Special Situations

Structured solutions for non-standard conditions

Certain market events defy standard categories, from political shocks and regulatory shifts to distressed assets and sudden dislocations. In such environments, consequences are heightened and judgement matters most. Arbra combines foresight, legal intelligence, and structured execution to bring clarity to complexity, transforming disruption into opportunity.

Our Philosophy

Control, clarity, and structure

We bring order to complexity through decisive, cross-disciplinary action, aligning strategy, legal, and capital. In critical moments, judgement, timing, and discretion shape outcomes.

Strategic intervention

We step into complex geopolitical, regulatory, or corporate environments where intervention preserves or unlocks value. Early control aligns incentives, governance, and execution.

Structure before capital

Governance, downside protection, and decision hierarchy are defined before capital is deployed. Each mandate is structured to withstand scrutiny and volatility. Structure shapes outcomes.

Integrated expertise

Our teams operate simultaneously across legal, financial, and strategic dimensions. Every solution is rigorously tested, balanced, and designed to be executable in the real world.

Resilient positioning

We do not pursue short-term optimisation. Solutions are built to remain robust beyond the immediate transition, supporting stability and long-term advantage in shifting global conditions.

When conditions shift, stability must be engineered. We act with foresight and precision where complexity demands decisive intervention.
Michael Le Garignon, Group Chief Revenue Officer

Our Capabilities

Decisiveness in times of doubt

Special situations arise from structural or transitional dynamics beyond conventional categories. We focus where governance and mandate-driven execution materially influence long-term outcomes.

Distressed and turnaround

We rescue underperforming businesses or assets through disciplined restructuring, stakeholder alignment and strategies designed to restore value and long-term resilience.

Event-driven transitions

We guide clients through mergers, carve-outs, recapitalisations or leadership changes, moments when clarity, discretion and speed are critical to securing advantage.

Geopolitical dislocations

In managing the risks and opportunities created by political shocks, sovereign restructurings or market realignments, our insight and foresight can be decisive to outcomes.

Liquidity & capital gaps

We design bespoke financing and structuring solutions for companies and investors facing transitional capital needs, ensuring stability at critical inflection points.

Track Record

Delivering successful outcomes

Arbra brings clarity and long-term value to complex environments through strategy, legal foresight, and execution. In each case, our expertise and structural resilience proved decisive.

Sovereign market realignment

Sovereign market realignment

When a frontier-market sovereign faced fiscal pressure and a devaluing currency, Arbra was engaged to restructure state-backed infrastructure bonds held by institutional investors. We coordinated ministries, regulators, and lenders to design a framework balancing fiscal sustainability with investor recoveries. The solution cut near-term repayments by 40%, preserved infrastructure funding, and restored the sovereign’s access to global capital markets within twelve months.

Total exposure

$600 million

Strategic recapitalisation of a technology group

Strategic recapitalisation of a technology group

A global technology conglomerate encountered a liquidity gap following an aborted IPO and a rapid change in regulatory oversight across two jurisdictions. Arbra led the design of a bespoke recapitalisation and governance framework, integrating private credit facilities, asset divestments, and a cross-border shareholding restructure. The transaction restored operational control, stabilised financing costs, and positioned the group for renewed growth in Asia and North America.

Transaction value

$250 million

Asset protection during cross-border dispute

Asset protection during cross-border dispute

A family investment office with holdings in energy and logistics sought urgent asset protection amid a legal dispute spanning three jurisdictions. Arbra discreetly restructured ownership vehicles, trust structures, and credit lines, ensuring compliance while safeguarding assets within a robust legal framework. The solution preserved over 90% of value, resolved key disputes through mediation, and established a sustainable governance framework for intergenerational wealth transfer.

Assets protected

$400 million

The information presented is for illustrative purposes and does not constitute a complete portfolio representation or an offer of future performance. Indicative results reflect selected special situations investments across multiple vintages and strategies. Past performance is not indicative of future outcomes. Special situations investments involve a high degree of risk, may be illiquid, and are suitable only for investors able to bear the potential loss of their entire investment. Projections, estimates, or forward-looking statements are based on current assumptions and are subject to change without notice.