Licensed Investment Advisor Services

Licensed Investment Advisor and Assets Valuator Services

The Capital Markets Authority (CMA) in the State of Kuwait requires CMA-Licensed Investment Advisor and Assets Valuator services for conducting statutory studies in relation to ownership percentages and values for merger or acquisition purposes or verifying compliance with specific ownership percentages for the shareholders as set out in the regulations in order to ensure integrity of such transactions, safeguard the rights of all stakeholders, and enhance transparency and fair competition in the capital market in the State of Kuwait.

In this context, Baker Tilly is licensed by CMA to provide Investment Advisor and Assets Valuator services.

Baker Tilly provides the following services:

Feasibility Study for Crowdfunding Application

Feasibility Study for Crowdfunding Application

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Securities Valuation

Securities Valuation

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Deals with Related Parties Report

Deals with Related Parties Report

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Acquisitions

Mergers & Acquisitions

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Collective Invest. Schemes

Collective Invest. Schemes

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Impairment Testing

Impairment Testing

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Non-controlling Interests Valuation

Non-controlling Interests Valuation

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Valuation of in-kind Shares

Valuation of in-kind Shares

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Valuation of Partners' Shares

Valuation of Partners’ Shares

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Valuation of Corporate Net Assets

Valuation of Corporate Net Assets

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Valuation of Attached Shares

Valuation of Attached Shares

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Valuation of Listed Securities, Stocks, Bonds and Sukuk

Valuation of Listed Securities, Stocks, Bonds and Sukuk

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