Five practice areas, deeply integrated. Every mandate is led directly by a founding partner - from first conversation to close.
Selling a business is rarely a straightforward process - and for most owners, it happens once. The decisions made in the months leading up to a sale, the quality of the buyer universe, and the execution of the negotiation can each materially affect the outcome.
A successful sale process begins long before the first approach to a potential buyer. We work with clients to ensure the business is positioned compellingly - with a clear investment thesis, clean financial presentation, and a narrative that addresses the questions buyers will ask before they ask them. We use our market intelligence capability to build a buyer universe that goes beyond the obvious names.
Our role does not end at heads of terms - we remain actively engaged until the transaction is closed.
An acquisition is one of the most consequential decisions a company can make. Done well, it accelerates growth, opens new markets, and creates compounding value. Done poorly, it consumes capital, management attention, and years of organisational energy.
We begin with acquisition strategy: understanding the client’s goals, defining the ideal target profile, and mapping the landscape of potential targets using our proprietary market intelligence and sector screening capability. This phase often reveals opportunities that are not actively for sale - businesses that would be receptive to the right approach, at the right moment, from the right counterparty.
Our role is to maximize the probability of closing on the right target - not just any target.
Capital is not a commodity. The right investor brings more than funding - they bring strategic alignment, market access, and a shared interest in building long-term value. The wrong investor brings the opposite.
We begin by working with management to define the capital need precisely: how much, in what form, over what timeline, and at what cost to existing ownership and control. Once the structure is defined, we prepare investment materials to institutional standards and approach a curated list of investors whose mandate genuinely matches the opportunity.
A valuation is only as good as its independence and its methodology. When the outcome of a valuation matters - for a transaction, a governance decision, or a dispute - the parties relying on it need to know it reflects genuine market reality, not the interests of whoever commissioned it.
We provide business valuations across a range of methodologies - discounted cash flow analysis, comparable company analysis, and precedent transaction analysis - triangulated against our proprietary database of Brazilian mid-market transaction benchmarks. Every valuation is supported by a documented rationale that can withstand challenge in a negotiation, a boardroom, or a legal proceeding.
Most transactions are won or lost before a process formally begins. The businesses that achieve the best outcomes - the highest multiples, the cleanest processes, the shortest paths to close - are invariably the ones that were genuinely prepared.
We begin with a structured pre-transaction diagnostic: a rigorous assessment of the business through the eyes of a buyer or investor. We identify the gaps that would either suppress valuation or introduce friction into a due diligence process. From that, we develop a structured program of value enhancement and work alongside management to execute it.
Our clients do not receive a strategy deck. They receive the same analysis and judgment we would apply to their deal.
We do not operate with a hard minimum. Our focus is the Brazilian mid-market, typically transactions between USD 5M and USD 250M - but we consider exceptions for strategically interesting mandates.
Fee structure is determined case by case. Sell-side and capital raise mandates are predominantly success-fee based. Buy-side and ongoing advisory mandates typically involve a partial retainer credited against the success fee.
Yes - this is one of our core practices. We act as the local counterpart from initial market entry analysis through to corporate structuring, coordinating with the investor’s legal and audit advisers throughout.
We maintain a deliberately small portfolio - between four and eight active mandates per partner. That constraint is central to our service model.