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Corporate Finance Advisory

Our Corporate Finance Advisory business provides strategic tactical advice and unparalleled structuring and execution to corporations across a broad range of sectors. Our reputation as the "go-to" advisor for prominent public and private corporations stems from particular expertise in advising on complex financial transactions that require unique structuring and financial modeling capabilities. We engage in detailed Financial Modeling, Equity Valuation, Mergers & Acquisitions, Divestitures, Private Placements and Fairness Opinions.

Equity Capital Raising

Ithmar Invest is licensed as a ‘Lead Manager’ and ‘Issue Trustee’ in Jordan and Palestine by the Jordan Securities Commission (JSC) and Palestinian Capital Markets Authority (PCMA), respectively. Our firm has often served as an independent and objective financial advisor in Equity Financing situations, with expertise across the entire spectrum of Equity Capital structure decisions. Ithmar Invest helps companies raise equity or quasi-equity capital through the following routes:

  • Private Placements
  • Corporate Sales
  • Initial Public Offerings (IPO’s)
  • Follow-On Secondary Offerings
  • Shareholders’ Rights Offerings
  • Preferred Stock & Convertible Debt Issuances
  • Warrants & Quasi-Equity Issuances

Debt Financing Advisory and Arrangement

Ithmar Invest is the leading fixed-income securities arrangement investment banking firm in the Levant region. In this area, we work with our corporate clients at the outset to understand their short term and long term debt capital needs, after which we devise comprehensive financing strategies and assist them through the execution of the entire transaction.

We maintain ongoing contact with commercial banks, insurance companies, investment houses, specialty lenders, mezzanine lenders, lenders, high networth individuals and fixed income funds to remain updated on their lending and investment criteria. Our ability to recognize the appropriate capital sources allows us to optimally structure transactions that meet the needs of our clients.

Our debt financing services include structuring, documentation, arrangement and negotiation of a wide range of senior debt, junior debt, corporate bonds and mezzanine financings. Our services include assisting corporate clients instructuring and raising different types of fixed income securities including:

  • Plain-Vanilla Corporate Bond Issuances
  • Convertible & Convertible Preferred Debt
  • Mezzanine & High-Yield Financings
  • Sukuk Issuances (Sharia-Compliant Securities)

Restructuring Advisory

Ithmar Invest provides strategic advice and financial restructuring services to distressed companies, where it works with creditors, investors and other stakeholders towards creating win-win scenarios. Our expertise in this area lies in providing critical and independent advice on complex issues and transformational situations. We are distinguished by our track record of developing and implementing innovative financial solutions, which are often driven by ideas that forge consensus among diverse stakeholders. We have a broad range of experience assisting clients with:

  • Developing, negotiating and executing refinancing of existing loans and fixed income securities
  • Designing and implementing Corporate Recapitalization
  • Obtaining covenant amendments on existing financings
  • Raising new debt and equity capital
  • Selling non-core assets or entire companies

Family Group Advisory

We provide strategic advice to business-owning families and closely-held businesses in the MENA region, which require advice on corporate governance and inward-looking restructuring and comprehensive holding company evaluation.Through a unique combination of financial consulting and investment banking services, the team at Ithmar Invest creates value-added solutions to the liquidity needs of shareholders and the capital needs of the businesses. Our strength in this field lies in our deep understanding of the challenges facing family companies and their owners because we deal with those issues everyday as advisors and as owners.