We support corporate acquirers, selling shareholders, family business boards, and private-equity investment committees with transaction readiness, Quality of Earnings (QoE) due diligence, valuation modeling, and closing coordination.
M&A & PRIVATE EQUITY // TRANSACTION DESK
Private-market acquisitions and private-equity investments in East Africa frequently stall or suffer post-closing disputes when parties rely on unadjusted management accounts or leave net-debt and working-capital definitions vague until the final week of negotiations.
Wealth Matrix Limited provides structured analytical support across the entire M&A lifecycle—helping sellers prepare credible, diligence-ready data rooms before going to market, and helping buyers test revenue quality, normalize EBITDA, and quantify tax/statutory exposures before signing binding agreements.
Our transaction team executes six core workstreams tailored to mandate scope.
MPE-01
Cleaning up historical trial balances, resolving KRA/BRS gaps, building the 5-year financial model, and drafting the commercial Information Memorandum.
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MPE-02
Structuring an indexed Virtual Data Room and coordinating management responses to buyer financial, tax, and operational due-diligence queries.
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MPE-03
Forensic analysis of revenue recognition, customer concentration, gross-margin stability, related-party transactions, and normalized recurring EBITDA.
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MPE-04
Identifying all on- and off-balance-sheet debt-like items (tax arrears, unpaid dividends, customer deposits) and calculating the normalized working-capital peg.
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MPE-05
Reviewing KRA iTax ledgers, eTIMS compliance, and BRS share-register history to surface pre-closing remediation items and tax indemnity needs.
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MPE-06
Working alongside transaction advocates on financial schedules, completion-account mechanics, earn-out formulas, and post-closing integration plans.
Discuss This WorkstreamKey factors that shape the scope and timetable of an M&A engagement.
Is the transaction structured as a 100% share acquisition, a majority/minority equity investment, or a carve-out of specific operating assets?
Are historical financial statements audited, and do monthly trial balances reconcile cleanly to bank statements and tax returns?
How much does working capital fluctuate across the 12-month operating cycle, and how should the closing peg be set?
Are there open KRA assessments, unremitted withholding taxes, or unrecorded share transfers that require pre-closing regularization?
Which legal, environmental, technical, property-valuation, and regulatory (e.g., CAK/COMESA competition) specialists need to be coordinated?
What board composition, reporting cadence, and financial controls will be instituted during the first 100 days post-closing?
Summary of deliverables produced during M&A and private-equity mandates.
| Code | Deliverable | Primary Purpose | Boundary & Qualification |
|---|---|---|---|
| MPE-D1 | Sell-Side Information Memorandum & Model | Present a clear, evidence-backed commercial & financial story | Not a public securities offering or underwriting |
| MPE-D2 | Buy-Side Red-Flag Diligence Report | Rapidly surface material financial, tax & commercial risks | Advisory review (not a statutory audit opinion) |
| MPE-D3 | Quality of Earnings (QoE) & Peg Schedule | Establish normalized EBITDA, net debt & working-capital peg | Scoped to management records provided |
| MPE-D4 | Valuation & Sensitivity Model | Compare DCF, multiples & earn-out scenarios for negotiation | Valuation conclusion subject to engagement scope |
| MPE-D5 | Completion & 100-Day Integration Plan | Guide closing adjustments & post-merger financial controls | Legal SPA drafted by qualified Advocates |
Clear answers regarding scope, confidentiality, fees, and professional boundaries at Wealth Matrix Limited.
Submit a non-sensitive summary below. Do not include passwords, identity documents, or confidential deal files prior to NDA execution.
Accelerating Enterprise Growth & Sustaining Generational Wealth across Kenya and East Africa.
Currently Available: Strategic Growth, M&A Due Diligence, Capital Markets & IPOs, Corporate Secretarial, Tax Advisory, Restructuring/PPPs & Commercial Property.