Investment Case Engine & Deal Packaging

We transform strategic initiatives into institutional investment opportunities, structuring decision-ready investment cases for private markets distribution through sponsored investment programs.

• Develop institutional investment theses supported by robust financial models, valuation frameworks and long-term capital strategies.

• Structure investment opportunities with scalable capital architectures, aligned governance frameworks and clearly defined value creation drivers.

• Design investment vehicles, capital allocation structures and institutional protection mechanisms appropriate for private markets investors.

• Package opportunities into investment-grade materials suitable for Family Offices, institutional investors, private capital funds and strategic partners.

• Validate investment readiness through institutional review, ensuring each opportunity is prepared for capital formation, sponsor-led execution and sophisticated investor due diligence.

Mergers & Acquisitions Advisory

We originate, structure and sponsor strategic M&A opportunities across private markets, integrating capital formation, institutional governance and execution to maximize long-term value creation.

• Originate proprietary and off-market acquisition, divestiture and strategic partnership opportunities aligned with long-term capital strategies and institutional investment objectives.

• Develop transaction strategies, valuation frameworks, investment theses and value creation plans that support sponsor-led execution and capital deployment.

• Lead financial, commercial and strategic due diligence, coordinating multidisciplinary workstreams to strengthen investment quality and mitigate transaction risk.

• Structure and negotiate transactions in coordination with legal, tax and regulatory advisors, aligning buyers, sellers, investors and strategic stakeholders through efficient execution frameworks.

Transaction Structuring & Documentation Advisory

As part of Kennis Private Markets Platform™, our PRISM™ (Private Investment Structuring & Management) framework provides the institutional infrastructure for structuring, documenting and executing sophisticated private market transactions across sponsored investment programs.

• Design transaction structures that align capital strategy, governance, commercial objectives and long-term value creation.

• Structure institutional investment vehicles, SPVs, security packages, cash flow waterfalls and cross-border transaction frameworks.

• Translate investment theses into robust legal and financial structures, aligning documentation with sponsor objectives, investor protections and capital formation strategies.

• Coordinate legal, tax, fiduciary, regulatory and investment stakeholders throughout the transaction structuring process.

• Ensure transaction documentation remains fully aligned with the approved investment architecture, governance framework and institutional execution strategy.

Deal Engineering & Origination Intelligence

• Origination & Deal Engineering

• We originate, evaluate and structure private market investment opportunities through Kennis Private Markets Platform™, organizing each opportunity within sector-specific Sponsored Investment Programs designed to support institutional capital formation. Our platform includes 

• KPG Healthcare Series™, 

• KPG Infrastructure Series™, 

• KPG Real Estate Series™, 

• KPG Energy & Transition Series™, 

• KPG Private Credit Series™ 

• KPG Special Situations Series™, 

Providing a consistent institutional framework for structuring investment opportunities across sectors.

The platform is designed to support capital formation throughout the investment lifecycle, facilitating the orderly participation of family offices, institutional investors, strategic partners and co-investors as projects evolve.

Market Entry & Investment Strategy 

• De-risking market entry and strengthening investment readiness through institutional strategy.

• Market diagnosis & investment intelligence
  Quantitative and qualitative market analysis to validate demand, assess sector dynamics and support institutional investment theses.

• Market entry strategy & strategic positioning
  Development of market entry strategies, operating models and commercial positioning aligned with long-term value creation and capital deployment objectives.

• Country analysis & sovereign risk
  Institutional assessment of political, macroeconomic, regulatory and sovereign risks, incorporating scenario analysis and mitigation frameworks to support investment decisions and cross-border capital allocation.

Finance, ESG & Transactions

• Structure sustainable and transition finance solutions within institutional capital strategies and private market investment programs.

• Develop ESG governance, disclosure and performance frameworks aligned with investor expectations and transaction requirements.

• Incorporate sustainability considerations into capital structures, investment documentation and risk allocation to enhance institutional investment readiness.

• Advise on the structuring and execution of ESG-related transactions, supported by certifications and accreditations from The ESG Institute (UK).