Social Finance Advisors
About us
SoFi is a consulting group that provides its services in the international arena, most notably in Uzbekistan, Russia, Kazakhstan, the UAE and the UK. Since 2016, SoFi has been a consultant to the number of initiatives of the World Bank and the Asian Development Bank in Uzbekistan, particularly in the healthcare, education, textile, hospitality and agriculture sectors.
OUR HISTORY
SoFi has started its formation in 2016, where the current founders of the company worked in investment funds in Uzbekistan. For past 5 years, total assets under management of our investment professionals in combine were exceeding 1 billion USD. Consequently in less than 5 years, 15 investment projects were executed in such sectors as insurance, manufacturing, real estate, financial services and logistics.
During the period of investment activities and interaction with a wide range of project sponsors, we have witnessed lack of financial literacy, poor documentation, weak market research, insufficient data, and low-quality presentation skills.
This led to the decision of establishing advisory services company, to help local companies strengthen their corporate outlook while approaching international investors. Exceptional quality of services, high caliber professionals, excellent track record alongside with committing to social awareness, solid corporate governance systems and promotion of environmental aspects are the key pillars on which SoFi leans.
SoFi has started its formation in 2016, where the current founders of the company worked in investment funds in Uzbekistan. For past 5 years, total assets under management of our investment professionals in combine were exceeding 1 billion USD. Consequently in less than 5 years, 15 investment projects were executed in such sectors as insurance, manufacturing, real estate, financial services and logistics.
During the period of investment activities and interaction with a wide range of project sponsors, we have witnessed lack of financial literacy, poor documentation, weak market research, insufficient data, and low-quality presentation skills.
This led to the decision of establishing advisory services company, to help local companies strengthen their corporate outlook while approaching international investors. Exceptional quality of services, high caliber professionals, excellent track record alongside with committing to social awareness, solid corporate governance systems and promotion of environmental aspects are the key pillars on which SoFi leans.
SoFi exalts opportunities, communities, and our people to achieve exceptional outcomes for our clients and building a positive social impact. We embrace complexity and fuel innovation to find potential where others stop. We achieve our purpose by living our values every day :
Outperform Expectations: We pursue excellence through the tenacity, passion, and integrity of our people.
Challenge Convention: We create values and find unique investment opportunities through continuous learning, contrarian thinking, and rigorous debate.
Champion Diversity and Inclusion: We seek diverse perspectives, foster belonging for all of our employees, and commit to making progress every day.
Lead Responsibly: We hold ourselves to the highest standards as financial and social stewards; we strive to make a positive impact at every opportunity.
Drive Collaboration: We work together as a One SoFi team – without silos – across our integrated platform, and we endeavor to develop the leadership capabilities of all our people.
Outperform Expectations: We pursue excellence through the tenacity, passion, and integrity of our people.
Challenge Convention: We create values and find unique investment opportunities through continuous learning, contrarian thinking, and rigorous debate.
Champion Diversity and Inclusion: We seek diverse perspectives, foster belonging for all of our employees, and commit to making progress every day.
Lead Responsibly: We hold ourselves to the highest standards as financial and social stewards; we strive to make a positive impact at every opportunity.
Drive Collaboration: We work together as a One SoFi team – without silos – across our integrated platform, and we endeavor to develop the leadership capabilities of all our people.
Our purpose & values
WORTH PROJECTS
COMPLETED
SINCE 2016
COMPLETED
SINCE 2016
TOP-LEVEL EXPERTS
WITH
DIVERSE BACKGROUNDS
WITH
DIVERSE BACKGROUNDS
VOLUME OF ATTRACTED INVESTMENT IN 2021-22
We are in figures
SUCCESSFULLY
DELIVERED
M&A
DELIVERED
M&A
STRATEGIC AND
RESEARCH CONSULTING
DEALS
RESEARCH CONSULTING
DEALS
NETWORK
OF
INVESTORS
OF
INVESTORS
$550 MLN
40+
$40 MLN+
12
2
250+
Optimal mix of skills and knowledge in combination with responsibility fairness and integrity makes Social Finance Advisors’ team unique.
Our experts have an extensive experience in operational & financial / investment advisory, development projects consultancy, fund raising and asset management.
The services we provide are of the highest quality and distinct one may find on the market.
The company's pricing policy is flexible and cogent, which makes the services optimal in terms of the – price / quality ratio.
We practice individual approach to each client, considering his needs, expectations, goals and resources.
Our international and local partners (IFIs, PE Funds, Global Advisories, Commercial Financial Institutions, etc.) and trustworthy relationship with state authorities provide us essential network to attract recourses for addressing clients’ objectives.
Our total international network connects us with +250 investors.
Team
Quality Assurance
Network
-1-
-2-
-3-
Top 3 reasons
to work with us
to work with us
In order to effectively attract investors for 28 companies under the state privatization program, M&A consulting services provided
Study of barriers for girls and socially vulnerable groups in obtaining higher education in Uzbekistan
Supplying a development strategy created to enhance the liquidity of the capital market in Uzbekistan
Feasibility study on identifying perspective of the banking sector and due diligence of potential investees of 3 commercial banks to conduct above 10mln USD equity investment
Integration of automotive digital business operation and financial management systems which decreased operating expenses to 11.3% for real estate projects
In the scope of USAID's Future Growth Initiative, we identified 10 key firms with viable growth opportunities and investment needs of over 2 mln USD, we delivered strategic and financial advisory and attracted investments with total amount over 40 mln USD
IFIs and State Entities
Our Projects
In order to attract financing from ADB, Nephrocare Health Services Central Asia attracted us to conduct an Environmental & Social Compliance Audit of the subprojects’ past and current activities against the objectives, principles and requirements of ADB’s Environmental and Social requirements, as well as the national requirements.
