Services

Advisory at every stage of a transaction.

Five stages, one person accountable. The managing partner leads every mandate from start to finish.

01

Exit readiness

An assessment and a 6-to-18-month plan to solve, before going to market, what the buyer would otherwise charge for.

Who it is for

Shareholders planning to sell in one to three years, bring in a partner, or who already have an offer on the table.

What we deliver
  • Traffic-light assessment of the four axes
  • Indicative value range
  • Plan with quarterly milestones
  • Managing partner involvement throughout
How we charge

Assessment at no cost. Plan on a monthly retainer, credited against the success fee of the mandate.

02

Business and brand valuation

Valuations for transactions, shareholder disputes, arbitration, restructurings and board decisions, backed by real market evidence.

Who it is for

Shareholders, boards, partners in negotiation, arbitrators and courts.

What we deliver
  • Discounted cash flow with scenarios and sensitivities
  • Trading and transaction multiples
  • Monte Carlo simulation where the case warrants it
  • Valuation report and board presentation
How we charge

Fixed fee per project, according to scope and depth. Bloomberg and EMIS access included.

03

Sell-side, buy-side and capital raising

Sell-side and buy-side mandates, partner buyouts and debt or equity structuring. We manage the whole process, from teaser to offer.

Who it is for

Mid-sized family businesses and business groups in Ecuador and the region, in sale, acquisition or partner-entry processes.

What we deliver
  • Teaser, information memorandum and buyer universe
  • Confidential outreach to strategics, funds and banks
  • Data room and coordination of offers
  • Financing structures with banks and capital markets
How we charge

Monthly retainer plus a tiered success fee, aligned with the price you actually receive.

04

Negotiation and closing

When there is already a buyer or a letter of intent, we step in to manage due diligence and defend the price through to funding.

Who it is for

Shareholders already negotiating directly with a counterparty, or who received an unsolicited offer.

What we deliver
  • Management of due diligence and its findings
  • Structure: price, net debt, working capital, earn-out, escrow
  • Negotiation of representations, warranties and indemnities
  • Conditions precedent and closing
How we charge

Retainer plus success fee, or a fixed fee when the scope is well defined.

05

Family business and family office

Corporate governance, family protocol and wealth structuring so the company survives succession and the family decides with clear rules.

Who it is for

Business families in generational transition, or who have just received liquidity from a transaction.

What we deliver
  • Corporate governance assessment
  • Family protocol and governing bodies
  • Family office structuring
  • Support in resolving disputes
How we charge

Fixed fee per project or a monthly advisory retainer.

How we work

Three rules we do not negotiate.

Confidentiality first

In Ecuador the market finds out early through five fronts: employees, customers, suppliers, banks and competitors. We design every process so that it does not happen.

Independent judgment

We tell you what we see, even when it is not what you want to hear. An inflated valuation or a poorly prepared process costs you more than it costs us.

The managing partner is present

We take a limited number of mandates a year so that the person who signs the proposal is the one who negotiates and closes.

A confidential 30-minute conversation.

We will tell you candidly whether your company is ready for the market, what it could be worth and what we would do first. No cost, no commitment.