Private Wealth Capital | Our Products

Our Products

Financial Advisory
Asset Management
Real Estate

Why Private Wealth Capital? Our key strengths are...

Access to Global Investor’s Universe
We have an extensive and growing network of investors we can leverage upon to ensure the success of any equity and debt financing.

Debt Issuance Expertise
We act as a critical partner to institutions looking for debt, equity financing or a joint venture through a Public Private Partnership. Currently, Private Wealth has been mandated to source debt financing for a number of manufacturing and financial services companies and government institutions.

Capital Markets Expertise
The experience of the Founder Directors overseeing some of the largest capital markets transactions in the region including the KPLC USD 317.5 million Capital Base Restructuring as well as playing a key role in Privatization and Capital Raising transactions totaling into Billions of dollars.

Regional Expertise
We have a regional experience and have worked for clients in Uganda and Rwanda as well as in Tanzania. We have guided several manufacturing companies including Sasini Bond Issue, Kaluworks Bond and other expansion projects in Kenya, Uganda Clays Rights Issue and Bralirwa Company Listing in Rwanda and CRDB Bank in Tanzania.
As Financial Advisor’s our scope of work includes:
- Appraise and advice on Investment Opportunities.
- Advising on the optimal structure for the Project.
- Assisting in the preparation of a Financing Plan.
- Advising on sources of debt and likely financing plan.
- Advising in preparing a financial model for the project (if necessary).
- Advising on the Financial Implications of Project Contracts and assisting in their negotiation.
- Preparing an information memorandum or a brief of the Investment to present to Potential Investors, debt and mezzanine finance providers.
- Advising on assessing proposal for Financing.
- Debt and additional Equity arrangement and placement.
Our Key Specialization Areas
Private Equity Brokerage
This is a sell-side/ buy-side service that Private Wealth Ltd offers to institutional Investors looking to divest/ invest in emerging companies within East Africa. Usually the owners of the companies require growth capital for expansion of their business or as an exit strategy and therefore require injection of Private Equity into the firm as opposed to traditional commercial bank loans. The product also covers a combination of Mezzanine financing and other quasi-debt structures tailor-made to the requirement of the target institutions.
Private Wealth Capital has been mandated by several PE funds/Mezzanine funds to provide opportunities for investment into growing companies.

Our Private Equity Brokerage services vary widely depending on specific client requirements, however, the most common services we provide our sell-side clients are:
Assist the client in establishing a MPSP Value - Most Probable Selling Price Valuation; the techniques used by individual brokers can vary greatly in this process.
Develop a comprehensive Information Memorandum on the company; normally a 15-30 page document outlining the business for potential buyers.
Conduct buyer searches, confidentially.
Exposure - marketing the business to prospective buyers.
Screen buyers for ability to complete a purchase.
Co-ordinate negotiations and provide deal structuring advice.
Provide overall deal management to guide the client through the entire process.
Help maintain confidentiality of the sale.

Perhaps one of the biggest services provided by Private Wealth to sell-side clients is the ability to allow clients to stay focused on running their business during the sale process, while we manage the sale process which can take on average 6 months to 12 months to complete.
Project Finance
This includes advising Corporate entities on project financing for specific projects that can be financed off-balance sheet and can generate sufficient cash flows independently e.g. , master planned real estate projects, power plants, construction financing, plant expansion etc.

Mergers & Acquisitions
This includes sell – side advisory for an entity seeking strategic investors or outright shareholder exit and also buy-side advisory for an entity seeking acquisition targets for their expansion strategy.

Corporate Restructuring
This is where a corporate is in need of restructuring their capital base in order to position for growth or acquisition.

Capital Raising, Debt and Equity Advisory Services
This includes arranging of debt and equity financing for Institutions in need of expansion or growth capital.
Child Trust Fund
A Child Trust Fund (CTF) is a long term savings or investment account for children now being provided in Kenya by Private Wealth Capital Ltd, a boutique Financial Advisory and Investment Management firm. The firm will introduce the Child Trust Fund with the aim of ensuring every child has savings at the age of 18, helping them understand personal finance.

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Individual Leveraged Account
This is a margin account designed to trade in the Kenyan bond market, investors are able to leverage their Fixed Income investment enabling superior return on investments. Historical returns on investment on funds under management are way above normal market returns. Minimum investment for this account is Ksh. 5 m.

Fixed Income Asset Management
Private Wealth offers asset management for investors with funds invested in Treasury bonds, Corporate bonds and Treasury bills. We enable our clients to derive higher return on the Fixed Income Portfolios by offering services on Discretionary or non-discretionary basis. Our core target market for this service are Institutional Investors with holdings in the bond market including, Pension Funds, Endowment Funds, Corporate Treasuries, Insurance Companies, Bond/Money Market Funds, International Institutional investors, NGOs’ and financial institutions. Minimum portfolio size in this category is Ksh. 50m.

