At Valuefy Advisors, we bring a unique blend of expertise and experience to the field of mergers and acquisitions (M&A). Our team, with decades of experience and a track record of successful deals in the GCC and globally, is well-equipped to help businesses unlock substantial value through expertly executed transactions. We don’t just execute transactions; we partner with our clients to maximise their M&A success. Our deep industry knowledge and exceptional transaction capabilities enable us to develop value-driven M&A strategies that drive sustained success. M&A is not just a transaction; it’s a critical enabler of strategic goals and long-term value creation. We work closely with clients to craft comprehensive M&A blueprints that accelerate progress. We leverage data-driven insights, sector-specific expertise, and local knowledge to empower informed decision-making and achieve business objectives.
How can we help
Acquisition Services
Acquisition planning
- Deal strategy: design growth strategies, assess markets, and identify acquisition opportunities
- Value creation planning: develop comprehensive value creation plans before closing deals
- Acquisition accounting: provide insights on tax and accounting structuring, purchase price allocation
Deal acquisition
- Buy-side due diligence: validate financial, commercial, operational, and strategic assumptions
- Integrated tax planning: focus on shareholder value and risk management to optimise outcomes
- Business plan: update/ prepare business plan to define value creation potential
- Valuations: identify value levers and understand financial, resilience, and ESG measurements and update/ prepare a financial model
Post-deal value realisation
- Integration project management: manage integration complexities to ensure smooth transitions
- Cross-functional integration: achieve maximum value across all operational areas
- Master planning: create comprehensive plans to manage risks and achieve deal aspirations
- Value capture: validate synergy targets and execute value-capture initiatives
- Organizational design and talent management: shape the organisational structure and retain key talent
- Culture and change management: manage cultural compatibility to minimise risks
- Communication: shape perceptions and build optimism about new ventures
- Technology and digital transformation: develop blueprints and digital solutions to create value.
Divestments, Separations, and Carveouts
Sell-side advisory
- Deal strategy: design divestment rationale
- Divestment accounting: prepare financials for the divested entity if required, including tax and accounting structuring and sell price allocation
- Sell-side/ vendor due diligence: prepare financial, commercial, operational, and strategic assumptions including business plan
- Valuations: identify value levers and define financial, resilience, and ESG measurements, including financial model
Separation and carveouts
- Divestiture strategy: prepare for divestitures by reviewing portfolios and developing equity-value stories
- Divestiture management: set up governance and communication plans for smooth transitions
- Prepare financials: prepare financials for the carved-out entity if required, including tax and accounting structuring and asset allocation
- Separation execution: drive disentanglement plans and prepare organisations for separation
- Newco design: create operating models and organisational designs for spin-offs and IPOs
- Transaction enablement: support planning and execution processes to meet technical requirements
IPOs and public offerings
- Strategy formulation: develop and communicate compelling strategies to maximise value
- Capital-market strategies: determine the best IPO timing and structure
- Preparation for financial markets: manage IPO projects, business plans, valuations, and presentations
- Sustainable growth: build capabilities needed for success in capital markets
Joint ventures & alliances
- Long-term value creation: shape strategic rationales and find the right partners
- Governance: establish governance models to guide ventures toward desired outcomes
- Operating model: create cohesive operating models for partnerships
- Long-term monitoring: conduct regular health checks to adjust strategies and ensure JV success