We are Your Ideal Partner for Create Value in Latin America

We help entrepreneurs create viable business ventures from their innovative ideas.

We recognize the challenges that entrepreneurs face, such as lack of resources, market validation, and scalability. That’s why we assist our clients in setting-up a company that fulfills the criteria and expectations of VC investors, such as having a clear value proposition, a large and growing market, a competitive advantage, a scalable business model, a strong team, and a realistic exit strategy. We also aid our clients in developing a convincing pitch deck that displays their idea, their market opportunity, their traction, their financial projections, and their funding needs.

By working with us, entrepreneurs can enhance their chances of securing the funding they need to develop and grow their innovative idea from external sources.

Therefore, we help our clients cautiously weigh the pros and cons of this option and appraise their fit with the VC ecosystem. We also help our clients in performing thorough research on the VC market, selecting the most suitable VC firms for their idea, and forging relationships with potential investors. By doing so, we help our clients turn their innovative idea into a successful business.

We know the challenges that small business owners encounter, such as scarce resources, intense competition, and evolving customer demands. That’s why we provide consulting services to help our clients get ready for different types of funding, such as bank loans, syndicated loans, family office investments, or capital for growth. We do not provide funding ourselves, but we collaborate with our clients to create a robust business plan, a realistic financial forecast, a clear marketing strategy, and a persuasive pitch. We also support our clients in finding and applying for the most suitable funding sources for their business.

By working with us, founders of small businesses can boost their chances of securing the funding they need to grow and scale their ventures. Funding can offer not only financial resources, but also credibility, network, and feedback to small businesses. However, we also inform our clients about the potential risks and trade-offs of different funding options, such as interest rates, repayment terms, equity dilution, or loss of control. Therefore, we help our clients prudently weigh the pros and cons of each option and select the best one for their business.

We help families with growing businesses achieve their full potential and maximize their value.

We recognize the challenges that family businesses face, such as succession planning, governance, and innovation. That’s why we deliver consulting services to help our clients access equity and capital for growth, as well as prepare for an exit through an institutional investor or a strategic buyer. We do not provide funding or buyout ourselves, but we assist our clients in optimizing their financial performance, enhancing their operational efficiency, and strengthening their competitive position. We also aid our clients in evaluating and executing various exit options, such as mergers and acquisitions, initial public offerings, or private placements.

By working with us, families with growing businesses can expand and scale their ventures, as well as realize the best possible return on their investment. Equity and capital for growth can supply not only financial resources, but also expertise, network, and reputation to family businesses. We help our clients in preserving their family legacy, values, and culture throughout the process. By doing so, we help our clients achieve their full potential and maximize their value.

We help families to establish an institutional family office, a wealth manager created by a family to meet its unique wealth and investment needs.

We offer a range of services, such as setting up the investment process, selecting the external manager, integrating the responsible investment framework, and developing and adapting the asset allocation and security selection formula. We partner with our clients to understand their goals, needs, and values, and provide them with customized solutions that deliver lasting value. We help our clients design and implement a strong investment process that aligns with their risk appetite, return expectations, and liquidity requirements. We also help our clients choose the best external manager for their portfolio, based on their performance, fees, and reputation. We help our clients integrate the responsible investment framework into their investment decisions, taking into account the environmental, social, and governance (ESG) factors that affect their portfolio. We also help our clients develop and adapt their own formula of asset allocation and security selection, based on their market views, preferences, and objectives.

By joining us, families can establish an institutional family office that optimizes their wealth and investment management.

We help institutional investors in specific areas of their investment process, such as risk management, or the sourcing of their financial analysis, monitoring or performance attribution measurement.

We recognize the challenges that institutional investors face in managing large and complex portfolios, such as finding the optimal balance between risk and return, selecting the best sources of information and analysis, and evaluating the performance of their investments. That’s why we offer a range of services, such as risk assessment, risk mitigation, risk reporting, data collection, data analysis, data visualization, performance measurement, performance attribution, and performance benchmarking, to help our clients improve their investment outcomes. We partner with our clients to understand their objectives, constraints, and preferences, and provide them with customized solutions that enhance their decision making and value creation. We also help our clients leverage the latest technologies and tools to streamline their investment process and increase their efficiency and effectiveness.

By working with us, institutional investors can optimize their investment process and achieve their desired results

We help medium size companies, their shareholders and the C-level executives optimize their assets and secure the capital for growth that maximizes their value.

We understand the challenges that medium size companies face in Latin America, such as increasing competition, changing customer preferences, and macroeconomic uncertainties. That’s why we offer a range of services, such as finance, strategic value, and valuation, to help our clients measure their performance, enhance their efficiency, and strengthen their competitive position. We also help our clients access different types of funding, such as bank loans, family offices capital, private equity, or hybrid instruments, and prepare for various exit options, such as mergers and acquisitions, initial public offerings, or private placements. We do not provide funding or buyout ourselves, but we work with our clients to develop a clear vision, a sound strategy, and a realistic financial plan. We also prepare a compelling pitch that showcases their value proposition, their market opportunity, their competitive edge, and their growth potential under challenging scenarios typical of emerging markets.

By partnering with us, medium size companies, their shareholders and the C-level executives can explore to raise the capital they need to maximize their assets, invest in growing opportunities, and increase their profitability. Funding and exit options can provide not only financial resources, but also strategic guidance, network, and reputation to our clients. However, we also advise our clients on the potential risks and trade-offs of different funding and exit options, such as interest rates, repayment terms, equity dilution, or loss of control. Therefore, we help our clients carefully weigh the pros and cons of each option and choose the best one for their company. We also monitor their performance and adjust their plans accordingly. By doing so, we help our clients optimize their assets and seek by themselves or with the help of an investment banker the capital for growth that maximizes their value.

We are consultants that help companies and their C-level executives to establish an internal process that allow to determine the optimal capital structure, to design the proper set of financial instruments to access the private or public capital markets, and to choose the best investment bank to raise the capital with a high probability of success.

We know the challenges that companies encounter in financing their growth in Latin America, such as finding the right balance between debt and equity, selecting the most suitable financial instruments for their needs and goals, and navigating the complex and competitive capital markets. That’s why we provide a comprehensive range of consultancy services, such as financial analysis, capital structure optimization, financial instrument design, capital market research, and investment bank selection, to help our clients achieve their desired outcomes. We collaborate with our clients to understand their current situation, their future plans, and their risk appetite, and provide them with tailored solutions that maximize their value and minimize their cost of capital. We also support our clients in preparing and help them executing their financing transactions, such as issuing bonds, stocks, or hybrid securities, and establish a framework to negotiate the best terms and conditions with the chosen investment bank.

By working with us, companies and their C-level executives can obtain the capital they need to grow and scale their businesses faster and with a higher probability of success, as well as enhance their reputation, network, and feedback in the capital markets. However, we also inform our clients about the potential risks and trade-offs of different financing options, such as interest rates, repayment terms, equity dilution, or loss of control. Therefore, we help our clients prudently weigh the pros and cons of each option and select the best one for their company.