Our work is grounded in clearly defined operating principles.

PRINCIPLE 1

The types of projects we undertake require advanced knowledge and extensive experience.

For this reason, all transactions are planned and executed by our team of partners, who bring more than 20 years of professional experience across a wide range of environments: multinationals, family-owned businesses, the professional services sector, service companies, and industrial companies

This is one of our key differentiators, allowing us to bring a broader perspective and add greater value to the projects we take on. This means:

  • Providing bespoke services focused on the specific needs of each project.
  • Devising creative and imaginative solutions to business challenges for companies, business units, subsidiaries and more.
  • Offering high standards of quality and efficiency.

PRINCIPLE 2

We accompany and engage 100% in the implementation and execution of the services we provide.

Our work begins with thorough preparation of our client and their business prior to the transaction, which translates into achieving better results both financially and personally. Importantly, our role does not end on the day the transaction is signed, but rather:

  • We continue to support our clients post-transaction, helping them navigate transition requirements set by new owners and ensuring smooth business integration.
  • In some cases, a portion of the price may be subject to the achievement of certain targets. In such situations, we remain alongside our client, assisting in the necessary monitoring of target compliance or addressing any other issues arising from the completed transaction.
  • In other cases, such as when a new partner joins the company, our collaboration is not strictly financial; it also focuses on facilitating post-transaction coexistence (e.g., the adaptation of two different corporate cultures).

PRINCIPLE 3

In a market like ours, where companies are predominantly family-owned, we consider it highly important to approach certain situations carefully, given that they can be inherently complex.

In this regard, we have extensive experience in the family business environment, providing advice that is both close and pragmatic in guiding key decision-making processes.

We also apply this approach with company management (whether or not they coincide with ownership), addressing their most pressing and real challenges.

PRINCIPLE 4

Trust
We believe it is essential to build a relationship of trust with our clients. Trust is a key factor in the success of any project, as it allows our clients to:

  • Share their goals with us.
  • Be open about the current state of their business.

On the basis of these two elements, we can conduct a proper diagnosis and propose the best possible roadmap to help our clients achieve their goals. Without them, such a roadmap is very difficult to establish.

Confidentiality
Confidentiality is one of the fundamental pillars of our work, both to ensure the successful completion of transactions and to prevent these processes from interfering with the normal course of business operations.

Independence
We are accountable solely and exclusively to our clients, with no external constraints influencing the projects we undertake, as we make our decisions completely autonomously.

This provides us with significant flexibility when scheduling projects, with the sole purpose of carrying out the necessary tasks in the order and timeframe most convenient for our clients and for the successful completion of the transaction.

PRINCIPLE 5

Since our origins, we have considered it essential—and have consistently promoted whenever project circumstances allowed—the application of an international perspective to our projects. It is not enough to look for solutions “at home,” as “going abroad” often proves highly successful.

This philosophy has enabled us to build strong relationships with international corporate transaction firms, private investors and global industrial groups, giving us quick and effective access to a wide range of international markets.

Over time, we have developed a robust methodology and in-depth experience in cross-border transactions, having completed deals in which the counterparties were located in the following countries: Portugal, France, Italy, Qatar, Greece, Switzerland, Sweden, Germany, UK, Poland, Czech Republic, USA, Mexico, India, Malaysia and Brazil.

At the same time, these relationships have at times enabled our clients to be international companies interested in making an acquisition in Spain or divesting from a subsidiary located in our country.