Corporate Finance and Fund Raising Services in Dubai
Securing capital for expansion, operational scaling, or restructuring requires a structured approach to the financial markets. For businesses operating in the UAE, the broader GCC, and South Asia, finding the correct debt or equity instrument demands accurate financial modelling and a clear understanding of investor and lender requirements.
We assist companies in navigating the capital raising process. From preparing initial pitch materials and arranging debt syndication to negotiating term sheets and managing the subsequent compliance obligations, our corporate finance team facilitates transactions that align with your strategic objectives. We manage the dialogue between your business, banks, and private investors.
What we do in this area
Equity, debt or strategic investments
We evaluate your business requirements to determine the appropriate capital structure. This service involves assessing whether raising equity, securing debt, or pursuing strategic investments aligns with your current cash flow, growth targets, and long-term ownership goals.
Debt syndication
We coordinate with multiple financial institutions to arrange necessary debt facilities. This includes facilitating working capital lines, term loans, project financing, and complex structured debt, managing the requirements of a consortium of lenders on your behalf.
Arrange and facilitate equity transactions, convertible instruments, and joint ventures
We manage the process of bringing in external capital through equity offerings or convertible debt. This includes identifying potential joint venture partners, structuring the transaction framework, and facilitating the alignment of interests between existing and incoming shareholders.
Refine pitch decks
We review and improve your investor presentations to ensure financial data, market analysis, and business propositions are communicated clearly. This focuses on translating your business model into the specific formats and metrics that institutional investors and lenders require.
Term sheet preparation and review
We draft and examine the preliminary documents outlining the conditions of your funding. This covers the financial covenants, valuation clauses, control mechanisms, and exit provisions, ensuring you understand the practical obligations before formal legal agreements are signed.
Post fundraising support
Once capital is secured, we assist with the ensuing financial obligations. This involves setting up reporting structures to meet lender covenants or investor updates, managing the allocation of new funds, and maintaining compliance with agreed financial metrics.
Equity, debt or strategic investments
Deciding how to fund business expansion is a critical step that dictates future cash flow flexibility and ownership control. Businesses entering the UAE market, scaling across the GCC, or expanding from South Asia often reach a point where organic revenue cannot sustain their operational growth. At this stage, they must evaluate whether to take on debt, issue equity, or seek a strategic investor.
We provide the financial analysis required to make this decision. This involves modelling different funding scenarios against your projected revenues, assessing how debt servicing will impact daily operations, and calculating the dilution effect of equity issuance. Rather than a standard recommendation, we examine your specific balance sheet capacity. We calculate debt-to-equity ratios and interest coverage capabilities to determine the most viable route.
Our team prepares the foundational financial assessments that allow management to understand the long-term implications of each capital source, ensuring the chosen funding mechanism matches the timeline and risk profile of your corporate objectives.
Debt syndication
Large-scale capital requirements, such as manufacturing facility construction, infrastructure development, or major acquisitions, frequently exceed the risk appetite of a single commercial bank. When a business requires substantial funding, debt syndication spreads the exposure across a consortium of financial institutions. We arrange and coordinate this process on behalf of the borrower.
Our work involves preparing the comprehensive information memorandum required by banks, detailing historical financial performance, projected cash flows, and the specific use of funds. We facilitate discussions for various debt products, including short-term working capital facilities to manage inventory cycles, long-term amortising term loans for fixed assets, and complex structured debt for project finance.
KSB handles the dialogue with the lead arrangers and participating banks, ensuring that the covenants and repayment schedules proposed align with your realistic cash generation capabilities. By managing the information flow and addressing lender queries directly, we allow your management team to maintain their focus on daily operations while the funding consortium is assembled.
Arrange and facilitate equity transactions, convertible instruments, and joint ventures
When debt is unsuitable due to cash flow constraints or when a company requires strategic expertise alongside capital, bringing in external equity or forming a joint venture is necessary. This process involves aligning the valuation expectations of current owners with the risk parameters of new investors. We arrange and facilitate these transactions, managing the financial structuring from early discussions to completion.
Our team works with businesses to model convertible instruments, debt that transitions to equity under specific conditions, providing a flexible entry point for investors. In joint ventures, particularly relevant for foreign companies establishing a presence in the UAE alongside a local partner, we facilitate the financial framework that dictates profit sharing, capital contributions, and exit mechanisms.
