Transactions & Investment Advisory Services

Strategic Insights. Execution Excellence. Embedded Leadership.

At Talentstone Advisory, we support clients across the transaction and investment lifecycle—from complex buy-side diligence to performance-driven portfolio management. Whether executing deals, driving restructuring initiatives, or embedding seasoned professionals into investment teams, we bring institutional rigor and market-tested insight to every engagement.

A. Transaction Advisory & Restructuring Services

Maximizing Deal Value. Navigating Complexity. Accelerating Outcomes.

Our Transaction Advisory & Restructuring practice helps investors, corporates, and financial sponsors navigate the full spectrum of dealmaking—from pre-deal diligence through to post-deal integration and turnaround execution. We deliver deep financial, commercial, and operational insights to guide capital deployment, mitigate risks, and unlock value.

Core Capabilities

  • Buy-side & sell-side financial due diligence

  • Commercial and operational due diligence

  • Turnaround and restructuring advisory

  • Post-merger integration (PMI) execution

  • Working capital and liquidity management

  • Distressed asset valuation & recovery planning

  • Capital raising, debt refinancing, and carve-out support

Selected Transaction Engagements

  1. Buy-Side Financial Due Diligence for a $180M acquisition of a West African logistics operator by a regional private equity firm.

  2. Sell-Side Readiness Support for a healthcare group preparing for a divestiture of its diagnostics division across two jurisdictions.

  3. Operational Due Diligence for a global FMCG company assessing an acquisition target’s supply chain footprint and cost synergies.

  4. Turnaround Advisory for a distressed agribusiness group with over $120M in debt exposure and liquidity challenges.

  5. Working Capital Optimization for a manufacturing firm pre-IPO, freeing up over $20M in operating cash flow.

  6. Debt Restructuring Strategy for a telecommunications provider facing covenant breaches under multiple syndicated loan facilities.

  7. Carve-Out Financials & Transition Planning for a divested subsidiary of an oil & gas conglomerate.

  8. Merger Integration PMO supporting cross-functional harmonization post a $1B bank merger in East Africa.

  9. Valuation & Recovery Planning for a distressed REIT’s commercial property portfolio during a downturn.

  10. Cross-Border M&A Deal Structuring for a fintech acquiring a South African digital wallet platform.

  11. Refinancing Support for a logistics company facing refinancing pressure amid tightened lending conditions.

  12. Buy-Side Diligence on a Renewable Energy Developer for a global infrastructure fund investing in solar and wind projects.

  13. Divestiture Strategy for a Consumer Goods Conglomerate, evaluating capital release and tax structuring across four subsidiaries.

  14. Distressed Deal Support in the acquisition of a steel manufacturing plant under receivership, advising on liability ring-fencing and asset carve-outs.

  15. Post-Merger Integration Planning for a technology company consolidating operations in three countries.

  16. Restructuring Financial Model Build to support stakeholder negotiations for a retail chain exiting bankruptcy.

  17. Debt Capacity & Covenant Modeling for a private equity-backed education group planning a growth equity raise.

  18. Cost Take-Out Planning for a real estate firm post-acquisition to achieve a 15% reduction in SG&A.

  19. Capital Structure Optimization for a fast-scaling agritech start-up ahead of a Series C fundraise.

  20. Business Unit Exit Strategy for a conglomerate divesting a non-core engineering unit and renegotiating debt facilities.

B. Investment & Portfolio Management Advisory Services

Institutional Precision. Embedded Expertise. Elevated Returns.

We partner with asset managers, hedge funds, private equity firms, endowments, and sovereign investors to optimize portfolio performance, enhance operational discipline, and build investment infrastructure. Our advisory offering is enhanced by our unique Embedded Leadership Model, where we deploy subject-matter experts—from Managers and VPs to Portfolio Managers and Executive Directors—into client teams for strategic and operational execution.

Core Capabilities

  • Portfolio performance analytics & attribution

  • Fund strategy development & thematic investing

  • Risk-adjusted return benchmarking & stress testing

  • ESG integration and reporting

  • Operating model design for investment & risk teams

  • Data infrastructure & investment reporting transformation

  • Portfolio company monitoring and value creation planning

Embedded Leadership Staffing Engagements

  1. Seconded a Director, Portfolio Risk Analytics into a bulge bracket investment management firm to lead the implementation of a multi-asset risk attribution engine across global portfolios.

  2. Provided an Interim Portfolio Manager to a sovereign wealth fund launching a new infrastructure debt strategy across Sub-Saharan Africa.

  3. Embedded a VP, ESG Investment Strategy into a $15B private equity firm to build ESG frameworks, disclosures, and sustainable value creation metrics.

  4. Deployed a Manager, Investment Operations to streamline front-to-back investment workflow for a fast-growing hedge fund.

  5. Seconded an Executive Director, Real Assets Investment Risk to lead portfolio rebalancing and scenario planning for a global alternatives manager.

  6. Appointed a Director, Fund Structuring & Analytics into a private credit firm to support expansion into European direct lending markets.

  7. Provided a VP, Thematic Investment Research to an endowment-backed asset allocator seeking new emerging markets strategies.

  8. Embedded a Head of Portfolio Oversight into a $4B fund-of-funds platform to enhance exposure tracking, performance KPIs, and internal risk governance.

  9. Seconded a Senior AVP, Investment Strategy & Insights to a Middle East-based family office building out its global equities platform.

