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Beyond ideas and into possibilities

FINANCIAL SERVICES

Guiding your financial
strategy with clarity and foresight

At the intersection of strategy and capital, we help clients achieve enduring value.

Karen Thomasine competitive edge stems from:

 

  • Decades of global financial advisory experience

  • Deep regulatory and cultural understanding

  • Cross-border structuring and execution expertise

  • Trusted sovereign and institutional relationships

  • Precision, discretion, and long-term partnership focus

Karen Thomasine’s financial services expertise includes:

  • Fund structuring and governance

  • Cross-border M&A, debt and equity raising

  • Private capital and alternative investments

  • Financial innovation and capital solutions

  • Strategic advisory for sovereign and family offices

Karen Thomasine helps families, institutions, and sovereigns structure capital and unlock opportunity globally.

  • Karen Thomasine identifies, structures, and executes high-impact financial transactions that align with clients’ strategic priorities. 

  • Our work combines disciplined execution, market intelligence, and technical expertise to deliver creative capital solutions that endure.

  • Our approach integrates relationship capital, cross-jurisdiction experience, and a deep understanding of local markets, helping clients capture opportunities others may overlook.

  • Each engagement is informed, timely, and positioned for maximum impact.

Financial district scene in Zurich showing UBS headquarters and nearby historic buildings at Paradeplatz

Karen Thomasine delivers thoughtful financial guidance shaped by global experience and local understanding. Our role extends beyond structuring capital as we align vision, opportunity, and execution to help clients achieve enduring impact.

Select engagements

Capital Raising & Structuring

  • $1.25B JV financing for NNPC with GCC and BP Trading

  • Credit-agency-backed funding for Borkir refinery

  • Capital structuring for Mdeen BNPL platform​

 

Cross-Border Transactions

  • Korea–Saudi O&M market entry (ITS Korea / Samref)

  • Rotana GCC hospitality co-investment (Louna)

  • Polish commodities platform structuring (Dreytrade)

 

Sovereign & Institutional Advisory

  • Family office creation (House of Saud)

  • Diversification strategy for Gulf public wealth entities

  • Co-investment frameworks (Urals Polar Saudi–Russia JV)

 

Private Market Investments

  • Ark Aviation Leasing Fund

  • KSA hospitality and AI equity (Louna, Genexai)

  • GCC proptech investment (Msakan)

Advisory structures

Select Engagements

Co-Investment & Partnership Mandates

Our financial services practice partners with families, institutions, and sovereign entities through flexible engagement models that prioritize alignment, trust, and transparency. We bring together cross-border insight, technical precision, and relationship capital to structure effective solutions. Every engagement is built around clarity, disciplined execution, and shared success delivering long-term value for clients across diverse markets.

To learn more about partnering with Karen Thomasine,
please email us at: connect@karenthomasine.com

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