Services
Private Equity Deals
Having relationships with various PE Funds based in Oman and abroad, enables us to comprehensively advise companies to get the best partner for their Capital requirements and Joint Ventures.
Phoenicia Financial Advisors advise companies across industries in arranging capital at various stages of business and meet VC/ early/ growth/ late stage capital requirements. We work with a number of domestic and overseas Private Equity funds to provide financial and operational support to our clients who need capital to expand their business. Our significant access to the key decision makers of these funds gives us an unparalleled edge in closing Private Equity transactions
Phoenicia Financial Advisors also advises Private Equity Groups to invest in private equity transactions in select companies with the objective of medium to long-term capital appreciation.
We provide end-to-end advisory services to investors and investees in the private equity marketplace. Private equity funding activities have several areas in which we work closely with the client's team in consummating the transaction.
Investee Side Engagements
Business Plan Preparation
In this phase, we conduct detailed discussions with the client, in order to understand their business and future prospects. Based on the client's existing business profile, growth prospects and our knowledge of the private equity market, we prepare a complete business plan to be presented to the potential private equity investors.
Investor Short-listing
In this phase, we use our relationships with private equity funds, to help the client decide on the suitable kind of private equity funds, and shortlisting of potential investor (s) after careful consideration being given to the investors preferences.
Commercial Term Sheet
After that, we help the client analyse various offers from potential investors, drive deal negotiations with investors and ensure that the client enters into a term sheet with the private equity fund which meets the client's strategic objectives.
Due Diligence and Closure
Finally, we help the client in coordinating the overall due diligence process, and assist the client negotiate the final definitive agreements with the potential investor. We use our relationship with the leading law firms in the country to ensure the clients long-term objectives in the agreement. We drive this process to reach closure on the transaction.
Investor Side Engagements
Criteria Identification
In this phase, we agree with the investors on their investment criteria and investment parameters.
Target Companies Short-listing
In this phase we use our network of relationships with companies in order to identify the right targets, and helping the client prioritize among the targets to create a shortlist.
Commercial Term Sheet
After that, we help in creating valuation and structuring models for the short listed companies, prepare the term sheet, drive deal negotiations with targets and ensure that the client enters into a term sheet with the target company, which outlines all the commercial terms of the transaction.
Due Diligence and Closure
Finally, we help the client on preliminary business due diligence on the target, co-ordinate the overall due diligence process, and negotiate on the final definitive agreements with the target company. We use our relationship with the leading law firms in the country to ensure the clients long-term objectives in the agreement. We drive this process to reach closure on the transaction.
