Recent Engagements

Corporate Finance

> Structured Sale-Lease-Back Operation for Vésper

Helped a Vesper, a telecommunications company, execute a multi-million dollar sale-lease-back transaction of tower assets to T4U (Israeli tower management company).

> Advising on US$ 50 MM Fundraising

Advising large telecommunications company in securing financing from local banks and the National Development Bank of Brazil.

> Advised Leading Brazilian HMO on Negotiations with Potential Buyer

Advised large HMO with sales of over US$ 100 MM in landmark transaction with potential international strategic investor.

> Advising TSL Technologies on JV and Fundraising

Developed joint venture structure between TSL Technologies, Tetra Pak, Alcoa and Klabin to create recycling facility leveraging TSL plasma technology, initially in Brazil but with potential for international roll out.

> Advised Propay on Major Acquisition

Advised Propay do Brasil, a payroll processing company, in the acquisition of the payroll processing assets of Serta R.H.

> Advised FastTraining Firm on Fundraising

Advised FastTraining, the largest provider technology training courses in Brazil, on successful “Series A” round financing and development of strategic plan.

Investment Analysis

> Advising Brazilian Investor on Acquisition of a Packaging Company

Structuring potential acquisition of a packaging company with sales of US$ 20 MM for a sophisticated private investor.

> Advising large Latin American Industrial Company in Potential Acquisitions in Brazil

Advising industrial company to map out industry dynamics and negotiate with potential acquisition targets.

> Reviewed of Investment Opportunities in Distressed Technology Companies

Worked with one of Brazil’s largest private investors in developing a detailed review of technology trends in specific segments of the telecommunications and media industry to develop investment strategies.

> Developed Investment Opportunity in Media and Entertainment

Worked with major US private equity investor to develop a market entry strategy for a potential start-up operation in Brazil’s media and entertainment industry.

Strategy and Organizational Change

> Product Strategy Review

Assisted in the structured review process of a Brazilian retail automation software company focused on large corporate customers.

> Culture Change Initiative as part of Major Turn Around

Developed a balanced scorecard and communications strategy for major company undergoing corporate transformation.