Investment Advisory

 

Besides structuring investment opportunities, HRD Investments also advise the clients in choosing the best investment that fits his risk profile.

 

Note: The services rendered by HRD Investments do not comprise securities advisory, or third party asset management

 

 

Economic and Financial Consultancy

 

In Company's Consultancy, we do a thorough analysis of working capital:

 

Financial Assets and Liabilities:

• Company treasury

 

Operational Assets and Liabilities:

• Working Capital Necessity

 

Not Current Assets and Liabilities:

• Permanent Capital

 

The dynamic balance sheet analysis will basically demonstrate how the company has been financing its activities.

 

The final objective is, after knowing better company's operation, to help optimize its activity cycle, in terms that it brings a more efficient management of working capital, and invest it through the best opportunities the market offer, for a scenario designed by HRD Investments.

 

By doing that, the company could improve its operational efficiency, margins and ratios.

 

HRD Investments focus is always act as to add value to clients without conflict of interests.

Mergers and Acquisitions

 

The HRD Investments does strategic advisement to companies seeking:

 

• Company valuation for sale or acquisition

• Corporate mergers and acquisitions

• Joint Ventures

• Sales and divestitures

• Corporate and Project funding (through debt and equity financing)

 

What could be the reasons for an entrepreneur to consider selling his company?

 

• The recognition that the business has reached a premium value;

• The realization that the business cannot grow without a significant capital injection;

• The requirement to access new technology, product lines or markets through being part

of a large, possibly international group;

• Market conditions may have substantially altered the original rationale for owning and

managing the business;

• The business has reached a size where the owner feels unable or unwilling to manage it;

• There is a need to overcome the situation where customers and suppliers are able to

exercise and undue influence on the company's operations;

• There is significant conflict among the owners;

• The only alternatives are closure or sale by an administrator, receiver or liquidator;

• Old age or ill health, and no family continuity.

 

What should be answered to business owners when considering selling their companies?

 

• Is now the best time to sell?

• What is the business worth?

• Can the value be enhanced and, if so, how?

• Can an existing offer be improved?

• What are the chances of a successful sale?

• How long will a sale take, and what is involved?

• Can confidentiality be maintained?

 

What do we do on Sales?

 

• Determine the maximum achievable value;

• Prepare an effective confidential information memorandum;

• Identify and approach candidates most likely to pay full value;

• Manage the negotiation process;

• Ensure the deal is closed.

 

What do we do on Acquisitions?

 

• Define the characteristics of a ideal partner;

• Identify and approach candidates;

• Evaluate the candidates on their environment;

• Ascertain the real value and negotiate on the basis of our valuation;

• Structure the transaction;

• Manage the negotiation process.

 

The HRD Investments' international partners bring to this division the knowledge of worldwide opportunities, business practices, company reputations, legal issues and pricing. This is extremely relevant in the M&A process, serving as a benchmark for a good negotiation.