Investment Advisory Services in Kenya
Helping Kenyan businesses make confident and well-structured investment decisions
Making smart investment choices is one of the most important parts of growing and securing your business. Whether you are looking to scale, acquire another company, raise capital, or diversify into a new area, every investment needs to be backed by clarity, structure, and deep insight.
In Kenya, the investment landscape is full of opportunities but also comes with challenges including:
- Limited access to capital from banks and formal investors
- Informal deal structures that lack proper documentation
- Unclear or inflated business valuations
- Rushed investment decisions made without expert guidance
At Frankbridge Advisory Limited, we help you navigate these challenges with clarity, structure, and local expertise. We assess risks, evaluate opportunities, and structure investment decisions that align with your long-term goals. From analysing target businesses and conducting due diligence to preparing for capital raising and investor negotiations, we guide you every step of the way.
Our team understands the Kenyan market inside out. We help you cut through the noise and get a clear view of what an investment really means for your business. Whether you are planning to invest internally or externally, we bring financial modelling, strategic thinking, and local insight to the table.
What is Investment Advisory, Anyway?
Investment Advisory is expert guidance to help you make informed decisions about where, when, and how to invest your capital. It goes beyond just identifying opportunities. It involves a thorough process of evaluating potential investments, conducting detailed due diligence, and assessing financial viability.Investment advisors like Frankbridge also help you develop strategies to mitigate risks and maximize returns. The goal is to ensure that every investment decision aligns with your overall business or personal financial goals, offering clear insights into potential risks, rewards, and market dynamics. Ultimately, investment advisory empowers you to make smart, data-driven choices that help grow your wealth and secure your future.
The Serious Consequences of Making the Wrong Investment for Your Business
Investing without proper advisory can lead to several negative outcomes, including:
- Capital loss from poorly thought-out investments
- Regulatory penalties for non-compliance with Kenyan laws or industry standards
- Stalled projects due to mismanaged funds or wrong strategic decisions
- Misaligned partnerships that result in inefficiencies or conflicts
- Legal risks from unverified deals or improper documentation
- Financial scams and fraudulent schemes that take advantage of unprepared businesses
- Long-term financial strain and reputational damage that can take years to recover from
In Kenya, market volatility and complex legal frameworks make expert investment oversight essential to avoid these serious pitfalls.
How Frankbridge Advisory Limited Can Help
We provide you with the insight, expertise, and tools to make sound investment decisions, including:
- Opportunity assessment
- Deal evaluation
- Diversification strategies
- End-to-end support
- Deep understanding of the Kenyan market
Opportunity Assessment and Feasibility Studies
We help you identify and evaluate viable business and investment opportunities.
In a fast-moving market like Kenya’s, it can be difficult to differentiate good opportunities from risky ventures. Many businesses invest without a clear understanding of potential risks or returns, leading to costly mistakes.
At Frankbridge, we conduct comprehensive opportunity assessments and feasibility studies that take into account your industry, target market, and the local economic landscape. We provide you with detailed reports on the viability of your opportunities, helping you make data-driven decisions that align with your strategic goals.
Our approach isn’t just about theory—it’s about practical insights that guide you toward the most lucrative opportunities.
You may need our opportunity assessment and feasibility study service if you:
- Are looking to enter a new market or industry
- Want to understand the true potential of a new investment or project
- Need to validate your business or investment idea before committing resources
- Are facing uncertainty about the financial viability of an opportunity
This list is not exhaustive. Let’s discuss your specific needs.
Financial Due Diligence
We help you uncover red flags before committing capital.
When evaluating potential investments or acquisitions, overlooking critical financial risks can lead to disastrous consequences. Issues like hidden debts, overvalued assets, or weak financial controls can all compromise the success of your investment. At Frankbridge, we conduct thorough financial due diligence that digs deep into the financial health of the target company. We identify potential risks, assess the quality of financial statements, and help you understand the full scope of liabilities and opportunities. Our in-depth analysis ensures you make informed decisions and avoid costly surprises.
You may need financial due diligence if you:
- Are considering an acquisition or investment in a new business
- Want to understand the true financial position of a potential partner
- Are entering a deal with little transparency about the financials
- Need to assess risks before committing capital
This list is not exhaustive. Let’s discuss how we can support your decision-making process.
Valuation Services
We help you understand the true worth of a business or asset before investing.
In Kenya’s dynamic market, business valuations can vary widely depending on factors such as industry trends, market competition, and economic conditions. Relying on inaccurate or outdated valuations can lead to poor investment choices.
