What is transaction support in consulting?

Transaction support includes services that help companies prepare for and execute M&A, fundraising, or strategic transactions, covering financial modelling and investor documents.

Who needs transaction support?

Any business planning to raise funds, sell a stake, acquire another company, or undergo a strategic partnership.

How does financial modelling support a transaction?

A well-built financial model helps stakeholders understand past performance and future projections, enabling sensitivity testing and negotiation preparation.

What makes a good Information Memorandum?

An effective IM covers company background, market opportunity, financials, team, risks, and transaction rationale in a structured, investor-friendly way.

What's the difference between a teaser and an IM?

A teaser is a 1 to 2 page anonymized summary for initial outreach, while the IM is a detailed confidential document shared under NDA.

How long does it take to prepare for a transaction?

On average 4 to 8 weeks, including building the model, drafting documents, setting up a data room, and preparing for investor meetings.

Do you help with investor introductions?

We may support investor targeting and introductions depending on the client mandate and geography.

Are you registered in the KSA and UAE?

Yes, we are a licensed management consultancy in the UAE and KSA.

Can you work with startups or only large businesses?

We work across all sizes, including fast-growing scale-ups preparing for Seed to Series B rounds.

Do you provide post-transaction support?

Yes, we offer post-deal management consulting to ensure smooth business transition after the transaction.

Transaction Advisory Services | Platform 01 Consulting

Our Credentials

Decades of experience. Billions in advisory value.

We've developed business plans across industries including tech, F&B, fintech, logistics, real estate, and industrials—covering diversification, EMEA expansion, joint ventures, and debt financing.

Investor Documents, Transaction Advisory

Investor documents and M&A support for a medical products distribution business

Transaction Advisory

Investor documents and M&A support for a legacy medical media business

Investor Documents, Transaction Advisory

Investor documents and M&A support for a medical media and e-commerce brand

Business Valuation, Transaction Advisory

Financial modeling and analysis for a cross-border crypto business

Business Valuation, Transaction Advisory

Feasibility study for oncology and critical-care healthcare products manufacturing

Transaction Advisory

Sell-side M&A advisory for a pharmaceutical distribution and trading company

Investor Documents, Transaction Advisory

Transaction advisory for oncology centers across greenfield and brownfield sites

Transaction Advisory, Investor Documents, Business Valuation

Sell-side M&A advisory for a software consultancy and implementation firm

Business Strategy, Transaction Advisory

Strategic and transaction advisory for an ed-tech company raising growth capital

Investor Documents, Transaction Advisory

Transaction advisory for a consumer products business raising growth capital

Transaction Advisory, Investor Documents

Investor documents for a consumer electronics business raising growth capital

Transaction Advisory

Investor Documentation & M&A Consulting for a Medical Media business (40+ years legacy) selling GCC rights

Investor Documents, Transaction Advisory

Investor documents and M&A consulting for a leading Medical Media brand with e-commerce business

Transaction Advisory, Business Valuation

Financial modeling and analysis for a Crypto Business operating in Two Countries (Europe and GCC)

Investor Documents, Transaction Advisory

Investor documents for a Consumer Electronics business to raise Growth Capital

Investor Documents, Transaction Advisory

Transaction advisory for a Consumer Products business to raise growth capital

Transaction Advisory, Business Strategy

Strategic and transaction advisory for an Ed-Tech business to raise growth capital

Transaction Advisory, Investor Documents

Transaction advisory for a business operating in Logistics Industry to raise growth capital

Transaction Advisory, Commercial Due Diligence, Financial Due Diligence, Business Valuation

Investor due diligence, business valuation, and deal advisory on 4 deals for a PE & VC fund

Business Valuation, Transaction Advisory, Investor Documents

Sell side M&A advisory for a Software Consultancy and Implementation company

Transaction Advisory, Investor Documents

Transaction advisory for an Oncology Center with multiple greenfield and brownfield clinics

Transaction Advisory

Sell side M&A advisory for a Pharmaceutical Products Trading and Distribution business

Frequently Asked Questions

Transaction Support Services

Strategic Financial Insights. Seamless Execution.

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Why Transaction Support Matters

Mustafa Nadeem, CFA

Shwetabh Sameer, CFA

Ali Shah Khawaja

Shafi Akhund, FMVA

Our Transaction Support Services

Decades of experience. Billions in advisory value.

Insights and Thought Leadership

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Frequently Asked Questions