Capital Advisory

What we do?

INSTITUTIONAL CAPITAL PLACEMENT ACROSS INDUSTRIES

We help established businesses and experienced sponsors access institutional-quality capital when traditional financing falls short or optimal structures require specialized capital sources.

Who We Serve:

✓ Private companies (family-owned, founder-led, private holding companies)

✓ Real estate sponsors and operating platforms

✓ Asset-heavy businesses with cash flow or hard assets

✓ Experienced operators pursuing growth, acquisition, or recapitalization

Capital Types We Facilitate:

✓ Senior debt and stretch senior loans

✓ Mezzanine debt (subordinated, hybrid structures)

✓ Preferred equity and structured equity

✓ Joint venture equity partnerships

✓ Growth capital and expansion financing

✓ Acquisition and buyout financing

✓ Bridge, rescue, and specialty capital

✓ Distressed debt and special situations

Transaction Sizes: $10M-$500M

The institutional sweet spot—large enough for meaningful capital deployment, focused enough for responsive decision making and personalized service.

Global Reach:

We work with sponsors worldwide and maintain capital source relationships across North America, Europe, the Middle East, and Asia-Pacific.

Industries We Serve, But Not Limited To

Real Estate

Real estate development and operations across all asset classes, hospitality

groups and hotel portfolios, logistics platforms and distribution networks,

industrial facilities and manufacturing, warehousing and cold storage, mixed-use

developments and master-planned communities.

Healthcare

Real Estate

Private hospital groups and medical centers, healthcare platforms with multiple locations, specialty clinics and ambulatory surgery centers, senior living and long-term care facilities, medical device and healthcare services companies

Education

Real Estate

Infrastructure & Industrial

International school operators with owned campuses, education platforms and multi-location operators, university facilities and student housing, education technology companies with recurring revenue, vocational training and skills development platforms.

Infrastructure & Industrial

Asset-Heavy Operating Businesses

Infrastructure & Industrial

Energy transition projects (renewable energy, clean tech), transportation and logistics infrastructure, water, waste management, and utilities, telecommunications infrastructure and data centers, and critical infrastructure assets.

Asset-Heavy Operating Businesses

Manufacturing and industrial operations, food and beverage production and distribution, agriculture and agribusiness, specialty equipment and machinery, mining and natural resources.

Services & Platforms

Asset-Heavy Operating Businesses

Business services with recurring revenue models, technology platforms with

strong unit economics, financial services and regulated fintech entities,

media and entertainment with owned intellectual property, franchise platforms

and multi-unit operators.

Global Capital Network, Regional Expertise

Our Mission

At Consultaa, our Dubai-based presence provides on-the-ground intelligence for international capital sources evaluating the best opportunities, while our global network provides access to capital unavailable through local channels alone.

Capital Source Geographies

Our institutional relationships span:

• United States

• European Union

• United Kingdom

• Middle East

• Asia-Pacific

Sponsor Geographies

We serve clients globally with particular strength in:

• US, Canada

• Latin America (Brazil, Argentina, etc.)

• Europe (UK, Germany, Spain, Italy, etc.)

• Asia (India, Japan, South-East Asia, etc.)

• Middle East (UAE, KSA, Bahrain, etc.)

Deal Criteria: Ideal Transactions

TRANSACTION SIZE: $10M - $500M

Below $10M typically doesn't meet institutional minimum thresholds. Above $500M

often requires investment banking mandates. We focus on the middle market where

we deliver maximum value.

SPONSOR PROFILE:

✓ 5+ years of operating experience in industry

✓ Proven track record with completed projects or operating history

✓ Strong management team with relevant expertise

✓ Institutional-quality financial reporting and projections

✓ Clear value-creation thesis and exit strategy

✓ Commitment to transparency and governance standards

BUSINESS CHARACTERISTICS:

✓ Asset-backed or cash-flowing operations

✓ Defensible competitive position or market niche

✓ Recurring revenue or visible demand (for operating businesses)

✓ Path to profitability or EBITDA growth

✓ ESG considerations addressed (increasingly important for institutions)

CAPITAL USE CASES:

✓ Growth and expansion capital

✓ Acquisitions and platform consolidation

✓ Development and construction financing (real estate)

✓ Working capital and operational scaling

✓ Refinancing and recapitalization

✓ Management buyouts and ownership transitions

✓ Bridge financing and rescue capital

WHAT WE DON'T FOCUS ON:

✗ Startups or early-stage ventures (pre-revenue, unproven models)

✗ Businesses with no budget for Due Diligence

✗ Purely speculative investments without operating history

✗ Businesses lacking institutional-quality financial records

✗ Transactions below $10M (below institutional thresholds)

