Main Services

FINANCIAL STRUCTURING AND ADVISORY

Our main pillars are the correct identification and understanding of our clients’ needs and priorities in order to provide the most adequate and efficient solution including advisory on management and financial strategies related to capital structure, capital raising, business repositioning, strategic partnerships, and preparation for possible mergers and acquisitions.

We deliver best-in-class advise and execution excellence on the most complex transactions to support our clients and partners to achieve their results and strategic goals.

Based on our complementary and multidisciplinary experience and capabilities, we intermediate and provide direct lending with in deep specialization in all aspects for financing transactions, both on the debt and equity side, creating value and developing / providing customized and analytically robust solutions

BUSINESS METHODOLOGY

With a multidisciplinary approach that associates the diagnosis of the economic and financial situation of our clients, transparent communication and the technical knowledge of executives, our methodology aims to provide the most adequate and efficient solution to support the strategic business plan of the companies, which includes an independent approach to align the interests of shareholders and investors, according to the following steps:

PROSPECTION / ORIGINATION

● Anticipate our customer´s needs;

● Deep Dive – Evaluate customer´s business structure (strategy, governance, operating flow, collateral availability, etc.);

● Identify financial structures to optimize volume x risk return under investor´s perspective;

● Submit Financial Proposal / Mandate.

STRATEGIC
PLANNING

● Provide tailor-made solutions to match customer´s demands on capex, working capital, liquidity, debt management, etc.;

● Engage discussions with customer to align the consulting structure and / or scope that meets their needs;

● Prepare Teaser / Marketing Material.

EXECUTION
 

● Prepare Financial Model. Analyze the company’s cash flow, liquidity and capital structure;

● Legal and accounting due diligences with collateral assessments;

● Design Business Plan and Strategic Plan;

● Identification and contact with potential investors;

● Execution of the transaction and of the legal agreements.

FINANCIAL
PLANNING

● Support the company in the process of improving its financial management;

● Propose financial structures aligned with the company’s strategic plan;

● Support the company on post-closing / completion.