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.


Understanding the client´s needs and objectives.
Analyzing his investments portfolio: If it is correctly diversified, if it is optimal from a fiscal point of view, plus an analysis of the relationship between potential and risk for each product.
Personalized recommendations: We deliver investment proposals always in harmony with your knowledge and experience, your liquidity needs and risk profile. Choosing the best products on the market and without any clash of interests, since we are not linked to any financial entity.
Detailed information on development: In order for clients to appraise our service we place at their disposal a detailed report on positions (profitability, movements, distribution, risk analyses, etc.) which can be requested in aggregate form, by bank or by currency.
Follow-up: As markets shift, we must keep close track of your investments. Our tools to gauge risk allow us –and you– to establish alarm signals concerning the way in which your portfolio or certain products within it are developing.

Financial Planning

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.

Understanding the client´s needs and objective.
Helping him to set priorities among his objectives: planning his retirement, purchasing a property, his children´s education, etc.
Analyzing the feasibility: Analyzing the prospects to carry them out successfully: savings capability, identification of possible risks, solutions, etc.
Setting a plan
Follow-up: Looking for a possible straying from the intended course, new risks, or unexpected situations.

Corporate Finance

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

Economic reports

Drafting of investments reports and financial analyses or other forms of general recommendation, concerning operations with financial instruments.