PERSONALIZED ADVISORY FOR MERGERS, ACQUISITIONS, AND COMPANY SALES
In many cases, M&A can be the most suitable step for your business. The best way to do this is by relying on the knowledge, experience, and qualified network of relationships from a specialized consultancy. Upside thinks in tailor-made solutions.
We assist our clients throughout the entire M&A process with investment theses, preparation for sale, valuation, mapping of potential investors or companies for acquisition, coordination of due diligences, and negotiation support.
Acquisition strategies aligned with your business profile and personalized advisory during company acquisitions involve detailed market studies and precise target diagnostics. Count on our experience for smarter transitions.
We identify aspects that create value for your assets and focus on what matters most: a strong sales strategy. Upside advises companies on mapping and contacting potential investors, evaluating proposals, negotiating, and choosing the most compatible offer for their long-term objectives.
Achieve bolder objectives and maximize your profit by reaching new markets. We evaluate and recommend mergers for businesses that can benefit from sharing management processes, organizational cultures, and technological knowledge. Reduce costs and increase market share with well-structured integrations.
Joint ventures are recommended solutions for businesses looking to unite efforts for a specified period and achieve common objectives. Upside advises entrepreneurs who are open to exploring new opportunities, territories, and challenges in choosing strategic partnerships.
Valuation is an essential part of the M&A process and an important management tool for companies operating with credibility and transparency. At Upside, we evaluate companies through internationally recognized methodologies, ensuring a fair and reliable assessment of the value of your assets.
Due diligence delves into commercial, legal, financial, operational, and tax issues to identify opportunities and risks in an M&A negotiation. A good mapping of compliance levels during due diligences can reduce financial risks before an acquisition or sale.
Seeking to accelerate your business growth, reduce liabilities, and balance debts? Often, relying solely on organic growth can restrict a company's profit options. Capital Raising not only accelerates growth but can also serve as a strategy to balance debts, available capital, reduce liabilities, and ensure better cash management in crisis scenarios. Smartly employing third-party resources can be your business's differential.
We provide consultancy in structured operations, mezzanine financing, investment funds, and capital structure adjustment to identify the most compatible solution for your moment.
For entrepreneurs seeking diversity and a varied investment portfolio. Structured Operations allow greater protection against market volatility. Find more suitable investment alternatives for your business.
Preserve your business's economic health with capital structure adjustment advisory. We identify critical points in asset management to create a strategic and structured financial planning that keeps your debt level within market practices. Debt restructuring for value creation and greater competitiveness.
ACCOMPANIMENT IN ALL STAGES FOR STRATEGIC ACQUISITIONS.
Upside assists its clients with planning, modeling, economic-financial diagnostics, and investment feasibility analyses.
We prioritize a close relationship to combine expertise in well-structured transactions with the purpose and essence of your business. The world demands new ways of seeing and doing business. Our role is to create new opportunities for you to innovate and expand yours.
Upside creates economic-financial planning and modeling to understand performance, needs, expectations, and define strategies for efficient use of your resources. We structure dynamic and adaptable financial management models for companies constantly adapting to the market's reality.
Preparing your company for sale attracts better investors and increases your chances of longevity. We develop strategies for value creation and organizational culture models that integrate people, processes, management, and governance dynamically, currently, and modernly. Transform your business reality with new practices and ways of seeing the market.
With the economic-financial diagnostic, we evaluate the financial health, cash management, value generation capacity, investment needs, resource optimization opportunities, and cost reduction of your company. Have a clear and global view of your business to restructure your finances and make assertive decisions.
Market analyses and business plans to explore new opportunities quickly, practically, and structurally. Economic-financial feasibility analysis predicts and enhances investment returns, ensuring good use of capital and identifying risks and the real attractiveness of your business. Count on reliable and well-founded perspectives to go further.
Smart solutions for individuals and families seeking to maximize the results of their investments. Wealth Management is customized for different investor profiles and based on close and uncomplicated contact with our clients. Upside offers advisory services in financial planning, family offices, asset protection, international investments, active portfolio management, risk management, and advisory in corporate and succession restructuring.
Our Wealth Management brings financial freedom and dynamism to your assets. Invest in the future today.
For those seeking to preserve and increase their wealth. Based on financial diagnosis, we define goals for the application of your assets according to your profile. An updated financial planning protects your investments from unforeseen events and increases profitability indices when the market is hot. Take advantage of individual consultancy to explore new possibilities safely.
Creation of corporate structures to avoid damage to your legacy. Asset protection comprises an analysis of family, labor, tax, banking, and civil law to shield the capital of individuals and legal entities. Based on corporate governance practices, we provide support for you to think about the future without worries.
Transiting through territories beyond national borders brings benefits such as: diversity of investment opportunities, gains in more valued currencies, and greater long-term security. Many investors have already opened up to the international scene, seeking more independence in times of economic and political instability. We think of money as a global resource and help you find profitable operations in markets outside the U.S.
Seeking consistent returns in the market? Upside's advisory is based on creating investment strategies through diversification and choosing the most profitable and suitable options for your profile. Rely on experienced professionals to monitor your portfolio's performance. Proactivity, connection with the market, and close relationship with clients.
Understanding the degree of risk exposure compatible with each client's profile, creating a diversified portfolio, measuring market volatility, and mapping potential losses are fundamental steps in a solid investment strategy. Our Risk Management is based on realistic and well-founded interpretations to facilitate the choice of operations that take you closer to your goals.
Corporate and Succession Restructuring is an essential service for entrepreneurial families wishing to plan and execute the transition efficiently. By considering different family and business interests, as well as financial, legal, and tax aspects, Upside's advisory also aims to prevent losses, avoid conflicts, and prepare the next generation with financial education to ensure the longevity of the assets.
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