Showing how deals get done in a crisis



The restructurers, whose job is to turn the dross of corporate failure into gilt-edged profitability, have had a good crisis.

While bankers and other financial professionals are still tarred with the blame for causing the 2008-2009 crash, the restructurers can plausibly present themselves as the experts who can help companies to clean up the mess, for a fee of course.

For Ian Schneider, the head of Middle East restructuring for the global accounting firm PwC, restructuring is a career-long vocation that has brought him round the world many times ("it's easier to name the countries I haven't worked in", he says) before landing in Dubai two years ago.

A couple of weeks ago, Mr Schneider and his firm were honoured at a Dubai awards ceremony as Middle East "firm of the year", thanks largely to its work on what was billed as the "corporate finance deal of the year": the restructuring of Dubai's troubled shipbuilding and repair business Drydocks World (DDW).

DDW's restructuring of some US$2.2 billion (Dh8.08bn) of debts set a new standard in the UAE restructuring business: it was the first company to apply for bankruptcy protection under Decree 57, the insolvency provisions designed to help Dubai World restructure its $25bn of debts in 2010. "Nobody had done it before, and you have to recognise that the DDW management showed a degree of courage to overcome the stigma that had previously been attached to bankruptcy. It was a key reason the deal got done," says Mr Schneider.

The fact that Decree 57 was necessary at all illustrates what he regards as an important trend in the restructuring business, and a long-term effect of the financial crisis.

"The latest crisis was a more financially driven one than any we've ever seen before. There were fewer financial institutions able to step forward with the resources to do anything about it. Globally, banks found themselves overstretched but at the same time coming under pressure from regulators to strengthen capital requirements.

"The result was that many banks sold their loan positions to, let's call them funds, whether they be hedge funds, investment funds or vulture funds. These people were speculatively buying debt in the hope of a quick profit. It made for a very different dynamic compared with traditional bank lending," he says.

The difference was clear in the DDW restructuring. While a big majority of traditional lenders early on gave approval to proposals to restructure DDW's debts, some funds held out for better terms, what Mr Schneider calls "ransom value". Use of Decree 57 eventually got them in line, and the restructuring was agreed and completed in October.

"Maybe the UAE business community should look to the case of DDW and agree that that's how deals get done," Mr Schneider underlines.

He believes the need for restructuring expertise can only grow in the region. Many of PwC's rivals in the field have set up restructuring units, mostly based in Dubai, since the Dubai World crisis.

Lawyers, investment banks and specialist consultants have also been beefing up their restructuring businesses.

But, according to Mr Schneider and many other financial professionals, there will be no shortage of demand for the restructurers' services. He believes PwC has an advantage over its rivals because of what he calls its "more collegiate" approach to doing business in the region.

"A lot of the deals done back in 2009-2010 will have to be restructured again. They were done in a very uncertain environment, and at least enabled the corporate position to be solidified and stabilised. But in the different circumstances we face today, many of those deals will have to be revisited."

Dubai alone faces having to repay about $40bn in debt maturities over the next two years in government and government-related corporations. In some cases, asset values have not recovered sufficiently to allow debtors to repay debts through previously agreed asset disposal programmes.

"A lot of the first round of restructuring will have to be restructured again, but at least now people in the region are more experienced at it. Family businesses, for example, have begun to recognise the need for restructuring advice and expertise. Increasingly, they are asking for help, but it is still a challenge to get some of the more traditional businesses to see the need," he says.

He is working on some of the UAE's more complex family business restructurings at the moment. PwC is advising creditors to the indebted Abu Dhabi conglomerate Al Jaber, which has been in restructuring mode for the past two years. "It's moving positively forward," he says.

He is also advising banks involved in the attemptby the Sharjah-based Fal Oil to restructure about $1.1bn of debt in a convoluted story involving allegations of unpaid utility bills, missing oil cargoes and expensive legal actions.

"It's going through a court process, there has been progress but it's slow," he says.

Cricket World Cup League 2

UAE squad

Rahul Chopra (captain), Aayan Afzal Khan, Ali Naseer, Aryansh Sharma, Basil Hameed, Dhruv Parashar, Junaid Siddique, Muhammad Farooq, Muhammad Jawadullah, Muhammad Waseem, Omid Rahman, Rahul Bhatia, Tanish Suri, Vishnu Sukumaran, Vriitya Aravind

Fixtures

Friday, November 1 – Oman v UAE
Sunday, November 3 – UAE v Netherlands
Thursday, November 7 – UAE v Oman
Saturday, November 9 – Netherlands v UAE

AndhaDhun

Director: Sriram Raghavan

Producer: Matchbox Pictures, Viacom18

Cast: Ayushmann Khurrana, Tabu, Radhika Apte, Anil Dhawan

Rating: 3.5/5

EU Russia

The EU imports 90 per cent  of the natural gas used to generate electricity, heat homes and supply industry, with Russia supplying almost 40 per cent of EU gas and a quarter of its oil. 

The specs

Engine: 3.9-litre twin-turbo V8
Power: 620hp from 5,750-7,500rpm
Torque: 760Nm from 3,000-5,750rpm
Transmission: Eight-speed dual-clutch auto
On sale: Now
Price: From Dh1.05 million ($286,000)

Tips from the expert

Dobromir Radichkov, chief data officer at dubizzle and Bayut, offers a few tips for UAE residents looking to earn some cash from pre-loved items.

