We support the full life cycle of investment interests starting from the identification of investment opportunities in high interest sectors of the economy, up to the successful execution of a transaction among interested parties. Our services are organized around 3 types of needs, namely:
Investment Opportunities and Interests Observatories, providing systematic access to information, across key topics of investor interests in relation to high potential sectors of local economy. Currently available information is organized and constantly updated across several themes, such as:
- Real estate investment opportunity report
- Tourism investment opportunity report
- Renewable energy & water investment opportunity report
- Construction & infrastructure investment opportunity report
- Logistics investment opportunity report
- Technology investment opportunity report
- Food & agriculture investment opportunity report
- Distressed companies investment opportunity report
In addition, we provide tailor made investment opportunity reports, following specific requests of our clients.
Sell-side Investment Advisory Services, identifying potential investors and bringing the client in contact with them, in the aspect of:
- Transaction model definition
- Market sounding
- Investor identification and negotiation
- Execution of first level of communication without disclosing seller party identity
- Facilitation of exchange of information among potentially interested investors and our client
- Processing of information to meet investor requirements based on available client data
- Supporting the client response to specific investor questions about the anticipated transaction
- Liaising with other advisors of our client or the investor (e.g. legal, accounting, technical) to ensure an integrated approach in handling investor requirements, Supporting the establishment of valuations in view of the anticipated transaction
- Supporting the development of the “Heads of Agreement” defining the key terms and conditions for client and investor while executing the transaction
- Agreement finalization and execution
- Addressing due diligence findings (legal, financial, technical),
- Working closely with the legal advisors of the two parties developing the legal documents of the agreement and supporting its signing,
- Successfully executing in time and content any conditions precedent that are anticipated for the agreement to become in force
Buy-side Investment Advisory Services, identifying business opportunities, the client would be interested in, such as:
- Opportunity identification and selection
- Country assessment
- Sector assessment
- Potential target profiling
- Confidential potential target interest exploration
- Preliminary valuation
- Target evaluation and negotiation
- Business due diligence
- Technical due diligence
- Legal due diligence
- Financial due diligence
- Valuation analysis
- Heads of agreement drafting
- Agreement finalization and execution
- Addressing due diligence findings (legal, financial, technical)
- Working closely with the legal advisors of the two parties developing the legal documents of the agreement and supporting its signing
- Successfully executing in time and content any conditions precedent that are anticipated for the agreement to become in force
Taking benefit from the capabilities of the broader service portfolio of PLANET group, we are uniquely positioned to integrate the value of our Investment Advisory Services with value offerings along other relevant service lines (e.g. funding, engineering management, post-merger integration, etc.).
