We offer strategic investment advice to our client based on a thorough review of information and data available to us. Our clients are in control of their investments but leverage on the insight we provide to support their investment decision-making.
Our advise covers investments in the plain vanilla class of assets viz: equity, bonds, shares , investments and mutual funds, private equity, alternative investments and currencies. We provide our client with new investment opportunities as they occur in the Nigerian business environment.
We have partnership with dealing members of the Nigerian Stock Exchange that permits us to execute our clients mandate on trading on any of the following assets at industry fees.
These include but are not limited to:
– structured products
– derivative instruments
– investment funds
Our teams guides our clients in identifying the most appropriate investment strategy in accordance their your risk profile. We aim to improve and growth the wealth of our client while minimizing the risk their wealth portfolio faces.
We will carry out all investment decisions we consider appropriate to meet your investment objectives. All of them are based on comprehensive economic research and sound financial analysis.
Our clients wealth portfolio will be constantly monitored. We will not only report performance of the portfolio but also the value at the risk that the portfolio was exposed to in the period under review.
Fixed Income Investment
Our fixed income philosophy is designed around municipal, government, agency, and corporate bond portfolios, incorporating individual bonds and/or externally managed bond funds. After detailed assessments, portfolio duration is actively managed, reflecting objective and decisive evaluation of high-grade taxable and tax-exempt fixed income securities. Our objective is to generate total return exceeding market benchmarks by investing in a portfolio focused on either one fixed income strategy or a blending of various fixed income strategies that include the following:
Government bonds (including Treasury bills)
Emerging market bonds
Hybrid securities (preferreds/convertible bonds)
Indexed bond funds
Actively managed bond funds
Our clients benefit from personalized reporting, full access to a wide range of external investment products, and individualized solutions developed in-house by our own investment team to help them meet their most sophisticated investment goals.
We help clients manage their assets in difficult as well as favorable market conditions through adherence to established investment guidelines developed with each client
In customizing approaches for our clients, we jointly establish investment guidelines that focus on just a few asset classes or engage in
a complete variety of asset classes. We believe that by incorporating a variety of asset classes we can reduce risk in portfolios.
We take individualized approach to helping each of client define their investment objectives, then
As we construct portfolios, seeking to lower correlation to traditional markets for our clients and to stay in stride with current market growth we advise eligible clients on the use of alternative strategies. These strategies may incorporate hedge funds, private equity arrangements, commodities and/or real estate investments into the asset allocation. We have over 6 years of experience in these investment genres and can include them in both taxable portfolios and tax-exempt ones, such as retirement accounts.
Alternative investments can provide essential diversification of select portfolios, by aiming to decrease the risk associated with traditional investments, such as stocks and bonds.
Our powerful global network gives us access to a full spectrum of specialized firms and best of breed service providers well versed in the alternative space.
These strategies include:
Funds of Hedge Funds
Single Strategy Hedge Funds
Private Equity Funds
Real Estate Funds
Bulls Capital is maintaining wealth, growing relationships.
Our high net worth client require the rests that comes with working with professionals who know their jobs and are equally customer-centric.
Our clients convenience has placed us in a vantage position to maintain relationship with a crop of professionals from diverse backgrounds to meeting their needs. We have accountants, lawyers, real estate professionals and firms, insurance firms, tax consultants, retirement planners, travel agents, hotels and tourism practitioners and financial advisers to look after our clients’ needs. With these professional, we are assured our clients get the best of service delivery. A range of family office services complements our full service approach. These services include the following:
Bill payment and other personal accounting services
Simplifying our clients’ banking activities by helping them obtain credit cards and arranging monthly payments via our unique relationships with various issuing banks
Real estate consulting that includes making mortgage payments, and reviewing and preparing needed documentation
Solutions for our clients’ lending needs including packaging required documentation.