✗ Sponsors unwilling to meet institutional transparency standards

Our Process: From First Call to Closing

STEP 1: DISCOVERY & ASSESSMENT

STEP 2: ENGAGEMENT & STRUCTURING

• Complimentary 30-60minute consultation

• Business overview, capital requirement, use of proceeds

• Sponsor background and track record review

• Preliminary feasibility assessment

• Pathway recommendation

STEP 2: ENGAGEMENT & STRUCTURING

• Engagement agreement execution

• Deep dive: financial analysis, market positioning, competitive dynamics

• Capital stack design and optimization

• Institutional investment memorandum preparation

• Pricing, terms, and governance strategy development

STEP 3: CAPITAL SOURCING

STEP 2: ENGAGEMENT & STRUCTURING

STEP 4: TERM SHEET NEGOTIATIONS

• Targeted outreach to pre-qualified institutional sources

• Leverage existing relationships for warm introductions

• Initial investor presentations and preliminary due diligence calls

• Market feedback and structure refinement

• Multiple term sheet generation (when possible)

STEP 4: TERM SHEET NEGOTIATIONS

• Facilitate sponsor-investor discussions

• Highlight sponsor concerns on key terms: pricing, structure, covenants, governance

• Ensure alignment on expectations, timelines, and exit provisions

• Support capital partner selection process

• Coordinate legal counsel engagement

STEP 5: DUE DILIGENCE & CLOSING

STEP 4: TERM SHEET NEGOTIATIONS

STEP 5: DUE DILIGENCE & CLOSING

• Coordinate institutional due diligence (financial, legal, operational)

• Manage information requests and Q&A process

• Support legal documentation and closing logistics

• Navigate final closing conditions

• Transaction closes and capital funds

Why choose Consultaa?

Global Network

Operating from Dubai with deep knowledge on US markets while maintaining relationships with global institutional capital sources—a unique combination particularly valuable for international opportunities.

Industry-Agnostic

We evaluate opportunities across industries. Our focus is institutional quality and business fundamentals, not narrow sector specialization. This flexibility allows creative solutions that others miss.

Structure-first Methodology

We don't start with "who has capital?" We start with "what's the optimal structure for THIS business and opportunity?" Then we match capital sources to that structure.

Aligned-Incentives

The success-based pathway means we don't get paid unless you get funded. This aligns our interests completely with yours—we only win when you win.

Transparency & Selectivity

We turn down opportunities if we don't believe we can deliver exceptional value. Our reputation matters more than any single transaction. When we engage, you have our full commitment.

Post-closing Relationships

Many clients return for subsequent projects or recommend us to peers. We view every engagement as the beginning of a long-term relationship, not a one-time transaction.

Consultaa Capital Advisory Pitch Deck

When traditional banks say "no" to strong projects, Consultaa Capital Advisory bridges the gap. We connect established companies and real estate sponsors with $10M-$500M in institutional capital through our global network of capital sources, offering flexible debt, equity, and hybrid structures tailored to your deal. Learn how our two-pathway approach and proven process can unlock capital for your next opportunity.

Funding Vision - Pitch Deck (pdf)

Download

GLOBAL CAPITAL ADVISORY SERVICES

What we do?

INSTITUTIONAL CAPITAL PLACEMENT ACROSS INDUSTRIES

Who We Serve:

Capital Types We Facilitate:

Transaction Sizes: $10M-$500M

Global Reach:

Industries We Serve, But Not Limited To

Real Estate

Real Estate

Real Estate

Healthcare

Real Estate

Real Estate

Education

Real Estate

Infrastructure & Industrial

Infrastructure & Industrial

Asset-Heavy Operating Businesses

Infrastructure & Industrial

Asset-Heavy Operating Businesses

Asset-Heavy Operating Businesses

Asset-Heavy Operating Businesses

Services & Platforms

Asset-Heavy Operating Businesses

Asset-Heavy Operating Businesses

Global Capital Network, Regional Expertise

Our Mission

Capital Source Geographies

Sponsor Geographies

Deal Criteria: Ideal Transactions

Our Process: From First Call to Closing

STEP 1: DISCOVERY & ASSESSMENT

STEP 2: ENGAGEMENT & STRUCTURING

STEP 2: ENGAGEMENT & STRUCTURING

STEP 2: ENGAGEMENT & STRUCTURING

STEP 2: ENGAGEMENT & STRUCTURING

STEP 2: ENGAGEMENT & STRUCTURING

STEP 3: CAPITAL SOURCING

STEP 2: ENGAGEMENT & STRUCTURING

STEP 4: TERM SHEET NEGOTIATIONS

STEP 4: TERM SHEET NEGOTIATIONS

STEP 4: TERM SHEET NEGOTIATIONS

STEP 4: TERM SHEET NEGOTIATIONS

STEP 5: DUE DILIGENCE & CLOSING

STEP 4: TERM SHEET NEGOTIATIONS

STEP 5: DUE DILIGENCE & CLOSING

Why choose Consultaa?

Global Network

Industry-Agnostic

Structure-first Methodology

Aligned-Incentives

Transparency & Selectivity

Post-closing Relationships

Consultaa Capital Advisory Pitch Deck

Contact Us

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