When a group has several entities, the numbers have to close together.
BPO and controllership at scale, mergers and acquisitions (M&A), restructuring and compliance for groups and large corporations.
Does this sound familiar?
- My operation is complex, with several entities and a difficult consolidation.
- We leave tax efficiency on the table for lack of review.
- We have M&A or restructuring under way without integrated advisory support.
- Investors or the regulator require board governance and compliance.
First engagement
Where Veltis starts
BPO and controllership at scale
Accounts payable and receivable, reconciliation and closing. Management P&L by area, product or business unit, plus monthly reports for the board and investors.
Practice: Management
M&A, valuation and restructuring
Company valuation and the buying and selling of companies (M&A), for both sellers and buyers. Also financial and accounting due diligence and advisory on renegotiating liabilities. Veltis advises; transactions are carried out by authorized institutions and investors.
Practice: Capital
Compliance, ESG and board governance
Setting up an advisory board, with agendas, minutes and KPI tracking, for the governance that investors and regulators require.
Practice: Protection
In the ecosystem
Which practices get involved, and in what order
Practices are listed in the order in which each one starts work. The assessment shows which ones fit your company.
Practices in this journey
- Base, inactive practice
- Management, active practice
- Capital, active practice
- Protection, active practice
- Technology, active practice
- 01
Management
Supports operations at scale: BPO and controllership, with monthly reports for the board and investors.
Areas involved
- 02
Capital
Handles the group's capital structure: valuation, M&A, due diligence and restructuring.
Areas involved
- 03
Protection
Handles the compliance and board governance that investors and regulators require.
Areas involved
- 04
Technology
Brings automation and dashboards connected to the ERP the company already uses, without forcing a system change.
Frequently asked questions
Questions from anyone evaluating
Do I need to already have an investor or buyer identified before asking for help with M&A?
No. We also help structure the transaction and identify the most suitable candidates.
Does Veltis lend money to my company?
No. On capital structure, Veltis advises: valuation, M&A, restructuring and the connection with authorized financial institutions and investors. Credit is always granted by the financial institution.
Can Veltis operate the company's bank account?
Only with the client's explicit authorization. We define the access level and the approval limits together with you.
Updated on
Talk directly about how your company operates.
Veltis acts as an advisory firm for fundraising, corporate finance and restructuring. It is not a financial institution, does not hold authorization from the Banco Central do Brasil, and does not grant, lend, originate or offer credit. Credit and investment transactions are carried out by authorized financial institutions and investors. This content is informational in nature and covers legal, corporate and wealth services, in accordance with Provimento 205/2021 of the Brazilian Bar Association (OAB).