Empowering Wealth Management firms and Independent Financial Advisers 

SyTra Capital - Your Partner for Sustainable Growth and Innovation

Corporate restructuring, Mergers & Acquisitions

With many years of business experience, the SyTra capital corporate finance team boasts an extensive wealth of knowledge and capability in providing innovative corporate finance solutions to clients, from strategic restructuring affecting the underlying business model to capital and debt restructuring.

As industries grow and mature, companies must often consolidate to remain competitive, either through mergers or acquisitions. SyTra Capital is uniquely positioned and equipped to assist, from identifying potential targets/partners to executing the transaction.

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Capital raising & Due diligence  

SyTra Capital specialises in raising debt and private equity capital for growing businesses, be it for organic expansion or acquisitions. The SyTra Capital corporate advisory team is experienced in mobilising local capital markets and international capital, including DFIs, private equity and global corporations.

As a transaction advisor, we are often sought to carry out due diligence investigations on ongoing transactions, including commercial, operational and financial due diligence to help the parties involved extract the best value and conclude a transaction that is fair and sustainable.

 Company Valuations 

SyTra Capital is qualified and experienced in carrying out independent company valuations, advising both the sellers (issuer) and buyers (investor), each keen to extract best value from the transaction.

Who we are

SyTra Capital is a specialised independent corporate finance advisory firm that works with wealth management firms and independent financial advisers to develop and grow their practices into sustainable businesses.

Our vision

Our vision is to become the partner of choice for wealth management firms and independent financial advisers in South Africa.

SyTra Capital

SyTra Capital exists to continually deliver innovative, customized and value-added advisory solutions to all our clients by combining expertise and experience, while being cognizant of the needs of those in our communities as we build shareholder value.

Working with SyTra Capital

Working with SyTra Capital is partnering with a team of dynamic professionals with fresh thinking, energy and dedication.

At SyTra Capital, we value:


Excellence: We seek to achieve results and will settle for nothing but the best, which we demand of ourselves and of our partners.

Integrity: SyTra Capital is strongly committed to doing business in an honest and transparent manner, safeguarding the interests of all stakeholders.

Innovation: Success in business is highly dependent on innovation, and we take deliberate steps to encourage and reward creativity at all levels.

Teamwork: At SyTra Capital the team is at the centre of our value proposition. We work well to find simple and innovative solutions to complex challenges.

What we do

The wealth management industry and lifetime financial planning profession is evolving every day. Things that were relevant yesterday are not today, and new factors must constantly be dealt with to remain competitive. Technology and increasing regulatory pressures are forcing companies to explore how to adjust their businesses, satisfy changing customer demands, and take advantage of new opportunities. SyTra Capital helps wealth management firms and independent financial advisers to be more resilient and take advantage of new opportunities.

Corporate restructuring

With many years of business experience, the SyTra capital team boasts a wealth of knowledge and capability in providing innovative restructuring solutions to clients, from strategic restructuring affecting the underlying business model to capital and debt restructuring.

Capital raising

SyTra Capital specialises in raising debt and equity capital for growing businesses, be it for organic expansion or acquisitions. SyTra Capital is experienced in mobilising local capital markets and international capital, including DFIs, private equity and global corporations.

Valuations

The SyTra Capital team is qualified and experienced in carrying out independent company valuations , advising both the sellers (issuer) and buyers (investor), each keen to extract best value from the transaction.

Mergers & Acquisitions

As industries grow and mature, companies must often consolidate to remain competitive, either through mergers or acquisitions. SyTra Capital is uniquely positioned and equipped to assist, from identifying potential targets/partners to executing the transaction.

Due diligence

As a transaction advisor, we are often sought to carry out due diligence investigations on ongoing transactions, including commercial, operational and financial due diligence to help the parties involved extract the best value and conclude a transaction that is fair and sustainable.

Critical thinking and innovation

How we do it


SyTra Capital prides itself in its:

• Professionalism: SyTra Capital has successfully developed a strong culture of excellence that permeates throughout the firm for the benefit of our clients and stakeholders

• Experience: SyTra Capital boasts a team of senior professionals with significant wealth management and investment banking experience gained both locally and globally

• Integrity: SyTra Capital acts in the best interest of its clients, and its team members over the years have built an industry and professional reputation of discretion and confidentiality, enabling us to earn the trust and loyalty of our clients

• Passion: SyTra Capital is very passionate about the development of black-owned wealth management firms in particular, and is strongly driven and determined to always use its creativity to find inventive solutions to meet its clients’ unique problems and challenges

• Independence: as an independent advisor, SyTra Capital objectively delivers solutions that are appropriate for each client, driven purely by the client’s unique circumstances and no other considerations

SyTra Capital prides itself in its

Professionalism

SyTra Capital has successfully developed a strong culture of excellence that permeates throughout the company for the benefit of our clients and stakeholders

Experience

SyTra Capital boasts a team of senior professionals with significant wealth management, corporate finance and investment banking experience gained globally

Integrity

SyTra Capital acts in the best interest of its clients, and has over the years built a reputation of discretion and confidentiality, enabling us to earn the trust and loyalty of our clients

Passion

The SyTra Capital team is very passionate about the development of black-owned wealth management firms in particular, and is strongly driven and determined to always use its creativity to find inventive solutions to its clients’ unique problems, opportunities, threats or challenges

Independence

As an independent advisor, SyTra Capital objectively delivers solutions that are appropriate for each client, driven purely by the client’s unique circumstances and no other considerations

Why work with us

In a world of growing corporate activity and consolidations, the value of independent financial advise cannot be overemphasised. However, independent financial advisers are generally small and vulnerable to various factors that impact their sustainability, including access to capital, increased operating costs due to regulatory pressures, succession planning among other business headwinds. Black Independent financial advisors are particularly vulnerable as they often lack basic support, yet transformation goals remain distant and policymakers fear reversal of previous gains.

