Customized solutions for your business

We conduct an in-depth analysis of the opportunities to enhance your company's value

Strategic and Financial Diagnosis

Financial analysis, market analysis, stakeholder interviews, definition of strategic drivers.
Estimated Timeline: 6 to 8 weeks.
Monitoring available.

Financial Diagnosis and Capital Restructuring

Financial analysis, market analysis, valuation, guidance on capital structure re-evaluation and debt restructuring.
Estimated Timeline: 4 to 6 weeks.

Mergers and Acquisitions
(M&A) Advisory

Full support in merger and acquisition processes, including valuation, preparation of investor materials, and negotiation support

A structured methodology for scaling results

At Unita, we take a meticulous approach to unlocking your company's precise financial potential

1. Analysis of the Current Situation

8. Implementation Monitoring

7. Strategic Planning

6. Strategy Definition and Valuation

5. Integrating the Pillars into the Model

4. Discussion of the Strategic Pillars

3. Company Financial Modeling

2. Internal / External Scenario Analysis

More than just delivering a PPT and a spreadsheet, we are partners in our clients' transformation, supporting the project's implementation

We analyze the company's history, implemented strategies, and past results, aiming to understand the client's context and situation

Once the pillars are properly simulated in the financial model and their effects are presented, the strategy is defined

Once the pillars are defined, they are tested and evaluated in the model to simulate their financial impacts and thus prioritize the initiatives

We present an overview of the pillars for H1, H2, and H3, discussing the key initiatives with the leadership team, along with the main findings and diagnoses

Following interviews, research, and document analysis, we conduct financial modeling for the company, taking its current scenario into account

Through interviews with company stakeholders and market research, we map internal and external aspects, as well as risks and opportunities

We present the diagnoses to the company and break down the strategic pillars and their respective, properly prioritized initiatives

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TALK TO US

felipe.leao@unita-ef.com