Experts

Global Reach

Partners and Associates in more than
15 countries

INTERNATIONALIZATION / MARKET ENTRY
MERGERS & ACQUISITIONS
INVESTMENTS AND FUNDING
MARKET STUDIES AND VALIDATIONS
STARTUPS AND CO-INVESTMENTS

At a Glance

Areas of Competence

M&A Expertise

M&A transactions follow clear methodology and disciplined flow process

Transaction Structuring
Negotiations
Confirmatory Due Diligence
Signing and Closing
Regulatory Clearance

Prepare Data Room
Initiate Due Diligence
Continue Valuation
Negotiate Binding Offers
Term Sheet / Draft SPA

Select Candidates (“Short List”)
First Contacts
Info Memo X NDA
Agree to Procedure Letter
Preliminary Valuation
Evaluate Non-Binding Offers
Sign LOI

Sales Rationale/Strategy x Buy
Objective/Scope
Research Target “Long List”
Prepare Info Memo
Valuation

Experience to find the “right” Partners

Sales Rationale/Strategy x Buy
Objective/Scope
Research Target “Long List”
Prepare Info Memo
Valuation

Select Candidates (“Short List”)
First Contacts
Info Memo x NDA
Agree to Procedure Letter
Preliminary Valuation
Evaluate Non-Binding Offers Sign LOI

Prepare Data Room Initiate
Due Diligence Continue
Valuation Negotiate Binding
Offers Term Sheet
Draft SPA

Transaction Structuring
Negotiations
Confirmatory Due Diligence
Signing and Closing
Regulatory Clearance

Experience find "Right" Partners

Private Equity Advisory

Investment Advisory to Fund Managers

2 USA Funds in different periods
Origination, analysis, negotiation, investment recommendation

Value Creation

Pre-Due Diligence phase preparation of companies for investment

Fundraise Advisory to Corporate Clients

“Roadshows” to Private Equity Funds
“Private placements” with Family Offices
“Alternative Public Offering” fast track to Nasdaq

Transaction Support

Strategic assessment and objectives
Financial modeling and valuations
Process flow and discipline
Due diligence monitoring
Investor mindset and negotiation skills

Internationalization

Special Business Unit of experts to support business leaders abroad develop successful market entry into Brazil for rapid expansion and global growth. Suitable for strategic partnerships and sales distribution solutions.

Market Analysis
Opportunities/Risks
Entry Strategy
Import/Supply Chain Partner/Supplier Selection
Bank/Lawyer/Auditor etc.
Company Establishment
Delegate Manager Interim Management
Sales Representation
Back-Office Partnership Agreements
Import and/or local Manufacturing
Sales Distribution

MARKET ENTRY PROCESS

Evaluate
Potential

Prepare

Operate

Establish

Venture Acceleration

We build, accelerate, and internationalize startups by providing advisory, organizational structure, risk management, operational governance, and financial return.

Validate

Viability Assessment
Regulatory Compliance

Market Readiness

Go-2-Market Plan
Clinical Trial / Pilot Test
Investment

Launch

Sales/Distribution
Operational Plan
Governance

Growth

Equity Management
Internationalization
Exit

Background

Over 25 years Unique Track Record in Brazil

Your Partner in Brazil
Fully dedicated, hands-on team of seasoned experts

Ecosystem Platform
Formed partnership with local startup accelerator and VC Fund

Internationalization
Created Business Unit for expansion in new markets

Invest Partners
First Brazilian non-financial corporate development boutique exclusively for International M&A and PE Advisory

Foundation
Private industrial and trading group with vocation for Privatizations, Buyouts and Corporate Development

Value Proposition

TRACK RECORD

Over 25 years of professional advisory with cross border focus by former partners of global M&A firm

EXPERIENCE COMBO

Decades of experience in multiple sectors and complex transactions in Privatizations; Buy-Outs; Bankruptcy Reorganizations; Greenfields; Mergers & Acquisitions; Private Equity; Venture Capital

METHODOLOGY

Goal oriented application of disciplined approach / process and proficient negotiation skills

TOOL KIT

Teaser, Pitch Deck, Info Memo, Business Plan, Valuation, Asset Appraisal, Due Diligence, NDA, Term Sheet

TRUST

Unbiased and independent advisors to corporate clients and business owners, and strong reputation of reliability on deal propositions to investors

Partner

We are investment managers in startups and innovation projects in the healthcare industry, acting as accelerators in the initial stages from the pre-operational phase to the point of break-even of businesses with global potential and high financial and social returns

Link

Home Experts At a Glance Background Differentials Partner

info@invest-partners.com Tel.: +55 (11) 3071-2680 Rua James Joule, 92 - Cj. 101 Brooklin - São Paulo, SP CEP: 04576-080