Otto Partners – Otto Partners

Eight in Italian. A numeral whose graphical representation refers to infinity and prosperity. A name that can be read backwards. This palindrome reminds us that what we sow today will come back to us in the future. We believe that everything we do should reflect in ensuring sustainable relationships in the long term.

A partnership that creates value for your business.

The way we ensure long-lasting relationships is with seriousness, competence, and hard work, but in a light way. We are a business boutique focused on medium and large companies. We were born from the partnership of associates with extensive business experience in various sectors and with the goal of adding value to our clients and their companies through a differentiated quality service.

What we do

A partner for many solutions.

We are a business boutique focused on medium and large companies. We were born from the union of professionals with extensive business experience in various sectors, with the aim of adding value to companies. Through our multidisciplinary experience, we seek to complement our clients' competencies in their needs, offering the following services...

Otto Partners is a boutique specialized in M&A, financial consultancy and fundraising.

We advise companies and investors in their operations in the capital markets, through valuation analyzes and coordination of company purchase and sale processes.

Being alongside our clients at decisive moments, offering exclusive advice with a robust relationship network and always bringing innovative structures to maximize and unlock value in operations.

Frequently asked questions from our clients

“We were approached by a company/investment fund interested in investing/buying our business (totally or partially), how should we proceed?”

“My business doesn't have a successor, when should I sell the company?”

“How should I evaluate the entry of a new partner?”

Guidance to Optimize Financial Management for a Company or Individual, Improving Financial Health and Driving Growth

Financial consulting is a specialized service offered by professionals or companies with expertise in financial management. The primary goal of this service is to provide personalized guidance and strategies to help companies or individuals better manage their finances, improve their financial health, and achieve their economic objectives efficiently and sustainably.

Main Areas of Focus in Financial Consulting:

Financial Planning:
- Development of detailed financial plans, including budgets and cash flow projections.
- Setting short, medium, and long-term financial goals.
Investment Management:
- Analysis and recommendation of investment opportunities aligned with the client’s objectives and risk profile.
- Monitoring and adjusting the investment portfolio to optimize returns and minimize risks.
Financial Structuring:
- Organizing the capital structure, determining the best combination of debt and equity to finance operations.
- Analysis of financing options, such as issuing shares, debt securities, bank loans, and others.
Financial Restructuring:
- Reviewing and reorganizing finances for companies in financial distress.
- Implementing measures to improve liquidity, reduce costs, and reestablish financial stability.
Risk Management:
- Identifying, analyzing, and mitigating financial risks that could negatively impact the business.
Tax Organization:
- Tax planning and optimization to reduce the tax burden within legal limits.
- Advising on fiscal and regulatory issues.
Accounting and Managerial Organization:
- Analysis of the Balance Sheet and Income Statement.
- Formatting of managerial reports based on cash flow.

Frequently asked questions from our clients

"Am I making money? How much?"

“My numbers don't add up. Where am I going wrong?”

“My team is not keeping up with financial processes. Do I need to make new hires?”

“How can I obtain useful information from my finances to improve my business??”

Corporate governance is a set of practices and policies that guide the management of a company, aiming to increase transparency, accountability, and efficiency in decision-making. Our corporate governance service is designed to help organizations establish, review, and improve their governance structures, promoting a more ethical and sustainable business environment.

Objective

To provide companies with a robust corporate governance framework that facilitates decision-making, ensures compliance with regulatory standards, protects stakeholder interests, and improves long-term organizational performance.

Services Offered:

Governance Structure Evaluation:
- Review of current governance practices.
- Identification of strengths and areas for improvement.
- Development of an action plan to implement improvements.
Development of Policies and Procedures:
- Creation of codes of conduct and ethics.
- Establishment of compliance and risk management policies.
- Definition of decision-making and oversight processes.
Compliance and Risk Management:
- Identification of corporate risks and development of mitigation strategies.
- Implementation of risk monitoring and control systems.
- Ensuring compliance with local and international regulations.
Board of Directors Structuring:
- Assistance in the formation and organization of the board of directors.
- Definition of responsibilities and governance processes for board members.
- Training and capacity-building for board members.
Transparency and Communication:
- Development of internal and external communication strategies.
- Creation of sustainability and corporate governance reports.
- Implementation of transparency practices with stakeholders.
- Alignment of governance structures among merged companies.

Our corporate governance service is committed to supporting your company in creating a solid and efficient structure that not only meets regulatory requirements but also promotes a healthy, ethical, and sustainable business environment. We work in partnership with our clients to ensure that every aspect of governance is carefully planned and executed, contributing to the success and longevity of the organization.