Who is CAL?
*Debt raised includes both listed and unlisted debt
**Calculated based on the last 3 years average
***Total funds committed over 2 transactions: with the 1st transaction complete and the 2nd transaction currently in negotiation stages
THE CAL GROUP
SRI LANKA’S FULL-FLEDGED INVESTMENT BANK
CORPORATE FINANCE
A Leader
In M&A Advisory
Leading the IPO Industry
Conducted IPO’s for prestigious companies in Sri Lanka such as JAT, Hela, Jetwing
FUND MANAGEMENT
LKR 100bn+
Assets Under Management
Leading Private Wealth Manager
One of the largest Unit Trust Funds in Sri Lanka
GOVERNMENT TREASURIES
LKR 1bn+
Average Daily
Transactions**
Primary Dealer for the Central Bank of Sri Lanka since 2000
LKR 100BN
Footprint over the Last
02 Years
EQUITY TRADING
One of the Leading
Stockbrokers in
Sri Lanka
Best Research Team
CFA Capital Market
Awards
4 Years in a Row
PRIVATE EQUITY
LKR c.1.2bn
Funds committed since
2019***
First Acquisition in
2019
*Debt raised includes both listed and unlisted debt
**Calculated based on the last 3 years average
***Total funds committed over 2 transactions: with the 1st transaction complete and the 2nd transaction currently in negotiation stages
WHO ARE WE?
CAL is a full-service, frontier capital markets solutions provider catering primarily to family businesses and institutional clients. We strive to develop an unparalleled understanding of our clients and the markets we operate in and offer best-in-class solutions to our clients. We believe in using technology to build more efficient capital markets, and in turn, creating a better and more prosperous world.
The main feature of CAL’s evolution over the past two decades has been consistent growth, on the basis of our broadening of industry-specific competencies and diversification of investment solutions. Today, we have made our mark and gained industry-wide renown as a leading full-service investment bank in Sri Lanka, with a vision to be the ‘the leading capital markets solutions provider in frontier markets’. Upon commencing our operation in October 2000, we gradually proceeded to specialise in originating, trading, and investing in debt and equity securities, with a keen focus on superior execution, research, and product innovation.
During CAL’s early years, it maintained a steady focus on securing corporate clientele while parallelly developing the retail aspect of the business. As a result of this traditional marketing approach, CAL has been able to develop a highly sought-after group of corporate clients over the past 17 years. This is a factor that has contributed heavily to the company’s present stature and success. Everything we do is focused on our values of integrity, fairness, dynamism, and teamwork.
The CAL Group consists of a Licensed Primary Dealer, Stockbroker, Asset Manager, and Corporate finance and Advisory division. CAL leverages the strengths of the Group by offering an integrated and customised solution.
With over two decades of experience, the Capital Alliance Holdings Limited (CAL Group) has graduated to become a leading Investment Banking group in Sri Lanka and CAL Group consists of a number of Subsidiaries and a joint Venture.
In the latter part of 2021, CAL Group reached remarkable milestones as a Primary Dealer in the CAL Group, Capital Alliance PLC (Formerly Capital Alliance Limited) was listed on Colombo Stock Exchange (CSE) on 15th December 2021 and there onwards company is trading its shares on the market, Further, CAL Group expanded its operations to Bangladesh by incorporating CAL Securities Limited.
OUR OFFERINGS
Our customers are the foundation of the Company’s operations. They are the stakeholders for whom we have built our business philosophy. They encourage us to take forward our services by giving us the impetus to innovate and think differently to meet their financial need. They inspire us towards bigger and better services which enable the value creation process and drive the Company’s success in the long term.
- Primary Dealing and Secondary Market Trading in Government Securities
Treasury Bills, Bonds, Repurchase and Reverse Repurchase Agreements on Government Securities. - Corporate Finance and Advisory Services
Handling of Initial Public Offerings, (IPOs) and Right Issues, Handling Debt financing and Structuring, Handling Equity financing, Handling Mergers and Acquisitions, Valuations Sell-Side Advisory, Buy-Side Advisory - Assets Management
Unit Trust Funds and Private Wealth Management - Stock brokering and Market Research Analysis
ACHIEVEMENTS AND AWARDS
Demonstrating our commitment to excellence and maintaining our position as a Leading Investment Banker in Sri Lanka, we have received multiple Awards & accolades over our 20+ years journey.
Global Banking and Finance Review Awards in 2016: ‘Best Investment Banking Company Sri Lanka’, ‘Best Investment Banking Solutions Provider Sri Lanka’, ‘Best New Asset Management Company Sri Lanka’, and ‘Fastest Growing Unit Trust Manager Sri Lanka
CFA Capital Market Awards
2021 | |
Gold Award | Best Research Team |
Gold Award | Best Sector report |
Silver Award | Best Equity Research Report |
2022 | |
Gold Award | Best Research Team |
Gold and Bronze Awards | Best Sector report |
Silver and Bronze Awards | Best Equity Research Report |
Annual Report Awards
2021 | |
Gold Award | Investment Banking Sector |
Great Place to Work
September 2021- August 2022
December 2022- December 2023
Brand Finance – The Most Valuable and Strongest Sri Lankan Brands 2022 and 2023
Top 100 Most Valuable Sri Lankan brands
CAL BANGLADESH
The first joint-venture foreign brokerage firm established in Dhaka, Bangladesh by CAL Sri Lanka. The company provides research-based investment services to investors and the stock market, with its objective being to support sustainable economic growth in Bangladesh and with that create an efficient financial ecosystem and be the No.1 investment bank in Bangladesh.
CAL ONLINE
Investing in the stock market, government securities/fixed income products and unit trust funds are made simple with the CAL portal. Easy access from either the online website or by downloading the mobile app which facilitates access to real-time information on equity and debt markets mutual funds. In addition, with CAL Live gain free access to updates from the Sri Lankan Stock Market, Primary and Secondary Government Security Market, Forex and more.
A short video about us
CAL is a leading Investment Bank in Sri Lanka that offers a comprehensive selection of integrated investment and capital market solutions to a diverse group of clients including financial institutions and corporations, family-run businesses, and high-net-worth individuals. Since our inception in 2000, we have leveraged our strong financial market expertise and a keen understanding of our clients, to deliver highly-customized, innovative solutions that have garnered us a reputation as the Preferred Partner in Financial Markets.
Ajith Fernando speaking
Our CEO, Ajith Fernando, speaks on CAL’s evolution so far and what sets us apart as an investment bank. A thought-leader in the investment banking industry with over three decades of experience in Sri Lankan capital markets, Ajith Fernando is of the view that CAL is perfectly positioned to handle the dynamism of the country’s growing financial market landscape.