Services
The most important decisions of your business life deserve to be made well
A Valencia-based M&A and Corporate Finance boutique. We support SMEs, business owners and family offices in selling, buying and valuing companies, in raising finance and in improving the strategy of their business.
Are you a family office? See our family office servicesCorporate transactions (M&A)
Corporate Finance: buying, selling and valuing companies, with tax support throughout the transaction.
Corporate transactions are decisive moments in the life of a company… and of the people who built it.
We help you organize the process, build a solid narrative and maximize value in purchase, sale, financing or corporate restructuring transactions.
Learn more: selling a company, buying a company and company valuation.
Let's talk about your transaction- Financial and operational diagnosis ahead of the transaction
- Identifying and fixing weaknesses before the process starts
- Preparing the company's equity story and positioning
- Optimizing key metrics (EBITDA, debt, working capital, etc.)
- Defining the timing and optimal structure of the transaction
- Preparing the company for sale
- Company valuation
- Fairness opinion
- Preparing process materials (teaser, CIM, etc.)
- Managing a competitive process
- Coordinating the data room and Q&A
- Support in negotiation and closing
- Market screenings
- Identifying target companies
- Assessing operational synergies
- Partner search
- Support with financial and operational due diligence
- Modelling acquisition scenarios
- Defining the acquisition strategy
- Post-acquisition integration plans (PMI)
- Identifying targets for private equity funds, aligned with their investment thesis
- Supporting funds with acquisition and buy-and-build strategies
- Valuation of companies and assets
- Fairness opinion
- Scenario modelling
- Evaluation of investment projects
- Bringing financial or strategic partners into the share capital
- Company mergers: structuring, corporate governance and shareholders' agreements
- Strategic alliances and joint ventures
- Sale and purchase of real estate assets (offices, hotels, industrial and shopping centres)
- Analysis of the tax impact of the transaction
- Tax-efficient structuring of the sale and purchase
- Coordination with tax and legal advisers throughout the process
Other services
Beyond corporate transactions, we support SMEs and business owners with financing and with strategic and operational improvement.
Corporate financing and debt
Corporate financing, debt and treasury for SMEs and business owners.
We help you secure the financing your company needs to grow, invest or restructure its debt, and to manage day-to-day liquidity.
Learn more: corporate financing and debt.
Let's talk about your financing- Corporate financing
- Structured finance
- Diversifying funding sources
- Advice on raising bank and/or alternative capital
- Preparing investor materials
- Refinancings and negotiations with existing lenders
- Mixed capital and debt structuring (equity and debt)
- Financing for acquisitions and specific projects
- Real estate financing
- Independent Business Review (IBR) for financial institutions
- Working capital financing
- Capex financing (machinery, equipment and production capacity)
- Public financing (ICO credit lines, grants and institutional instruments)
- Collateral-based financing
- Cash flow management and optimization
- Forecasting and reviewing treasury projections
- Working capital optimization
- Liquidity management
- Optimizing the Cash Conversion Cycle
- Planning financing needs
Strategy and value creation
Value Creation: strategic, operational and financial optimization for SMEs and business owners.
Without financial clarity, good decisions become gambles.
We help you gain real control of your company and turn data into well-founded decisions.
Let's talk about your company- Return analysis for investments (ROI, IRR, NPV)
- Evaluating divestment decisions
- Scenario analysis for strategic decisions (expansion, acquisition, closing a business line)
- Assessing the optimal capital structure
- Modelling financing versus equity decisions
- Optimizing the capital structure
- Analysis of the financial impact of corporate transactions
- Shareholder value analysis (value creation analysis)
- Financial support for business succession decisions
- Designing and implementing initiatives to improve EBITDA
- Profitability analysis and control by business line, product, customer, etc.
- Margin optimization
- Interpreting financial ratios and acting on them
- Optimization and operational efficiency plans (processes, structure and organisation)
- Financial and management consolidation
- Cost control, optimization and reduction
- Strategic interpretation of KPIs
- Designing and implementing internal control and validation systems
- Budget planning, monitoring and analysis
- Preparing financial projections
- Tracking variances and corrective actions
- Designing KPIs and dashboards, and interpreting them strategically
- Preparing financial and operational materials (internal reporting)
- Preparing materials for partners, investors and/or shareholders (investor relations support)
- Assistance, support and participation in Boards of Directors (Board Advisory support)
- Preparing operational and financial business plans
Family & Patrimonial Office
Specific services for institutional family offices.
We turn the complexity of family wealth into clarity and control.
End-to-end support for institutional family offices: from managing and monitoring portfolio companies and investments to advice on corporate transactions and wealth structuring. We combine financial, strategic and corporate capabilities in the service of families and their investment structures.
Let's talk about your family office- Monitoring of investee companies
- Financial control
- Quarterly portfolio reviews
- Business plan monitoring
- Variance analysis
- KPI tracking
- Financial dashboards
- Performance control
- Budget monitoring
- Cash flow tracking
- Debt monitoring
- Quarterly reporting
- Variance alerts
- Consolidated reporting of investee companies
- Screening of investment opportunities
- Investment memos
- Financial modelling
- Valuations
- Asset analysis
- Return models
- Return analysis
- Market studies
- Transaction comparables
- Rent analysis
- Yield analysis
- Sensitivity analysis
- Risk assessment
- Asset review
- Strategic research
- Coordinating buy and sell processes within the portfolio
- Data room management
- Preparing materials
- Monitoring and coordinating external advisers
- Coordination with lawyers and tax advisers
- Managing financial information
- Preparing Q&A
- Support in negotiations
- Tracking the transaction timeline
- Strategic portfolio analysis
- Assessing growth and divestment scenarios
- Portfolio strategy and resource allocation
- Assessing new verticals and entry opportunities
- Sector consolidation studies
- Build-up strategies (successive acquisitions to create sector leaders)
- Profitability by business line and investee company
- Treasury review and management
- Financial consolidation of the group or holding company
- Preparing consolidated reporting
- Coordination with auditors
- Financial oversight of investee companies
- Internal financial organisation
- Support with budgeting and forecasting
- Group liquidity analysis
Shall we discuss your situation?
Every company and every family is different. Tell us about your situation and we will tell you how we can help.