Equity investment support through professional and sophisticated structures.
structures to each
Our specialized team owns wide expertise in the investment vehicles structuring in different jurisdictions, advising on the most appropriate structure according the main goals disclosed by our clients. Some of the main goals pursued on setting up new investment vehicles are asset value protection, centralized and efficient wealth management, flexibility on new investments and portfolio management and fiscal optimization of income flows arising from assets held.
The concentration of the investment portfolio in a dedicated corporate structure can bring significant gains in operational efficiency in its management, and also allow tax optimization in case of assets / investors spread over the world, thus increasing the return for the investor. With a more detailed analysis, it will be possible to identify the structure that best suits the investor’s objectives, taking into account the nature of the investments under consideration, the risk assumed and the diversity of the income generated.
The MP Financial Advisory team has experience in gathering several like-minded private investors into short club deals for specific investment opportunities. By syndicating the equity ownership across a group of investors, each one reduces its concentration and is able to maintain the diversification of its portfolio of investments.
MP acts as main appointed Investment Advisor of each Investor Club, under the terms fully disclosed to the investors, and responsible for the full investment cycle management since screening stage until exit phase. A board of directors of the club would oversee the investment activities in accordance with the club’s agreed investment parameters
Provide a fully
to foreign investors
Various investors have been struggling to find professional local platforms which ‘speak their language’ while sharing common investment principles, report standards and values. Some markets are inherently local, with a deep understanding of the market dynamics being a crucial factor for successful investment. Recognizing this, various international investors have developed partnerships or acquired local platforms in order to implement their strategies in the Portuguese market.
MP Financial Advisory team offers a complete service, ranging from sourcing, execution, asset management and implementation of exit strategies. Being deeply rooted and combining a large experience and knowledge in the Portuguese market, we are the partner of choice for foreign private equities in finding and realizing profitable mid-sized acquisitions and investment opportunities in Portugal. The agreement should consider incentives / fee structure aligned with investors by tying a significant component to performance, and may involve investment programs or limited to a limited set of deals.
Using as reference the eight step PROCESS of John Philip Kotter, MP has created multidisciplinary programmes for supporting business leaders in managing the transformational challenges of their companies/businesses:
Supporting investors in driving and monitoring the implementation of the business model and value creation plans
CHANGING / SET THE SCENE
CHANGING / SET THE SCENE
Establishing a sense of urgency
Identifying crisis, potential crisis or major opportunities
Creating a guiding coalition
Getting the group of people that leads or will lead change to work together like a team
Developing Vision & Strategy
Creating a vision and developing strategies for achieving it
Communicating the Change Vision
Using every vehicle possible to communicate the new vision and strategies
Empowering broad-base action
Changing systems, policies, structures that undermine the change vision
Generation of short-term wins
Identifying activities that can gave immediate impact on results (P&L)
Reinvigorating the process with new projects, teams and change events
Anchoring new approaches
Articulating the connections between new behaviours and organizational success
BUSINESS DIAGNOSIS PROGRAMME
Factual and objective picture of the starting point
LEADERSHIP LAB PROGRAMME
(meetings and workshops with the guiding coalition):
Through a participative process, defining the desired change and, simultaneously, contributing to develop the Guiding Coalition. At the end, a Strategic Plan, structure into initiatives, and a more cohesive leadership team
IMPLEMENTATION SUPPORT PROGRAMME
(Focused Results Delivery)
After defining the Strategic Plan, it is essential to guarantee due discipline in its execution. To do this, the implementation support programme can be used. Focused Results Delivery (FRD), which presents specific methodologies and tools to guarantee the engagement of all relevant stakeholders and discipline in executing each initiative defined.