kendal:IP

What kendal:IP does

Kendal Investment Partners (trading as kendal:IP) is an independent, privately held capital markets and professional services firm incorporated in South Africa as Kendal Investment Partners (Pty) Ltd. The firm was founded in 2021 by a group of senior operators including Stuart Stone and Grant Kurland (co-founders of Credit Direct and Bayport Management) and operates from offices in Johannesburg, London, and Port Louis (Mauritius), with stated transaction and operational experience spanning five continents. Its positioning rests on an operator-led model in which clients engage directly with senior professionals — former CEOs, CFOs, and capital markets executives — from strategy through execution, rather than receiving a report from a junior deal team.

The firm delivers an integrated four-pillar service platform: (1) Capital Strategy & Execution, covering capital structure design and primary interface with capital markets for debt and equity raises; (2) FP&A as a Service, providing senior planning, forecasting, and liquidity management without requiring clients to build permanent in-house teams; (3) Legal Consulting, embedding banking, securities, and M&A legal expertise alongside CEO and CFO functions; and (4) Finance Function Platform, installing a fully-fledged, senior-led finance function built for scale. Disclosed mandates include a ZAR 2Bn Listed Debt Note Programme for TSFC, a ZAR 500M debt facility for BlueGreen Water Technologies, ZAR 300M and ZAR 100M debt facilities for Flexi Mobility, a EUR 4M equity raise and ZAR 40M debt facility for Solar Modular, and balance sheet restructuring for Oricred. No proprietary technology platform is disclosed; the firm has no AI/ML capabilities in evidence.

The business model is pure professional services: bespoke, quote-based advisory engagements for enterprises and mid-market clients, with no publicly disclosed pricing, fee schedule, or contract structures. Go-to-market is direct enterprise field sales — clients work directly with senior professionals, with marketing limited to a corporate website, LinkedIn presence, and relationship-driven referrals. The customer base disclosed spans Financial Services, Mobility, Water Technology, Solar/Energy, Technology, and Legal Services, indicating a horizontal segmentation approach targeting businesses facing complexity, growth, or capital transition. The firm has no external institutional investors, no parent company, and no disclosed funding rounds; ownership sits with founders and senior professionals.

Name

kendal:IP

Legal name

Kendal Investment Partners (Pty) Ltd.

Website

https://kendalip.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

Kendal Investment Partners (kendal:IP) is a South Africa-founded, operator-led capital markets and professional services firm providing integrated capital raising, FP&A, legal, and finance function services to enterprises and mid-market clients across five continents from offices in Johannesburg, London, and Mauritius.

Ownership category

akta.pro rank

Product category

Capital Markets Advisory & Financial Advisory Services

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Portfolio Management and Investment Advice (523940), Miscellaneous Intermediation (52391)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

IPO & Public Markets Advisory (BPAHADAH)

akta.pro secondary industry

Initial Public Offerings (IPOs) (FSACAAAA)

Keywords

• Capital markets advisory
• Financial planning analysis
• Balance sheet solutions
• Finance function support
• Capital strategy execution

Headquarters

HQ city

Johannesburg

HQ country

South Africa

HQ region

Africa

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Capital Strategy & Execution: Providing capital structuring design and acting as primary interface between businesses and capital markets to reduce execution risk and shorten timelines.
2. FP&A as a Service: Senior financial capability including planning, forecasting, and liquidity management provided as an ongoing service.
3. Legal Consulting: Legal expertise embedded alongside CEO and CFO providing advice on banking, securities law, and M&A support.
4. Finance Function Platform: Installing a fully-fledged, senior-led finance function built for scale, integrating alongside leadership teams to optimize operations and deliver financial controls.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Kendal:IP is an independent capital markets and professional services firm offering four integrated capabilities: Capital Strategy & Execution (designing capital structures and acting as primary interface with capital markets), FP&A as a Service (planning, forecasting, and liquidity management), Legal Consulting (banking, securities, and M&A advisory), and a Finance Function Platform (a senior-led, fully-fledged finance function embedded with the leadership team). Services are delivered directly by senior operators for businesses facing complexity, growth, or capital transition.

