M&A
• Analysis of the purchase or sale case
• Financial modeling and valuation
• Strategic alternatives discussion
• Process management
• Preparation of marketing material
• Possible candidates’ identification and negotiation
• Document examination
• Execution and clearing
Liability Management
• Cash flow diagnosis and cash position reports
• Recommendation of potential courses of action
• Financial modeling and projections
• Proposal of new terms and conditions
• Negotiations with creditors
• Document examination
• Execution and clearing
Financing
• Projections and scenario consideration
• Estimates of funding needs
• Case discussions with the client
• Proposals for financing structuring
• Contact with prospective financiers or partners
• Negotiation of new terms and conditions
• Document examination
• Execution and clearing
Valuations and Fairness Opinions
• Financial modeling, projections and scenario consideration
• Valuation following different methodologies
• Preparation of reports in relation to:
- M&A transactions
- Public offerings caused by change of control
- Related-party transactions
- Local and international disputes, both judicial or out-of-court
Strategic Alliances
Evercore (NYSE:EVR): leading global investment banking firm based in the United
States, with global presence.
G5 Partners: the largest independent financial services firm in Brazil