PLANNING is a leading financial advisory company providing corporate finance and advisory services to corporations in Brazil.
Our team comprises seasoned national and international. Their track record includes corporate finance, structured finance, turnaround and project finance deals in the retail, education, health care, trade, construction, services, banking, technology and infrastructure.
The firm's five principal lines of business are:
- Mergers and Acquisitions Advice (M & A)
- Financial Restructuring and Turnaround
- Structured finance
- Financial Feasibilities and Valuations
- Projects with BNDES, BASA, BNB, BB and IFC financing
- Initial Public Offering ( IPO )
Within and across these lines of business, our capabilities extend across a wide range of origination, structuring and transaction execution.
Merger and acquisitions advice (M & A):
PLANNING comes at mergers & acquisitions from a strategic rather than transactional perspective. The most common assignment for which the firm has been engaged is to help clients develop acquisition or disposition strategies. This is quite like the firm's strategy consulting services with a more narrowly defined outcome. Given the extensive industry contacts of PLANNING executives. PLANNING has also been repeatedly engaged to conduct research on possible acquisition targets. Common projects have included:
- Acquisition Strategies
- Acquisition Searches
- Due Diligence Participation
Financial Restructuring and Turnaround:
At PLANNING we provide advice to business with a problem in financial underperformance. Having identified the causes we can assist with appropriate solutions, including refocussing on the core business, improvement of management information systems, restructuring of staff profile or refinacing liabilities.
Structured Finance:
We can create and tailor the right structured solutions for your business needs with cost-efficient.
Financial Feasibilities and Valuations:
PLANNING's services in this area include Market Study Set Up and Monitoring; Financial Due Diligence; Financial Modeling and Projections; Strategic Financial Advisory; Feasibility Assessments; and Valuations.
Projects with BNDES, BASA, BNB, BB and IFC financing:
We structured projects with low funding cost for your company.
Initial Public Offering (IPO):
We structured projects for IPO company`s.