How We Work
Expertise in Financial Innovation
We collaborate closely with our clients, from C-level executives to front-line staff, to foster sustainable innovation and cultivate a comprehensive grasp of both challenges and solutions. Our aim is to facilitate productive negotiations with experienced Financial Advisors and Investment Bankers, all with the goal of achieving enduring improvements in performance. Through our efforts, we strive to construct a robust professional network that will flourish not only for the current generation but also for those to come.
Examples of our recent works
We assist our clients in achieving significant financial transformations
Investment Management Area
We are currently engaged in providing consulting services to an investment manager headquartered in Latin America, overseeing a private equity fund with assets under management (AUM) totaling USD 100 million. Our support entails the creation of standardized financial models, screening procedures for opportunity analysis, and the establishment of investment monitoring protocols. By working closely with the client, we have successfully implemented a novel financial framework, complete with streamlined processes and activities designed to facilitate scalable operations with reduced operational expenses.
We furnished the CFO and shareholders of a telecommunications company with a presence in seven countries a comprehensive framework for evaluating individual country operations and large-scale projects as an investment portfolio. This endeavor led to the formulation of a well-defined strategy, along with a revamped capital structure, resulting in a notable increase in the overall company's value.
Corporate Finance
We provided valuable assistance to a Costa Rica-based company with a regional presence in the logistic area, enabling them to refine their operational processes and meet the stringent requirements of due diligence imposed by an institutional investor. As a result of these enhancements, the company successfully acquired the capabilities necessary to attract a multilateral institution and execute a substantial acquisition in Colombia.
We provided support to the management team of a prominent energy company in Mexico by conducting an in-depth analysis of the effects of the energy transition on the valuation of their equity holdings. This comprehensive analysis encompassed the application of both conventional valuation methods and a comprehensive real options framework.
We provided support to the process of assisting a consortium of Guatemalan family groups in establishing the essential frameworks, data, and tools required to initiate a Joint Venture for the construction and operation of a substantial logistics park.
