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Xherpa is an independent investment banking firm specialized in sophisticated financial advisory.
We advise businesses and investors in strategic movements of Mergers and Acquisitions and Capital Raising in Brazil and across the world.
Our Values
Xherpa is an independent and specialized investment banking firm that values excellence, long-term relationships and the best possible result.
High Level
of Specialization
We advise our clients exclusively in specialized services of Mergers and Acquisitions and Capital Raising.
Relationship
Value
We seek total alignment with our clients and never assume a position of possible conflict of interests.
We do not invest, concede credit, we do not sell products, or anything that may disperse our focus or generate conflict of interests with clients and investors.
Quality of
Services
We seek to execute every project meticulously, acting tirelessly and dealing with discomfort, always with the involvement of our most senior competencies.
Discipline in the
Pursuit of Results
We work hard, with focus and discipline. We never accept anything but the best possible result.
SERVICES
Mergers and Acquisitions
Xherpa advises buyers and sellers in the development and execution of merger and acquisition strategies, leading every step of the process with all the support necessary for successful closure of the transactions.
Key points:
- We have the goal of advising our clients on the long-term;
- Our “boutique” structure allows for close-proximity advising with confidentiality and independence;
- Our partnerships amplify our geographic reach and access to investors in the international market;
- We rely upon extensive multi-sectoral understanding and experience in M&A processes, contributing to chances of success and added value in our transactions.
Sell-side Roadmap
Preparation
- Elaboration or revision of business plan;
- Financial analysis and valuation;
- Development of marketing materials (Information
- Memorandum and Teaser);
Identification of potential investors and buyers.
Marketing
- Contact with potential investors or buyers;
- Positioning and presentation to potential investors and buyers;
- Organization of meetings with the administration and site visits.
Initial Negotiations
- Receiving, evaluation and negotiation of non-binding proposals;
- Establishing criteria in selection and aid in qualifying potential investors and buyers for Due Diligence.
Diligence
- Organizing meetings with the administration and site visits;
- Joint coordination with auditors and lawyers for access to a data room;
- Joint coordination with auditors and lawyers for fiscal, labor, legal, financial and operational due diligence;
- Coordination of interaction process with potential candidates.
Final Negotiation and Closing
- Receiving, evaluation and negotiation of binding offers;
- Establishing selection criteria and qualifying of potential investors and buyers to negotiation of transaction documents;
- Negotiation of transaction documents, notably mutually agreed upon by owners, purchase contract with the intention of closing the transaction.
Buy-side Roadmap
Preparation
- Understanding the strategic plan of acquisitions;
- Establishing criteria for target selection;
- Identification of potential targets.
Approximation and Analysis
- Approximation to main targets;
- Collection and analysis of relevant information;
- Preparation of financial analysis;
- Elaboration of investment memorandum;
- Coordination of process and interaction with main targets.
Selection and Initial Negotiation
- Establishing target selection criteria;
- Main target selection for initial negotiation;
- Elaboration and negotiation of non-binding proposals.
Diligence
- Meetings with Management and site visits;
- Joint coordination with auditors and lawyers for fiscal, labor, accounting, legal, financial and operational Due Diligence;
- Coordination of interactions with potential candidate(s).
Final Negotiation and Closing
- Elaboration and negotiation of binding proposals;
- Negotiation of transaction documents, purchase and sales contracts or investment documents with the intent of closing the transaction.
Capital Raising
Xherpa integrates experience in debt and capital raising to provide wide-ranging advisory about capital structure and develop tailored financing solutions to the specific needs of each company. These products are categorized as Private Equity and Private Debt
Key points:
- We seek to advise our clients about all aspects of raising capital and debt, including assistance in identifying and evaluating potential strategies to define ideal capital structure and sources of complimentary capital.
- Xherpa possesses a team with experience and close access to main investors in the capital and credit markets national and international, ranging from financial institutions to asset management firms.
Capital Raising Roadmap
Preparation
- Elaboration or revision of Business Plan;
- Preparation of financial analysis;
- Development of marketing material (InfoMemo and Teaser);
- Identification of potential investors and buyers.