These businesses need support to strengthen their operations, grow their books, attract quality human capital, secure funding, meet ever increasing compliance requirements, and withstand competitive pressures. With decades of experience in the wealth management industry and corporate finance, the SyTra Capital team is able to provide tailored solutions to support wealth management firms and black-owned independent financial advisory businesses in particular across South Africa to develop and grow into reputable brands in the financial services sector.

Our corporate finance advisory team

Structured around a unique set of skills, we leverage our pool of experts that have come together in a concerted effort to conceive and deliver value-adding solutions to wealth management firms, with a focus on measurable impact.
Our team consists of highly skilled and experienced professionals with expert knowledge in wealth management, corporate finance, business advisory and consulting services who seek to inject fresh and innovative thinking to provide meaningful solutions to independent financial advisers and their advisory firms.

Privat Fone, MBA

Privat is a seasoned investment professional with pan-African investment banking experience in corporate finance and private equity, leading advisory and investment projects in sectors ranging from  financial services to fintech and renewable energy, with transactions spread over 25 countries in Sub-Saharan Africa.

Privat boats a wealth of experience in transaction structuring and strategy, and has built relationships with various stakeholders, including investors and financiers in various institutions globally on various economic and business issues affecting many countries in Africa. As a transaction advisor in many different projects across Africa, Privat has developed the ability to navigate cultural nuances in organisations and countries, in addition to possessing very strong quantitative skills, including valuations, financial analysis, financial modelling, LBO models, and investment documentation.

Privat is deeply passionate about development issues affecting Africa and the empowerment of Africans to take care of their own development agenda. Privat is results-oriented, with the ability to critically analyse complex problems and find solutions that are not only effective but also sustainable.

Bekithemba Mafulela, CFA 

Beki is an experienced investment consultant with over 20 years relevant professional work and business experience in the wealth management industry, lifetime financial planning & advice profession in particular, gained living & working in three southern African countries namely South Africa, Zambia & Zimbabwe.

Beki started his career as an investment analyst later specialising in corporate finance and private equity, before taking on various other business consulting and leadership roles in the wealth management industry and financial planning profession in particular. With over 15 years in the wealth management industry advising and coaching financial planners, Beki is well equipped to understand the unique challenges facing a growing independent financial advisory business. 

Beki is a CFA charter holder. He holds an undergraduate degree in Economics and also an advanced post-graduate diploma in financial planning specialising in employee benefits from the University of the Free State.

Kgatutu Mathekga 

Kgatutu qualified as a chartered accountant in 2012 and is an accomplished finance professional with experience in managerial accounting, finance, tax, internal auditing, investor relations, procurement, as well as enterprise & supplier development, amongst others.

As an avid entrepreneur he has has spent the last 22 years building an extensive network and expertise in the mining, forestry, financial services and construction industries. Kgatutu brings a wealth of experience to SyTra Capital, as an active Business Rescue Practitioner and Key Individual for a registered financial services provider offering services in the investments, employee benefits, long-term and short-term insurance.

He is passionate about building businesses for future generations and assisting his clients to do the same with their financial planning affairs. 

Client Testimonials

Discover what our clients have to say about working with us
                    Lesego Monareng, CFP                     Co-founder & CEO KLU Wealth 
''SyTra exceeded my expectations in providing customized financial advisory solutions''
                  Lechoano Choko                                    Founder & CEO Refuge Financial Services 
''Working with the SyTra team has been a game-changer for our business growth''
           Innocent Shabalala, CFP                      Founder & CEO Spiddi Investments 
''SyTra's dynamic corporate finance team of professionals brought fresh thinking and dedication to our financial strategies''

Frequently Asked Questions

Find answers to common queries about SyTra Capital and our services to wealth management firms and independent financial advisers.

What services does SyTra Capital offer to independent financial advisors?

SyTra Capital provides innovative and customized advisory solutions to help independent financial advisers develop and grow sustainable businesses.

Why choose SyTra Capital as a partner to wealth management firms and independent financial advisers?

SyTra Capital is dedicated to delivering value-added solutions by combining expertise, experience, and a focus on community needs to build sustainable businesses and shareholder value.

Who are the professionals at SyTra Capital that I will be partnering with?

At SyTra Capital, you will work with a dynamic team of professionals known for fresh thinking, energy, and dedication to helping independent financial advisors succeed.

How can I get in touch with SyTra Capital for more information?

You can reach out to our team by sending an email to info@SyTraCapital.com for any enquiries or to schedule a consultation.

Partner with SyTra Capital Today!

Take the first step towards sustainable growth and innovative corporate finance solutions for your independent wealth management business. Contact us at info@SyTraCapital.com to explore a dynamic partnership with our expert team.

Get in Touch with the SyTra Capital Advisory Team

Reach out to our dedicated team for all your corporate finance advisory needs.

4th Floor, Regus - The Firs, Rosebank, Johannesburg, 2196, South Africa

+27 11 759 4000

info@SyTraCapital.com

Sun: Closed, Mon-Fri: 8 am-6 pm, Sat: 10 am-4 pm