Private Equity Funds
Private equity funds are managed investment schemes that invest primarily in private companies. Typically, the fund will be structured as a unit trust or limited partnership that raises capital from institutional and sophisticated investors, which will be used to buy a stake in one or more unlisted companies.
Investment managers will invest in companies where capital and management resources can be effectively allocated towards developing new products or services, expanding operations or turning around a distressed business to ultimately increase profitability and provide attractive returns. Depending on the fund’s specific objectives, management will focus on adding value to the company through restructuring, operation improvements, corporate governments and/or financial support.
Private equity funds can have varying strategies, with some operating in specific industries in which they can apply niche expertise while others invest in a broad range of industries to diversify their portfolio. Most private equity funds aim to deliver above average returns compared to traditional equity investments; however, investors must be willing to commit capital long term as the investment horizon is 5 to 7 years on average and funds are often closed-ended. These funds can also carry added risk as there is no guarantee as to the financial performance of the companies invested in.
At the end of the term, the fund will sell the investment through an initial public offering, a backdoor listing, a sale to a third party or a share buyback, at which point the investor receives any capital and profit from the fund.
Fadia Fahad Abdulrahman Algosaibi Investment W.L.L members are the trustee/responsible entity for numerous private equity funds.
For further information on selected private equity funds for which members of the Fadia Fahad Abdulrahman Algosaibi Investment W.L.L act as trustee/responsible entity, please visit the Investors page or hover your mouse over the “Investors” tab until the dropdown menu appears then hover your mouse over the “Private Equity Funds” option.
Should you be considering appointing an external trustee, responsible entity or custodian for a private equity fund, please contact us to discuss further. The investment team have over 30 years’ experience in private equity and invest with conviction behind clear and well researched value creation opportunities. The Manager has also created an Advisory Council to help increase the effectiveness of the management team in sourcing, evaluating and managing investments.
Debt & Equity Financing
Our global debt finance team has the expertise to structure and close the types of financings required by our domestic and international clients, including alternative debt capital sources, e.g., hedge funds, private equity and mezzanine funds, and sovereign wealth funds. Our clients include individuals requiring debt capital as well as corporations needing the most current debt capital facilities available in the debt capital markets. We are recognized for cross-border financings, global asset based lending and multi-tiered debt capital transactions. We routinely counsel clients on all types of debt facilities, including club and broadly syndicated secured financing, leveraged capital and asset based financings property financing, subordinated mezzanine, second lien and unitranche facilities, and institutional and private market note placements. With offices around the Gulf region countries and more than 25 debt finance lawyers located throughout our offices, we are specialists in cross border financing and multi- jurisdictional financings. Our debt finance team structures the full range of intercreditor arrangements and bifurcated collateral structures associated with such multi-tier debt financings as well as the collateral packages necessary for cross-border financings and specialized assets collateral. We advise clients throughout the entire life cycle of debt facilities from origination to restructuring and, in conjunction with the restructuring and insolvency group, during bankruptcy. Our expertise is also applied to advise clients on industry-specific financings, including those involving regulatory issues (e.g., aviation, energy, healthcare, maritime, and insurance). Fadia Fahad Abdulrahman Algosaibi Investment W.L.L is the best in making non-control structured equity investments (e.g., convertible debt, debt with warrants and minority equity co-investments).
Fadia Fahad Abdulrahman Algosaibi Investment W.L.L offers the full spectrum of services to deliver bespoke and innovative funding solutions. In addition to arranging new transactions, Fadia Fahad Abdulrahman Algosaibi Investment W.L.L is well positioned to advise on and negotiate discreet restructurings, renegotiations and debt buy backs. The Directors at Fadia Fahad Abdulrahman Algosaibi Investment W.L.L have all previously worked for Global Investment Banks. As a consequence, we have a comprehensive understanding of bank lenders and institutional investors, together with their credit and decision making processes. In addition, we have the credit, structuring and documentation expertise, financial acumen and relationships needed to deliver bespoke advice as well as superior execution. With ever-changing global capital markets as well as the continued entry of new financing sources through private equity or debt funds, companies face both challenges and new options in funding existing operations or new growth through debt or equity financing. Each transaction is structured on a case-by-case basis and we provide the borrower with a transparent process.
Our debt finance solutions can be tailored to meet your individual needs for projects in the public or private sector, anywhere in the world. Our ability to structure, underwrite and hold significant positions sets us apart – and can help you enhance your competitiveness and exploit growth opportunities. From senior secured corporate loans and mezzanine debt to public-private partnerships and project financing, Fadia Fahad Abdulrahman Algosaibi Investment W.L.L gives you the flexibility to lead, arrange or participate in projects according to your customers' needs. Acquisition and growth financing, typically in the form of syndicated loans, is also available, with both floating and fixed rate options covering a broad range of transaction volumes.