KSB prepares the necessary financial schedules, assists in defending the underlying valuation models during investor scrutiny, and structures the transaction to ensure clear financial boundaries. We act as the financial facilitator between your board and the incoming capital providers, keeping the transaction process structured and grounded in verifiable financial data.
Refine pitch decks
Investors and lenders review a high volume of funding proposals, meaning a pitch deck must communicate the financial viability and commercial logic of a business immediately. Companies frequently struggle to translate their operational complexity into the concise financial narratives that capital markets require. A poorly structured presentation can result in immediate rejection, regardless of the underlying business quality.
We refine pitch decks to ensure they meet institutional standards. Our focus is on the financial and commercial content rather than graphic design. We review your revenue models, market sizing data, and unit economics, ensuring that the metrics presented are accurate and defensible. If your projections show a sudden margin expansion, we ensure the deck explicitly explains the operational lever causing it.
We structure the capital request section to clearly state how much funding is required, exactly how it will be deployed across operational categories, and the projected return on that specific investment. KSB helps your presentation speak the language of finance, anticipating investor questions and addressing potential risks transparently.
Term sheet preparation and review
The term sheet is the critical bridge between a successful pitch and a legally binding funding agreement. It outlines the core financial and control conditions of the investment or loan. Business owners sometimes view term sheets as formalities, missing clauses that severely impact future operational freedom or equity distribution.
We prepare and review these documents to protect your commercial interests. Our team evaluates the proposed financial covenants, such as mandatory debt service coverage ratios or minimum liquidity thresholds, testing them against your financial forecasts to ensure they are actually achievable. For equity transactions, we analyse liquidation preferences, anti-dilution provisions, and board control mechanisms, calculating how they will affect founder shares during subsequent funding rounds or a potential sale.
KSB breaks down the complex financial terminology into clear practical implications. We identify terms that are overly restrictive and suggest alternative structures, so you have a complete understanding of the financial commitments and restrictions before you sign the document and move into formal legal drafting.
Post fundraising support
Securing capital is only the beginning of a financial relationship; managing the obligations that come with that capital is an ongoing requirement. Banks and institutional investors require regular, formatted updates to confirm that their funds are being used as agreed and that the business remains financially stable. Failure to provide accurate reporting can trigger covenant breaches and immediate debt recall.
We provide post fundraising support to manage these ongoing stakeholder requirements. Our team establishes the internal reporting mechanisms necessary to generate the specific financial metrics your lenders or investors demand. We assist in tracking the deployment of the raised capital against the original budget, providing variance analysis to explain any deviations.
Furthermore, we monitor your ongoing compliance with debt covenants, forecasting upcoming periods to identify potential compliance issues before they occur. By taking on the burden of investor relations and covenant reporting, KSB reduces the load on your finance department and keeps your reporting to capital providers consistent and transparent.
Frequently asked questions
What is the difference between debt syndication and a standard corporate loan?
A standard loan is provided by a single bank, limiting the total amount available based on that institution's internal risk policies. Debt syndication involves arranging a facility where multiple lenders contribute to a single large loan. This is necessary for substantial capital requirements, spreading the risk across a consortium of banks while maintaining a unified repayment structure.
How do you assist if a bank requires a feasibility study for project finance?
When arranging project finance, lenders require objective evidence that the proposed development will generate sufficient cash flow to service the debt. We prepare the detailed financial models and assumptions that form the core of these feasibility submissions, ensuring your revenue projections, cost estimates, and repayment schedules meet the strict assessment criteria of UAE and GCC financial institutions.
At what stage of the fundraising process should we involve a corporate finance advisor?
It is highly beneficial to engage an advisor before approaching lenders or investors. We help structure your financial records, determine the precise amount of capital required, and decide between debt and equity before you enter the market. Refining your proposition early prevents exposing a poorly structured deal to potential financial partners.
What are financial covenants in a term sheet?
Financial covenants are conditions set by lenders requiring the borrowing company to maintain certain financial metrics, such as a maximum debt-to-equity ratio or a minimum level of working capital. We review these terms to ensure they are practically achievable based on your forecasts, preventing scenarios where normal operational fluctuations trigger a technical default on your funding.
Can you help us secure working capital without issuing new equity?
Yes. For companies seeking to avoid equity dilution, we facilitate various debt instruments focused on short-term liquidity. This includes arranging overdraft facilities, trade finance lines, and invoice discounting structures with corporate banks. We assess your current balance sheet to determine which debt structure provides the necessary working capital while remaining serviceable from your existing cash flows.