Our services.
Private Markets Advisory
We provide private market-focused advice for high-net worth individuals and institutional investors alike, with a focus on the mass affluent market segment. Private markets include private equity, private debt, infrastructure, real estate, and venture capital, which are not traded on public exchanges.
Fortrada will help clients with sourcing investment opportunities, performing due diligence, structuring deals, managing portfolios, and providing strategic advice on navigating the often opaque and complex private markets. The goal is to optimize returns, manage risks, and provide access to exclusive, high-potential investments that are not available in the public markets.
Liability Management & Restructuring
companies or financial institutions use to manage their debt obligations effectively. The goal is to optimize the structure, timing, and cost of liabilities (such as loans, bonds, or other forms of debt) to improve financial stability, reduce borrowing costs, or extend maturities. This can involve refinancing existing debt, swapping debt types (e.g., converting short-term to long-term), or repurchasing debt at favorable terms. Liability management is often used to maintain liquidity, manage interest rate risk, or align debt with cash flow and growth objectives.
Restructuring, in the financial context, involves reorganizing a company's financial, operational, or capital structure, usually in response to financial distress or to improve efficiency and profitability. This can include altering debt arrangements, renegotiating terms with creditors, selling off non-core assets, or streamlining operations. Restructuring aims to stabilize a company, restore financial health, and improve long-term viability, often by reducing debt burdens, resolving cash flow issues, or resolving insolvency challenges.
Capital Advisory & Fundraising
Fortrada’s core expertise lies in capital advisory and fundraising.
Our goal is to assist companies, institutions, or individuals with matters related to raising, structuring, and optimizing capital. This can include advising on mergers and acquisitions, debt and equity financing, recapitalizations, refinancing existing debt, and other financial transactions to ensure clients access the capital they need to fund their operations or growth initiatives in the most efficient manner.
Political & Geopolitical Advisory
We provide specialized consulting services that help businesses, investors, and governments navigate the risks and opportunities arising from political and geopolitical developments. These advisors provide analysis, guidance, and strategic planning based on current and potential political events, policy changes, and international relations that could impact markets, industries, or specific investments.
M&A & Strategy Advisory
We offer expertise in planning, evaluating, and executing M&A transactions to ensure they align with the company's long-term strategic goals.
Target Identification & Assessment, Valuation & Financial Modeling, Deal Structuring, Negotiation & Execution, Post-Merger Integration
Climate Centre
We guide companies and investors in incorporating Environmental, Social, and Governance (ESG) factors into their business strategies, operations, and investment decisions. The goal of ESG advisory is to help clients create sustainable value, meet regulatory requirements, and align with stakeholder expectations related to ethical, environmental, and social practices.