Mergers and acquisition

Mergers and acquisition have become one of the fastest approaches to gain competitive advantage, growth and enhancement of shareholder’s value.

AlShall’s extensive experience allows it to assist businesses in identifying core competencies and synergies to execute successful strategic mergers and acquisitions. AlShall teams-up with companies’ top management to develop a general strategy and vision and execute the most appropriate M&A strategy for a given deal. This advice is critical given the widely-cited 50% success rate in M&A deals.

Mergers & Acquisitions Experience List

PROJECT NAME COUNTRY SECTOR SERVICES PERFORMED COMPLETION DATE
Valuation of a private IT company Kuwait IT Preliminary valuation for inclusion in a new holding company 2012
Valuation of two investment companies belonging to same group of companies for purposes of merger Kuwait Financial Services Valuation of two investment companies for merger purposes 2012
Strategic planning of a telecommunications company for acquisition purposes Kuwait Telecommunication Strategic planning for acquisition purposes 2012
Valuation of an investment company for a merger purpose Kuwait Financial Services Valuation for the purpose of merger with a real estate services company 2012
Valuation of a listed real estate company for merger purposes Kuwait Real Estate Valuation of a listed real estate company and seven of its associates/subsidiaries for merger purposes 2012
Valuation of a real estate company for merger purposes Kuwait Real Estate Valuation of a real estate company for merger purposes 2012
Valuation of a listed real estate company for the purpose of merger Kuwait Real Estate Valuation of a listed real estate company for the purpose of merger 2011
Valuation of a real estate company Kuwait Real Estate Valuation of a real estate company for the purpose of merger with a listed real estate company 2011
Valuation of a company for merger purposes Oman Real Estate/Services Valuation of a real estate/services company whose principle activity is to establish and operate amusement parks for merger purposes with a listed real estate company 2011
Valuation of a company for merger purposes Bahrain Real Estate/Services Valuation of a real estate/services company for merger purposes with a listed real estate company 2011
Valuation of investment companies for merger purposes Kuwait Financial Services Valuation of two investment companies for merger purposes 2011
Valuation of investment companies for merger purposes Kuwait Financial Services Valuation of two investment companies for merger purposes 2011
Valuation of investment companies for merger purposes Oman – Egypt Pharmaceutical Valuation of two investment companies for merger purposes 2011
Valuation of a listed real estate company for merger purposes Kuwait Real Estate Valuation of a listed real estate company for merger purposes 2011
Valuation of a real estate company for acquisition purposes Kuwait Real Estate Valuation of a real estate company for acquisition purposes, and buy-side advisory 2011
Valuation of a real estate company for merger purposes Kuwait Real Estate Valuation for the purpose of merger with a real estate services company 2011
Valuation of a real estate services company for merger purposes Kuwait Real Estate Valuation for the purpose of merger with a real estate company 2011
Valuation of investment company for merger purposes with another investment company Kuwait – Dubai Real Estate Valuation for merger purposes, merger & acquisition advisory 2009
Valuation of a listed real estate holding company Kuwait Real Estate Valuation of a listed real estate company for the purpose of acquiring 10% stake 2009
Valuation of a contracting company for capital increase and merger purposes Kuwait Contracting Valuation for capital increase and business merger purposes 2009
Valuation of petroleum co. for merger purposes with oil & gas co. Kuwait Oil & Gas Valuation of Safwan for merger purposes, merger & acquisition advisory 2008
Valuation of an oil and gas services holding company Kuwait Oil & Gas Valuation and buy side advisory for the acquisition of a 20% stake in an oil and gas services holding company 2008
Merger of a real estate company with a logistics company Kuwait Logistics Valuation for merger purposes 2008
Merger of a real estate company with a logistics company Kuwait Real Estate Valuation, merger & acquisition advisory transaction 2008
AlDar Spin-off of AlMadar Finance And Investment Company to Stehwaz Company Kuwait Financial Services AlDar spin-off of investment in AlMadar – Stehwaz acquiring controlling stake. Valuation and information memorandum 2007
Valuation of a Bank of Lebanon Lebanon Financial Services Valuation of a troubled Lebanese bank for acquisition purposes 2005
Acquisition of a major real estate company Kuwait Real Estate Valuation, negotiation, deal structuring and due diligence for acquiring 35% in a real estate company 2005
Valuation of a real estate company Kuwait Real Estate Pre-valuation of a real estate company for acquisition purposes 2005
Merger of two investment companies Kuwait Financial Services Feasibility of a merger synergy study of two investment companies along with legal procedures and valuation of both companies and merged companies 2003

Mergers & Acquisitions Examples

Project Example – Feasibility Study, Strategic Planning, Establishing Companies and Private Equity Placement.

Assignment Establishing a private sector oil and gas company – AlDorra Petroleum Services K.S.C.C.
Client Name Promoters of AlDorra Petroleum Services Company
Client’s Activities Kuwait-based investment holding with operating subsidiaries within the oil services industry across the MENA region
Project Size USD 42,000,000 (KD 12,000,000)
Assignment Date & Duration 2006, 13 months
Main Area of Focus AlShall worked with promoters to envision the corporate concept and take the concept from idea to reality. Primary tasks included setting the strategy, identifying risks, conducting a feasibility study, acquiring the licenses, preparing the legal and financial structure, and placing 100% of the required equity capital.
Services Provided AlShall conducted a comprehensive feasibility study including all sub-components such as market research, industry trends, supply and demand quantification, competitors, customers, legal framework, identification and quantification of revenue streams, operating expenses, capital expenditures, capital structure, required rates of return and associated risks. Finally, AlShall raised the required equity capital through a private placement with both strategic and non strategic investors. At a second stage, AlShall successfully negotiated and acquired, on behalf of promoters and the company, four oil services companies that formed the nucleus of the new company.
Outcome The capital was successfully raised and the company established.