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
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.