Investment Advisory

The specific emphasis is on advising foreign private equity and venture capital funding, and IPO's. In the case of start-ups and early stage companies, the main focus is in information technology, emerging products and services; whereas the private equity investments are in more mature businesses in different production and service industries.

Depending on the macroeconomic conditions and specific investment criteria of the funds, the strategy is either one of platform investing, selecting well positioned companies in growth industries, or that of value picking companies with considerable upside gains.

We utilize our extensive relationships in the country, and assume a pro-active stance towards identifying investment opportunities.

Mergers and Acquisitions

Invest Partners is affiliated to Corporate Development International, Inc which is a major international organization fully dedicated to company searches with 50 partners located in 30 major cities. The organization has industry specialists who are familiar with product, market and operations, as well as contacts with key decision makers in the business.

The partners are dedicated to servicing clients in the search for the right acquisition, divestiture or strategic alliance. The result has been one of the highest success ratios in the business due to effective methodology refined through hundreds of assignments; in-house industry expertise; partners with strong local presence; and relationship of trust based on discretion and confidentiality of the process.

In addition, we have acted in the capacity of investment banking advisors to foreign companies wishing to establish operations in the country. The scope of the assignment has ranged from aiding with site location and tax planning to finding local partners and arranging funding.

Turnaround Management

Our team consists of specialists in crisis management, restructuring and renewal of troubled businesses. They have demonstrable track records in improving operating efficiencies and turning around insolvent companies.

The management approach is "hands-on" at operating levels. The assignment is undertaken after initially assessing the crucial problems affecting the firm, developing a diagnosis report, and general plan of action. Management responsibilities include establishing cost structure, reporting systems and dealing with the various constituents of the enterprise.

Specific Services
The specialized services provided by us are:

Investment analysis performed by staff of researchers and analysts who follow around 150 listed stocks on BOVESPA. Reports are produced with different periodicities informing daily movements, relevant facts, industry and company performance, special reports, fair market valuations and investment recommendations.

Economic evaluations are contracted services to determine the company's worth, based on methodologies of discounted cashflow, EBITDA earnings and market multiples.

Diagnosis of company situation is associated with preparation of assignments for corporate restructurings.

Business Plans are prepared in conjunction to private equity investment opportunities, as well as searches for strategic partners.

Tax planning and legal counsel is offered when solicited by clients in connection with privatizations of public concessions, acquisitions and joint ventures, and incorporation of companies in Mercosur region.

Corporate Governance is offered by individual partners to institutional and strategic investors in order to provide legal protection and to monitor investor interests.