Financial Advisory

Strategy and Business Development

We support companies in setting clear objectives and developing action plans for sustainable growth, identifying new market opportunities, and optimizing both financial and organizational resources.

Blue Ocean Strategy

We guide businesses in exploring untapped markets, helping them create unique value propositions and stand out from the competition through innovative strategies. Our aim is to generate long-term, sustainable value for both the company and its customers.

Change Management and Generational Transition

We assist organizations in navigating transformational phases, facilitating strategic decision-making and ensuring successful transitions, including generational changes and corporate reorganizations.

Economic, Financial, and Organizational Diagnostics

Through comprehensive assessments across economic, asset, and financial areas, we provide an in-depth view of the company’s overall health. In addition to financial analysis, we conduct interviews and engage in discussions with management to gain further insights into operational and leadership dynamics.

Management Control and Treasury

We support management in defining and implementing key monitoring processes, including budgeting and forecasting, by designing and deploying integrated systems for industrial, financial, and operational management. Our extensive expertise across various industries, business models, and economic activities enables us to deliver tailored solutions that meet the specific needs of management.

Business Plans

We collaborate closely with management to develop comprehensive Business Plans, beginning with a thorough analysis of historical data, market trends, and competitive dynamics. Together, we define strategic objectives and create detailed financial, economic, and asset projections. Additionally, we support the presentation of the plan to key stakeholders, including financial partners, potential investors, and banking institutions. With expertise across various sectors and markets, we provide customized, actionable consulting solutions.

Alternative Financial Instruments

We specialize in advising on transactions involving alternative financial instruments such as minibonds, private equity, and private debt, crafting tailored solutions to meet the specific financing needs of businesses. We conduct in-depth analysis of the company's financial and strategic profile, assist in structuring issuances, and facilitate negotiations with institutional and private investors.

Debt Advisory

We provide a detailed analysis of the company’s financial, economic, and asset position, identifying practical solutions to address financial challenges or temporary pressures. We assist management in developing turnaround strategies and support businesses in crisis recovery, from selecting the right instruments to negotiating with creditors and securing new financing. We coordinate all relevant stakeholders, ensuring a unified approach to overcoming financial difficulties.

M&A Buy-Side Advisory

We assist companies in identifying, evaluating, and acquiring strategic targets, uncovering investment opportunities that align with the client’s long-term objectives. Our comprehensive support includes conducting thorough due diligence and collaborating with all relevant professionals to ensure a smooth process, from initial assessment to the successful closing of the deal.

M&A Sell-Side Advisory

We guide businesses throughout the entire sales process, from preparing the Business Plan to drafting and presenting the information memorandum (info memo) to potential buyers. We conduct targeted research to identify and select the most suitable acquirers, providing ongoing support at every stage and managing all activities until the deal is successfully completed.