WE DIVERSIFIED REAL ESTATE FAMILY WEALTH (SA) Value~$15 Million

Structured diversification strategy from South African Rands for wealthy family into UK residential property investment portfolio: gaining long-term capital growth, diversified holdings, consistent income generation, inheritance planning & positive currency appreciation exposure.

WE ADVISED & SUPPORTED PRIVATE CHARITABLE FOUNDATION SET UP(SADC)

Successfully establishing a tertiary foundation vehicle including providing a holistic structuring roadmap, governance, funding structure, sustainability plan, link with international grant donors, outreach lobbying, bespoke financial training to trustees/leadership and building an integrated beneficiary model etc.

WE INSPIRED CLIENT SUCCESS (E. AFRICA)

Advised innovative entrepreneur on fin-tech project: formulating bankable strategy, business exit/disposal roadmap, model analysis and introducing sufficient funding for project. Provided practical assistance to help entrepreneur navigate and negotiate major commercial, financial and legal undertakings and shareholder/director warranty issues.

WE GUIDED, FUNDED AND DELIVERED (SADC)

Successfully advised an elderly professional on issues relating to existing investments, poor performance by current financial advisors and supported his family in setting up a new retail bespoke fashion outlet: including introducing access to capital from our UK affiliate. Also provided hand-holding support throughout resulting in the successful business launch.

WE DELIVERED PIVOTAL TRANSACTION SUPPORT (W.AFRICA) Value~$100 Million

Performed tailored due diligence work, used OVESTIS network to unlock transaction issues, delivered advice to Managing Director and senior management on optimizing the investment model and creating underlying investable financial instruments, introduced funding partners and assembled post funding exit solutions for the renewable energy project.

WE ASSISTED THE ORGANIZATION TO BE MORE EFFECTIVE AND DELIVER BETTER RESULTS (E. AFRICA)

Executed mandate closely supporting senior management of high profile agency: helping refocus their assets and finances more efficiently per new government mandate, develop a 5-Year strategic plan, secure higher budget allocation, train and mentor key staff. Also helped exploit under-utilized real estate property portfolio.