Corporate & Finance Strategy;
Reorganization, Transformation & Restructuring;
Capital Structure, Corporate Risk management & Capital Allocation Decisions;
Growth Strategy;
Corporate Preparation for Strategic Moves (IPO, M&A);
Value Creation M&A (Sell, Spin-off, Merge);
Value Creation Acquisition Strategy and Settlement (LBO & Others);
Crisis Management & Negotiations;
Entrance in Brazilian Market; *
Expansion in Brazilian Market Assessments (Strategy, Network, Partnerships).*
* Dedicated to international clients.
Corporate finance is a toolbox to create value and makethe world a better place;
Knowledge and experience is never enough;
Creativity is the ability to make knowledge useful;
Time is our most precious asset;
Complex questions demands simple andsophisticated, but never simplistic answers;
Intellectual honesty is always the best service;
Ethics and principles are not negotiable;
We never go to parties we have not been invited to;
Only charge when we honestly believe we have createdvalue for the client;
Unimplemented advice is useless for the client.
Complex problems requirestailormade solutions.
Each corporate shouldseek its own strategiccompetitive advantages.
The capital structure strategy integrated as a component of the corporatestrategy is the most efficient route to preserve and align shareholders returnswith a value creation strategy.
Long-term relationship
Transactional relationship
M&A / Fundraising & Corporate Restructuring are just alternatives
M&A / fundraising & corporate restructuring are lines of product
Deep hands-on approach
Work based on “top level” information
Advice on operational value creation
Do not advise on operational assessments
Do not cover financial sponsors, no conflict of interest
Cover financial sponsors, possible conflicts of interest
Only work for few and selected clients
Work on as many transactions as possible, seeking the benefits of scale
Do not work as a broker
Preferably work on cases limited to “open bidding auctions”
Do partnerships with other advisors when it is in client’s interest.
Hardly work in partnership with other advisers.
If you want a long-term oriented trusted advisor relationship
If you want a short-term transactional exchange
If you want a trusted advisor that will recommend the best strategy, even when itdoes not trigger any transaction success fee
If you do not want to hear different thoughts or strategies
If you want a critical and strategic approach, strengthening the client for all possiblefuture scenarios and not just for one kind of transaction
If you do not want a critical approach to the company as a whole and just want anadviser that “sells it as it is” for the best price possible
If you understand that a competitive bidding process is just one of many alternatives
If you just want a broker for a competitive bidding process based on price
If you understand the value of having singular focus and priority
If you do not see value in an exclusive advisory service, if you only want a broker todo a transaction at the cheapest brokerage fee possible
If you want an advisor who understands how strategic advice connects to yourcompany’s operations on-the-ground.
If you are not concerned that the party advising you on major actions does not havethe background to understand how your company operates on-the-ground.
REAL WORLD FACTS
ECONOMICS THEORY
FINANCE THEORY
BUSINESS ADMINISTRATION ACADEMICS
CORPORATE FINANCE TECHNIQUES
CORPORATE FINANCE PREMISSES
LEGAL FRAMEWORK IMPACTS
BUSINESS AND CAPITAL VALUE CREATION ARE INTEGRATED
IMPACTS ON CORPORATE AND EQUITY VALUE CREATION ARE TARGETS
IT REQUIRES PERFECT ALIGNEMENT AMONG PARTIES
Mr. Alexander holds a B.S and an M.S. in Economics from PUC-Rio and hasattended several executive education programs at the most prestigious businessschools. He has lectured Applied Corporate Finance at the PUC-RIO EconomicsDepartment since 2018.
As Acf’s Managing Partner, Mr. Alexander has worked with several differentBrazilian and international companies in a diversified range of sectors andbusinesses.
Mr. Alexander is specialized in Financial Strategy, Corporate Governance,Strategy and Negotiation. On multiple, occasions Mr. Alexander had served aschairman, board member, advisory board member and managing committeecoordinator at various enterprises.
Mr. Alexander is the creator of Acf’s proprietary corporate finance strategymethodology: Capital Structure Integrated Strategy - Capsis ®