Investment Theme Generation for Small Investment Group

JLA partnered with a Europe-based investment firm to identify early-stage opportunities in the MENA region, crafting sector-specific insights and strategic direction for confident investment decisions.

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About the client

A Europe based investment firm focused on managing family-owned business portfolios and exploring early investment opportunities in the Middle East and North Africa (MENA) region.

The Challenge

01

The firm sought to identify early-stage investment opportunities in the MENA region across key sectors that had yet to go public.

02

The client lacked sector-specific knowledge and faced difficulties presenting insights to family-owned business counterparts.

03

No clear investment strategy or direction had been established, leading to uncertainty and lack of confidence.

JLA Approach

Leveraged experts familiar with MENA market dynamics to build relevant sectoral insights.
Developed presentations outlining key MENA sectors, highlighting trends, government support, and global context
Engaged directly with the client to define their long-term investment vision and align strategy with their goals.

Outcomes

01

Delivered sector-specific insights and investment themes that enabled our client to define a clear strategic direction.

02

Strengthened our client’s confidence in presenting investment opportunities to family-owned business partners.

03

Positioned JLA Advisors as a trusted advisor, building a long-term partnership to guide our client’s investment strategy.

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