Our services, in line with our Vision, are tailored towards the promotion of investments.

As a financial boutique, we offer innovative long-range strategic solutions for the optimal benefits of the stakeholders.

We provide services on the following planks:
  • Making direct investments in potential companies through significant or controlling interest acquisition.
  • Working as a member of a consortium of investors and advisers.
  • Operating strictly in a process management and advisory role
  • Provision of financial advisory and investment banking services to select clients especially in the area of fund raising through relationships with local and international institutions
  • Spearheading and executing mergers and acquisitions as well as management consulting especially in the area of business integration, strategy and business turnaround and restructuring.
We have, based on our review and segmentation of our client needs, defined certain key stages of any business’ financing from early stage financing right through to mature stage financing in order to better define the solutions that will best suit our clients.

In our view, a typical project/business/company has several financing stages including the following:

Pre-operational Stage
  • Usually funded by promoters
  • High risk and high reward capital
  • Major costs include incorporation, feasibility studies, business plans, consultancy fees, licenses, etc.
  • Key activities include project/business/company conceptualization and initial business plan developments including market surveys and business definition
Project Set-up Stage
  • Also funded by promoters with other angels
  • Based on initial business plans and feasibility studies
  • Key financing source is equity and some form of development finance
  • Key activities include acquisition of licenses, plant and equipment, initial staff recruitment etc.
Early Growth Stage
  • Project has taken off
  • Working capital required
  • Funding provided by institutional and other investors at a premium to promoters
  • International development agency finance available
  • Some bank loan financing is also available
  • Key activities include acquisition of additional machinery, working capital, geographical and other forms of expansion
Mid Growth Stage
  • Business size approaching critical mass
  • Fast paced growth in equipment and working capital
  • Combination of equity and debt funding required
  • Sources of funding includes private equity, development finance and commercial banking institutions
Maturing Stage
  • Business has attained critical mass
  • Initial public offer to achieve growth and provide liquidity for early stage investors
  • Bank finance to supplement equity
Mature Stage
  • Growth is organic and through acquisitions
  • Buy back of excess equity
  • Divestitures etc.
Halkon Investments can provide advisory services to clients in any of the stages outlined above. At every level, Halkon Investments will leverage on the dynamic skills of its human capital and its international investment banking connections to ensure deal closure

We believe in building long-term relationships and believe in working towards creating long term wealth through strategy formulation and execution, people development, practice enhancement and a continuous process evaluation, enhancement and monitoring.