Financial Advisory — Strategy, Capital & Restructuring
FINANCIAL ADVISORY
Transforming Complexity into Strategic Value
Vicage Investment delivers comprehensive financial advisory services that help organizations grow, optimize capital structures, navigate M&A, and manage risk. Our approach is pragmatic, data-driven and tailored to each client’s strategic objectives.
Strategy-led Execution
We combine strategic planning with execution capability — not just recommendations but hands-on implementation support.
Cross-border Expertise
Experience advising transactions across Africa, Asia and Europe, with a practical understanding of cross-jurisdictional issues.
Results-focused
Our fees and structures are aligned with client outcomes — we focus on measurable improvements to valuation, liquidity and strategic positioning.
Detailed Overview
Financial advisory at Vicage covers the full lifecycle of corporate finance: from strategic planning and capital raising to M&A execution and turnarounds. We advise boards, owners, CFOs and PE sponsors on value creation, funding strategy, risk allocation and transaction execution.
Core Objectives
Enhance enterprise value and strategic positioning
Optimize balance sheet efficiency and liquidity
Structure transactions to minimise execution risk
Ensure regulatory and ESG alignment for long-term sustainability
Clients We Serve
Corporate management teams, family-owned businesses, private equity sponsors, governmental entities, and financial institutions seeking advisory support for complex transactions.
Our Services — Exhaustive Detail
1) Business Strategy & Corporate Planning
We help boards and executive teams set medium- to long-term strategies that align with market trends, competitive dynamics, and shareholder objectives. Our work includes market entry assessments, product portfolio optimization, and business model redesign.
Deliverables
Strategic diagnostic and opportunity map
3–5 year strategic roadmap with KPIs
Financial model linking strategy to valuation and cash flow
Implementation plan with governance and milestones
Typical engagement phases
Discovery: Interviews with leadership, review of financials and operations, competitor benchmarking.
We advise on optimal capital structure—debt vs equity mix, term of debt, covenant design—and execute capital raises across private placements, institutional debt, syndicated loans and alternative capital providers.
We evaluate implied cost of capital, dilution impact, covenant flexibility and refinancing risk to recommend structures that balance growth objectives with financial resilience.
3) Mergers & Acquisitions (M&A) Advisory
Our M&A services cover sell-side, buy-side, and carve-out mandates. We focus on value discovery, transaction structuring, negotiation, and post-merger integration to ensure deal objectives are realized.
Identification and engagement of strategic and financial buyers
Negotiation of price, deal mechanics and warranties
Carve-outs & divestments
Complex carve-outs require detailed separation planning: shared services, transitional service agreements, tax and regulatory consideration, and working capital normalization adjustments.
4) Debt Restructuring & Turnaround Advisory
When businesses face liquidity stress or covenant breaches, Vicage works with management and stakeholders to design sustainable restructurings—balancing creditor recovery with business viability.
Restructuring toolkit
Cash flow forecasting & viability assessments
Negotiation with lenders, bondholders and suppliers
Operational turnaround plans and cost optimisation
Stakeholder management
Successful restructurings require synchronized stakeholder engagement—transparent communication with creditors, regulators, and employees to achieve consensual outcomes where possible.
5) Valuations, Financial Modelling & Transaction Support
Our valuation services include DCF, precedent transactions, and market multiple analyses; we stress-test models under adverse scenarios and provide independent valuation opinions for M&A, fundraising and reporting.
Deliverables
DCF models with detailed assumptions and sensitivity analysis
Integrated financial model (P&L, Balance Sheet, Cash Flow)
Valuation memos and fairness opinions
Transaction playbooks and closing checklists
6) Risk, Compliance & ESG Advisory
Advisory is incomplete without robust risk and compliance frameworks. We help clients embed AML/KYC processes, regulatory compliance, and ESG integration into corporate strategy and transactions.
ESG integration
We develop ESG frameworks aligned to international standards, design impact monitoring metrics, and help link sustainability outcomes to financing terms (e.g., sustainability-linked loans).
