Transaction management

Services

Transaction management

  • Customized professional confidentiality agreements
  • Customized transaction planning and structuring
  • Planning and structuring of the Due Diligence process
  • Full Financial, strategic, and risk assessment
  • Negotiation and drafting of contracts and documents, e.g., purchase agreements, in-out licensing, and/or distribution
  • For mergers/ acquisitions: customized and detailed take-over and integration plans
  • For spin-offs/ divestments: customized and detailed hand-over and separation plans
Talk to a consultant
Gestion de la transaccion
Varieties

Financial outsourcing can help you reach your goals

As investing becomes more complex, it becomes increasingly difficult to make the right choices. We can help ensure the right staff, systems, and expertise are in place through our institutional consulting. Our OCIO Outsourced Chief Investment Officer service shifts that burden to us, allowing nonprofits to pour their passion into fulfilling their mission.

Identificación de fuentes de inteligencia de negocios y análisis ejecutivo de mercado con tendencias, oportunidades y riesgos

Investment Policy Statement

Financial Outsourcing Communication and Reporting

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Portfolio

Goal-Based Management of Institutional Portfolios

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