• Buy-side and sell-side advisory, with a strong focus on the middle market;
• End-to-end transaction readiness, from strategic assessment through execution;
• Corporate restructuring, ensuring alignment with financial and operational objectives.
• We offer a comprehensive portfolio of services to support companies in strategic decision-making, delivering value and ensuring the efficient execution of corporate transactions.
We provide specialized consulting to prepare your company for merger and acquisition (M&A) processes, focusing on risk mitigation, opportunity identification, and strategic alignment.
Preliminary Risk and Opportunity Assessment:Detailed diagnostic to evaluate the company’s market position and identify potential areas of attention or improvement.
Information Preparation: Advisory on the organization and presentation of financial, operational, and corporate data, ensuring clarity and transparency.
Improvement Recommendations: Identification and discussion of necessary adjustments to strengthen governance and enhance the company’s attractiveness prior to initiating the M&A process.
Budgeting and Strategic Planning Advisory: Development or review of financial and strategic plans aligned with the objectives of the merger or acquisition process.
Shareholder and Governance Alignment: Structuring and facilitation of agreements among shareholders and governance bodies, ensuring alignment among all stakeholders throughout the process.
Our objective is to ensure that your company is strategically prepared to enter M&A negotiations with confidence, efficiency, and value maximization.
We offer specialized services in valuation and the development of value indicators, addressing your company's strategic and operational needs.
Definition of value parameters:
Determination of values for negotiations, such as mergers, acquisitions, or corporate reorganizations, in addition to their use as a strategic metric in the business plan.
Strategic indicators: Development of metrics for evaluating executive performance, implementation of stock option and partnership plans, aligning organizational and individual objectives.
Reports for corporate and tax purposes: Preparation of technical reports, such as the PPA (Purchase Price Allocation), necessary after the completion of transactions, ensuring compliance with accounting and tax standards.
Our goal is to provide accurate analyses and reports, contributing to well-founded strategic decisions, efficient asset management, and maximization of company value.
We provide full support throughout the negotiation process, from the signing of the letter of intent to the closing of the transaction.
Key Activities:
Negotiation Strategy: Definition and execution of strategies to achieve optimal outcomes throughout the negotiation process.
Due Diligence Process Management: Structuring and coordination of the due diligence process, ensuring the most appropriate approach for the transaction.
Data Room Setup: Preparation and organization of the data room, ensuring accessibility, structure, and security of all relevant information.
Due Diligence Results Review: Support in the analysis and discussion of findings, contributing to well-informed and strategic decision-making.
Our objective is to ensure that the negotiation and financial review process is conducted with transparency, security, and efficiency, maximizing transaction value for our clients.
Following an acquisition, we provide specialized support in the integration and restructuring of the acquired company, ensuring an efficient transition aligned with the new demands.
Key Activities:
Process and Internal Controls Redesign: Review and adaptation of internal processes and controls to align with the strategic objectives of the integration.
ERP Selection and Implementation: Advisory support in the selection and implementation of the most appropriate enterprise resource planning (ERP) system for the business.
Accountability Structuring: Development of processes and reporting frameworks to ensure transparency and effectiveness in accountability.
Management Reporting and Performance Indicators: Design of reports and KPIs to monitor performance, aligned with new governance and management requirements.
Our objective is to ensure that post-acquisition integration is conducted in a strategic manner, maximizing transaction benefits and providing a solid foundation for sustainable growth.
Our multidisciplinary team conducts customized due diligence processes, tailored to the specific needs of the transaction, whether on the buy side or the sell side.
Key Activities:
Flexible Approaches: Execution of engagements ranging from targeted reviews for specific confirmations to full-scope analyses covering all aspects of the business.
Risk and Opportunity Identification: Assessment of financial, operational, tax, and legal risks, as well as identification of strategic opportunities.
In-Depth Understanding of the Target: Development of a comprehensive understanding of the target company’s business, supporting more secure and well-informed decision-making.
Corporate Reorganization: Advisory support in corporate restructuring processes, providing strategic insights and technical expertise to optimize transaction structures.
Our objective is to deliver accurate and comprehensive analyses that support strategic decision-making, minimize risks, and maximize transaction value.
Edifício Maurício Cukierkorn, Av. Angélica, 2491 — 19th floor, Room 192 — Consolação, São Paulo/SP — ZIP 01227-200 |
Tel: +55 (11) 3255.8857
Fale Conosco