Marketing
- Approximation to potential investors or buyers;
- Aid in positioning and presentation to potential investors and buyers;
- Organization of meetings with administration and site visits.
Initial Negotiation
- Receiving, evaluation and negotiation of non-binding offers;
- Establishing criteria for selection and aid in qualification of potential investors and buyers for Dua Diligence.
Diligence
- Organization of meetings with Management and site visit;
- Joint coordination with auditors and lawyers for the preparation and access to data rooms;
- Joint coordination with auditors and lawyers for fiscal, labor, accounting, legal, financial and operational Due Diligence;
- Coordination of interaction process with potential candidate(s).
Final Negotiation and Closing
- Receiving, evaluation and negotiation of binding proposals;
- Establishing criteria for selection and aid in qualification of potential investors and buyers for negotiation of transaction documents;
- Negotiation of transaction documents, purchase and sale contracts or investments with the goal of closing the transaction.
Our team has the mission of guiding companies to the top with safety and agility
Across the world from our headquarters, there is a folk with incredibly synergic culture with our team and purpose. A unique people in the world, with singular abilities for human beings and an amazing lightness in dealing with challenges. They are responsible for guiding all of those who seek to reach the top of the world.
The Sherpas are a Tibetan people who live in the Himalayas at extreme altitudes for centuries. A simple and humble group of people that differ from the rest of the world in their capacity to face challenging situations like the altitude and low temperatures. Skills which differentiate them from everyone else and characterizes them as the best guides in the world.
Much more than only knowing the safest and most agile course to reaching the top of the world, on their backs, the Sherpas carry tents, food, gas, clothes and oxygen tanks and, in some instances, even other climbers. Besides, they are the ones responsible for setting up bases and bringing them down once the rest stop is over.
Not too different from the Sherpas, our team has the mission to guide companies to the top with safety and agility. We seek to be at every moment, side by side and caring for every business as if it was living and breathing. We prepare each step, always attentive to safety, guiding by hand if necessary and when the weather gets bad, we wait. Because the top will always be there.
XHERPA CLIMB PROGRAM
A series of meetings throughout the year on strategic content in Geopolitics and Economics taught by Heni Ozi Cukier and Paulo Gala, to enhance our clients' decision-making processes.
Brazilian Economy 2023 with Paulo Gala:
Discussion on the Brazilian economic scenario with emphasis on inflation, growth, interest rates, fiscal rules and new government policies.
Geopolitical Context 2023, with Heni Ozi Cukier:
Current affairs in geopolitics with an economic view, seeking to understand the ongoing changes to the business environment and discuss how they have affected companies and investors.
Latin America Economy, with Paulo Gala:
Session on the current economic situation in Latin America, with a focus on exports, discussions on why Latin American countries have not been able to transition from simple to complex products, and on foreign exchange reserves.
Geopolitics of Latin America, with Heni Ozi Cukier:
Session on the geopolitics of Latin America with an economic perspective, we explored the unique geographical nuances of Latin America and how they influence geopolitical and economic relations. Additionally, we delved into a thorough discussion of the significant impact of China in the region.
Global Economy, with Paulo Gala:
Session on global economic outlook. Analyzing the impacts of interest rate hikes in different countries, the performances recorded in the first half of the year and the main trends for the second half with a focus on China and the United States.
Global Geopolitics, with Heni Ozi Cukier:
In this session we talk about Global Geopolitics, with Professor Heni Ozi Cuckier. We address the correlation of social and economic issues with a focus on current events that have occurred in recent months.
2024 Economic Scenarios, With Paulo Gala:
In this meeting, Paulo Gala discusses his prospects for 2024, considering the economic performance from 2023 to date and current events.
2024 Geopolitics Scenarios, With Heni Ozi Cukier:
Heni brings his views on the main points of attention for decision-making in our business and investments, in light of the main current geopolitical events, such as the war between Israel and Hamas, the expansion of BRICS and the continuation of the war between Russia and Ukraine.
Dr. Renato Paes de Barros Street, 955
Itaim Bibi – São Paulo – SP, 04530-001
contact@xherpa.com.br