Egypt & MENA Region

Strategic Insight,
Lasting Value.

Full-Service Financial Advisory

A full-service financial advisory firm serving companies, family businesses, and investors across Egypt and the wider MENA region. We combine hands-on operating know-how with capital markets expertise to design, execute, and institutionalize finance functions that scale.

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15+
Years of Senior
Leadership
100+
Collective Years
of Experience
4
Core Service
Lines
Who We Are

Built on Expertise.
Driven by Results.

The Expert Advisory is a full-service financial advisory firm serving companies, family businesses, and investors across Egypt and the wider MENA region. We combine hands-on operating know-how with capital markets expertise to design, execute, and institutionalize finance functions that scale.

With over 15 years of senior leadership experience in treasury, capital markets, and corporate finance — including managing multi-billion EGP funding programs, structuring complex securitizations, leading sukuk issuances, and driving strategic financing with banks and NBFIs — our founder brings deep industry knowledge and trusted relationships across the financial ecosystem.

We are a team of seasoned professionals with more than 100 collective years of advisory, accounting, and capital markets experience. Our experts have worked across top financial institutions, advisory firms, and high-growth companies — giving us a holistic understanding of what businesses need to grow and secure optimal capital.

"Our promise is simple: Expert Advisory, Disciplined Execution, and Full Accountability for outcomes that strengthen your business today and prepare it for tomorrow."
Nour El Morsy — Founder & CEO

How We Work

01

Diagnose

Rapid assessment, data request, baseline analytics, and readiness gaps identification to understand your current state comprehensively.

02

Design

Target-state blueprint covering systems, capital plan, controls, KPIs, and timetable — tailored to your business model and goals.

03

Deliver & Develop

Execute the agreed plan end-to-end; coordinate all stakeholders, transfer knowledge, train teams, and institutionalize best practices for lasting impact.

What We Do

Our Service Lines

End-to-end financial advisory across four core disciplines, each designed to deliver measurable, lasting value.

01
Accounting & Financial Operations
Set up robust books, close accurately on time, and provide management with decision-grade reporting.
Foundation & Setup (One-Time)
  • Chart of Accounts design aligned to business model (IFRS/EAS-ready)
  • Accounting system selection & implementation (ERP/ledger, controls, user roles)
  • Opening balances migration; fixed-asset register; inventory & COGS methods
  • Policies & SOPs: revenue recognition, AP/AR cycles, approvals, documentation
  • Tax framework mapping (CIT, VAT, WHT, payroll) and compliance calendar
  • Digital Tax & ETA e-Invoicing / e-Receipt (Egypt)
  • IFRS–EAS bridge memos for key accounting treatments
Steady-State (Retainer)
  • Monthly close & reconciliations (banks, AR/AP, inventory, accruals)
  • Management reporting: P&L, Balance Sheet, Cash Flow, budget vs. actuals, KPIs
  • Board/Investor pack preparation; variance analysis & commentary
  • Working-capital reviews; cash-flow forecasting; treasury routines
  • Audit readiness & liaison; quarterly CFO review; controls testing & updates
  • Tax data room management and documentation governance
Key Deliverables
Accounting Setup Dossier KPI Dashboard Compliance Calendar Audit Binder
02
Financial Analysis & Performance Intelligence
Turn raw accounting data into decision-grade insights that improve profitability, cash, and readiness for lenders/investors.
Scope of Work
  • Performance Diagnostics: KPI tree & dashboards (DuPont ROE, unit economics, contribution margin, margin waterfall, price–mix–volume analysis)
  • Forecasting & Scenarios: Driver-based plans (12–24 months), 13-week cash forecast, stress testing (FX, rates, volume), sensitivity & break even
  • Working Capital & Cash: AR/AP aging strategy, CCC reduction, inventory turns & safety stock, liquidity ladders, covenant early-warning
  • Cost & Efficiency: Activity-based costing (ABC), OPEX optimization, capacity utilization, capex ROI & payback, zero-based budgeting options
  • Lender/Investor Readiness: "Rating drivers" pack, covenant calibration, variance commentary, board/investor reporting cadence
Key Deliverables
Performance Pack Financial Model Working Capital Playbook Investor Readiness DB
03
Debt Capital Markets Advisory
Define funding strategy, select the optimal instrument, and execute end-to-end until funds are in the bank.
Scope of Work
  • Funding Strategy & Readiness: Capital structure & debt capacity analysis; ratings/readiness advisory
  • Debt Arrangement — Bank/NBFI: syndicated/club loans, bilateral facilities, RCFs, capex lines
  • Debt Arrangement — Capital Markets: bonds/CP, sukuk, securitization (traditional and future-flow)
  • Creating Financial model, covenant design, term-sheet strategy
  • Sharia Structuring & Governance (for Sukuk)
  • ESG & Sustainable Finance: Green & Sustainability-Linked bonds/sukuk frameworks and KPI selection
  • Ratings & Disclosure Readiness: issuer presentation, Q&A bank, prospectus drafting inputs; MERIS/international ratings engagement support
  • Execution & Negotiation: IM/Prospectus, data room & due diligence orchestration, advisor syndicate management
  • Documentation negotiation (facilities, security, covenants, intercreditor)
  • Regulatory liaison and approvals; closing mechanics & funds flow
  • Post-issuance support: reporting, covenants monitoring, amendments/consents
Key Deliverables
Funding Options Paper Financial Model IM / Prospectus Closing Set
04
Equity Capital Markets & Corporate Finance
Value businesses/projects, raise equity where needed, and restructure for resilience or expansion.
Valuation & Opinions
  • DCF, trading comps, precedent transactions, sum-of-the-parts; scenario & sensitivity
  • Project/company valuation for M&A, buy-sell decisions, fairness support (where applicable)
Financial Modelling & Planning
  • Fully linked 3-statement models; driver-based forecasting; scenario/sensitivity
  • Project-finance models (construction, ramp-up, debt sculpting, covenants)
Feasibility Studies
  • Market sizing & strategy, technical/operational plan, CAPEX/OPEX, pricing & unit economics
  • Funding plan, returns analysis (IRR/NPV/Payback), risk & mitigation
Equity & Strategic Transactions
  • Private placements, rights issues, minority/majority sales, JV structuring
  • Investor materials (teaser, IM, deck), process management & negotiation support
Financial Restructuring
  • Performance turnaround, liability management, recapitalizations
  • Creditor negotiation packages; cash conservation & liquidity planning
Key Deliverables
Valuation Report Financial Model Feasibility Study Transaction Materials
Governance & Compliance

Standards You
Can Trust.

We align all deliverables with relevant standards and authorities — including IFRS/EAS, tax codes, lenders' covenants, and applicable capital-markets, banks and non-banking financial institutions regulations. We maintain strict confidentiality, data-room protocols, and documented approvals at every stage of engagement.

IFRS / EAS Compliance

All financial reporting aligned to International Financial Reporting Standards and Egyptian Accounting Standards.

Regulatory Adherence

Full compliance with capital markets, banking, and NBFI regulations applicable to your transactions.

Data Confidentiality

Strict data-room protocols, NDA frameworks, and documented approvals protect your sensitive information.

Tax Compliance

Comprehensive tax framework mapping covering CIT, VAT, WHT, payroll, and ETA digital tax requirements.

Contact Us

Let's Build Something
Lasting Together.

Reach out to discuss how The Expert Advisory can support your business with strategic insight and disciplined execution across any of our service lines.

nour@theexpertadvisory.com
+20 106 613 4166
Egypt & MENA Region