FINANCIAL SOLUTION: MAKE IT SIMPLE.
We are an independent financial advisory firm specialized in Corporate Finance. Our highly qualified team assists businesses in a customized way, always working close to our clients by focusing on their needs and providing them with invaluable insights in a fast and efficient way. We provide uncomplicated and practical financial solutions.
Financial management consulting for small and medium-sized enterprises (SMEs). We offer financial tools for planning and control, supporting our clients in the analysis and the decision-making processes. We also continually track the clients results and performance through strategic business meetings to help them to evaluate their goals and objectives.
We support our clients in their strategic decision through economical and financial evaluation in order to determine the intrinsic value of a Company or a Project. We prize both an independent and exempt approach taken by a team with deep technical valuation knowledge.
We offer full support in M&A transaction. We act from the business preparation for an M&A operation, as well as supporting the transaction (including valuation, preparation of materials, negotiation and others), until the integration of post M&A with focus on synergies.
Our Team has a vast experience in several sector of the economy
Our Team is formed by senior professionals with more than 15 years of experience in financial consulting in diverse sectors, in projects of high complexity.
JÚLIA PORTELLA, CFA
Júlia´s background comprises more than 10 years of experience in the financial market, economic and financial feasibility evaluation, valuation and M&A.
Júlia was manager of Thoreos Consulting and worked on several Project, including bussiness valuation and studies of economic and financial feasibility of large projects of different sectors; issuance of appraisal report for mark-to-market of Investment Fund; construction of financial modeling as a tool for valuation of financial planning and she accessed financial bussiness that are in na M&A process. Previously she worked for 4 years at HSBC Bank Brasil in Private Banking and treasury.
Júlia holds a degree in Management and specialized in Finance by University of california – Berkeley. She attended several courses and training, including Valuation and Corporate Finance from New York University (NYU) and Market trader (FIA/USP). Júlia is a holder of the right to use the Chartered Financial Analyst® and she also have the CFP (Certified Financial Planner) and CNPI (Certificado Nacional de Profissional de Investimento).
Mariana has more than 15 years of experience in financial area, including financial and economic planning, investments analysis and valuation in several sectors. She has extensive expertise in M & A transactions, having worked (as an adviser and manager) in Localiza, Xstrata, Hermes Pardini and Ferrous Resources operations, including integration of post-acquisition operations.
Mariana acted as an advisor on M & A transactions for Localiza and Xstrata. Previously, she served as Senior Manager at Thoreos Consultoria, Manager of Economic Planning at the Hermes Pardini Group from 2013 to 2015 and at Ferrous Resources from 2007 to 2011, responsible for merger and acquisition projects, fundraising, integration of acquired companies such as planning and financial modeling, valuation and investment analysis activities. Mariana also accumulated experience as Chief of Financial Information Division at a Coca Cola Company bottler (Remil) for 2 years and as a senior auditing officer at the big four Deloitte for three years, serving large and mid-sized companies in various industries.
Mariana holds a degree in Economics from UFMG and University of Michigan, an MBA from Fundação Dom Cabral and an MBA in Finance from IBMEC-MG. Mariana has participated in several courses and trainings, including an M & A course by The University of Chicago - Booth School of Business.
Renata has 13 years of experience in the financial area, 7 of these in corporate finance.
Renata served as Budget and Economic Planning Manager at Ferrous Resources of Brazil for 4 years. She was responsible for valuation of all the projects to be implemented in the company: Business Plan of the Company, follow up of equity (Debt) M & A, etc.
Previously, she served as Corporate Finance Manager at Thoreos consulting company, having participated in several projects in M & A, Project Finance, cash management and liquidity tools, investment appraisal projects, valuations, auctions and elaboration of economic and financial models for clients such as Cemig, TAESA, Vale, Holding Camargo Corrêa, CHESF, Renova Energia, Kinross, among others.
She also accumulated senior auditing experience in the Big Four Deloitte for nearly six years, working in several sectors such as utilities, chemical industry, financial institutions, insurance and pension, textile and mining industry, among others.
Renata holds a degree in Accounting Sciences in Business Administration with Honors of Merit.
Contact us to understand how our services can help your company.
Alameda Oscar Niemeyer nº 1033, 3º andar,
Vila da Serra
Nova Lima - MG, 34.006-065, Brasil