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Investment Banking

– Mergers & Acquisitions (M&A): design and implementation of business purchase and sale processes and transaction execution.

– Advisory and support in raising equity capital with strategic and/or financial partners, including local and international investors.

– Design and implementation of due diligence processes for business acquisitions and sales or corporate restructuring.

– Corporate valuation of companies, divisions, and business units, including spin-offs.

– Fairness Opinions (Independent Valuation Opinions).

– Design of contract structures for Shareholder Agreements & Corporate Governance.

Corporate Finance

– Elaboration of business, economic, and financial plans, development of economic and financial models, &
sensitivity analysis – stress tests.

– Financing of new projects: business rationale, development, & management.

– Private Equity: Management & placement of private equity investments.

– Structuring & Negotiation of private and public debt in local and international markets.

– Design & execution of sales transactions and retro-rental of fixed assets (Sale-leaseback and Financial
Leasing).

– Design of capital structure for ongoing business & new investment projects.

– Structuring of financial investment vehicles (SPV).

Development Projects

– Assistance in the implementation of the Master Plan of the Project and its business plan (demand projections, market analysis, and preparation of the economic-financial model).

– Elaboration of Financial and Economic Business Plan further submission to Consejo de Fomento Turístico (Confotur) and Ministry of Finance aiming to qualify for the fiscal benefits stipulated by the Tourism Inventive Law (158-01 y 195-13).

– Design of the optimal capital structure and budget of the project & alignment of the investment plan with respect to business plan.

– Structuring & management of financing with local and international financial institutions, optimizing credit conditions.

Negotiation & Governance

– Design and execution of Strategic Alliances (Joint Ventures).

– Management of the execution and assistance in the formation of the corporate entity, including corporate governance and shareholder agreements.

– Advisory in the negotiation of contracts with contracting companies, suppliers, and commercial contracts.

Process Optimizations

– Optimization and implementation of administrative processes aligned with the business strategy.

– Design & implementation of internal controls.

– Advice & assistance with financial audit processes.

– Design & implementation of competitive corporate and organizational structures.

– Definition of Control Panels & Key Performance Indicators (KPIs) for measurement, control, and dynamic
monitoring.

– Process analysis, structuring of risk matrices, and implementation of improvements.

Strategic Planning

– Development of the strategic plan and definition of medium and long-term objectives based on the company’s Mission, Vision, and Values.

– Evaluation of the economic impact of initiatives and prioritization of projects to be included in the company’s investment plan.

– Advisory services in the preparation of the budget in accordance with the strategic plan defined by senior management/shareholders.

– Assistance in the familiarization and implementation of the strategy in all of the Organization’s areas.

Business Continuity Plans

– Design and Assistance in the implementation of a Business Continuity Management System following ISO 31000 guidelines.

– Implementation of the Enterprise Risk Management Model – ISO 31000:2018.

– Preparation of the Business Continuity Plan for the expected recovery times of critical business operations in the event of an interruption or disruptive incident.

– Design and Assistance in the preparation of crisis communication plans, crisis management, and disaster recovery plans.

Tax Efficiency

– Definition and execution of tax optimization strategies in accordance with the corresponding regulations and norms.

– Assistance and advice in asset reorganization processes, both corporate and family.

– Assistance and advice in purchase and sale transactions and contributions of capital and real estate assets, including trusts and real estate development entities.

– Assistance in the process of auditing by the Authorities.

– Design and implementation of internal controls to ensure compliance with tax regulations.