Leverage Bond Fund
This is a pooled fund leveraged at least 300% of the initial investment. Investment of the fund will be primarily on government bonds, corporate bonds and Fixed Deposits. Target clientele for this product will be High Net worth Individual Investors and medium sized institutional Investors. Minimum investment for this product is Ksh. 1 million.

Real Estate in Kenya is currently undergoing a real estate boom and investors in this sector have been enjoying very high returns. Through the various investment vehicles mentioned below Private Wealth investors will be able participate in the major development projects giving investors lucrative returns in secure and structured investment vehicles. The investments are structured to give investors security and liquidity in the case of exit and enables them to participate in large real estate projects without necessarily placing a huge capital outlay.

Real Estate Mezzanine Fund
This FUND will target institutional investors, i.e. Pension Funds, Insurance companies, Private Equity Real Estate Funds, DFI’S, among others seeking an opportunity to participate in Real Estate Development opportunities using a structured vehicle and a guaranteed return to mitigate the risks and burden inherent in direct development of Real Estate by Institutional Investors. The Fund will identify feasible Real Estate development projects with favorable return and profile within the Funds target whose promoters have a track record of successful and profitable development of projects.

With our expertise and track record in Real Estate we will manage our investors’ interest in the Development Projects to ensure the objectives and targets set are achieved by the Fund. Investors will be able to enjoy a guaranteed return on each project, with downside risk protected, and further upside opportunity provided by structured financing by the Fund.
Private Wealth – Real Estate Division offers various services leveraging on our experience, expertise and track record in the local Real Estate Market. We serve both institutional and Individual Investors seeking management and execution capacity to fulfill their Real Estate investment objectives.
Development Consultancy
Project Financial Feasibility – Financial Modeling
Project Concept Development
Marketing Plan development and execution
Arrangement for Debt Funding

Arrangement of Equity Financing
Establishment of Joint Venture Structures
Overall Management of the development from end to end
Property Management

Private Wealth through our Real Estate Division manages property for Corporate and Individual Investors in excess of Ksh. 1 billion.

Once our development partners complete a development, our property management team steps in and assume the ongoing responsibilities for its operations. We currently provide property management services to virtually all of our residential, mixed-use, retail and commercial properties, including apartments, commercial, retail and mixed-use space.

Managing our group properties is an important part of our overall strategy and enables us to create additional value for our assets and that of our clients, over time. We maintain our properties with exceptional detail and undertake physical improvements on an ongoing basis.

For our commercial developments, we also devise and maintain an optimal retail tenant mix to ensure the property’s continued appeal. These practices allow us to position each of our properties as best-in-class and help to increase their revenue streams.

Our property management functions include maintenance, administration, accounting, customer service, marketing and leasing. These daily activities are closely monitored and controlled by our Real Estate Team, which is responsible for budgeting, financial and regulatory compliance and reporting for all our properties. Our approach of providing direct, comprehensive management services under strategic direction of our executive officers enables us to maximize cash flow while protecting the long-term value of each asset.

Since we began, we have been known for our professional, responsive building management and for our philosophy of providing the utmost respect to our residents, tenants, employees and investors. People who live in buildings under our management can readily attest that our residential management group strives to maintain the highest possible standards in maintenance, administrative efficiency and resident services. These qualities have been instrumental in establishing us as an emerging distinctive property manager across the entire economic spectrum.

Property Sales
Our property management team has the capacity to execute sales of both large scale Commercial and Residential buildings. We place emphasis on our ability to execute large commercial property sales within a short turn around period. Through our expertise, experience and network in Residential property, we have the capacity to design and execute sales and marketing plans to ensure successful sale of a large number of units to Institutional and Retail Investors.

Property Letting
Our Real Estate Team has developed capacity for letting of Property under our management with minimum turn around and vacancy rates. Our team has developed a large pool of potential tenants whom we provide space as soon as vacancies emerge, minimizing our vacancy periods.

Our Products

Financial Advisory

Asset Management

Real Estate

Why Private Wealth Capital? Our key strengths are...

Access to Global Investor’s Universe

Debt Issuance Expertise

Capital Markets Expertise

Regional Expertise

As Financial Advisor’s our scope of work includes:

Our Key Specialization Areas

Our Private Equity Brokerage services vary widely depending on specific client requirements, however, the most common services we provide our sell-side clients are:

Property Management

Property Sales

Property Letting