We bring an unrivalled depth of international transaction experience to our clients providing independent, hands-on M&A and capital financing solutions.
Our Business
Lumina Capital Advisers is a specialist mid-market Corporate Finance adviser, regulated by the Dubai Financial Services Authority, providing hands on M&A and funding advisory solutions to a diverse client base across the key financial centres of Dubai, London and Riyadh. We assist our clients in achieving their strategic goals by offering comprehensive, globally integrated financial advisory services. Our dynamic advisory practice supports clients through all phases of the business cycle through expert capabilities in M&A, Restructuring&Recapitalization, Capital Raising and Financial Institution Advisory.
When partnering with Lumina, you can expect significant engagement with veteran dealmakers, who are as well versed in dealing with the global board of a multi-billion dollar conglomerate as they are with the family members of leading regional family conglomerates. We believe our people are our greatest asset, and we bring together the brightest and most talented individuals to deliver exceptional service to our clients. We leverage our extensive global network and relationships to deliver the right solutions for our clients across industries and products, regardless of geography.
Mergers & Acquisitions
Our advisory services include mergers, acquisitions and divestitures, joint ventures and spin-offs across all sectors covering our key markets of Dubai, London and Riyadh. Our global team of experienced professionals has an unparalleled track record of providing exceptional results for our clients. We deliver unconflicted, international standards of deal execution with long-standing counterparty relationships, while also understanding the nuances of local deal-making in the markets where we operate.
Buyside / Sellside M&A
Valuations
Deal structuring, consideration dynamics
Synergies analysis
Data-room management
Oversight and assistance in appointment of external advisers (financial, legal diligence)
Portfolio Advisory
Lumina partners with our family office and private equity clients in evaluating some of their most strategic and complex decisions and investments. From annual performance and portfolio valuation to strategic buy/sell/hold-and-expand advice we provide independent, unconflicted advice. This positions us uniquely to offer a range of advisory services to boards of directors and special committees with regional portfolios of assets or corporate interests.
Portfolio strategic options
Transaction strategy
Portfolio valuation
Ongoing performance monitoring
Synergies analysis
Target / portfolio diligence
Restructuring
We help companies, funds, family offices and investors navigate and resolve complex disputes, often relating to joint ventures and partnerships established in the region. Having worked on several high profile international/regional JV disputes, we are experienced in effectively resolving disputes, often with multi-billion dollar global entities as counterparties. We provide a full suite of strategic advisory services including options analysis, fair market valuations, restructuring services, providing financial advice related to exit, restructuring, or buyout of a JV.
Exit readiness
Financial restructuring
Deal marketing
Deal negotiations
Data room management
Synergies analysis
Exit timing and process
Solicit term-sheets
Oversight to completion
Capital Raising
We provide capital raising services, typically connecting capital sources from the Middle East region with global corporate investment opportunities. Our team leverages long-serving regional relationships with private equity, family office and large corporates, to source smart capital solutions for our clients. The team’s capabilities are fully integrated with our global platform, ensuring marketing efforts have the broadest possible reach.
Marketing materials preparation
Equity story review
Investor lists
Valuation / modelling
Deal marketing
Investor approach
Optimal capital structure
Solicit term-sheets
Oversight to completion
Our Clients
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We serve global private equity houses in assessing, valuing, structuring and executing transactions across the Middle East. We use our regional experiences, often with direct prior knowledge of transacting with the corporates and institutions being reviewed, to deliver truly insightful, quality advice on a timely basis. This local knowledge, delivered with the hands-on experience of what matters to global PE houses, saves our clients time in the review process, provides an on-the-ground viewpoint and helps them to make more accurate and informed investment decisions. We help regional family offices to establish successful corporate acquisition units, often as part of their global portfolio diversification strategies. We develop screening models and investment templates and provide frameworks for successful acquisition processes. By working with, and helping to develop, family office team members they are then able to use these templates for future deals.
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Our regional and global corporate clients rely on Lumina’s depth of experience in our markets, delivered as peers, in a complex, often challenging region for dealmaking. We break down transaction and investment decisions, providing our clients with the critical information to improve their decision making – be it on an acquisition, disposal or JV restructuring.
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We assist shareholders of privately owned businesses across a whole range of M&A and capital raising services. Often entering second, or even third, generation ownership we consider succession issues, and how to plan for this, planned sales and introductions of strategic investors. The latter being extremely useful as businesses seek to expand into new markets across the region and globally.