Service 08 - Advisory & Finance Operations
Advisory Services.
Board-level counsel on the decisions that shape the next year - and the next decade. Growth, transactions, restructuring, finance function maturity - delivered by senior professionals who answer the phone.
What we do
Six advisory capabilities
you can call on.
- Transaction advisory Due diligence, financial modelling, valuation, and structuring support for M&A, joint ventures, and investments.
- Finance function transformation Diagnose your finance team's operating model, close process, and systems - design and execute improvements with measurable KPIs.
- Investment readiness Data rooms, management presentations, historical clean-up, and forecast modelling for companies preparing for capital raises.
- Business restructuring Cost restructure, debt restructure, and operational reorganisation - with a realistic path from plan to implementation.
- Strategic financial planning Three-year and five-year plans linking strategy to numbers, with driver-based models your board can interrogate.
- Governance & board support Board pack design, audit committee preparation, and independent financial review for boards taking ownership of the numbers.
Why it matters
Big decisions deserve senior attention.
The decisions that move the needle on your business - acquiring a competitor, raising capital, restructuring debt, entering a new segment - don't reward generic advice. They reward advisors who understand your industry, your regulatory context, and your cap table. The difference between a good outcome and a costly one usually comes down to who sat across the table thinking about your interests.
Vision 2030 has made the Saudi market move faster than most companies' decision processes. New sectors open, new regulations land, new capital arrives - and the leaders who win are the ones with advisors who see it coming. We aim to be the call you make before you commit, not the firm you hire to clean up afterwards.
Our approach
Four phases.
Designed for real decisions.
Frame
A partner-led working session to frame the real decision - not the stated one. Often what the board thinks it is deciding is downstream of a more fundamental choice.
Analyse
Financial modelling, market analysis, benchmarking, and scenario work - produced to institutional standard so your board, your lenders, or your investors can rely on it.
Recommend
A clear, defensible recommendation - with the reasoning laid out, the assumptions stated, and the alternatives considered. Board-ready on first delivery.
Implement
We support execution as scope requires - drafting deal documentation, running data rooms, supporting negotiations, or coaching your team through the implementation plan.
Deliverables
What you receive.
Board-ready decision memo
A 10-to-15-page executive document presenting the decision, analysis, options, and recommendation.
Financial model
A driver-based Excel model your finance team can own, with scenario toggles, sensitivity analysis, and audit trail.
Due diligence report
For transactions: a structured report covering financial, tax, and operational findings - with red-flag and deal-breaker sections.
Implementation roadmap
A phased plan with milestones, KPIs, owners, and risk flags - built to be actioned, not filed.
Senior partner access
Direct line to a senior partner for the duration of the engagement - calls, site visits, quick reads.
Follow-through retainer
Post-decision advisory support to handle questions, course-corrections, and stakeholder updates in the following months.
Who this is for
Four profiles we serve best.
Founders at growth inflections
Owner-operators facing a step change - new market, new capital, new operating model - needing senior counsel to call on.
Boards of private companies
Directors seeking independent financial insight, audit committee support, or a second opinion on management plans.
Acquirers and targets
Buyers and sellers in the middle market who need rigorous due diligence, valuation, and deal structuring support.
CFOs of mid-sized firms
Finance leaders wanting a senior sparring partner on transformation, investment decisions, or strategic planning.
Regulatory context
Where advisory meets compliance.
ZATCA transaction implications
Zakat, CIT, and WHT consequences of M&A, restructuring, and cross-border flows - analysed before you commit, not after.
Saudi Companies Law
Corporate actions, share transfers, capital changes, and governance decisions handled to the Companies Law and Capital Markets Authority standards.
SAMA-regulated entities
For banks, insurers, and financial institutions: advisory with awareness of SAMA's prudential framework, capital adequacy rules, and approval processes.
Foreign investment rules
MISA licensing, sector caps, and the evolving landscape of foreign investment policy - built into our advice on cross-border structures.
Related insights
From our desks.
Short partner notes on the advisory topics most relevant to Saudi business leaders right now - deal dynamics, finance function maturity, board-level questions.
Insights coming soon - a library of technical notes on Saudi advisory practice is in preparation.
A decision on your desk?
Tell us briefly what's in front of you. A senior partner will respond within one working day with an initial read and a recommended next step - no sales pitch, no obligation.
Request a consultation