What We Do
Rubix Advisory is a boutique financial advisory firm specialized in mergers & acquisitions, wealth management, capital structuring, and shareholder advisory mandates. The firm brings senior execution, regional connectivity, and a track record exceeding USD 2.8bn in corporate advisory and capital raising.
We operate as an independent advisor across the full transaction lifecycle — from strategic assessment and positioning to execution and post-transaction support.
The firm is particularly experienced in:
- Advising founders on full and partial liquidity events
- Structuring minority and majority stake sales to strategic and financial investors
- Supporting family groups through governance and succession transitions
- Leading shareholder restructuring and capital optimization situations
- Advising on cross-border capital raising and expansion strategies
Services
Transaction Advisory
Capital & Restructuring Advisory
Capital & Restructuring Advisory
Sell-side and buy-side M&A
Strategic partnerships and joint ventures
Capital raising and investor introductions
Capital & Restructuring Advisory
Capital & Restructuring Advisory
Capital & Restructuring Advisory
Debt structuring and refinancing
Shareholder restructuring
Distressed and special situations
Family Office & Shareholder Advisory
Family Office & Shareholder Advisory
Family Office & Shareholder Advisory
Governance and investment policy design
Portfolio structuring and monitoring
Succession and generational transition
Strategic & Financial Advisory
Family Office & Shareholder Advisory
Family Office & Shareholder Advisory
Business strategy and value creation
Cash flow optimization
Capital allocation and growth planning
Sectors
Leadership
Mohamed El Baz is the Founder and Managing Partner of Rubix Advisory, bringing over 17 years of experience across investment banking, private equity, and strategic advisory.
He has advised founders, family groups, and institutional investors on transactions and restructuring situations exceeding USD 2bn across sectors including education, consumer, financial services, healthcare, industrials, and real estate.
Mohamed’s experience spans sell-side and buy-side M&A, shareholder restructurings, capital raising, and complex governance and succession situations — often involving multi-generational family businesses and cross-border ownership structures.
Prior to founding Rubix Advisory, Mohamed held senior roles within leading regional investment banks where he executed landmark M&A, restructuring, and capital markets transactions across the Middle East and Africa.
He began his career working closely with developers and operating businesses across the region, providing him with a strong commercial perspective that informs his advisory approach today.
Mohamed holds a MSc in Finance from Baruch College (Zicklin School of Business - New York), and a BSc in Applied International Finance from the American University of Paris.