We operate the following services
DPM Finanzas offers as its specialty global, personalized and independent financial advisory, providing a 360º service. Within our range of activities we operate for our clients the following services:
Continuous Advisory service
For those clients looking for a service comprising analysis and follow-up of their investments, according to their needs and knowledge. Comprehensive information on the development of their investments, plus personal recommendations. The latter –with respect to one or more operations concerning financial instruments– are delivered either answering their requests or prompted by DPM Finanzas’ own initiative.
Our financial planning consists in the creation and follow-up of a global patrimonial plan, suited to the needs a particular client may experience throughout his life, with a view to anticipate contingencies. While covering the proposed objectives, issues of relevance are taken into consideration, such as financial needs, savings investments, protection (insurance) and fiscal requirements.
Our goal is to advise our customers ( investors, businesses or institutions) in M&A, debt or business restructuring, help top management decision -making or transformation process.
Sale & purchase of companies/ assets
Mergers and “spin-offs”
Leveraged buyouts (LBOs, MBOs, MBIs, etc.)
Preparation of valuation reports and fairness opinions
Study and analysis of optimal capital structure and debt capacity
Identification of available funding options and financing alternatives.
Analysis of restructuring and reorganization alternatives and help with the implementation of a chosen strategy through negotiation (waivers, covenants, renegotiations, documentation, etc.) with key debt and capital providers.
Complete advice to the issuer before and throughout the IPO process including advice and / or support in the appointment of bookrunners, selection of other advisors (underwriters, lawyers, etc.), structuring the offering, preparation of documentation and pricing and allocation of shares.
Strategic alliances and joint ventures
Strategic plans definition
Business plan development and turnaround process
Top management advisory
Assistance to the Management Team on transformation process
Drafting of investments reports and financial analyses or other forms of general recommendation, concerning operations with financial instruments.