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Corporate advisory

From an investment task to a financial solution

Services provided by iKapitalist Private Markets

Corporate finance, capital raising, mergers and acquisitions, investment advisory. We help owners and managers make a financial decision and take it through to a transaction.

How we work

From the task to the deal structure

A company comes with a task — expansion, acquisition, sale, refinancing. We run the numbers, compare sources of capital and propose a structure that can be discussed with banks and investors.

  1. The company and its expansion task
  2. Documentation: financial model, cash flow and capital need
  3. Analysis of sources: bank, bonds, own funds, equity
  4. A deal structure fitted to the company's task
  5. The adviser's role: calculations, analysis and structuring the solution
A generalised view of the adviser's work, not a description of a specific deal.
Areas

What the team does

We also carry out projects for private companies, financial institutions, national companies, government bodies and international financial institutions.

Before the deal
After the deal

Mergers, acquisitions and business sales

Structuring, due diligence and negotiations for transactions with stakes and companies.

  • Sale of a company or a stake
  • Raising a strategic or financial investor
  • Investor materials: memorandum, presentation, data room
Bank
Bonds
Equity
Structure

Capital raising

Comparing sources of capital and building a financing structure fitted to the company's task.

  • Bank and debt financing
  • Bonds and private placements
  • Equity capital and blended structures
Government
Private partner
Asset and financial model

Project finance and PPP

Feasibility studies, financial models and work with lenders on infrastructure projects.

  • Feasibility study and project financial model
  • Allocation of risks between the government and the private partner
  • Preparing for negotiations with lenders
Financial model
Value
range

Business valuation and financial models

Models, business valuation and scenario analysis for owners, investors and lenders.

  • Financial model and cash flow
  • Valuation of a company or a stake
  • Scenarios and sensitivity to assumptions
Current schedule
Revised schedule

Debt restructuring

Debt burden analysis and negotiations with banks and lenders on revised terms.

  • Analysis of debt burden and cash flow
  • Options for revising the schedule and terms
  • Preparing and supporting negotiations
Readiness assessment
Bonds
Investor
Shares on KASE

Capital market preparation

Preparing a company to raise institutional capital. The Capital Readiness Programme — together with KASE.

  • Readiness score on a 0–100 scale
  • Roadmap: reporting, governance, documents
  • Choice of instrument: bonds, investor, shares

Operational management: executives and operating partners to deliver the plan — through the iKapitalist Partners network. About the partners network →

Terms of work

How we work with clients

ConfidentialityWe sign a non-disclosure agreement before discussions begin.
Success-based feeUnder advisory mandates, most of the fee is paid at deal closing, not for time spent.
A separate companyAdvisory is provided by “iKapitalist Private Markets” LLP. This is not a regulated activity of iKapitalist Ltd.
Our experience

Selected team projects

A few projects from the team's practice — infrastructure, energy, industry, agribusiness and international financing. The range of work completed is much wider; we discuss details when we meet.

The projects reflect the experience of team specialists, including experience gained before “iKapitalist Private Markets” LLP was established, in a previous consulting practice. They are not the deal history of iKapitalist Ltd. and are not related to the crowdfunding platform. Figures are given as parameters of projects and programmes, not as results of the team's work. Illustrations are schematic.

Discuss a project

Advisory enquiries go to the iKapitalist Private Markets team. Response within two business days. If needed, we sign a confidentiality agreement before discussions begin.
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Contact directly:info@ikapitalist.kz+7 700 178 007655/21 Mangilik El Ave., block C4.2, office 265, Astana