Services

One responsibility: making the project viable

Integrated management so capital and the project advance together: by service or as a continuous mandate.

Services

Eight services in four pillars

The structure adapts to the stage, the risk and the number of parties involved. The detail of each service is below.

  1. 01Strategic consultingStronger decisions and optimized business models.Strategy
  2. 02Financial advisoryCash, financing and performance structures and strategies.Strategy
  3. 03Investment managementCapital aligned with defined assets and horizon.Investment
  4. 04Asset intermediationHigh-value assets: islands, operating businesses, agricultural land and solar energy.Investment
  5. 05Project structuringFrom documented opportunity to executable project.Management
  6. 06Public-private coordinationInstitutional alignment for complex projects.Management
  7. 07InsuranceProtection designed alongside the project.Protection
  8. 08Tax and legalTax compliance and corporate structures.Protection
Strategic consulting
01 Strategy

Strategic consulting

We develop strategies that strengthen decision-making, improve business models and open investment opportunities for companies and institutions.

The work starts by understanding the context: competitive position, capital constraints, time horizon and risk appetite. On that basis we build an actionable framework — with explicit assumptions and contrasted scenarios.

  • Diagnosis of the business model and value structure
  • Prioritization of initiatives and investment filters
  • Definition of objectives, risks and exit criteria
  • Support to committees and leadership teams
Financial advisory
02 Strategy

Financial advisory

We design financial structures and strategies aligned with the type of business, the horizon and the real constraints of cash and financing.

We organize short-, medium- and long-term decisions with figures that support the operation.

  • Financial strategies for new markets, segments or performance improvement
  • Financial structures at different horizons
  • Analysis of instruments according to the company’s need
  • Cash flows, reading of statements and quantitative and qualitative evaluation
  • Redesign of projects for access to credit financing
Investment management
03 Investment

Investment management

We identify investment opportunities and facilitate the connection between investors, asset owners and strategic projects, with an emphasis on long-term relationships.

We prioritize transactions in which the risk profile, horizon and value thesis are aligned.

  • Origination and selection of investment opportunities
  • Preparation of memoranda and supporting documentation
  • Facilitation of initial due diligence
  • Post-agreement follow-up when the mandate requires it
Asset intermediation
04 Investment

Asset intermediation

We manage the identification, evaluation and commercial positioning of high-value assets — islands, operating businesses, agricultural land and solar energy projects.

We review use, restrictions and demand before presenting an asset to the market.

  • Islands
  • Operating businesses
  • Agricultural land
  • Solar energy
  • Identification and evaluation of high-value assets
  • Analysis of potential use, access and restrictions
  • Commercial structure and negotiation of terms
  • Coordination with legal and technical advisors
Project structuring
05 Management

Project structuring

We coordinate the technical, commercial and strategic components needed to turn opportunities into viable projects.

Especially relevant when several parties are involved and the main risk is a lack of coordination.

  • Integration of technical and commercial inputs
  • Definition of corporate and project-governance structure
  • Schedules, milestones and conditions precedent
  • Coordination through to the point of execution
Public-private coordination
06 Management

Public-private coordination

We facilitate dialogue among government entities, investors and private companies to advance strategic projects.

Our role is to align interests, organize information and keep progress moving within the regulatory framework, without replacing the parties.

  • Mapping of actors and institutional interests
  • Preparation of agendas and working materials
  • Facilitation of technical and follow-up tables
  • Support in definition and agreement phases
Insurance
07 Protection

Insurance

Through our strategic insurance partner, we offer protection for companies and individuals: assets, estate, investments and liabilities.

Coverage is designed in parallel with the project, not as a later formality, to protect the value being built.

Our insurance partner operates under license PJ-1345.

  • Protection of assets, estate and investments
  • Liability coverage for companies and individuals
  • Design of solutions with insurers
  • Support in defining and following coverage
Way of working

How a mandate is structured

01

Defined scope

Before starting, objectives, deliverables, timelines and exclusivities are delimited, and the scope is agreed in writing.

02

One service or the full cycle

You can engage a single service or integrated support, according to complexity, parties involved and the state of the project.

03

Measurable follow-up

Each mandate has milestones and control points. We report progress, open risks and pending decisions.

Next step

Let us define the scope your operation requires

The first conversation is to delimit stage, timing and way of working. There is no mandate commitment until the scope is clear.

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