Frankbridge provides expert valuation services to give you a clear, objective understanding of the value of a business, asset, or project. Our valuation takes into account local market conditions, industry standards, and financial health, providing you with a realistic figure that aligns with current and future performance.
You may need valuation services if you:
- Are considering purchasing or selling a business or asset
- Need an objective valuation for investment or accounting purposes
- Want to ensure you’re not overpaying for an acquisition
- Are negotiating terms in a merger or partnership
This list is not exhaustive. Let’s talk through your valuation needs.
Mergers and Acquisition Support
We provide strategic guidance through mergers, acquisitions, and partnerships.
Mergers and acquisitions can offer great opportunities, but they are complex and come with a range of challenges. Poor execution, misunderstanding between parties, or failing to integrate the businesses effectively can lead to wasted time and resources.
Frankbridge helps you navigate the entire M&A process with expert guidance. From initial strategy development to final integration, we provide support in identifying the right targets, negotiating terms, conducting due diligence, and ensuring that the transaction meets your long-term goals. We also assist with the cultural and operational integration, helping your business align seamlessly post-deal.
You may need M&A support if you:
- Are considering acquiring a competitor or merging with another business
- Want to ensure your mergers and aquisition deal aligns with long-term strategic goals
- Need help with negotiations and understanding the terms of a deal
- Are facing integration challenges post-acquisition
This list is not exhaustive. Let’s explore how we can assist you through this process.
Private Equity and Fundraising Advisory
We help structure and secure funding for your venture.
Accessing capital for growth can be challenging, especially when it comes to attracting the right investors or negotiating favorable terms. Whether you are seeking private equity, venture capital, or other forms of funding, the process can be complex and time-consuming.
At Frankbridge, we work with you to structure your business in a way that is attractive to investors. We guide you through preparing investment materials, identifying the right funding sources, and managing investor relations. Our experience with private equity and fundraising advisory ensures that you have the support needed to secure the right funding on the best terms.
You may need private equity and fundraising advisory if you:
- Are looking to raise capital for business expansion or new projects
- Need guidance on how to approach investors and negotiate terms
- Are preparing for a funding round and need professional advisory support
- Want to attract the right investors to fuel growth
This list is not exhaustive. Let’s talk about how we can help you secure the right funding.
Portfolio Management Support
We help align your investment portfolio with your financial objectives.
A well-managed investment portfolio is critical for achieving your financial goals, whether personal or business-related. Without regular monitoring and adjustments, your portfolio may lose alignment with your changing objectives, market conditions, or risk tolerance.
Frankbridge provides portfolio management support to ensure that your investments are aligned with your financial goals. We help you assess and rebalance your portfolio to minimize risk, optimize returns, and ensure that your strategy adapts as your business or personal situation evolves.
You may need portfolio management support if you:
- Want to ensure your investments are diversified and risk-adjusted
- Are experiencing changes in your financial goals or risk tolerance
- Need help managing multiple investments or assets
- Want to improve the performance of your current investment portfolio
This list is not exhaustive. Let’s discuss how we can optimize your portfolio for success.
Exit Strategy Planning
We help you maximize your return when exiting an investment.
Exiting an investment—whether through a sale, merger, or public offering—is a critical step that can significantly impact the long-term success of your business. Without a well-thought-out exit strategy, you risk leaving value on the table or facing complications that could reduce your returns.
At Frankbridge, we help you develop an exit strategy that maximizes value and ensures a smooth transition. From preparing the business for sale or IPO to negotiating terms and finding the right buyer or partner, we provide the expertise needed to execute a successful exit.
You may need exit strategy planning if you:
- Are considering selling your business or assets
- Want to prepare for a merger or IPO
- Are seeking a smooth transition as part of your long-term business plan
- Need help structuring your exit for maximum value
This list is not exhaustive. Let’s discuss how we can plan your successful exit.
Why Choose Frankbridge Advisory Limited?
- In-depth local market knowledge
- Unbiased, independent advice
- Track record across multiple sectors in Kenya
- End-to-end support, from strategy to execution
- Confidential and client-centered approach
Frequently Asked Questions on Investment Advisory in Kenya
Do I need investment advisory if I already have a business idea?
Can you help me raise capital in Kenya?
How do you ensure my investment is safe?
Is there a minimum investment size you work with?
Can you advise on international investments from Kenya?
Ask us About our Investment Advisory Services.
