Advisory Services
The Capital Trust Group’s advisory business is an integral part of its activities. Assignments have
included providing clients with mergers and acquisitions advice on petroleum-related investments
in Europe, the United States, the Middle East and North Africa, where the Group performed
valuations and acted as financial advisor to the principals. The Group has also submitted tenders
on behalf of clients for the acquisition of major petroleum-related assets and has worked with
leading investment banks in arranging international debt financing for such acquisitions as well as
later-stage financing and restructuring. Examples include advising on the privatisation of SAMIR
refinery (Morocco), arranging a syndicated loan for the upgrade of SAMIR and advising on the
acquisition of Preem Petroleum (Sweden) and the issuance of several bonds and arranging a $2
billion re-financing for Preem Petroleum (Sweden).
The Group has developed extensive experience in corporate acquisitions in the United States, Saudi
Arabia, Lebanon, Syria and Jordan, where it has undertaken greenfield projects on behalf of clients,
involving manufacturing and distribution facilities. The Group represents clients on the boards of
such companies and has demonstrated its ability to work with the management teams.
The Capital Trust Group also provides real estate advisory services. Assignments have included
acting as representative and lead negotiator for the acquisition of US and European real estate and
leading the structuring of financing of such projects, as well as managing, monitoring and
reporting on the performance of such investments. The Group also provides independent strategic
analysis of existing property portfolios where it aims to unlock value and enhance returns. In all
cases, the Capital Trust Group seeks to provide and execute recommendations and deliver to its
client’s complete solutions.