Legacy Work

Offering the first Shariah-compliant Australian equity fund immediately established a strong voice for the product. In the run-up to formal approval of the regulated product by the Central Bank of Bahrain, we identified potential assets for the program.

The report was among the first to construct a global investment strategy from the perspective of a GCC investor, considering more than 20 markets on a level playing field. We also engaged private-banking clients in one-on-one settings with our findings.

Part of our responsibility was to structure bank introductions and manage the early stages of the bank relationships, meeting with financial entities on our client’s behalf. We partnered with our client in developing an optimal capital structure.

We delivered a heightened impression of professionalism to support more aggressive asset-capture activity, while maneuvering through a faltering environment for Japan-focused advisors. One result was greater relationship impact with investor-clients.

The deliverable tied to the two-month assignment was a comprehensive review document, resulting in a target valuation range for the firm. Key components included a regional economic outlook and company profitability analysis.

Sizeable institutions considered this deal, including a sovereign wealth fund and an internationally-recognized private-equity firm. We guided these parties through early-stage due diligence, compiling a dossier on each transaction component.

We reached beyond traditional investors to find a major global enterprise looking to expand their cross-border business. For the project sponsor, our efforts led to add-on dealmaking opportunities with new-era multinationals from the developing world.