IPO trading floor with live market data screens
OTALAN INVEST · INVESTMENT BANKING

Independent advice.
Global execution.

M&A advisory, capital raising and IPO advisory for corporates, sponsors and OTALAN portfolio companies. An independent global investment banking platform providing strategic financial advice, capital solutions and transaction execution across the entire corporate lifecycle — from growth financing to successful exits.

Speak to a banker See the service lines
M&A Advisory Capital Raising IPO & Capital Markets Cross-Border Advisory Exit Advisory
Mid-Market Companies
Private Equity Funds
Sovereign Wealth Funds
Family Offices
Governments
Development Banks
Listed Companies
High-Growth Companies
Positioning

An independent investment bank, by design.

Unlike traditional universal banks, OTALAN Invest operates as an independent advisory firm — ensuring objective advice and eliminating conflicts of interest. The vision: to become the premier independent investment banking platform connecting global capital with transformational businesses across Europe, the Middle East, Africa, Asia and North America.

01

Independent advice

02

Cross-border transaction expertise

03

Institutional investor network

04

Deep emerging markets knowledge

05

AI-enabled financial analysis

06

Sector-specialised advisory teams

Core services

Five disciplines, one transaction platform.

01 / 05

Mergers & Acquisitions

Buy-side and sell-side execution, start to close.

Buy-side advisory

  • Acquisition strategy
  • Target identification
  • Valuation
  • Due diligence
  • Negotiation support
  • Transaction execution

Sell-side advisory

  • Business preparation
  • Buyer identification
  • Information memorandum
  • Competitive auction process
  • Closing management
02 / 05

Capital Raising

Equity, debt and hybrid solutions matched to the balance sheet.

Equity & hybrid capital

  • Private equity & growth equity
  • Venture capital
  • Strategic & family office investors
  • Convertible bonds
  • Preferred equity & mezzanine financing

Debt advisory

  • Senior debt
  • Acquisition finance
  • Structured finance
  • Project finance
  • Syndicated loans
03 / 05

IPO & Capital Markets

Readiness through to a successful listing.

Services

  • IPO readiness
  • Listing strategy
  • Equity story

Services (cont.)

  • Prospectus coordination
  • Investor roadshows
  • Stock exchange selection
04 / 05

Cross-Border Advisory

Europe, the Middle East, Africa and Asia, as one transaction corridor.

Services

  • International acquisitions
  • Foreign direct investment (FDI)

Services (cont.)

  • Joint ventures
  • Strategic alliances
  • Market entry advisory
05 / 05

Exit Advisory

Every exit path, evaluated on the client's terms.

Routes to exit

  • IPO
  • Trade sale
  • Secondary buyout

Routes to exit (cont.)

  • Management buyout
  • Recapitalisation
  • Family succession
Additional advisory services

Six more disciplines behind every mandate.

Private Placements
  • Institutional investors
  • Sovereign wealth funds
  • Insurance companies
  • Pension funds
  • Family offices
Strategic Advisory
  • Corporate strategy
  • Business transformation
  • Market entry
  • International expansion
  • Corporate development
Financial Sponsors Advisory
  • Private equity
  • Venture capital
  • Infrastructure funds
  • Secondary funds
  • Credit investors
Valuation & Fairness Opinions
  • Enterprise valuation
  • Portfolio valuation
  • Purchase price allocation
  • Fairness opinions
  • Independent expert reports
Financial Restructuring
  • Debt restructuring
  • Capital optimisation
  • Turnaround advisory
  • Distressed M&A
Infrastructure & Project Finance
  • Public-private partnerships (PPP)
  • Renewable energy
  • Smart cities
  • Logistics & transport
  • Water & utilities
Industry focus

Ten sectors, sector-fluent bankers.

Technology & AIFinancial Services & FinTechHealthcare & Life Sciences Energy & RenewablesInfrastructure & TransportReal Estate ManufacturingMining & MetalsAgriculture & FoodTelecommunications
Transaction lifecycle

Eleven stages, from origination to integration.

01
Client Origination
02
Strategic Assessment
03
Financial Analysis
04
Valuation
05
Deal Structuring
06
Investor Outreach
07
Due Diligence
08
Negotiation
09
Documentation
10
Closing
11
Post-Transaction Integration
AI-enabled investment banking

Faster analysis. The same human sign-off.

The OTALAN AI platform supports bankers and clients throughout the transaction — every recommendation remains human-validated before execution.

AI Financial AnalysisCompany ScreeningComparable Company Analysis Automated Financial ModellingDue Diligence AssistanceMarket Intelligence Investor MatchingRisk AssessmentPortfolio AnalyticsDeal Pipeline Management
Revenue model

Recurring advisory, paired with transaction success.

Retainer Fees

Monthly or quarterly advisory mandates that provide recurring revenue.

Success Fees

M&A

1%–5%

Capital Raising

2%–6%

IPO Advisory

2%–4%

Project Finance

0.5%–2%
Fixed Advisory Fees

Valuations, fairness opinions, financial modelling, strategic reviews, due diligence.

Long-Term Advisory Contracts

Annual strategic advisory services for corporations, governments and family offices.

Competitive advantages

Why sponsors and corporates choose an independent bank.

→

Independent advisory model

→

Global institutional investor network

→

Cross-border execution capabilities

→

Integrated AI-powered analytics

→

Expertise across developed and emerging markets

→

Strong relationships with family offices and private equity firms

→

Sector-focused execution teams

→

End-to-end transaction support

Five-year outlook

What the platform is built to reach.

Build a portfolio of over 300 active corporate and institutional clients
Advise on more than €15 billion in cumulative transaction value
Complete 150+ M&A and capital raising transactions
Achieve recurring advisory revenue representing at least 40% of total income
Establish offices in key financial hubs — London, Dubai, Singapore and New York
Become a leading independent advisor for cross-border transactions between Europe, the Middle East and Africa
OTALAN Invest aims to become a globally recognised investment banking boutique combining independent financial advice, advanced AI capabilities and international execution expertise — delivering tailored solutions to corporations, investors and governments seeking sustainable growth and long-term value creation.
Speak to the Investment Banking team