Welcome To
Phoenix Advisory Services Inc.
M&A and Real Estate Advisory firm specializing in SME’s and the Hospitality industry across the Caribbean and Latin America.
Our services are individually tailored to each client, we provide a bespoke service and work closely with our clients, taking the hassle and confusion out of investing in the Caribbean and Latin America.
Muhammad Aftab Patel, FCCA, CA
LOOKING For Business Valuation Real Estate Advisory M&A Due Diligence Capital Raising Development Advisory Off-market Real Estate Sales
ABOUT US
Muhammad was born, raised and educated in Barbados spending his career travelling the Caribbean advocating for the region’s economic and social development.
With over 13 years of experience providing audit and advisory services with Big 4 firms, Muhammad also lead M&A and Corporate Development at Elegant Hotels Group PLC before launching his own real estate and advisory firms.
Muhammad specialises in off-market hospitality investment opportunities, is well known as a trusted advisor and is known for his wide network of deep relationships with Governments, developers, hotel and land owners, international hotel brands, key business leaders and intermediaries.
Muhammad takes the hassle and confusion out of doing business in the region given his comprehensive cultural, legal and business knowledge across the Caribbean region and beyond.
Phoenix Advisory provides a range of services
Business Valuation
Real Estate Advisory
M&A Due Diligence
Capital Raising
Development Advisory
Off-market Real Estate Sales
Contact us today for a free consultation
Business Valuation
Entrepreneurs, Founders, and Companies often buy/sell a business once in their lifetime. Obtaining a business valuation provides the investor/owner with a professional analysis and conclusion on the business’s market value. Phoenix Advisory, through its network of collaborative partners, can mobilise in a short time frame to advise you on your needs to assess:
- What is your business worth?
- What aspects of business drive value?
- How can the business be restructured and repositioned to optimize value in preparation for an eventual sale?
Real Estate Advisory
- Are you interested in selling or assessing a property you intend to buy?
- Are you planning a real estate development?
Our qualified affiliates specialize in valuation and feasibility studies for Hotels, Commercial Real Estate, Developments and Special Use Assets
M&A Due Diligence
Buy-side
- Successful growth through mergers and acquisitions requires detailed options analyses to evaluate the factors that drive the decision-making process, ensuring a target is selected that will be accretive to value and in line with the Company’s corporate and strategic objectives.
- Successful company acquisitions also require careful preparation with a detailed analysis of the targets business model, Quality of Earnings, Quality of Assets and Quality of Financial Information.
- Using investigative analysis to assess the key issues facing a target business such as its underlying business risk, operational strengths and weaknesses, and the drivers of its historic and projected profits and cash flows.
Sell-Side
- Company founders and shareholders who wish to divest of their investment require an independent controlled, marketing approach to ensure that the business is represented to attain optimal value for existing shareholders.
Our services:
- Valuing the business and performing a strategic analysis to evaluate the optimal timing, approach, and ultimate preparation for sale.
- Providing independently prepared confidential information memorandums to ensure optimal value is attained within a specified time frame.
- Transaction financing and structure is key to ensure value is maintained post-divestment and the opportunity is palatable for the prospective acquirer.
- Identify issues that may influence investors’ decisions together with recommendations on how to address them.
- Advising on terms, timeline, and conditions of the purchase agreement and completion of the transaction.
Our Results
- The optimal value of bids received.
- Professional, controlled process ensuring an independent approach to the divesting party.
- Minimal disruption to the business during buyer due diligence procedures.
- Representing investors interests, providing an objective view while anticipating issues likely to arise during the process.
Capital Raising
We cover a broad spectrum of services from analysing capital structure options and preparing proposals, through to negotiating and implementing those solutions with all relevant stakeholders.
Achieving an optimal capital structure can be a challenge when a company is facing disruption to its operations and profitability.
More specifically we can:
- Help you to identify the various options for defining or reshaping your capital structure and the execution risks of pursuing each option, so that you can make an informed decision on which proposals to present to stakeholders.
- Act as your Financial Advisor to negotiate with stakeholders, build consensus and obtain agreement to the proposals and then execute the transaction.
- We primarily assist in raising equity from local and international investors.
Development Advisory
Strategy and Research
For developers in the planning stage, we can assist you to develop a powerful vision for your development, provide a strategic review of your plans and undertake bespoke market research to ensure your plans are aligned to market dynamics.
Investment Procurement
For developers requiring assistance to get a project off the ground, we can introduce you to investors and funding sources. We can also assist you to partner with world class hotel, golf, retail, or marina brands to enhance your offering.
Design and Build
We have partnered with the Caribbean’s leading experts in project design, master planning, architecture and construction to provide the insight and experience you need to move your real estate project from vision to reality.
Branding and Design
A unique, impactful brand identity is vital to differentiating your property from other developments. We can help you to create a logo, brochures, adverts, prospectuses, website, and app aligned to your brand vision and target market.
Marketing Services
We offer various marketing services to raise awareness of your development including marketing strategy development, bespoke events, PR campaign management and advertising in our publication The Caribbean Property Investor Magazine
Sales Support
Leveraging our deep market knowledge and experience, we can assist you to develop a sales strategy and manage sales campaigns for your development. We can also conduct discrete “word of mouth” private sales through our network of investors.
Off-market
Real Estate Sales
Why Choose Us
Strong Network
We are well connected to Governments, Attorneys, Owners, Builders, Designers and Consultants across the Caribbean and Latin America. Our network creates a trusted, hassle free environment for our clients.
Negotiation
We take the time to get to know our Clients and all stakeholders involved in our projects and transactions. This provides a solid foundation during negotiations, having built trust with all stakeholders we make the negotiation process easy, looking out for your best interests.
Open Communication
Operating as a boutique consulting firm we pick our clients and projects carefully ensuring that we are never too busy to respond to client requests.