Methodology

Investment and sale process

A structured and transparent process that guarantees maximum value creation at every stage of the investment cycle.

01
Initial Phase

Preliminary Analysis

First contact and diagnosis. Analysis of asset typology, market value estimation and current operating situation study. Definition of risk profile and objectives.

Initial diagnosisEstimated valuationMarket analysisObjectives definition
02
Design

Structuring

Asset selection and structuring, business plan development per asset, technical property valuation and non-monetary contribution analysis. Design of the most efficient legal vehicle.

Business planTechnical valuationLegal structureDue diligence
03
Preparation

Investment Preparation

Complete asset valuation, in-depth technical, legal and financial due diligence, projected profitability analysis and OPCO management structure design. Investment dossier preparation.

Full Due DiligenceProfitability analysisOPCOInvestor dossier
04
Capital

Financing

Asset selection as collateral, guarantee valuation and available financing options analysis. Negotiation with financial entities, debt funds and family offices.

Guarantee analysisBank negotiationAlternative fundsFinancing closing
05
Active Management

Asset Management

Periodic portfolio valuations, active project management, product conversion and continuous operating cost optimisation. Regular investor reporting with performance metrics.

Periodic valuationsProject managementCost optimisationInvestor reporting
06
Exit

Divestment

Coordination of the sale process from final valuation to notarial closing. Buyer identification and qualification, buyer due diligence coordination and management through to signing.

Exit valuationBuyer sourcingDue diligenceDeal closing

The complete investment cycle

01
Preliminary Analysis
Diagnosis, valuation and objectives definition.
02
Structuring
Business plan, valuation and legal structure.
03
Preparation
Full due diligence and investor dossier.
04
Financing
Negotiation and closing with financing entities.
05
Asset Management
Active management, optimisation and reporting.
06
Divestment
Sale, coordination and deal closing.