Transactions Advisory

Actuarial insight for deals, capital raising and growth

From portfolio transfers to investor readiness, we give boards, buyers, sellers and funders an independent, defensible view of value and risk.

Overview

Independent numbers when the stakes are highest.

Transactions depend on a clear understanding of value, risk and the commercial implications of key decisions. Xivoni provides independent analysis, financial modelling and advisory support to help clients evaluate opportunities, structure transactions and make informed investment decisions.

We also support businesses and investors in building credible, investment-ready cases, assessing strategic options and deploying capital where it can create the greatest long-term value.

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Freight terminal and rail infrastructure
What we do

Our capabilities

Mergers & acquisitions

Commercial and financial due diligence, valuation, risk assessment and transaction support for buyers, sellers and investors across a range of industries.

Portfolio acquisitions & transfers

Valuations, expert opinions and special reviews supporting the sale and transfer of insurance books.

Capital raising support

Investment-ready business cases underpinned by valuation, scenario analysis and actuarial risk modelling.

Capital allocation advisory

Guidance on deploying capital across products, technology and regulatory priorities for sustainable growth.

Investment readiness assessments

Independent reviews of capital adequacy, governance and risk frameworks for investors, DFIs and donors.

Feasibility & investment analysis

Financial and economic feasibility studies that balance commercial viability with socio-economic impact.

Who we work with

Clients we serve

  • Insurers and insurance groups
  • Investors, private equity funds and DFIs
  • Growth-stage insurers and insurtechs
  • Public bodies evaluating major investments
See the industries we serve
Why Xivoni

What sets us apart

  • Independent, defensible actuarial opinions
  • Actuarial and financial modelling in one team
  • Experience supporting a major life portfolio sale
  • Clear communication with deal teams and boards
Related work

Case studies

Life insuranceSouth AfricaProfessional experience

Valuations supporting an insurance portfolio sale

Valuation and expert input supporting an insurance portfolio transaction, drawn from the experience of a member of our actuarial team.

Outcome: The reference confirms successful assistance with the valuations and sale-related reviews, and highlights clear communication, reliability and integrity.

Public sectorSouth Africa

Feasibility analysis for public infrastructure

Financial and economic analysis to inform public infrastructure investment choices.

Outcome: Delivered analysis considering commercial viability, socio-economic implications and investment choices.

Public sectorSouth Africa

Finding the best use for an underused stadium

Financial and socio-economic modelling of four redevelopment options for a municipal stadium.

Outcome: Recommended a mixed-use development, with a hybrid option that keeps event and community space, giving the municipality a clear basis for its decision.

Let's solve your next challenge

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