Financial markets and investment analysis

Investment Advisory

Capital Structuring · M&A · Asset Management · Portfolio Strategy

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Executive Overview

Capital deployed intelligently is the ultimate competitive advantage.

The Gulf's sovereign wealth landscape, Saudi Arabia's Vision 2030 investment pipeline, and Spain's position as the gateway to Latin American capital markets create an exceptional opportunity set for investors who understand the terrain. ILS Consultancy provides investment advisory that combines deep local intelligence with cross-border transaction experience — from deal origination through structuring, execution, and portfolio management.

Investment strategy discussion
Service Value

Why Investment Advisory Requires Local Intelligence

Capital Structuring

Capital Structuring

Advisory on the optimal capital structure for cross-border investments — equity, debt, mezzanine, and hybrid instruments — across UAE, Saudi Arabia, and Spain, accounting for tax, regulatory, and commercial considerations.

M&A Transaction Support

M&A Transaction Support

Buy-side and sell-side advisory for cross-border M&A across our three core markets — including deal origination, due diligence coordination, negotiation support, and transaction structuring.

Portfolio Strategy

Portfolio Strategy

Strategic advisory for family offices, sovereign-linked investors, and institutional allocators on portfolio construction, asset allocation, and diversification across Gulf and European markets.

Distinctive Advantages

Our Investment Advisory Advantage

Origination Network

Origination Network

Access to off-market deal flow across Saudi Arabia, UAE, and Spain through our established networks with family offices, developers, and Vision 2030-aligned project sponsors.

Cross-Border Execution

Cross-Border Execution

Transaction management capability spanning all three jurisdictions simultaneously — essential for deals that involve assets, entities, or capital flows across multiple markets.

Regulatory Alignment

Regulatory Alignment

Investment structures designed from the outset to satisfy the regulatory requirements of all relevant jurisdictions — avoiding costly restructuring post-completion.

Our Process

Our Investment Advisory Process

A disciplined process from mandate definition through execution and portfolio monitoring.

01

Mandate Definition

We define the investment mandate precisely — target sectors, geographies, return profile, risk tolerance, time horizon, and exit strategy — to ensure every subsequent step is aligned.

02

Deal Origination & Screening

We source opportunities through our proprietary network, screening against mandate criteria and conducting preliminary commercial and regulatory assessment before presenting to you.

03

Due Diligence & Structuring

We coordinate full commercial, legal, tax, and financial due diligence, and design the optimal investment structure for the specific transaction and jurisdiction combination.

04

Execution & Post-Investment

We manage transaction execution through to completion and provide ongoing portfolio monitoring, value creation advisory, and exit preparation support.

Service Framework

Investment Coverage by Market

Deep market knowledge across the three investment corridors where we operate.

Saudi Arabia Investment

UAE Investment

Spain & European Investment

Cross-Border Structures

Industries Served

Investor Profiles We Serve

Family Offices

Family Offices

Gulf and European family offices seeking direct investment, co-investment, and portfolio diversification across our three core markets.

Institutional Investors

Institutional Investors

Pension funds, insurance companies, and endowments allocating to Gulf and European real estate, infrastructure, and private equity.

Corporate Investors

Corporate Investors

Corporates making strategic acquisitions, joint ventures, or minority investments in their sector across Saudi Arabia, UAE, and Spain.

Real Estate Investors

Real Estate Investors

Property investors seeking residential, commercial, and hospitality assets across Dubai, Abu Dhabi, Riyadh, Madrid, and the Spanish coast.

Capital Advised (USD)

Transactions Executed

Core Markets

Years Combined Experience

Case Study
Gulf Family Office — Cross-Border Real Estate Portfolio

USD 85M

Portfolio Value

14 months

Time to Deploy

60%

Tax Exposure Reduction

Gulf Family Office — Cross-Border Real Estate Portfolio

Building a diversified real estate portfolio spanning Dubai, Riyadh, and Madrid

The Challenge

A Gulf-based family office sought to diversify a concentrated UAE real estate portfolio into Saudi Arabia and Spain, while maintaining an optimal holding structure for inheritance, tax, and liquidity management across all three jurisdictions.

Our Approach

ILS Consultancy designed a three-tier holding structure with UAE intermediate holdco, originated off-market assets in Riyadh's expanding residential market and Madrid's trophy commercial sector, and coordinated simultaneous acquisition processes across all three markets.

The Outcome

Portfolio of USD 85M established across three jurisdictions within 14 months. Holding structure reduced effective inheritance tax exposure by 60% and enabled tax-efficient dividend repatriation to the Gulf.

Frequently Asked Questions

Common Questions

What types of assets do you advise on?

Do you take positions in the transactions you advise on?

Can you help us access Vision 2030 investment opportunities in Saudi Arabia?

How is your investment advisory fee structured?

Get Started

Deploy Capital With Precision

Talk to our investment advisory team about opportunities across Saudi Arabia, UAE, and Spain.

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