Introduction

Financial products and credit form the backbone of any thriving economy, enabling businesses to scale, individuals to invest in life goals, and markets to remain liquid. At AKT Capital, our Advisory on Financial Products & Credit offering is crafted to deliver customized solutions, drawing from the ethos of global wealth managers like Alpen Partners. We place an emphasis on understanding each client’s unique financial profile, risk appetite, and long-term aspirations, ensuring that every recommendation aligns seamlessly with broader wealth and investment strategies.

A significant portion of our advisory involves orchestrating private placements, mergers and acquisitions, and securing custody solutions for a variety of asset classes.

Private Placements

We connect companies—ranging from pre-IPO growth-stage ventures to established conglomerates—with accredited investors, family offices, or institutional entities. Our role includes structuring term sheets, coordinating due diligence, and overseeing closing procedures.

M&A Advisory

Whether you’re seeking to acquire a complementary business or considering a merger for strategic advantage, we guide you through complex negotiations, valuation assessments, and post-merger integration plans.

Asset Custody Services

Through partnerships with reputable custodians, we ensure that both traditional securities (bonds, equities) and digital assets (cryptocurrencies, tokenized securities) are safeguarded under top-tier security protocols.

The right asset structure is critical for optimizing tax obligations, protecting wealth from market volatility, and meeting legal or generational transition requirements. Inspired by private banks’ open-architecture approach, AKT Capital collaborates with a global network of experts—attorneys, tax specialists, auditors—to develop individualized solutions. We analyze your overall portfolio, existing liabilities, and liquidity needs, then recommend frameworks such as:
Trusts & Foundations

Ideal for estate planning and philanthropic endeavors.

SPVs (Special Purpose Vehicles)

Useful for isolating high-risk or high-potential investments.

Regulated Funds

For those seeking diversification with the potential for professional management and oversight.

Credit Solutions

Our credit advisory extends beyond mere introductions to lenders. We help clients map out the optimal financing strategy, be it short-term working capital or a multi-year structured loan for international expansion. Key areas include:

Trade Finance

Particularly relevant for agritech and manufacturing clients dealing with import-export complexities.

Project Finance

Tailored to large-scale infrastructure or technology projects requiring long-term capital infusion.

Bridge & Mezzanine Loans

Bridging liquidity gaps or offering creative financing alternatives for companies on the cusp of raising equity.

Refinancing & Debt Restructuring

Streamlining existing obligations for more favorable terms or consolidated repayment schedules.

The patchwork of regulations that govern credit and financial products can be daunting, especially for cross-border transactions. AKT Capital’s experience in the USA, UAE, Japan, and Singapore ensures we can guide clients through licensing requirements, disclosure mandates, and local best practices. Additionally, we emphasize robust AML (Anti-Money Laundering) and KYC (Know Your Customer) protocols, particularly vital when dealing with syndicated loans, digital asset custody, or multiple jurisdictional parties.

Risk Management & Due Diligence

We firmly believe in employing comprehensive risk assessments and due diligence for any credit or financial product recommendation. Our approach involves:
Cash Flow Analysis

Detailed projections of revenue, expenses, and capital needs to ensure loan suitability.

Collateral Valuation

Evaluating both tangible and intangible assets, from real estate to intellectual property (IP), which might serve as security for a loan.

Market Stress Testing

Simulating adverse scenarios to measure resilience against interest rate hikes, currency fluctuations, or sector downturns.

Holistic Perspective

Every credit or financial product recommendation is aligned with your broader wealth strategy, not treated as an isolated transaction.

Global Network

With reach in multiple financial hubs, we match clients with lenders, legal advisors, and custodians who best fit specific project criteria.

Customization

Understanding the nuances of each client’s situation, we avoid a one- size-fits-all approach, focusing instead on personalized, adaptive solutions.

Conclusion

AKT Capital’s Advisory on Financial Products & Credit is rooted in a long-term view of wealth preservation and growth. Whether you’re a high-net-worth individual seeking to optimize leverage across a global portfolio, or a company exploring complex project financing in emerging markets, our team offers the technical expertise, global perspective, and robust execution capabilities you need. Let us guide you through the intricacies of credit structuring, custody arrangements, and asset management so you can make confident, well- informed decisions for your financial future.