KBW invests in a diverse array of businesses from established businesses in the construction industry to promising technology start-ups which align with the changing needs of the region. The strategy is to invest in a diverse spectrum of companies operating with innovative ideas that, together, match the current and expected needs of a region. KBW was born out of the recognition that synergies do exist between diverse companies and their growth can be greatly enhanced if their efforts are synchronized.
The shareholders of KBW combine experience in various sectors of the economy, especially in the financial, real estate and industrial sectors.
KBW stands for innovation in market positioning, but always keeping the pillars of value creation in favor of the stockholder, a philosophy HRH Prince Khaled bin Alwaleed learnt in business and life from his father Prince Alwaleed bin Talal Al Saud, who is the Chairman and CEO of Kingdom Holding company which is one of the world’s top Investors.
Growth Strategy: The guidance HRH Prince Khaled bin Alwaleed received from his father and the experience he gathered by working as the Assistant Director for Domestic Investments at Kingdom Holding company helps KBW Investments to formulate its Investment & growth strategies which emphasizes patience, prudence and discipline in its investment decisions and targets companies with solid history, innovative ideas, clear vision for future and potential to impact the world.
KBW builds its portfolio by carefully selecting companies, which may or may not be with strong financial results or asset position but show signs of high return-potential and capability to create significant value and long-term benefits for the stakeholder if given necessary assistance.
KBW’s growth strategy is supported by its holdings in a wide spectrum of companies in financial, industrial, manufacturing, construction and real estate sectors, a long and successful experience in business management and development, discipline in capital allocation and financial strength.
Cross Border Strength: In less than 3 years, KBW already manages businesses in six sectors in three different continents, with different cultural backgrounds of business management and with different market structures, which shows the unparalleled capacity of the Company to accept challenges in most diverse environments.
KBW's Investment Banking Division provides a broad range of investment banking services to depositories, insurance companies, broker-dealers, mortgage banks, asset management companies, REITs, specialty finance firms, and securities exchanges. We offer M&A origination and advisory services, general advisory, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. For more than two decades, we have regularly been the top merger & acquisition advisor in our sector. Additionally, we have been a leader in credit union and thrift conversions and raising hybrid capital for banks and insurance companies via pooled structured transactions.
With offices in the United States and Europe, our professionals are positioned to provide clients with locally based services, while keeping in close touch with developments in major financial centers. Additionally, we coordinate with our colleagues globally to originate and execute cross-border transactions.
We are thought leaders in the industry, with a complete perspective of the micro and macro trends that impact investment decisions. With more than 100 seasoned professionals globally, our resources are focused on developing long-term relationships and gathering market intelligence to help clients navigate effectively through the increasingly interrelated global financial markets.
Recently, we have advised banking and insurance companies on acquisitions of failed banks from the FDIC. All of these deals involve valuation advice, bidding, and strategy; most involve evaluation of assets; and some may involve contingent capital raises for the buyer.
In a recent notable transaction, we were involved with Aurora Bank (F.S.B.) as lead advising manager in analyzing, recommending, and executing a series of transactions that has since captured significant cash value for the Lehman Estate. The deal involved lead depository bankers working with our Diversified Financials Group and regulatory advisory team to find the best set of buyers for different Aurora businesses and balance sheet asset & liabilities.
Similarly, our New York Diversified Financials Group worked with our London colleagues to complete Can accord’s recent acquisition of The Collins Stewart Hawk point place.