Products and Services
SIBK is a Capital Markets Authority licensed investment bank providing specialised financial services to corporates, institutions, high net worth individuals, and public sector entities across Kenya and the East African region.
SIBK's Corporate Finance and Transaction Advisory practice works with corporates, entrepreneurs, financial institutions, and public sector clients on complex transactions. We hold no proprietary capital, so our advice has no competing interest. Advisers work a mandate from first meeting to completion.
Mergers and Acquisitions Advisory
Buy side, sell side, and merger advisory across sectors.
Buy Side Advisory
- Target identification and strategic fit assessment
- Valuation analysis and financial modelling
- Transaction structuring and deal negotiation
- Due diligence coordination and management
- Regulatory filing support
- Post acquisition integration advisory
Sell Side Advisory
- Business preparation and vendor due diligence
- Information memorandum and marketing materials preparation
- Buyer identification and process management
- Bid evaluation and negotiation support
- Structuring of sale and purchase agreements
- Regulatory approvals and completion management
Mergers & Corporate Restructuring
- Strategic rationale and options analysis
- Fairness opinions and independent valuations
- Scheme of arrangement and statutory merger advisory
- Shareholder and board advisory
- Regulatory engagement and process management
Capital Raising Advisory
Debt and equity capital raising solutions across the capital structure.
Equity Capital Raising
- Capital structuring and equity financing strategy
- Preparation of investor materials and financial projections
- Investor identification and roadshow support
- Negotiation of investment terms and shareholder agreements
- Regulatory filing support
- Private placements and rights issue advisory
Debt Capital Raising & Structured Finance
- Debt structuring and optimal capital structure analysis
- Bond and note issuance advisory, including listed debt
- Syndicated loan and club deal facilitation
- Project and infrastructure finance advisory
- Islamic finance structuring: Sukuk and Murabaha
- Lender identification and term negotiation
- Prospectus preparation and CMA filing support
Private Equity & Venture Capital Advisory
- Growth equity and venture funding advisory
- Investor pitch and business plan preparation
- Valuation and term sheet negotiation
- Fund structure and co investment advisory
Why SIBK for Corporate Finance & Transaction Advisory?
- Independent advice. We hold no proprietary capital, so there's no conflict between our advice and our balance sheet.
- Regulatory expertise. Deep, working knowledge of the CMA and the cross-border regulatory landscape across East Africa.
- Transaction track record. Experience advising on M&A, capital raises, and transactions across the financial sector.
- Sharia structuring capability. Specialist expertise in Sukuk, Murabaha, and other Sharia compliant transaction structures.
- End-to-end execution. We stay on a transaction until it closes. That includes the difficult middle parts, not just the opening and the announcement.
SIBK is licensed by the Capital Markets Authority of Kenya to provide contractual portfolio management to individual, institutional, and corporate clients. Every portfolio is built around that client's mandate, risk profile, and financial objectives. It is not a model portfolio with their name on it.
Discretionary Portfolio Management
- Bespoke investment policy mandate definition
- Portfolio construction across equities, fixed income, money market, and alternative assets
- Active portfolio monitoring and rebalancing
- Regular performance reporting and attribution analysis
- Risk management and compliance with mandate constraints
- Sharia compliant portfolio management
Non Discretionary Portfolio Management
- Investment research and recommendations tailored to client mandate
- Portfolio review and advisory on proposed transactions
- Performance monitoring and reporting
- Market updates and investment commentary
- Client retains final approval on all transactions
Institutional & Corporate Portfolio Management
- Asset liability management and investment strategy design
- Treasury and liquidity portfolio management
- Fixed income and money market portfolio management
- Compliance with applicable regulatory investment guidelines
- Sharia compliant investment mandates
- Quarterly board level investment reporting
Asset Classes & Investment Universe
SIBK's portfolio management mandates can encompass the following asset classes, subject to client mandate and applicable regulatory guidelines.
Fixed Income
Government securities (Treasury Bills and Bonds), corporate bonds, and listed debt instruments.
Money Market
Call deposits, commercial paper, and short term instruments.
Collective Investment Schemes
Unit trusts and approved CIS funds.
Alternative & Private Assets
Subject to mandate and regulatory approval.
Sharia Compliant Instruments
Sukuk, Murabaha placements, and Sharia screened equities.
Why SIBK for Portfolio Management?
- CMA licensed. Licensed by the CMA to provide contractual portfolio management in Kenya.
- Mandate design starts with you. Objectives, risk appetite, time horizon, and liquidity needs are defined before any allocation decisions are made.
- Sharia compliant capability. Every mandate is screened and structured to Sharia principles from inception, not retrofitted.
- Full reporting. Regular statements with performance attribution, holdings disclosure, and compliance monitoring.
Discuss a Mandate with SIBK
Tell us about your transaction or portfolio objectives and the right adviser will respond.