Product overview

Kendal Investment Partners operates as a unified professional services platform offering four integrated service pillars: Capital Strategy & Execution, FP&A as a Service, Legal Consulting, and Finance Function Platform. These capabilities are designed to be delivered together as a coordinated professional, scalable finance architecture aligned to growth and capital markets expectations. The firm is not a transactional advisory firm—clients work directly with senior professionals who remain involved from strategy through execution. The company serves businesses across five continents with offices in Johannesburg, London, and Mauritius.

Differentiator

Problem solved

Functional benefit

Products and services

• Capital Strategy & Execution Capital structure design aligned to client objectives; Kendal:IP acts as the primary interface between the business and capital markets, engaging capital providers with clarity and credibility to reduce execution risk and shorten timelines. Targeted at CEOs, CFOs, founders, boards, and investors undertaking capital raises across developed and emerging markets.
• FP&A as a Service Senior financial capability providing planning, forecasting, and liquidity management without the need to build a permanent in-house team; establishes the financial discipline, reporting, and governance required to attract institutional capital and provide boards and other stakeholders with decision-ready insight. Targeted at mid-market and enterprise businesses needing operator-grade FP&A support.
• Legal Consulting Embedded legal expertise providing practical, business-minded advice on banking, securities law, and M&A support; operates alongside the CEO and CFO to remove friction and enable smooth legal execution during the critical stages of business transitions. Targeted at organisations undergoing transactions, transitions, and corporate actions.
• Finance Function Platform Fully-fledged, senior-led finance function built for scale, integrating alongside the CEO and leadership team to optimise operations, enforce disciplined close processes, implement structured reporting, strengthen financial controls, and deliver forward-looking insight. Targeted at growing and transitioning businesses that need an embedded finance operating layer without building it permanently in-house.

Named customers16 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Lazard: Lazard is a global financial advisory and asset management firm with deep emerging-market and African corporate finance coverage. It competes for the same senior-led advisory mandates as Kendal:IP at the upper end of the market, particularly on cross-border M&A and capital structure advisory.
• Investec: Investec is a London- and Johannesburg-listed bank and wealth manager with deep corporate finance, debt capital markets, and advisory capabilities across Africa and the UK. It competes directly with Kendal:IP on mid-market capital raises and FP&A-style advisory for African corporates, but at significantly larger scale and with balance-sheet capacity.
• Rand Merchant Bank (RMB): RMB is one of South Africa's leading investment banks, active in debt and equity capital markets, corporate finance, and principal investing. It is the most natural incumbent competitor for Kendal:IP's capital strategy execution work, particularly in JSE-listed debt and equity raises.
• Rothschild & Co: Rothschild is a global independent advisory firm with strong emerging-markets and African corporate finance practices. It competes for senior-led capital strategy and M&A mandates with comparable bespoke, partner-led engagement model.
• Standard Bank CIB: Standard Bank's Corporate and Investment Banking division provides capital markets, advisory, and financing services across Africa. It overlaps with Kendal:IP on cross-border capital raises and FP&A support for African corporates seeking institutional capital.

Regional players

• Perwyn: Perwyn is a UK-based private equity and capital advisory firm serving mid-market European companies. It is comparable to Kendal:IP on the London and EMEA development side of the business, particularly for cross-border capital raises.
• Admirus Capital: Admirus is a boutique South African corporate finance and capital markets advisory firm. It is a comparable boutique competitor in the same regional market for mid-market capital raises, listings, and FP&A advisory.

Direct peers

• Deloitte (Transaction Advisory, Africa): Deloitte's Africa practice offers corporate finance advisory, transaction services, and FP&A-related consulting for mid-market and enterprise clients. James Macgregor, a Kendal:IP team member, came directly from Deloitte London, suggesting Deloitte is a direct comparable for talent and engagement profile.
• CFO Centre: CFO Centre provides outsourced CFO and FP&A services to mid-market companies globally. It is directly comparable to Kendal:IP's 'FP&A as a Service' and 'Finance Function Platform' offerings, particularly for companies that need senior financial leadership without a full-time hire.
• EY-Parthenon (Africa): EY-Parthenon provides corporate finance, strategy, and capital advisory services with a growing Africa practice. It competes for capital-markets advisory mandates similar to Kendal:IP's Capital Strategy & Execution offering.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/kendal-ip

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about kendal:IP