Collaboration with preferred insurance providers to find the best insurance solutions for our clients, including health, life, auto, yacht, and homeowner’s insurance
Concierge services, including assistance with travel and entertainment arrangements around the world
Consolidated reporting of investment accounts housed with multiple custodians
Help with the maintenance of client financial records. This can involve assistance with the preparation of various tax returns and other tax and accounting matters
Media & Telecom: We provides Mergers & Acquisition advisory, as well as capital-raising, restructuring and financial advisory services to telecom, media,entertainment, and gaming companies.
Our advisor have hands-on experience in dealing with the complexity of mergers and acquisition situation and deploys same to add value to our clients.
Our teams comes come from diverse backgrounds and are constantly updated on the changes in the media and telecommunications industry. Our team leverage on network of leaders in the industry to deliver strategic financing solutions, partner solution or divestment opportunities with prospective sellers.
Real Estate Strategic Advisory: We develop the most appropriate execution strategyâ€”structuring transactions to meet the quantitative and qualitative objectives of the client. With local market knowledge and a global investor reach, our senior advisors can access the leading public, private and institutional real estate investors and lenders.
We offer objective, unbiased advice involving:
Public and private M&A
Corporate property monetization
Equity and debt placement
Strategic and financial advisory
Our clients include:
Real estate investment trusts (REITs)
Real estate operating companies (REOCs)
Lodging and leisure companies
Public and private institutional investors
Real estate-intensive healthcare companies
Public and private sector developers
Home builders and land developers
Management and real estate service companies
Mortgage and finance companies
Technology: Our Technology Group advises in M&A, financial opinions, valuations, debt and equity financing, and distressed services for hundreds of companies, ranging from early-stage businesses to mid size companies to large, publicly traded corporations.
We serve clients in dozens of technology sectors, including:
Semiconductor capital equipment
Enterprise and application software
Security and business software
Computer systems software and services
Internet content, commerce and services
Networking and communications technology
Electronics manufacturing and distribution
Consumer and industrial electronics
We understand that an industry driven by innovation and change requires the sophistication of an advisor who can think ahead of the market and create cutting-edge solutions to help advance your vision.
Transportation & Logistics: We provides M &A advisory, capital raising, financial advisory and restructuring services. Our comprehensive understanding of this multifaceted industry enables us to analyze a full range of strategic options for our clients.
Financial Institutions: Bulls Capital Financial Institutions Group combines extensive industry relationships with its collective experience to offer a broad array of M&A and financial advisory, valuation and financial restructuring services to the financial industry.
We cover virtually every segment of the industry,
Insurance brokers and TPAs
Specialty finance companies
Our comprehensive understanding of the industry’s financial, regulatory and competitive dynamics helps us analyse a full range of strategic options, from mergers, acquisitions and divestitures to capital raising and speciality transactions:
Public and private M&A advisory services
Private financing and capital raising
Access to senior, junior and hybrid financing
Private equity coverage
Financial and strategic advisory services
Financial restructuring services
Fairness, solvency, valuation and other financial opinions
Advisory services to special committees
Advisory services to regulatory authorities
Asset valuation and sales
Financial Technology:We advise on multiple transactions and other financial matters including domestic and cross-border mergers, acquisitions, divestitures, takeover defence, restructuring and public and private financing in the financial technology space. Our industry expertise and geographic reach, combined with our ability to deliver objective advice,position us to be at the forefront of the rapidly changing financial technology sector.
We have extensive experience across all segments of the financial technology industry, including:
Payments and transaction processing
Markets and trading technology
Insurance processing and technology
Payroll and HR outsourcing
Financial information services
Healthcare:We provide clients with outstanding results when executing investment banking, financial advisory and restructuring assignments. We provide in-depth knowledge, proven transaction experience and an exceptional level of service to our clients.
Our team has extensive relationships with public and private strategic and financial sponsors, and our clients include some of the most recognized, well-respected companies in the industry.
Home care and hospice
Physician services, PPMs and DPMs
Health maintenance organizations (all payors)
Preferred provider organizations
Outsourced service providers
Healthcare Information Technology:
Software and connectivity
IT and process outsourcing
Consulting and data analytics
Biopharmaceuticals and related services
Life science tools and reagents
Medical devices and products
Industrials: We have earned a reputation for providing superior service and achieving outstanding results in M&A advisory as well as capital-raising, restructuring, and financial advisory services.
