INVESTMENT & CORPORATE FINANCE SERVICES

Aim: To provide end to end solutions for investment management and advisory services to clients by leveraging local and international experience and a strong network.


Investment management

Direct investments


  • Direct investments into listed and unlisted companies across diverse industries; investments made in the last 5 years span across industries such as construction materials, real estate etc.

  • Active monitoring of performance of portfolio companies

  • Proactive scouting for exit opportunities

  • Geography focus is GCC

  • Mandate based portfolio management


  • One stop shop for providing investment management solutions of regional PE and RE portfolios

  • Extensive experience in active management of portfolio

  • Existing client base consisting of Family Offices, Holding Companies, High Net Worth Individuals in Kuwait

  • Proprietary book


  • ICFD manages the proprietary book to deliver attractive returns and create strong track record

  • Existing track record consist of investments across various asset classes including stocks, bonds, etc.

  • Participation in fund offerings including private equity and real estate

  • Appetite for products from diverse geography including MENA, the US, the UK and the Asia Pacific

  • Alternative investments

    International real estate


  • Investment strategy aligned towards identifying transactions across safer asset classes in central locations

  • Focus on partnering approach with wealth preservation and accretion as primary goals

  • Experienced and reputable advisors in each jurisdiction that source off-market transactions

  • Geography focus include the US, the UK, Asia Pacific

  • Local real estate


  • Investments in safe and yielding assets

  • Geography focus limited to mostly Kuwait and Saudi Arabia

  • Structured products


  • Structuring and collaborating with partners to create innovative and safe investment opportunities

  • Track record of creating structured investment products and successfully placing among institutional and HNI client base

  • Thematic funds


  • Key focus towards utilities and infrastructure, in the MENA region

  • Investment strategy is geared towards collaborating with reputed operators to identify opportunities having sound economical and technological attributes in both green field and brownfield space – medium term investment horizon

  • KFIC ME PE Fund


  • KFIC’s ME PE fund has focus towards making minority investments in companies across MENA

  • Existing companies in the portfolio span across telecom, real estate, financial services

  • Advisory

    Restructuring advisory


  • End to End restructure advisory solutions; including capital restructuring , organizational and operational restructuring

  • The team has specialization across a wide range of industry verticals

  • Acquisition advisory


  • KFIC has a collaborative working relationships with leading international financial advisory firms for deal sourcing across the US, UK, Asia Pacific

  • Regionally, ICFD has collaborative working relationships with leading firms & banks in UAE, Oman, Saudi Arabia and Qatar for mutual deal exchange and placement

  • PPP advisory


  • KFIC was one of the first Kuwaiti investment company to be prequalified for a PPP in Egypt in 2008 when the PPP process in Kuwait had not started

  • Strong relationship with Partnership Technical Bureaus (PTB) and investor – developer – operator consortiums

  • Support across all stages of PPP projects realization process

  • Offset advisory


  • End to End offset advisory services to the Obligor

  • Identification of valid offset options

  • Identification of offset partners

  • Extension of advisory services throughout the life-cycle of a company's offset obligation

  • Wealth management

    Full Solutions Approach


    Wealth Creation:Focus on support with business growth


    Acquisition Advisory


    Franchising Advisory


    Profitability Improvement


    Profitability Improvement


    Wealth Preservation: Focus on active investment management of current investment portfolio


    Portfolio Diagnostics


    PE Review & Management


    HNW Insurance Solutions


    Wealth Accretion: Focus on improving returns with a long term investment plan


    Real Estate Solutions


    Offshore structuring


    Structured products etc.


    Succession planning and customized coaching


    (for the second and third generations across business management, leadership, and investment management)