Financial decisions with rigor and experience.

We work with the management, boards and committees of financial institutions and companies on institutional investment strategy, corporate finance, compliance and business strategy, and with families on organizing and passing on their wealth.

Services

Six areas, one view of the business.

Investment strategy for institutions

For brokerage firms, banks, investment advisers and their committees.

Investment and portfolio methodology for the institution
Investment committees: structure, policies and follow-up
Securities-backed lending and margin requirements
Training in technical and fundamental analysis for teams
Design of client profiling processes and sales practices for the institution

Corporate finance

Valuation of companies and instruments
Project evaluation
Corporate finance and investment banking
Mergers and acquisitions: target company, financing, purchase and sale, and due diligence
Treasury, hedging and investor relations

Family wealth and succession

Assessment and organization of family wealth
Review of existing coverage, without selling or recommending specific policies
Education and organization to prepare for retirement
Succession planning and preparing the next generation
Coordination with notaries, lawyers and accountants, without replacing their legal or tax advice

Regulatory compliance and corporate governance

Policies, procedures and manuals
Contracts, operating framework and investment services guide
Regulatory reporting and internal controls
Committees and corporate governance
Oversight of operations and business risks

Financial business strategy

Segments, products and new business lines
Metrics and tracking dashboards
Compensation plans
Client satisfaction and loyalty
Sales practices

Risk management

Market, credit and counterparty risk
Margin and collateral methodologies
Risk management systems
Operational risk and business continuity
Training for boards and committees

Who we work with

Institutions, companies and families.

Brokerage firms and banks

Investment methodology, committees, securities-backed lending, wealth management and risk.

Investment advisers

Compliance with the CNBV, corporate governance and client documentation.

Companies

Valuation, financing, mergers and acquisitions, treasury and team training.

Families

Organizing, protecting and passing on family wealth, in coordination with their financial, legal and tax advisers.

How we work

From the first conversation to results.

Assessment

We get to know your situation, your goals and your regulatory constraints.

Proposal

We define scope, deliverables, timeline and who is responsible for what.

Implementation

We work alongside your team: policies, models, committees and training.

Follow-up

We track progress with clear metrics and adjust as needed.

Shall we talk about your institution, your company or your family’s wealth?

Write to us and let’s talk.

hola@desarrollatalento.com