We cover the entire industrials market from a ground-up, sub-sector-specific model, with senior-level bankers dedicated to each of our primary coverage areas.
Our focus and transaction experience in these sectors enable us to provide our clients with access to top decision makers at leading strategic and financial firms worldwide. Our first-hand knowledge of global players and the industry gives us insight into a variety of corporate strategies and negotiating tactics, as well as the most up-to-date local and international market intelligences making us a trusted, objective financial advisor to our clients.
Automotive & Transportation
Building Materials & Forest Products
Engineering & Construction
Metals & Mining
Oilfield Services & Equipment
Plastics & Packaging
Automotive & Transportation
Suppliers Original Equipment Manufacturers Related Segments
Controls and electronics
Engine and under-the-hood
Exteriors and body
Stamping and glass
Suspension and ride control
Auto parts distributors
Auto parts retailers
Business Services:Our Business Services Group offers M&A advisory, capital raising, valuation and corporate restructurings to public and private business services companies.
We are key advisors in M&A advisor to the Business Services industry, our understanding of industry and regulatory issues helps position our clients for growth by enhancing their capital and liquidity options.
We help open doors to opportunity for our clients whether they are seeking a strategic or a financial partner in a change-of-control or minority-investment transaction.
Professional Services: In today’s knowledge driven market, the need for highly efficient andspecialized expertise coupled with objective advice drive demand for professional services firms. Rapid innovation, strategic operation and technology are critical to finding avenues for growth. Our exposure to and relationship with numerous organizations, combined with our knowledge, help facilitate business needs. Staying focused on the bottom-line, while mitigating risk is the key to success.
Outsourcing Services:As an increasing number of companies focus their attention on core business functions, outsourcing vendors have become vital to their success. By shifting focus away from non-critical activities, businesses are able to maximize value, providing the greatest possible benefits to their clients.
Business process outsourcing
As corporations become inundated with data, business information continues to be a fast growing and dynamic area. The need to integrate that
information into the workflow and develop actionable intelligence and analytic has become a key priority for today’s leading corporations.
Data as a service (DaaS)
Education Services:To remain competitive in the global knowledge-based economy, individuals must have opportunities to advance their education and corporations must provide continued training and development to their employees.
Consumer, Food & Retail:Combining extensive market capabilities with in-depth industry knowledge to serve up fresh perspectives
We guide companies on their M&A, restructuring and financial advisory matters, and assists in raising debt and equity capital.
We have built a reputation as a trusted advisor to companies in the CFR industry, combining extensive market capabilities with our in-depth industry knowledge to help maximize shareholder value for our clients.
Sector Coverage includes:
Apparel and accessories
Home and gift-ware
Health, beauty aids and personal care
Food & Beverage
Agriculture and commodities
Baked goods and snack foods
Meat and protein processing
Private label and contract manufacturing
Apparel and accessories retailers
Mass merchant and club stores
Sporting goods retailers
Specialty retailersâ€”big box
Expertise that spans the entire spectrum of energy
We provide a full range of investment banking services and is active in key industry sectors including merchant power, regulated utilities, retail energy, renewable, the oil & gas value chain, fuels, and services sub-sectors.
Our services include a full range of M&A, restructuring, financing, valuation, independent opinion, and board advisory engagements on behalf of industry participants and investors.
As a leading independent advisor to the energy industry, we have advised companies and investors in the following sectors:
Merchant generation across the merit order and firing type
Regulated power and natural gas utilities
Retail energy, hedging, trading, and energy service companies
Renewables, including wind, solar, geothermal, hydroelectric, waste-to-energy, biomass, and bio-gas
Nuclear energy production and services participants
Oil, gas, and natural resources participants, including exploration and production, drilling, equipment and field services, transportation, storage and processing, and refining and marketing
Fuels and biofuels, including coal and ethanol
Through independent, dedicated senior-level attention, and comprehensive guidance, we offer expert advice that helps our clients advance their vision.