Services
Mergers and acquisitions
Sale of companies
Advisory service, planning and execution of the company sale process, structuring and directing the process, preparing the necessary documentation for the sale, determining the valuation of the company and directing the negotiations until the closing of the operation.
Partner incorporation
Specialized service for the incorporation of financial or strategic partners into the company’s capital to strengthen the business project, advising from the search for the investor and the support of the business plan and the valuation of the company, to the negotiation of the partners’ agreement after the coordination of the investor’s due diligence.
Company Acquisitions
Advisory service based on establishing the acquisition plan strategy and execution process, identifying potential targets, advising on contacts with targets and on the processes of analysis and valuation of them, as well as defining the basis of negotiation and determining the industrial and business integration plan.
Mergers
Advisory service based on the search for companies for a potential merger, which adds value to the resulting group, advising on the construction of the joint business plan, on the exchange ratio, on the regulation of corporate governance and the shareholders’ agreement and in general on all negotiations that are necessary to successfully close the proposed operation.
Private Equity
Identifying target companies for investment
Advising venture capital funds or professional financial investors on different aspects within the investment cycle in their portfolio companies (in the search for investment opportunities and their analysis or in advising on divestment in companies).
Company acquisitions in structured processes
Advisory service based on establishing the acquisition plan strategy and execution process, identifying potential targets, advising on contacts with targets and on the processes of analysis and valuation of them, as well as defining the basis of negotiation and determining the industrial and business integration plan.
Other services
Real Estate
Advisory, planning, and execution services for the purchase and sale of real estate assets, structuring and managing the process. Main areas:
- Office buildings
- Hotels
- Industrial
- Shopping centers
- Healthcare
Preparing the company for sale
We guide our clients through the comprehensive preparation of a potential sales process, covering all its stages: from understanding the transactional logic to analyzing key information and risks, ensuring the business is ready for a future transaction. Throughout the process, we identify and implement operational improvements using our OBR methodology, strengthening market positioning and increasing the potential value of the transaction.
Company valuation
A report in which an independent third party provides an estimate of the company’s value using widely accepted valuation methodologies. This report is intended for use in shareholder buyouts, measuring value creation by the board of directors, scenario analysis, business unit contributions, refinancings, and other related matters.
Financial Due Diligence
Service consisting of helping a potential buyer in the process of analyzing a company in the context of a transaction.
Strategic Alliances (Joint Ventures)
Seeking partners to sign strategic agreements such as manufacturing agreements for third parties or the creation of a company together with a local partner to enter new markets.
Financing and debt
Corporate finance
New financing for CAPEX and/or working capital tailored to the needs of companies’ business plans. Depending on the number of participating financing entities, the financing will be bilateral (a single entity) or syndicated/framework agreement (more than one entity). Bank and alternative financing options available.
Structured finance
A financing method typically used for leveraged buyouts, financing projects that require high levels of leverage (energy, infrastructure, real estate) where recourse to the sponsor is not usually available.
Optimization of the financial structure
Restructuring of existing debt and new financing to support the business plan and/or improve terms (deadlines, limits, guarantees, and guarantors). Bank and alternative financing.
Refinancings
Processes in which the company does not generate sufficient cash to meet its existing financial obligations and it becomes necessary to refinance its debt with current lenders. Bank and Alternative Financing.
Equity and Debt mix
Simultaneous search for equity investors and financing to meet the needs of the business plan. Bank and alternative financing options.
Independent Business Review (IBRs)
Independent Business Plan Review Work for financial entities, commonly used in refinancing processes where financial entities need reassurance from an independent third party regarding the viability of the business plan submitted by the company to be refinanced.
Operational funding
Provision and arrangement of funding solutions to support ongoing operational requirements and short-term liquidity needs.
Working capital financing
Rapid access to working capital financing designed to enhance liquidity, stabilise cash flow, and support business continuity.
CAPEX funding
Structuring and arrangement of financing solutions to support capital expenditure programmes and strategic investment initiatives.
Alternative and structured credit
Access to non-bank lenders, private credit funds, and bespoke structured solutions, providing flexible alternatives to traditional bank financing.
Bank debt advisory and arrangement
Support in sourcing, structuring, and negotiating bank financing to secure competitive terms aligned with the company’s financial profile and strategic objectives.
Asset-backed financing
Structuring of financing solutions secured against corporate assets to unlock additional liquidity and optimise funding conditions.
Public financing
Identification and management of public instruments, ICO credit lines, grants, and institutional programs.
Capital structure optimisation
Comprehensive review and optimisation of the company’s capital structure to improve financial efficiency, reduce cost of capital, and enhance financial resilience.
Transaction and project financing
Design and execution of tailored financing solutions to support acquisitions, expansion projects, and other strategic corporate initiatives.
Value creation and operational improvement
Optimization and operational efficiency plans (Marketing & Sales, Industrial Operations, Organizational Model)
We transform business operations into tangible value through our OBR methodology (Operational Business Review – The agile method to unlock your value), identifying and implementing with the teams improvement levers that optimize profitability, efficiency and cash generation with a direct and sustainable impact on EBITDA and working capital.
Operational Due Diligence
We conduct rigorous, independent, and value-capturing operational due diligence, validating the real potential of the asset through the analysis of operational levers with a direct impact on EBITDA and cash flow.
Preparing the company for a potential sale
We guide our clients through the comprehensive preparation of a potential sales process, covering all its stages: from understanding the transactional logic to analyzing key information and risks, ensuring the business is ready for a future transaction. Throughout the process, we identify and implement operational improvements using our OBR methodology, strengthening market positioning and increasing the potential value of the transaction.
Company integration plans
We design and implement operational integration plans for companies, identifying and capturing operational synergies (using our OBR methodology), aligning processes and organizational structures, with the aim of ensuring operational and cultural integration, planning technological unification and post-operation communication, ensuring an efficient transition and generating maximum long-term value.
Operational business plans
We develop and implement Operational Business Plans that optimize efficiency, through our OBR (Operational Business Review – The agile method to unlock your value) methodology, drive growth and maximize the long-term value of companies, ensuring the future competitiveness of our clients.