1995

Founded in and licensed by Capital Markets Authority (Kenya) to operate as a stock
broker.

2005

Licensed by the Capital Markets Authority (Kenya) to operate as an Investment Bank.

2006

Largest Transaction - Lead Advisor on Kenya Electricity Generating Company Ltd (Kshs. 28 billion Rights Issue Offer)

2007

Licensed by the CMA Kenya to operate Unit Trusts.

2008

Best Performing Stock Broker- Think Business Awards
Best Investment Bank- Think Business Awards

2009

Largest Bond Transaction
Lead Advisor on Kenya Electricity Generating Company Ltd (Kshs. 25 billion Public Infrastructure Bond Offer)

2011

Best Stock Broker – Think Business Awards

2012

Second Largest Transaction
Lead Advisor on Kenya Airways Ltd (Kshs. 20 billion Public Rights Issue)

2012

Third Largest Transaction
Lead Advisor on KCB (Kshs. 15 billion Public Rights Issue)

2013

Research Team of the Year- Think Business Awards

2014

Most Complex Transaction: - 1st Successful Privatization (under the Privatization Act, 2005) . The Privatization of KWA Holdings E.A. Ltd completed in December 2014.

2014

Most Noteworthy Transaction in World Capital Markets Demutualization & IPO (Self-Listing) of the Nairobi Securities Exchange Limited in 2014

2018

Licensed as the First Money Manager- Dealing Online Forex Exchange-Trading by the Capital Markets Authority

2018

Financial Advisers in Mergers and Acquisitions- Deal Makers Africa.