Financial Advisor
Mergers and Acquisitions (M&A) refer to the processes through which companies consolidate, combine, or transfer ownership to achieve growth, efficiency, or strategic advantages.
The acquired company may either continue to exist under the new ownership or be fully integrated.
M&A transactions are key tools in corporate strategy.
Merger
When two companies join together to form a single new entity. This is often done to expand market reach, combine resources, or increase competitiveness.
Acquisition
When one company purchases another and assumes control of its operations, assets, and sometimes its brand.
They can help companies:
• Enter new markets or sectors
• Acquire new technologies or expertise
• Achieve economies of scale
• Strengthen competitive positioning
• Or restructure to increase efficiency and profitability.
These deals typically involve complex financial, legal, and regulatory processes, and they can significantly reshape industries by creating larger, more powerful organizations.
Asset Management
An asset management company is responsible for managing investors’ capital — whether individuals, corporations, or institutions — aiming to balance return, safety, and liquidity.
Capital raising
Pools money from investors into funds or tailored portfolios.
Investment analysis
Decides where to allocate resources (equities, government and corporate bonds, real estate, private credit, etc.) according to the client’s profile and objectives.
Diversification
Spreads investments across different assets and markets to reduce risk.
Ongoing monitoring
Tracks performance daily while evaluating economic, political, and market scenarios.
Risk management
Seeks to protect capital against major losses through hedging strategies and exposure limits.
Transparency and reporting
Provides regular reports so investors can follow results.
Investments
An investment company helps clients allocate and grow their capital in a strategic and secure way. Main functions:
• Market analysis: studies opportunities to identify where to invest (stocks, funds, fixed income, real estate, private equity, startups, etc.).
• Financial planning: defines strategies according to the client’s profile and objectives (growth, wealth preservation, income generation).
• Intermediation: connects investors to different types of assets, projects, or businesses.
• Risk management: balances return and safety by diversifying investments and protecting against losses.
• Monitoring and support:
tracks performance, provides reports, and advises on adjustments when needed.