Financial Services from Fadia Fahad Abdulrahman Algosaibi Investment W.L.L combines in-depth industry know-how, financial expertise and extensive Corporate Financing experience to ensure that both communities and developers benefit from investment for critical infrastructure projects. Equity and debt financing tailored to the specific needs of your next energy, healthcare, oil & gas, industry or infrastructure project is available today. When it comes to the complexities of building a hospital, railway or power plant, there is no substitute for expertise in industries, global financial practices and the challenges of international project development. Fadia Fahad Abdulrahman Algosaibi Investment W.L.L understands the critical role properly structured financing plays in ensuring the success of your next project long before construction starts and well into the first years of operation. Whatever your next project, extensive global equity investment experience and decisive technical know-how from Fadia Fahad Abdulrahman Algosaibi Investment W.L.L can give it a solid foundation. Excellent access to global capital markets, an international presence, and the ability to reassure finance markets, even for first-of-their-kind projects, can help drive it through to completion and beyond.
Our Investment Process
Our global debt finance team has the expertise to structure and close the types of financings required by our domestic and international clients, including alternative debt capital sources, e.g., hedge funds, private equity and mezzanine funds, and sovereign wealth funds. Our clients include individuals requiring debt capital as well as corporations needing the most current debt capital facilities available in the debt capital markets. We are recognized for cross-border financings, global asset based lending and multi-tiered debt capitalFadia Fahad Abdulrahman Algosaibi Investment W.L.L’s research teams screen the investment universe for securities or assets where the expected internal return meets or exceeds return targets of the services. Such forecasts are supported by extensive field research and disciplined valuation processes. The conversion of all forecasts to the common language of expected return enables comparisons of investments across the capital stack of corporate issuers and all other asset classes.
Our valuation processes include:
A present value modeling framework for common stocks that compares estimates of future free cash flow to current stock prices to compute expected returns. It then compares such returns to a broad universe of companies and establishes both absolute and relative views of return potential.
A fixed income cash flow modeling framework that compares market prices to predictions of loan performance to compute expected returns. Such returns take into account the idiosyncratic features of deal structure (conversion features, pre-payment options, etc.) and the cash flow pathways triggered by defaults and other factors.
Economic modeling at the global and national level. Models predict broad trends in corporate profits as well as supply and demand for real assets near and long term.
Surveillance systems to track predictions versus actual results.
Quantitative Tools
Quantitative factors that correlate with future stock and bond returns facilitate screening for opportunities, timing of purchases and sales and sizing of positions. They also signal forecasting error, useful in research review. Still, such tools are adjunctive to the portfolio management process. All investments must qualify on fundamental grounds.
Research Review
The inputs that drive these investment processes are subject to intensive research review and quality assurance by the funds’ Chief Investment Officers and Director of Research, in collaboration with both internal and external research analysts.
Our investment management principles are based on creating individually customized portfolios, taking a balanced approach, and selecting high quality investments. We build balanced portfolios tailored for each individual’s risk tolerance and financial situation. Specific needs including long-term investment growth, or particular investment considerations are all considered. In many cases, clients arrive with existing positions that we integrate to create a balanced portfolio while also minimizing capital gains. How do you choose your investments or fundings? Taking personalised Investment Advice can be vital, especially in the current economic environment, with high inflation and record low interest rates.
Of course we are not talking about "get rich quick" type of investments, but conservative, steady, reasoned and logical advice. Whether you are seeking to provide money for the Start Up of your business, expansion of existing ones or fund a viable project, it is important to make the right investment choices. As independent Financial Advisory advisers, we have access to tens of thousands of investment funds which cover an enormous range of asset classes. Which funds are right for you, and in which combinations, will depend on many factors includin
g your own attitude to risk, what your objectives are and when you are likely to need access to the money.
With our team-based approach, you're never limited to just one opinion. We work as a team, so you can be confident that our investment strategies are rigorously tested, challenged and strengthened by a larger network of experts. Our in-house investment committee develops portfolios and monitors the investments and securities within the portfolios. They evaluate macro-economic and market conditions to determine if and when specific changes are needed in our investors portfolios and Fadia Fahad Abdulrahman Algosaibi Investment W.L.L' investment philosophies.
transactions. We routinely counsel clients on all types of debt facilities, including club and broadly syndicated secured financing, leveraged capital and asset based financings property financing, subordinated mezzanine, second lien and unitranche facilities, and institutional and private market note placements. With offices around the Gulf region countries and more than 25 debt finance lawyers located throughout our offices, we are specialists in cross border financing and multi- jurisdictional financings. Our debt finance team structures the full range of intercreditor arrangements and bifurcated collateral structures associated with such multi-tier debt financings as well as the collateral packages necessary for cross-border financings and specialized assets collateral. We advise clients throughout the entire life cycle of debt facilities from origination to restructuring and, in conjunction with the restructuring and insolvency group, during bankruptcy. Our expertise is also applied to advise clients on industry-specific financings, including those involving regulatory issues (e.g., aviation, energy, healthcare, maritime, and insurance). Fadia Fahad Abdulrahman Algosaibi Investment W.L.L is the best in making non-control structured equity investments (e.g., convertible debt, debt with warrants and minority equity co-investments).