  1. Sellers should focus on providing high-quality used goods at attractive prices to buyers.
  2. It’s important to use clear and appealing photos, with catchy titles and detailed descriptions to capture the attention of prospective buyers.
  3. Try to advertise a realistic price to attract buyers looking for good deals, especially in the current environment where consumers are significantly more price-sensitive.
  4. Be creative and look around your home for valuable items that you no longer need but might be useful to others.
Company%20profile
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Need to know

Unlike other mobile wallets and payment apps, a unique feature of eWallet is that there is no need to have a bank account, credit or debit card to do digital payments.

Customers only need a valid Emirates ID and a working UAE mobile number to register for eWallet account.

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Singham Again

Director: Rohit Shetty

Stars: Ajay Devgn, Kareena Kapoor Khan, Ranveer Singh, Akshay Kumar, Tiger Shroff, Deepika Padukone

Rating: 3/5

COMPANY PROFILE
Name: ARDH Collective
Based: Dubai
Founders: Alhaan Ahmed, Alyina Ahmed and Maximo Tettamanzi
Sector: Sustainability
Total funding: Self funded
Number of employees: 4

Miss Granny

Director: Joyce Bernal

Starring: Sarah Geronimo, James Reid, Xian Lim, Nova Villa

3/5

(Tagalog with Eng/Ar subtitles)

The specs

Engine: 1.5-litre 4-cylinder petrol

Power: 154bhp

Torque: 250Nm

Transmission: 7-speed automatic with 8-speed sports option 

Price: From Dh79,600

On sale: Now

Disclaimer

Director: Alfonso Cuaron 

Stars: Cate Blanchett, Kevin Kline, Lesley Manville 

Rating: 4/5

Electoral College Victory

Trump has so far secured 295 Electoral College votes, according to the Associated Press, exceeding the 270 needed to win. Only Nevada and Arizona remain to be called, and both swing states are leaning Republican. Trump swept all five remaining swing states, North Carolina, Georgia, Pennsylvania, Michigan and Wisconsin, sealing his path to victory and giving him a strong mandate. 

 

Popular Vote Tally

The count is ongoing, but Trump currently leads with nearly 51 per cent of the popular vote to Harris’s 47.6 per cent. Trump has over 72.2 million votes, while Harris trails with approximately 67.4 million.

 

 

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RESULTS

2.15pm Maiden (PA) Dh40,000 (Dirt) 1,200m

Winner Shawall, Abdul Aziz Al Balushi (jockey), Majed Al Jahouri (trainer)

2.45pm Handicap (PA) Dh40,000 (D) 1,200m

Winner Anna Bella Aa, Fabrice Veron, Abdelkhir Adam

3.15pm Handicap (PA) Dh40,000 (D) 1,200m

Winner AF Thayer, Tadhg O’Shea, Ernst Oertel

3.45pm Handicap (PA) Dh40,000 (D) 1,700m

Winner Taajer, Fabrice Veron, Eric Lemartinel

4.15pm The Ruler of Sharjah Cup – Prestige (PA) Dh250,000 (D) 1,700m

Winner Jawaal, Jim Crowley, Majed Al Jahouri

4.45pm Handicap (TB) Dh40,000 (D) 2,000m

Winner Maqaadeer, Jim Crowley, Doug Watson

COMPANY%20PROFILE
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The Bio

Name: Lynn Davison

Profession: History teacher at Al Yasmina Academy, Abu Dhabi

Children: She has one son, Casey, 28

Hometown: Pontefract, West Yorkshire in the UK

Favourite book: The Alchemist by Paulo Coelho

Favourite Author: CJ Sansom

Favourite holiday destination: Bali

Favourite food: A Sunday roast

'Shakuntala Devi'

Starring: Vidya Balan, Sanya Malhotra

Director: Anu Menon

Rating: Three out of five stars

Defending champions

World Series: South Africa
Women’s World Series: Australia
Gulf Men’s League: Dubai Exiles
Gulf Men’s Social: Mediclinic Barrelhouse Warriors
Gulf Vets: Jebel Ali Dragons Veterans
Gulf Women: Dubai Sports City Eagles
Gulf Under 19: British School Al Khubairat
Gulf Under 19 Girls: Dubai Exiles
UAE National Schools: Al Safa School
International Invitational: Speranza 22
International Vets: Joining Jack

MATCH INFO

Barcelona 5 (Lenglet 2', Vidal 29', Messi 34', 75', Suarez 77')

Valladolid 1 (Kiko 15')

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Engine: 5.6-litre V8

Transmission: seven-speed automatic

Power: 400hp

Torque: 560Nm

Price: Dh234,000 - Dh329,000

On sale: now

Business Insights
  • As per the document, there are six filing options, including choosing to report on a realisation basis and transitional rules for pre-tax period gains or losses. 
  • SMEs with revenue below Dh3 million per annum can opt for transitional relief until 2026, treating them as having no taxable income. 
  • Larger entities have specific provisions for asset and liability movements, business restructuring, and handling foreign permanent establishments.
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From Zero

Artist: Linkin Park

Label: Warner Records

Number of tracks: 11

Rating: 4/5

Company%20Profile
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Wicked
Director: Jon M Chu
Stars: Cynthia Erivo, Ariana Grande, Jonathan Bailey
Rating: 4/5
Kanguva
Director: Siva
Stars: Suriya, Bobby Deol, Disha Patani, Yogi Babu, Redin Kingsley
Rating: 2/5