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.

Lets Discuss Your business goals​

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.

Stay in the know!

Got a Project?

Let’s Talk About Your Goals.