We bring more than 30 years of combined experience, working in North America, Latin America, and Europe with leading companies in the financial services, retail, consumer, industrial, and technology sectors.
Unlike many of our competitors, our most experienced team is actively involved in each project, working closely with the client; and they rely on top-notch professional equipment and robust tools for analysis.
Given our extensive experience in both fields, we offer an integrated approach to advise senior management and shareholders of companies. Our financial advisory service has a high strategic content, while our consulting service has detailed financial analysis and relevant market perspectives.
Based on our transaction and project experience, as well as our research (which has been published in the book “Mentalidad Estrategica” and in leading business journals), we focus our work on the principles that generate the greatest value for our clients and investors in the shortest possible time. For example, some of the principles we employ are: concentrate on core, grow through adjacencies, focus on cash flow impact, maintain an adequate capital structure that allows financial flexibility, continuously improve productivity as experience is accumulated (e.g., experience curve effect), and ensure clarity in decisions.
We believe in the power of information/data and the most sophisticated analytical tools to generate ideas, identify opportunities, persuade detractors, execute transactions and generate deep and meaningful change. We use financial, market, consumer, competitor, organizational and cost information to conduct our analyses; we apply robust analytical tools (e.g., profitability regressions and correlations, discounted cash flows, cluster analysis, sentiment analysis, etc.) and use extensive databases; we formulate winning strategies; and we implement them efficiently.
We generate results with minimal operational disruption by listening carefully, understanding our clients’ and investors’ concerns and easily navigating their organizations and cultures, and by our straightforward and assertive style.
