The Saudi Financial Sector has been one of the most developed Sectors in the Kingdom. With the 2030 Vision and the launch of the National Program for the Development of the Financial Sector, market players in the Financial Sector are expected to rise to the occasion and provide more of the required services. Therefore, Erteqa Financial Company was established with the value proposition of catering to the changing Financial Advisory and Investment Banking needs of Saudi Corporates while providing added value Financial, Business, and Corporate Governance Knowledge.
Erteqa Financial Company is a CMA Licensed Advisory Firm (with License Arranging No 21220-10 dated 22 March 2021 and commenced operation in July 2021) and is wholly owned by Khlood Abdulaziz Aldukheil. Erteqa Financial is specialized in Financial Advisory Services and Investment Banking activities. The Company was launched to focus on forward looking and innovative Financial Advisory Services and Investment Banking Activities. This includes assisting Family Owned Businesses to restructure as needed and float their company shares in the Saudi Stock Market. In addition, Debt Advisory Services and seeking Optimal Capital Structures through Equity Buy-Side or Sell-Side Mandates are core services of the Company.
To play an integral role in the development of the Financial Sector in the Kingdom of Saudi Arabia
Maintain a Knowledge-Based Organization through Digitalization and Innovation to achieve and maintain Sustainability.
Erteqa Financial Company was established by Ms. Khlood Abdulaziz Aldukheil, to deliver Financial Advisory Services and Investment Banking activities to the Saudi market. The services launched include Equity Advisory, Debt Advisory, and Financial Advisory Services. Ms. Aldukheil has more than 25 years of Financial Advisory and Investment Banking Experience. She is a Founding Shareholder of Aldukheil Financial Group (AFG), engaged in Investment Banking Activities. AFG floated a large number of listed companies on the Saudi Stock Exchange including SABIC, Riyadh Bank, Saudi British Bank, and many other companies. Ms. Aldukheil is experienced in business formations and restructurings, debt advisory, and debt restructuring, risk management and regulatory compliance, and investment banking activities including IPOs, Rights Issues, M&A, and Private Placements. Previously, Ms. Aldukheil worked at the World Bank in 1994. She is the first Saudi Female to be awarded the CFA in 2003. She holds an MBA in Finance from the American University in Washington DC and a BS in International Economics and Finance from Georgetown University.
Khlood A. Aldukheil, CFA
Chairman and CEO
Ms. Khlood Aldukheil has 25 years of Financial Advisory and Investment Banking Experience in the Kingdom of Saudi Arabia. Ms. Aldukheil has expertise in various areas including, business formations and restructurings, debt advisory and debt restructuring, risk management and regulatory compliance, and investment banking activities including IPOs, Rights Issues, M&A, and Private Placements. Ms. Aldukheil graduated from Georgetown University in International Finance, MBA in Finance for the American University, and a CFA Charter holder since 2003.
Fahad I. AlKhorayef
Mr. Fahad AlKhorayef has 18 years of experience in the Financial Sector. He was the Chief Executive Officer of AlKhorayef Financial & Business Advisory. He was the Chief Risk Officer and Board Member for Saudi Finance Company. Mr. AlKhorayef has a long track record in Banking and Risk Management. Mr. Fahad holds a Bachelor of Business Administration degree in Finance from King Saud University.
Rakan A. Aldukheil
A CMA Licensed Entity, with more than 13 years of experience in both the Private and the Public sectors. Rakan is a seasoned Financial Advisor with extensive knowledge in the Financial Sector covering diverse areas including Investment Banking, Credit Transactions, and Transaction Due Diligence. Prior to joining EFC Rakan was a Senior Advisor on financial, investment, and real estate files at two ministries and held several government board positions, and before that, he was the CFO of Bidaya Home Finance a PIF portfolio company and largest mortgage finance lender, and Deutsche Gulf Finance the mortgage finance arm of Deutsche Bank in the Kingdom. Mr. Aldukheil holds an MBA in Finance from the George Washington University School of Business and a bachelor's degree in Economics from Duke University.