Valuation / Transactions (Mergers and Acquisitions)

VALUATION

We provide our clients with the highest credentials to meet the most challenging demands related to the valuation of assets (including biological and intangible ones), established businesses, and projects (startups, real estate developments, among others).

Below, we list our solutions in Valuation services:

Business Valuation. We conduct valuations to support various purposes, such as:

    • corporate (sale of equity interest/M&A, internal corporate restructuring, among others);

    • regulatory (compliance with CVM’s respective instructions requiring the preparation of an appraisal report or compliance with the Corporation Law, among others);

    • accounting (Business Combination or Purchase Price Allocation, impairment test, market-to-market of the assets and liabilities at fair value for compliance with current accounting standards or for adjusting financial indicators for public tenders and other purposes, etc.);
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    • tax (valuation report to support the determination of the goodwill from company acquisitions);
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    • managerial (support in knowing the market value of the business or assets for internal decision-making).
    • Economic-financial feasibility studies. Prepared to support the analysis of new projects or businesses, sizing synergies in operational changes, decision-making in public auctions for the acquisition of operational assets, etc.
    • Asset Valuation. We assist in calculating the fair value of relevant tangible assets (machinery and equipment, vehicles, agricultural implements, industrial facilities, real estate), intangible assets (trademarks, customer relationships, contracts, software, etc.), and biological assets (crops such as sugarcane and coffee, livestock such as cattle and other animals, among others).
    • Startups. We have hold a vast background of valuing startups from various sectors, as well as successful cases in M&A advisory for startups.
    • Business Modeling. We develop customized and user-friendly economic-financial model for the client’s use in exploring various projected scenarios. This includes identifying and modeling key variables specific to their business, allowing the client to have autonomy – in different scenarios – for investment decision-making, participation in public auctions, etc.
    • Useful Life Analysis of Assets. We conduct technical useful life analysis of fixed assets to support compliance with accounting standards.
    • Real Estate. We work with professionals with civil engineering degree and over 30 years of experience in the analysis and valuation of assets and businesses in the real estate sector: valuation of land, farms, civil constructions and improvements, real estate developments, residential/commercial/industrial properties.
    • Private Equity Funds and REITs (CVM / Brazilian Securities Exchange Commission). With the appropriate registration at CVM as a securities consultant, we are accredited and have extensive experience in valuing real estate assets belonging to REITs  and companies belonging to Private Equity Funds.

TRANSACTIONS (MERGERS AND ACQUISITIONS)

Proven experience and success in operations involving the purchase and sale of equity interest to the entrepreneur (sell-side). This advisory service covers everything from the preparation of valuations and prospectus for investors (teaser/investment profile/information memorandum/pitch deck) to structured investor approach or obtaining ????(potential buyers), negotiation, and closing the transaction through the signing of the purchase and sale agreement. We focus on the middle market and are enthusiasts of businesses operating in various regions.

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