Wealth Grid Consultancy

From a file that raises questions to one that closes.

Credit, finance and mid-market advisory from a team that reads a file the way lenders and investors do — business plans, models, credit files, market entry, restructuring and transactions.

For: SMEs, mid-caps and growth companies preparing a round, a facility or a transaction. Book a free 30-min callStatus: Live

Discuss a mandateLive Book a free 30-min callLive

Business planning Financial modelling & value drivers Capital & credit readiness Market entry — Saudi Arabia & the Gulf Operational restructuring Transactions & M&A

Six services

Take one service or the whole journey.

Business planning

Where is this business actually going — and can you prove it?

Strategic diagnostic: where value is created today, and where it leaks
Business model and unit economics rebuilt from the ground up
Three-to-five-year plan with capex, headcount and funding needs
Governance and KPI framework so the plan survives contact with reality

Ask about thisLive

Financial modelling & value drivers

What do the numbers say when someone stresses them?

Integrated three-statement model — transparent, auditable, yours to keep
Scenario and sensitivity analysis on the drivers that move value
Value-driver analysis and investor-ready assumptions (formal valuations are referred to licensed firms)
Feasibility studies for new plants, formats, products and territories

Ask about thisLive

Capital & credit readiness

The capital exists. So why is it taking this long to reach you?

Readiness diagnostic — we read your file the way a credit committee will
Investor and credit files prepared to institutional standard
Structure design: instrument, tenor, grace, security and covenants
Lender and investor shortlist, approach and negotiation support
Leasing & factoring, debt structuring and alternative finance

Ask about thisLive

Market entry — Saudi Arabia & the Gulf

How fast can you be in the Gulf — safely?

Market sizing and demand mapping built bottom-up
Competitor, pricing and channel benchmarking on the ground
Entry mode compared: greenfield, JV, acquisition, franchise or distribution
A 100-day launch plan with owners, milestones and a stop-loss trigger

Ask about thisLive

Operational restructuring

The revenue is there. So where did the margin go?

Margin and cost-to-serve diagnostic by product, channel and customer
Working-capital release across inventory, receivables and payables
Debt reprofiling and lender dialogue before covenants are breached
Organisation redesign and HR advisory

Ask about thisLive

Transactions & M&A

Buy, sell, merge or raise — with a process, not a hope.

Strategy & readiness → modelling & investor-ready assumptions → market approach
Due diligence, with field verification where the file needs it
Structuring, negotiation, closing and post-deal support
Fundraising, crowdfunding and franchising routes

Ask about thisLive

Self-check

Would your file survive the committee?

Tick what you already have. Gaps are normal — closing them before submission is the job.

Credit-file readiness self-check

A self-check, not a score or an approval. Nothing is sent anywhere.

Three years of audited financials, reconciled to management accounts A forecast that ties to a written plan — not a spreadsheet alone A clear use of funds and a repayment or exit logic Collateral, guarantees and ownership documents ready Bank statements and existing facilities summarised Governance: a board or decision process a lender can see Key-person and concentration risks named, with mitigants Arabic and English versions of the core documents

0 ready

Review my file with a senior leaderLive

Sectors

Sector fluency built on live mandates.

Retail & distributionFood & agribusinessManufacturing & industryHealthcareLogistics & transportReal estateTechnologyFinancial services

Start with one question.

Hybrid by design: a retainer that funds the work, plus a success fee tied to the outcome — a closed round, an approved facility, a completed transaction. Scope, deliverables and calendar are agreed in writing before we start.

Partners on every file · NDA first · bilingual deliverables

Start with one questionLive Book a free 30-min callLive