IFC engaged us as a technical consultant on transactions to support the structuring and conduct of tenders within the framework of the PPP pilot project, in which a qualified private operator will be selected for the design, construction, financing, operation, maintenance of 15 new schools in remote regions of Uzbekistan.
To ensure cost-efficiency, a business optimization of the company conducted and micro leasing instruments introduced to the company. It happned to generate 4mln USD annually
On buy-side, we have conducted commercial & financial due diligence and business valuation of the bank to obtain +20% shareholding for our investor
We prepared company profile, market research, and developed the base of potential investors to establish a private equity fund in UAE with 50 mln USD investment
We have conducted feasibility study on founding Micro Financing organization with the capital of 12 mln USD
In order to develop Islamic financing in Uzbekistan, the Islamic leasing – our team worked on implementation of first Ijarah instrument in Uzbekistan. It is allowed to generate 1.1 mln USD annually
Financial Sector
Developing feasibility study, investment model, and company profile for the largest textile fabrics in Tashkent region. The factory's capacity equals 30,000 tons of yarn annually
In order to conduct M&A deal, we have conducted a research of dairy and milk market in Uzbekistan
The largest glass factory producing containers for pharmaceutical and wine companies. Our team conducting in-depth market research, transforming the Company for sale to potential investors, and advising on capital structure, cost optimization, investment valuation
The project is one of the largest operating food processing entities in CIS. Our team conducted a feasibility study, market overview, competitors evaluation, risks & pitfalls. Prepared detailed financial model and valuation model, advisied on capital structure
We developed the documentation that investors need, which includes market research, business plan, investment model, teasers, and at the moment the project is being considered by an investor who is ready to invest at least 2 mln USD for its expansion
Feasibility study on Flat Glass Production facility establishment and fundraising 8mln USD
Manufacturing
To identify the investment potential of the logistics sector of Uzbekistan, we have delivered a market research was prepared
Feasibility study was developed on establishing basalt processing facilities with a capacity of more than 15,000 tons annually
DNV energy UK and Germany - operational support in company expansion in Kazakhstan
The project is the greenfield maternity hospital chain through the largest cities of Uzbekistan. We have delivered a feasibility study, additionally an investment model was developed for foreign investors
Quality assurance and development of Ok Google in Uzbek, Tadjik and Kazakh languages
We have conducted a business optimization and expansion of operating mountain resort to attract investment 4.5 mln USD
We delivered a feasibility study on business digital services market in Uzbekistan and Kazakhstan, as well as investment model for fundraising above 4mln USD
Our Team was involved in the expansion of the existing hospital in Samarkand with the capacity to conduct more than 80 operations and 500 diagnostics daily.
We prepared relevant information and materials to attract funding for expansion from IFIs and/or PE funds
We prepared relevant information and materials to attract funding for expansion from IFIs and/or PE funds
Services
OUR SERVICES
We provide high quality services to all clients
-
FULL AND PARTIAL BUSINESS SALE
(SELL-SIDE)Deals for selling to international financial and strategic investors and local players
- SEARCH OF ACQUISITION TARGETS (BUY-SIDE)Access to global assets in 86 countries of the world
-
RAISING INVESTMENTS FOR BUSINESS DEVELOPMENT
The share of the sale can vary from 10% to 90%
-
STRATEGIC CONSULTING
Improvement of a short- term and the development of a long-term strategy for a company
- PRE-INVESTMENT PREPARATION
Comprehensive preparation of the company in attracting investments
-
INDUSTRY AND MARKET RESEARCH
Complete range of industry research services in regards to Uzbekistan
- CONDUCTING LBO / MBO DEALS - BUYING A BUSINESS USING CREDIT FUNDS
Access to a wide base of financial investors and banks
-
ESTABLISHING BUSINESS IN UZBEKISTAN FROM SCRATCH
Market analysis, legal, tax and accounting consulting
-
BUSINESS VALUATION AND BUSINESS PLAN DEVELOPMENT
Deals for selling to international investors and local players
Our Team
Shakhboz Izzatulloev
Operating Partner
Mavlanov Batir
Sociology Expert
Khamid Ergashev
Education Expert
Kamola Izzatulloeva
Information Technology Expert
Elnora Sharipova
E&S Specialist
Magfrat Muminova
Environment & Social Expert
Bunyod Nazarov
Logistics, Insurance & Commercial Real Estate Expert
Aziz Sharakhmedov
Banking & Commercial Real Estate Expert
Farkhod Amanov
Financial Expert
Our contacts
Feel free to write and call us.
+998 91 791 75 00
info@sofipartners.com
info@sofipartners.com
21A, Taras Shevchenko str., Gross Plaza Tashkent, Uzbekistan
