For Whom?

 

We work with public, private, local and multinational companies, associations and partners on a project basis.

Our experience is supported by having developed institutional relationships and discourse strategies for financial publics in companies with complex businesses and regulated industries which have faced crisis and change management. It is complemented by participation in a variety of local and cross-border transactions including IPOs, equity and debt issuance.

Our financial literacy, systemic and strategic view of businesses, in depth capability of analyzing, interpreting and conceiving content make us uniquely prepared to offer discourse and structuring solutions to meet your needs.

  1. PRIVATE COMPANIES
    • Diagnosis of information needs and structure
    • Disclosure standard and information process structures development for communication
    • Positioning discourse and equity story message development
    • IR function structuring
    • Board and executive workshops – preparation for investor, creditor and financial intermediaries meetings
    • Board presentation and report models
    • Annual reporting – integrated portals and reports (IIRC Framework), sustainability reports
    • Information packages for private equities, financial intermediaries, creditors and M&A transactions
    • Informational content – institutional and IR websites 
    • Investor and media investor kits and fact sheets 
    • Presentations
  2. PUBLIC COMPANIES
    • Diagnosis of information needs and structure
    • Positioning discourse and equity story message development
    • Perception studies
    • Annual reporting – integrated portals and reports (IIRC Framework), sustainability reports, wrap-ups, Formulário de Referência and 20-F
    • Specialized financial content – MD&A (Inst. CVM480 Items 10 and 11), risk factors and explanatory notes in accessible language
    • Informational content – institutional and IR websites 
    • Earnings release models  
    • Investor and media investor kits and fact sheets 
    • Education
    • Interim management
  3. INSTITUTIONS, MULTINATIONALS AND PENSION FUNDS
    • Diagnosis of information needs and structure
    • Disclosure standard and information process structures development for communication
    • Positioning discourse message development
    • Annual reporting – integrated portals and reports (IIRC Framework), sustainability reports
    • Information packages for regulators, authorities, financial intermediaries, creditors and M&A transactions
    • Informational content – institutional and IR websites 
    • Media kits and fact sheets 
    • Presentations
  4. PARTNERS

    Investment banks, assurance, tax and advisory firms, legal, corporate governance and sustainability advisors, IR services, public relations, IT and design firms as well as executive education institutions are regular partners whose services share affinity and are complementary to ours.