Corporate Finance team reviewing market data in a modern boardroom
OTALAN INVEST ยท CORPORATE FINANCE

The numbers,
done properly.

Valuation, financial modelling and restructuring advisory serving both internal investment teams and external clients. Independent, data-driven financial analysis aligned with international standards โ€” built to support informed investment, financing and strategic decisions.

Business Valuation Financial Modelling Restructuring Advisory Strategic Financial Advisory Internal Investment Support External Advisory
Corporates
Family Offices
Private Equity Firms
Venture Capital Funds
Sovereign Wealth Funds
Government Agencies
Financial Institutions
Entrepreneurs & SMEs
Overview

One practice, two audiences.

The Corporate Finance division combines advanced valuation expertise, financial modelling capabilities and restructuring advisory to help clients make informed investment, financing and strategic decisions โ€” serving both OTALAN Invest's internal investment platform and third-party clients from the same standard of rigour.

Internal mandate

Independent analytical support across OTALAN Invest's own investment committee, due diligence and portfolio monitoring.

External mandate

The same valuation, modelling and restructuring discipline made available directly to corporates, funds and institutions.

Core service lines

Six disciplines, one financial standard.

01 / 06

Business Valuation Services

Independent, objective valuation opinions for private companies, assets and portfolios.

Coverage

  • Enterprise & equity valuation
  • Minority & majority interest valuation
  • Fair market value assessment
  • Purchase price allocation (PPA)
  • Intangible & IP valuation
  • Portfolio company valuation
  • Infrastructure & project valuation
  • Mining, real estate & tech/SaaS valuation

Methodologies

  • Discounted Cash Flow (DCF)
  • Comparable company analysis
  • Precedent transaction analysis
  • LBO analysis ยท NAV ยท SOTP
  • Venture capital & First Chicago method
  • Market multiples ยท replacement cost
02 / 06

Financial Modelling

Sophisticated models supporting investment decisions, financing and corporate strategy.

Model types

  • Integrated three-statement models
  • Operating & investment models
  • Acquisition & LBO models
  • Project finance & infrastructure models
  • Renewable energy & mining project models
  • Real estate & SaaS financial models

Deliverables

  • Dynamic Excel models
  • Scenario & sensitivity analysis
  • Monte Carlo simulations
  • KPI dashboards
  • IRR & MOIC analysis
  • Liquidity forecasting
03 / 06

Financial Restructuring Advisory

Improving financial stability and optimising capital structures.

Services

  • Capital structure optimisation
  • Debt restructuring
  • Corporate turnaround advisory
  • Liquidity management
  • Cash flow improvement
  • Working capital optimisation
  • Business recovery plans
  • Financial performance review
  • Cost transformation programmes
  • Operational restructuring support
  • Stakeholder negotiations
  • Refinancing advisory
04 / 06

Strategic Financial Advisory

Supporting boards, shareholders and executives on strategic financial decisions.

Services

  • Corporate strategy review
  • Strategic business planning
  • Investment opportunity assessment
  • Capital allocation strategy
  • Financial feasibility studies

Services (cont.)

  • Business expansion analysis
  • International expansion advisory
  • Joint venture evaluation
  • Strategic partnership analysis
  • Shareholder value enhancement
05 / 06

Internal Investment Support

Analytical support across OTALAN Invest's own investment platform.

Services

  • Investment committee analysis
  • Due diligence financial reviews
  • Portfolio monitoring & valuation
  • Exit readiness assessment

Services (cont.)

  • Investment performance analysis
  • Risk assessment
  • Financial health monitoring
  • Quarterly portfolio reporting
06 / 06

External Advisory Services

Corporate finance advisory for independent clients.

Target clients

  • Corporates
  • Family offices
  • Private equity firms
  • Venture capital funds
  • Sovereign wealth funds
  • Institutional investors
  • Entrepreneurs & SMEs
  • Government agencies
  • Infrastructure developers
  • Financial institutions
  • International organisations
Industry expertise

Fifteen sectors, sector-specialised teams.

TechnologyArtificial IntelligenceSaaS HealthcareFinancial ServicesEnergy Renewable EnergyMining & MetalsInfrastructure Real EstateHospitalityAgriculture ManufacturingTelecommunicationsLogistics
Revenue model

Pricing matched to the nature of the work.

ServicePricing model
Business ValuationFixed Fee
Financial ModellingFixed Fee + Hourly
Restructuring AdvisoryMonthly Retainer
Strategic AdvisoryRetainer + Success Fee
Portfolio ValuationAnnual Contract
Due Diligence SupportProject Fee
Financial ReviewsFixed Fee
Board AdvisoryAnnual Retainer
Investment Committee SupportRetainer
Project Finance ModellingProject-Based Fee
Competitive advantages

Why the numbers hold up under scrutiny.

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Independent and conflict-free financial advice

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International valuation standards (IVS, IFRS)

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Deep expertise in Private Equity and Private Markets

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Cross-border transaction capabilities

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Advanced financial modelling and analytics

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Sector-specialised advisory teams

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Integrated investment and advisory platform

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Strong presence across Europe, the Middle East and Africa

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Access to OTALAN Invest's global investment ecosystem

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Tailored solutions for institutional and private clients

OTALAN Invest Corporate Finance combines rigorous valuation methodologies, sophisticated financial modelling and strategic restructuring expertise โ€” empowering investors, corporations and institutions to optimise capital allocation and achieve sustainable long-term growth.
Speak to the Corporate Finance team