Role

• Full financial assessment across all activities and revenue streams
• Break-even and profitability analysis per department and service line
• Structured cost allocation and overhead distribution to improve margin visibility
• Design of performance targets and monitoring framework to control cash burn
• Advisory support on revenue optimization and operational efficiency
• Definition and implementation of detailed core financial KPIs for management visibility

Key Deliverables

The Challenge

A UAE-based media trading company with strong market positioning and high-value commercial contracts was approached for acquisition. Despite its scale and revenue generation capabilities, the company lacked a structured sell-side process, including a defensible valuation, investor-ready materials, and centralized documentation system. Entering negotiations without these elements posed risks to valuation accuracy, investor confidence, and deal execution efficiency.

Our Role

• Independent valuation with sector benchmarks and synergy analysis
• Investor-ready pitch deck presentation
• Full Virtual Data Room (VDR) preparation and indexing
• Investor meetings coordination and negotiations support
• Due diligence enquiry management and responses
• End-to-end transaction advisory through closing

Key Deliverables

The Challenge

An investor was considering launching a yoga and wellness centre in the UAE but lacked comprehensive understanding of financial viability, budget requirements, operational setup, and execution feasibility. Without validated assumptions on market demand, capital requirements, and profitability, the investment decision carried significant risk.

Our Role

• Market validation and demand analysis
• Financial planning and revenue modelling
• Capital expenditure (capex) breakdown and requirements
• Operating cost structure and profitability analysis
• Capital required, ROI, and payback period calculation
• Risk identification and mitigation strategies

Key Deliverables

The Challenge

A UAE-based investment entity held significant liquidity and sought to deploy capital efficiently across multiple asset classes. The objective was to avoid idle cash positions and achieve consistent, risk-adjusted returns through a well-structured investment strategy aligned with market opportunities.

Our Role

• Macro analysis and market research across asset classes
• Asset class evaluation including equities, real estate, funds, and alternatives
• Stock valuation and performance analysis
• Real estate return projections and benchmarking
• Fund performance analysis and comparison
• Scenario and sensitivity analysis across market conditions
• Risk assessment and portfolio stress-testing

Key Deliverables