Service 01

Finance & Investment

Capital markets, M&A and financial advisory for companies investing in, raising capital in, or expanding through the UAE.

Stacks of gold coins in front of a rising market chart

Overview

Sound financial decisions for a new market.

The UAE is one of the region’s most active capital hubs, with deep banking relationships, two international financial centres and a growing pool of regional investors.

Capturing that opportunity requires investment decisions backed by solid numbers, a financing structure that works under UAE rules and a finance function that is ready for audit and corporate tax from day one. We support corporates and investors at each of these stages — and coordinate closely with your banks, auditors and legal counsel.

At a glance

For
Corporates, investors, family offices and growth companies
Outcomes
Investment-ready business cases, clear transaction roadmaps and an audit-ready finance function
Industries
Financial services, real estate, energy, technology

What we do

Our finance & investment capabilities.

01

Investment strategy & feasibility

Market sizing, business cases and financial models that test investment decisions in the UAE and the GCC.

02

Mergers & acquisitions

Target screening, buy-side and sell-side support, due diligence coordination and post-deal integration.

03

Capital raising readiness

Preparing for equity and debt financing: equity story, investor materials, data rooms and lender engagement.

04

Financial structuring

Holding structures, intra-group financing, treasury set-up and cash repatriation aligned with UAE rules.

05

Valuation & modelling

Valuations and integrated financial models for transactions, restructurings and strategic planning.

06

CFO advisory & reporting

Budgeting, management reporting and IFRS-aligned processes that prepare you for audit and corporate tax.

Modern glass office building surrounded by palm trees

What you receive

Practical deliverables, not just reports.

  • Investment memorandum and bankable financial model
  • Transaction roadmap with timeline, workstreams and responsibilities
  • Recommended holding and financing structure
  • Investor and lender presentation materials
  • Finance function blueprint: policies, reporting pack and controls

FAQ

Common questions.

Yes. Much of our work starts before a company has a legal presence here — assessing the opportunity, building the business case and designing the structure, so the entity is set up correctly from the start.

Yes. We act as a coordinating advisor and work alongside your existing providers. Where a matter requires a licensed provider — such as legal representation, statutory audit or regulated financial services — we work with appropriately licensed partners.

Corporate tax applies to most UAE businesses, with special regimes for qualifying free zone persons and specific reliefs. We factor tax into structuring decisions from the outset. Read our UAE corporate tax overview.

Most engagements begin with a short scoping phase to agree objectives, deliverables and timeline. Projects then run with a dedicated lead and regular checkpoints; ongoing CFO advisory is usually organised as a monthly retainer.

Get in touch

Let’s discuss how we can support your business in the UAE.