Financial advisory services

Our Financial advisory services cover a vast spectrum of financial support, including but not limited to:

1. Financial planning services

Includes the establishment of a financial plan based on the strategy and the visions of the Organization we will support or on a project basis with detailed steps so as achieve your financial goals. Proposing an investment plan that it can be implemented and customized for your needs. More specifically our services include:

• Financial and Business Restructuring by formulating a specific action plan which aims to highlight the comparative advantages of the products or services offered by our client, to reduce production costs, to improve the company’s cash flow and profitability, to optimize internal procedures, to form an effective system of internal reporting and to develop a specific financial strategy as regards resource allocation and the action plan.
• Loan restructuring, by creating a Turnaround Business Plan and documenting actual repayment ability (Cash Flow Lending)
• Structuring repayment terms for existing loans
• Undertaking operational restructuring
• Independent Business Review (IBR) of major business customers’ situation to provide timely information to the Bank
• Thorough investigation of the company’s activities from both a financial and an operational viewpoint
• Pre-loan financial, legal and tax audits of business customers applying for large loans
• Margin enhancement -Increased competition, mergers / acquisitions and new services in various sectors have established the need for improved margins.

2. Investment appraisals services

Investment planning and decision making are vital activities in an organization. The investment decision-making process is one of the greatest challenges for Senior management; hence, there is a critical need to make the right decisions. The careful assessment of an investment project decreases the chances of failure and influences the company’s cost situation and performance while affecting decisions about investing in certain projects.

3. Investment banking related services

• Consulting support provision on behalf of companies seeking to raise capital
• Consulting support provision on behalf of investors seeking investment opportunities.
• Presentation of the company and its business plan to prospective investors.