Procedures — End-to-End Engagement Workflow
Below is an operational playbook that details how we run advisory mandates, covering governance, deliverables, timelines and client responsibilities.
Engagement Phases
1. Introductory Meeting
Clarify objectives, scope, timelines and preliminary documentation required. Agree on confidentiality and engagement terms (LOI or engagement letter).
2. Diagnostic & Data Room
Establish a secure data room. Collect financials, contracts, cap table, legal docs, operational KPIs and market data.
3. Analysis & Modelling
Build forecasts, valuation models, scenario analyses, and identify value levers and risks.
4. Strategy & Options
Present strategic options with preferred path, sensitivity tables, capital plan and resource implications.
5. Execution Support
Lead or support negotiations, run auctions, coordinate due diligence and manage transaction close.
6. Post-transaction Integration
Implement integration plan, monitor KPIs, and adjust governance to capture synergies and mitigate integration risk.
Documentation & Data Checklist
Requested documents typically include:\nCorporate Registrations & ownership structure\nLast 3 years audited financial statements; interim management accounts\nCap table and shareholder agreements\nMaterial contracts (customer, supplier, lease, loan)\nTax compliance records\nOperational KPIs, budgets and forecasts\nLegal proceedings and regulatory histories
Pricing & Fee Models
Fees vary by mandate type and complexity. Common structures include fixed fees for strategy projects, retainers + success fees for capital raises and M&A, and performance-based fees for restructuring outcomes. We align incentives to client success while covering resourcing needs.
Insights & Thought Leadership
Long-form insights that inform strategic decisions and transaction timing.
Article: Capital Markets in Emerging Economies — Opportunities & Pitfalls
Accessing capital in emerging markets offers attractive returns but requires careful mitigation of currency, regulatory and execution risks. We provide a framework to evaluate market entry, local partner selection and hedging strategies.
Article: M&A Integration — Capturing the Value
Most deal value is captured (or lost) post-close. We detail integration playbooks, common failure modes, and how to design governance and KPI measurement to preserve deal thesis.
Article: ESG-linked Finance — Structuring and Reporting
We show how to structure sustainability-linked loans, select appropriate KPIs, and implement verification processes that satisfy lenders and rating agencies.
Representative Case Studies
Case Study: Strategic Turnaround — Manufacturing Group
Situation: A regional manufacturer faced margin pressure, inefficient capital allocation and rising debt costs.\nAction: Vicage led a diagnostic, implemented operational improvements, restructured bank facilities and raised working capital through a structured asset-backed facility.\nOutcome: EBITDA improved by 35% over 12 months and refinancing reduced interest costs.
Case Study: Cross-Border Acquisition Advisory
Situation: A PE sponsor sought to acquire a logistics platform in another jurisdiction.\nAction: Vicage performed target diligence, coordinated cross-border tax and regulatory advisors, structured the bid financing and negotiated purchase agreements.\nOutcome: Transaction closed within expected timetable and project realised initial synergies of 12% within the first year.
Frequently Asked Questions
Q1: How do you price advisory engagements?
A: Pricing depends on deliverables and complexity. Strategy projects are often fixed-fee; transactions use retainers plus success fees tied to closing or financing outcomes.
Q2: Can Vicage execute transactions outside its home jurisdictions?
A: Yes. We work with local counsel, accounting firms and banking partners to ensure regulatory compliance and efficient execution in foreign jurisdictions.
Q3: Do you provide interim management or only advisory?
A: We can provide interim CFO or project management support on a case-by-case basis where hands-on execution is required.
Q4: How confidential are advisory mandates?
A: We operate under strict confidentiality protocols, NDAs and secure data room practices. Sensitive information is tightly controlled and access is granted only on a need-to-know basis.
Start an Engagement
To request a proposal or speak to an advisor, contact our team. Provide a short brief and we will schedule an initial consultation within 48 hours.
