Valuation, due diligence and M&A backed by your company's accounting.
Selling, buying or bringing in a partner starts with knowing what the company is worth and what the other side will find in it.
Veltis acts as an advisory firm and is not a financial institution. Credit and investment transactions are carried out by authorized financial institutions and investors.
Other areas of this practiceCapital
What we do
What is included in Corporate finance
We advise on company valuation, on the review of numbers and risks (due diligence) and on buying and selling companies (M&A).
Valuation
Company valuation using multiple methods, for a sale, a new partner, succession or accounting purposes (valuation reports, PPA, impairment).
Selling companies (M&A sell-side)
Preparing the company for sale: organizing data, investment memorandum and running the process with potential buyers.
Buying companies (M&A buy-side)
Support in identifying acquisition targets and running due diligence.
Financial and accounting due diligence
In-depth review of numbers, contingencies and risks before closing any transaction.
Financial modeling
Projections and capital structure to support the negotiation and the post-transaction period.
How it works
How the work happens
- 01
Assessment and indicative valuation
We understand your goal (selling, buying, valuing) and present an initial value range.
- 02
Preparation
We organize financial data, contracts and corporate information for due diligence.
- 03
Structuring the process
Investment memorandum (sale) or target mapping (purchase).
- 04
Negotiation and due diligence
We run the process with the prospective counterparties, supported by the company's lawyers or partner lawyers.
- 05
Closing and integration
We advise on the closing and, when it makes sense, on integration and follow-up after the transaction.
Who it is for
Who this area is right for
Getting started
Valuation for bringing in a new partner or planning a future sale of the business.
Growing
A structured process for a partial or full sale, or the acquisition of a competitor or supplier.
Large companies
Complex M&A, valuation reports for accounting purposes (CPC 15 and CPC 01) and corporate reorganizations.
In the ecosystem
What connects to this area
Protection (Corporate structure)
Every M&A deal involves a contract, warranty clauses and a corporate structure. Legal and finance work together from start to closing.
Base
Due diligence moves faster when the accounting has been organized for years.
Capital (Fundraising)
An acquisition often needs capital. The fundraising area helps prepare the buying company to seek it from authorized institutions.
Frequently asked questions
Questions from anyone evaluating
How long does an M&A process take?
It varies a great deal with complexity and the number of interested parties. The timeline is only estimated after the assessment, and no closing depends on Veltis alone.
Does the initial value range count as an official valuation report?
No. It is an indicative estimate to guide the initial decision. Formal valuation reports require a separate process.
Does Veltis take part in the negotiation with the buyer or seller?
Yes, we advise on the negotiation, always with the company in control of final decisions.
Do I need a lawyer in addition to Veltis?
Yes, the legal structuring of the contract is done by lawyers. Veltis works together with partner lawyers or with the company's legal team.
How does confidentiality work during the process?
M&A processes are usually conducted under a confidentiality agreement (NDA) between the parties, and the company's information is treated as confidential.
Updated on
Go into due diligence with your company's numbers in order.
Veltis acts as an advisory firm in corporate finance, valuation and M&A transactions. It is not a financial institution, does not hold authorization from the Banco Central do Brasil (Brazil's central bank) and does not grant, lend or originate credit. Indicative value ranges do not replace a formal valuation report.