Welcome to Vortex Financial Advisory

Individual Advisory Services

Individual Advisory Services
Our Individual Advisory Services are tailored to provide our client’s with specific solutions to their business questions. These cover:

Project Advisory and Financing
We work with our clients to structure their respective ideas into workable projects from preparing the business case studies to arranging financing where necessary, therefore providing our clients with a near turnkey project execution approach to project implementation.

Small and Midsized Business Advisory
By providing solutions for small and midsized businesses, we work with our clients to prepare their businesses for sustainable profitability by helping them develop functional organizational structures.

Business Acquisitions
We offer consulting based business acquisitions advisory services to help clients identify and acquire existing businesses or investments either directly or through buy-side public asset acquisitions

Corporate Advisory Services

Corporate Advisory
Our corporate advisory services are aimed at providing business solutions to institutions in both private and public sectors. These cover

Corporate Finance
Our corporate finance activities enable corporate bodies raised business finance either through equity or debt offerings or a hybrid. We also help companies explore other financing options including bridge financing or leveraged financing.

Mergers and Acquisitions
To strengthen our portfolio of services, we have developed expertise in M&A advisory to offer a full range of services to help companies achieve growth through mergers and/or acquisitions and also to use this as another means of raising capital via the cashflows of the acquisition target companies.

Takeover defense is also another area of expertise Vortex provides to our corporate clients.

Financial Restructuring

Our Financial Restructuring practice specializes in helping companies in financial distress. This complements our Mergers and Acquisitions practice.

Asset Management

Asset Management
Vortex provides individual clients with superior asset management services by matching their long-term needs and risk tolerance. We adopt a relational approach to portfolio structuring which enable us determine the right asset allocation mix from the various investment instruments in the market.

We provide asset management services to companies by helping them make optimal asset allocation choices therefore freeing cash for investment in other assets and enhancing profitability of investment portfolios. We also help our clients manage their divestment decisions where they need to exit their portfolio positions.

Research

Research
To enable us retain the competitive edge and provide the transformational and cutting edge advisory services that sustain business growth, we invest significantly in economic, market and business research. Our research publications reach our clients through our branches and electronically.

Our research targets the study and application of latest developments and advances in the global environment. These trends are applied with our financial advisory expertise to provide our clients with excellent asset management and risk management decision making choices.