25 Years of experience in crafting and executing advisory solutions for corporate clients.

A leading corporate advisory franchise with a solid track record covering the food, retail, consumer, financial services and technology sectors.

Ata Invest - Services

Investment Banking

Advisory Services
  • M&A
  • Financial Advisory
  • Project Financing
  • Privatization Advisory
Capital Market Products
  • IPO
  • Debt Instruments
  • Other Capital Market Instruments

Asset Management

  • Asset management services for investors with different risk assessments and yield expectations in an ever changing environment

Institutional Sales & Trading

  • Offers brokerage services to a local and foreign institutional client base
  • One of the leading Institutional Sales & Trading teams with a significant market volume
  • Strategic partnership with Chicago based Cabrera Capital

Research

  • One of the leading research teams in the market
  • Coverage of 40+ Istanbul Stock Exchange stocks
  • Periodical strategy reports covering the Turkish market

Customized Services for Individual Clients

Investment Advisory

  • Advising individual investors to make investment decisions and take actions in that regard
  • Professional assistance to investors with the evaluation of alternative investment instruments and strategies

Portfolio Management Investment Funds

  • Expert Management Team
  • Risk Management
  • Customized Information Service
  • Escrow & Custody

Equity Derivatives / Forex

  • Equity trading
  • Margin Trading
  • Short-selling
  • Security Lending
  • Capital Increase & Dividend
  • Derivatives Market
  • Forex and Precious Metals Trading

Fixed Income Securities Transactions

  • Treasury Bills - Government Bonds Trading
  • Repo - Reverse Repo
  • Private Sector Bonds - Banking and Finance Bills

Investment Banking Services

Advisory Services

M&A Advisory

  • Actively involved in the M&A advisory business since 1994 with presence on the Sell and the Buy side over 200 M&A projects
  • Capable of structuring and executing a wide range of complex domestic and international transactions

Private Equity Advisory

  • Strategically focused on private equity advisory services since 1995
  • Ata Invest sourced and initiated Turkey’s first dedicated private equity fund (AIG Blue Voyage)
  • Leveraging its global network of private equity funds to source and execute custom-made investments

Financial Advisory

  • Ata Invest has served prominent global and local entities such as IFC, EBRD, Burger King, Galatasaray and Amerikan Hastanesi
  • Provides the following consultancy services:
    • General Financial Advisory
    • Valuation Study
    • Project Finance
    • Feasibility
    • Sector Research
    • Benchmark Analysis

Privatization Advisory

  • Since 1995, participated in several privatization projects across various sectors, including the landmark Erdemir, Türk Telekom and Seka privatizations with services provided on both buy-side and sell-side
  • Due to close relationship with the Privatization Administration, Ata Invest has been a preferred investment bank utilized by the Privatization Administration on many different occasions

Capital Market Instruments

IPO & SPO Advisory

  • Since 1994, Ata Invest has participated in +80 IPOs and SPOs as a consortium leader or member

Debt Instruments

  • Ata Invest assists companies in their issue of various Debt instruments which include:
    • Private Sector Bond and Notes
    • Mezzanine Financing
    • Convertible Bonds
    • Sukuk Financing

Other Capital Market Instruments

  • Ata Invest provides the following equity market services for listed companies:
    • Private Placement
    • Block Sale
    • Capital Increase and Tender Offer

Investment Banking Services - Selected Projects

Private Sector Bond Issues

IPO Services - Selected IPO Participations

Track Record in Financial Advisory - Selected Projects

Track Record in Privatization - Selected Projects