About us

Yubifin is a specialist financial advisory consultancy. We apply our financial expertise and analysis to inform and support the strategic, financial and capital decisions of our clients.  

Our focus is on financial  analysis, financial modelling, project/investment appraisals and transaction and funding strategy, transaction support and market analysis and general financial advisory services.

Yubifin’s vision is to contribute to socio-economic development and sustainable growth in emerging markets,  by leveraging our financial advisory expertise.  This means that our aim is not only to assist our clients to maximize financial returns, but also to influence and drive socio-economic transformation and positive environmental impact.  In order to do this, Yubifin seeks to collaborate and partner with like-minded firms, organisations and/or individuals. 

We remain committed to our original purpose and objective, i.e. providing robust financial analysis, relevant commercial insights and sound strategic advice to drive financial sustainability and inclusive growth for our clients and their stakeholders.

Our services

Financial and strategic decision support

  • Financial analysis/feasibility
  • Investment or project appraisals
  • Financial modeling and strategic decision support
  • Financial model reviews
  • Financial budgeting and forecasting
  • Business plans and strategic advice

Fund raising support

  • Funding strategy and funding option analysis
  • Preparation of marketing material (investment teasers/pitch documents, information memoranda, financial projections, etc).
  • Approaching Equity and Debt funders

Transaction support

  • Pre-deal financial and risk analysis
  • Business improvement and restructuring

Mergers & Acquisitions support

  • Deal origination support / target identification and introductions

Market research and analysis

  • Market research
  • Competitor and/or sector analysis
  • Country investment analysis

Other

  • Business mentoring
  • Financial coaching

Project examples

University of the Western Cape (2025) – Supporting the client to documenting and update Standard Operating Procedures (SOP) related to the annual budget process.

Mergence Investment Managers (2025) – Financial model build and financial analysis and review services, related to two separate noteholder payment and distribution models.

Eskom – Rooftop Solar PV (with BESS) and EV charging stations pre-feasibility study (2023 – 2024) – Yubifin partnered with Nova Economics (Pty) Ltd (who was appointed as the Lead Consultant) to evaluate business model options and implementation modalities for i) Rooftop PV and BESS beyond the meter and ii) for EV charging stations. Yubifin was specifically responsible for developing the financial models and financial analyses for the selected Rooftop Solar PV with BESS business model and the selected EV charging station business model option.

DBSA Water Reuse Programme – financial modelling and analysis (2021 – 2022) – Yubifin partnered with Pegasys (Pty) Ltd (who was appointed as the Lead Consultant) to design the Programme Management Office for the National Water Programme in South Africa, as well as to design the financial architecture and structure solution for the National Water Reuse sub-programme. Yubifin was specifically responsible for developing the programme-level financial model used to justify the need for concessional funding.

KfW Bank missions in South Africa (2022) – Yubifin supported the DFI during three missions to South Africa in connection with (i) Innovative Financing for Green Infrastructure (IFGI), (ii) Just Energy Transition Partnership (JET- P) topics and (iii) Green Hydrogen.

Design of an ASM Gold Pilot project in a West African country (2022) – financial modelling and analysis – Allie Ebrahim founder of Yubifin, was sub-contracted by Vele Africa Advisory (based in London) to provide financial advisory services in respect of the design of a Responsible Gold Sourcing Pilot programme in the Artisanal and Small scale Mining (ASM) gold sector in West Africa. Allie was specifically responsible for the development of the financial model and related financial analysis, including several different operating scenarios that informed the final design options for the proposed pilot.

Mergence Investment Managers – financial analysis (2021, 2022, 2023 and 2024) – Yubifin analysed the historical, year-to-date and year-to-go financial performance of certain investee companies of the Mergence Infrastructure & Development Equity Fund and prepared a written report, including summary of findings. The engagement was intended to support the internal mid-year valuation review process of Mergence Investment Managers.

Hivos Research Commission – research and analysis (2021) – Yubifin partnered with AMAF (Adaptive Management and Finance (Pty) Ltd) to undertake a limited scope review of the current climate finance mechanisms, including successes and barriers in reaching local climate solutions and recommendations from existing studies, as well as mapping and analysing financing approaches and mechanisms developed and used by local CBO’s and CSOs.

CDKN – Voices from the Frontline – Consultant (2021 – 2022)– Study on innovative financial mechanisms used at the grassroots level to build resilience of local communities. Based on an analysis of selected “Voices from the Frontline Stories”, which is a collaboration between CDKN, ICCCAD and GRP.

CRIDFII – Associate Consultant (2020 – 2022) – Development of a financial model to determine the financial viability and funding mix of a Revolving Credit Fund for smallholder farmers in Zambia. Included funding application and funder engagement activities for grant funding to further develop the Revolving Credit Fund mechanism.

CRIDFII – Associate Consultant (2020) – financial model review related to the Financial and Economic Appraisal (FEA) model developed by CRIDFII and used to evaluate a municipal water and sanitation expansion project in Zambia.

CRIDFII – Associate Consultant (2020) – detailed review of a pre-feasibility financial model related to a proposed trans-boundary water transfer project in southern Africa.

University of the Western Cape – Kraalbos Information Memorandum * (2019) – Preparation of investor Information Memorandum related to the proposed commercialization of Intellectual Property, (for application in the agriculture sector), developed at the university.

Government Technical Advisory Centre* (2019) – Financial analyst (finance work stream) in respect of the organizational assessment of PRASA

SouthSouthNorth* (2018) – Scoping study on the potential private sector investment priorities that support South Africa’s climate change outcomes.

Finvision Group* (2018)– Valuation of the equity of Finvision Group for BEE transaction purposes.

Nuberry Fruits* – Ad-hoc Deal Advisory (2017) – Transaction advisory services related to Purchase Price adjustment mechanism and analysis of target working capital

Picup / Media24* – INformation Memorandum (2017) – Advisory services related to the preparation of an investment memorandum for purposes of approaching a strategic equity partner.

Silvertree Internet Holdings (Pty) Ltd* – SARB certificate (2017) – provided independent professional services relating to a share-buy-back transaction and related subscription of new shares undertaken by the company for exchange control purposes

* These projects were delivered under the trading name ‘Renmere Corporate Finance’

Publications

Voices for Just Climate Action (VCA): Mobilising finance for local climate change solutions…2022

https://hivos.org/assets/2021/12/VCA_Discussion_Paper.pdf 

Mobilising finance for community-based resilience: Insights from the “Voices from the Frontline” initiative…2021

https://cdkn.org/sites/default/files/2022-08/VFL%20Mobilising%20finance%20report%20WEB.pdf

Proactive planning for an equity exit or sale of business is vital…[2019]
Executive summary – Scoping study on potential private sector investment priorities that support South Africa’s climate change outcomes…[2018]

Contact us

13 GWALIA ROAD | CLAREMONT | 7708 | CAPE TOWN | SOUTH AFRICA

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