Conducted market research and target screening for potential transactions in Brazil and other Latin American markets
Gathered financial and economic data for model inputs
Applied financial modeling for both absolute and relative valuation methodologies
Calculated potential synergies within business transactions
Worked through the due diligence process with other advisory firms
Industries Covered: Real Estate, Materials, Information Technology and both Consumer Staples and Discretionary
Capital Raising Advisory and Management
Screened potential investors for venture firms
Coordinated cash flow management, capital budgeting and financial statements analysis of Haritz's venture capital investments
Company Description
Founded in Paris in 2012 and based in Sao Paulo since 2013, Haritz Capital is an independent financial advisory firm helping Brazilian and international clients preparing and executing financial transactions. Its services include business structuring, governance advisory, mergers & acquisitions and capital raising.
Participated in the turnaround advisory of one of the major Brazilian business conglomerates through the following:
Conducted market research and data gathering for model inputs
Provided aid for analysts and associates in model construction and analysis
Joined debt renegotiation meetings with lenders
Participated in the turnaround advisory of a clothing retail company in Brazil in which I was allocated in the Logistics and Supply Chain department. Worked majorly in the following tasks:
Conducted together with the A&M team S&OP from a bottom-top perspective highlighting each store demand and inventory requirements
Coordinated together with A&M team supply chain management in order to achieve such requirements
Constructed and kept updating inventory aging and turnover ratios in order to track SCM & Logistics efficiency
Company Description
Alvarez & Marsal (A&M) is a global professional services firm notable for its work in turnaround management and performance improvement of a number of large, high-profile businesses both in the USA and internationally such as Lehman Brothers, HealthSouth, Tribune Company, Warnaco, Interstate bakeries, Target, Darden Restaurants and Arthur Andersen.
Conducted credit analysis and risk assessment of corporate clients through financial statements and quantitative credit models
Coordinated the creation and update of a weekly macro bulletin with key variables for the Sales Finance department to track, including commodities prices, both clients and competitors' equities, currencies, interest rates and specific derivatives instruments
Executive Aviation
Conducted market research together with the Business Intelligence department in order to keep track of price updates and secondary market values for corporate jets
Company Description
Embraer S.A. is a Brazilian aerospace conglomerate that produces commercial, military, executive and agricultural aircraft and provides aeronautical services. It is headquartered in São José dos Campos, São Paulo State.
The company is the third largest producer of civil aircraft, after Airbus and Boeing.
