Services
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Our Services

We provide independent equity and credit research with a global reach as well as financial and strategic planning solutions for private companies.


  • Coverage of Mexican publicly-listed companies as an independent analyst.
  • Investment strategy in global financial markets .
  • Valuation of private companies.
  • Tailor-made analysis.

  • Coverage of corporate bonds.
  • Ratings advisory.

  • United States.
  • Mexico.
  • Brazil.

  • Equity investment advisory services.
  • Equity portfolio structuring and management.
  • Fixed income portfolio structuring and management.
  • Risk management.

  • Financial performance analysis.
  • Development of internal financial models.
  • Strengthening of the main financial indicators.
  • Costs and expense reduction.
  • Working capital management.
  • Deleveraging and refinancing strategy.
  • Debt restructuring.
  • Capex program analysis.
  • Consultancy services for start-ups
  • Personal financial planning

  • Sector / Industry analysis.
  • Competitor analysis.
  • Main strategic strengths and weaknesses.
  • Evaluation of business diversification.
  • Consultancy services for start-ups

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