  10. Appointed an Interim Chief Risk Officer (CRO) to a private equity firm undergoing internal audit transformation and LP governance enhancements.

C. Infrastructure, PPP & Climate Finance Advisory

Enabling Future-Ready Infrastructure. Mobilizing Capital for Sustainable Growth.

At Talentstone Advisory, we empower governments, development institutions, sponsors, and investors to structure, finance, and execute transformative infrastructure projects. With deep expertise in public-private partnerships (PPPs), project finance, and climate-aligned investments, we help clients navigate complexity, unlock blended capital, and deliver bankable solutions that create long-term value for communities and economies.

From transportation networks to renewable energy, digital infrastructure to climate resilience, we provide end-to-end advisory services that integrate financial, commercial, regulatory, and ESG dimensions. Our work spans the full infrastructure and climate finance lifecycle—enabling smarter infrastructure, sustainable impact, and strategic investment outcomes.

Core Service Offerings

Infrastructure Advisory

  • Project preparation and bankability assessment

  • Financial and economic feasibility studies

  • Capital structuring and funding mobilization

  • Transaction advisory and procurement support

  • Strategic options analysis and institutional reform

  • Post-deal performance and monitoring frameworks

PPP & Project Finance Advisory

  • PPP strategy and policy design

  • Deal structuring and risk allocation

  • Market sounding and investor engagement

  • Bid documentation and procurement management

  • Value for money (VfM) analysis and affordability modeling

  • Negotiation support and financial close facilitation

Climate Finance & Sustainable Infrastructure

  • Climate-aligned infrastructure strategy development

  • Green and blended finance structuring

  • Climate resilience and adaptation investment planning

  • ESG risk assessment and sustainability integration

  • MDB, DFI, and donor coordination for climate capital mobilization

  • Carbon finance, green bonds, and transition instruments advisory

Selected Advisory & Transaction Engagements

  1. Transaction Advisory for a $1.2B Urban Rail PPP Project in West Africa—developed the full financial model, led market sounding, and supported the government through to financial close.

  2. Feasibility and Bankability Assessment for a $400M waste-to-energy plant in East Africa, involving commercial structuring, risk analysis, and DFI engagement.

  3. End-to-End PPP Transaction Advisory for a 750MW hydroelectric dam—covering economic modeling, investor engagement, and concessional finance structuring.

  4. Green Finance Framework Design for a national development agency to unlock climate-aligned investments across transport and water sectors.

  5. Strategic Options Review for a government’s airport concession strategy, including traffic risk modeling and policy reform recommendations.

  6. Bid Process Management & Evaluation Advisory for a digital infrastructure PPP involving fiber-to-the-home rollout in underserved communities.

  7. Project Structuring & MDB Coordination for a $500M urban resilience and flood mitigation project under a climate finance facility.

  8. Blended Finance Strategy Advisory for a government-backed infrastructure investment platform targeting healthcare PPPs.

  9. Commercial Due Diligence for a Global Investor acquiring a minority stake in a toll road concession with complex revenue share terms.

  10. ESG Integration Framework for a regional transport corridor project funded by development finance institutions (DFIs).

  11. Financial Modeling & Risk Allocation Advisory for a desalination PPP project under a hybrid market structure with private and public off-takers.

  12. Renewable Energy Climate Finance Advisory for a solar IPP aggregator raising a $150M blended climate infrastructure fund.

  13. Performance Monitoring System Design for a Ministry of Infrastructure to oversee KPIs and enforce PPP contract compliance.

  14. Carbon Credit Revenue Structuring for a clean cookstove PPP supported by a global donor agency and carbon finance facility.

  15. PPP Capacity Building & Institutional Reform Advisory for a national PPP unit, including policy development and implementation roadmaps.

Driving Infrastructure for a Sustainable Future

At Talentstone Advisory, we don't just advise on infrastructure—we enable it. Whether navigating a complex PPP, mobilizing capital for climate-resilient infrastructure, or embedding green finance into national policy, we deliver results that stand the test of time.

Partner with us to shape the future of sustainable infrastructure and climate-aligned investment.

Why Clients Choose Talentstone Advisory

  • Deep Market Expertise: We understand the nuances of dealmaking, risk, and portfolio performance across asset classes and geographies.

  • Flexible Talent Model: Our embedded leadership solutions offer clients immediate access to proven investment professionals, without long hiring cycles.

  • Institutional-Grade Execution: We bring the same discipline and rigor you expect from Big 4 and MBB firms—with the agility of a boutique advisory.

  • Partnership-Driven Approach: We don’t just advise—we execute alongside you, embedding seamlessly into your teams for lasting impact.

  • Integrated Transaction & Climate Expertise: We combine infrastructure finance experience with cutting-edge climate and ESG insights to deliver resilient, bankable projects.

  • Global Best Practices, Local Execution: Our team blends global advisory capabilities with on-the-ground understanding across emerging markets.

  • Independent & Trusted Partner: As a non-lender and non-asset holder, our advice remains independent, objective, and value-driven.

  • Catalyst for Climate Finance Mobilization: We specialize in structuring pathways to unlock capital from DFIs, green funds, and blended finance platforms.

Let’s Unlock Value, Together

Whether you’re structuring a complex transaction or seeking embedded leadership in your investment function, Talentstone Advisory delivers expertise that moves the needle.

Contact us to explore our Transaction Advisory and Embedded Investment Leadership service