Transaction and Valuation Advisory Services

Certainty of your investments, projects, and transactions

DUE DILIGENCE: Financial/accounting, tax, social security for M&A and financing transactions

We carry out analyses on the company's qualitative and quantitative information, such as i) normalized EBITDA, ii) capacity to generate cash flows and working capital, iii) key factors in the historical evolution of the business, iv) the company's net debt, v) CapEx investments, vi) identification and quantification of contingencies and risk areas, vii) strategic and business plan, viii) fiscal situation and compliance with fiscal attributes and social security charges, ix) estimation of tax impacts of any normalization, x) impact on the company regarding the new 2022 tax reform.

Carve-out and pro forma financial statements

We perform an analysis and identification of the key operational elements that need to be separated to determine the business' operation independently and separately within an entity or a group of companies, as well as the preparation of the pro forma financial statements based on the applicable regulations.

Provide assistance to sales process (Sell–side support)

We assist the seller during the sales process in procedures such as:

Identification of deal breakers, analysis of recurring profitability/normalized EBITDA, quality of assets and liabilities, etc.
Assistance and collaboration in the preparation of the management presentation.
Data room content and support, etc.

Post transaction adjustments and SPA advisory

We advise our clients on the price adjustment determination based on the accords previously established in the purchase and sale agreement.

These include price adjustment processes, forensic accounting, and closing audits, among others.

Valuation

Our valuation service assists clients with mergers, acquisitions, and dispositions, including the following: business valuation, intangible asset valuation (including purchase price allocation), unbiased opinions, fair value measurement of financial information, transaction advice, and fund portfolio valuation.

Purchase Price Allocation– PPA

Advisory service for determining fair market value of identified assets as required by accounting standards such as NIFS, IFRS and US GAAP.

Identification of identified possible intangible assets and reconciliation of each asset's expected returns.

Corporate finance

Advice on M&A processes on the buyer's side, such as analysis of potential sellers in the national and international markets, advice on approach, strategy, and negotiation plans, among others; and from the seller's side, such as analysis of potential buyers, receiving and analyzing the final offer, among others.

Tax structuring

We conduct a detailed analysis of the ideal tax structure according to the transaction needs by evaluating the inherent tax implications and/or risks.

Transaction and Valuation Advisory Services

DUE DILIGENCE: Financial/accounting, tax, social security for M&A and financing transactions

DUE DILIGENCE: Financial/accounting, tax, social security for M&A and financing transactions

Carve-out and pro forma financial statements

Carve-out and pro forma financial statements

Provide assistance to sales process (Sell–side support)

Provide assistance to sales process (Sell–side support)

Post transaction adjustments and SPA advisory

Post transaction adjustments and SPA advisory