English | CRUCIAL CAPITAL

Financial Advisory

CRUCIAL is an independent financial advisory firm specialized in cross-border transactions between USA/Europe and Brazil/LA.

COMPANY PROFILE +

Our DNA in finance leads us to a comprehensive approach to accomplish our client's financial goals, and in a unique way, strategically balance the pillars of Return, Risk and Liquidity. We hold close relationships within the financial markets in and outside of Brazil, providing our clients with access to platforms and funding. Our transactions to date were with leading institutions and investors in Brazil and abroad. We have carried out several studies of capital structure optimization, evaluating client financing and leverage conditions. We actively negotiate financing for our clients, seeking the most appropriate conditions regarding amortization schedules, rates, fees and guarantees.

SERVICES

Interim Management

We plan our work according to the proprietary StALL methodology - an analogy to the aerodynamic phenomenon known in aviation that causes the aircraft to lose support. The sustainability of a company depends on a series of factors that must act in a precise and coordinated way - in the case of an aircraft, its flight depends on factors such as speed, angles, wing model, etc.

Our products include Valuations, Diagnostics, Business Plans and Strategic Planning. Our services cover a series of Advisory, Interim Management, Consulting and Special Services, which include capital solutions through partnerships, asset sale, restructuring and capital raise.

Debt Raise

We have advised transactions that total US$ 550 MM. Our relationships within the financial market, provides access to platforms and funds, leading institutions, Family Offices and investors in Brazil and abroad. We have carried out several studies of optimization of capital structure, evaluating the conditions of leverage and financing of the client. We actively negotiate the debts of clients, seeking the most appropriate conditions for the client in terms of term, fees and guarantees.

Merger & Acquisitions | M&A

We advise our clients on the following steps in the M&A process:

Financial advisory and advice at all stages of the process.

Due Preliminary Diligence and Valuation Offering Memorandum

Business Negotiation and Structuring

Due Diligence Process Supervision

Closing supervision

Special Situations

Special Works Financial advice and counseling for clients in distress:

Turnaround management

Support for judicial recovery processes

Negotiation with Creditors.

TEAM

Felipe Samico

Economist from IBMEC and MBA from the University of Rochester with specialization in Corporate Finance, Felipe was responsible for Fixed Income Sales & Trading onshore and offshore in Brazil Plural. He worked at the Royal Bank of Scotland in Stamford, CT, responsible for Brazil Macro and participating in various debt operations in Latin America. He was part of the team of syndicated loans of Scotia Capital in New York and, previously, commercial credit structuring of Banco Pactual / UBS. Felipe has the CPA-20 certification issued by Anbima and the Series 7 certification by FINRA.

Chris Luth

Chris Luth spent most of the last decade at Liquidity Finance originating, structuring, and placing private transactions with large institutional asset managers. Chris started his career in the finance industry in 1995 and has focused most of his time and effort on global credit markets since then. Chris was a Managing Director at Knight Capital responsible for Emerging Market credit research and generating trade ideas. He also worked at Credit Suisse, Deutsche Bank, Dresdner Bank and ABN Amro originating, structuring and syndicating new issue bonds from Emerging Market issuers in Asia, EEMEA and Latin America. Chris also has seven years of buy-side experience at a credit hedge fund where he managed a portfolio of public and private debt from Emerging Market borrowers. He has a Bachelor’s Degree in Economics with honors from Colgate University.