Capital

Investment Management

Core practiceCapital

Disciplined investment management across the full capital cycle

We help capital owners set investment direction, evaluate opportunities, execute transactions and strengthen portfolio oversight. The work is shaped around the owner’s return objectives, decision rights and risk capacity.

Challenges we help address

  1. 01

    Risk appetite and return expectations are not translated into an enforceable investment policy.

  2. 02

    Opportunities reach decision-makers before they have passed consistent screening criteria.

  3. 03

    Commercial and operational risks are identified too late to influence valuation or transaction terms.

  4. 04

    Portfolio reporting describes performance without defining intervention or exit decisions.

We help capital owners set investment direction, evaluate opportunities, execute transactions and strengthen portfolio oversight. The work is shaped around the owner’s return objectives, decision rights and risk capacity.

Sub-services

Capability pillars

Investment Strategy & Mandate Design

Representative mandates

Representative mandate

Investment mandate and portfolio governance

Define investment objectives, allocation parameters, approval rights, reporting standards and intervention triggers for an owner seeking a more consistent approach to capital deployment.

Representative mandate

Transaction assessment and execution support

Assess the commercial, operational and financial case for a priority opportunity, then support valuation, structuring, approvals and negotiation through to a governed investment decision.

Client outcomes

What changes when the mandate lands — and where it connects across our markets.

A documented investment mandate and consistent approval process.

Opportunities assessed against commercial, operational and financial evidence.

Portfolio performance linked to clear governance and intervention thresholds.

Exit readiness incorporated into ownership and value-creation plans.

How we deliver

How the work is sequenced, governed and handed over.

  1. 01

    Define the mandate, governance and decision criteria.

  2. 02

    Build and screen the opportunity pipeline.

  3. 03

    Complete diligence, valuation and structuring.

  4. 04

    Support approvals, negotiation and closing.

  5. 05

    Establish portfolio oversight, value creation and exit planning.

Questions we get asked

  • We provide advisory, structuring and governance support. Investment authority remains with the client and its authorised committees unless a separately regulated arrangement is approved.

  • Yes. A mandate may cover a single diligence or transaction assignment, an existing portfolio, or an ongoing investment-governance programme.

  • Potential conflicts are identified before acceptance, disclosed to the client and managed through mandate separation and formal escalation procedures.

Answers reflect how we typically work. Your first conversation will reference your situation, not a standard script.

Connect with our Investment Management team

Connect with our Investment Management team

Start with a focused conversation about the decision, context and outcome you need. We will involve the right capability lead from the outset.

Connect with our Investment Management team

Practice lead

Mohamed Galal

Chief Executive Officer, Riyadh

Holds the integrated mandate across capital, growth and institutional work