Independence
We do not distribute financial products. Our opinion is not influenced by commissions or by partner institutions.
Brazil · Latin America · Europe
International academic partners
Companies, investors and institutions
What we do
Growth, Funding, Risk Control, Value and AI
Every project starts by understanding the decision problem — not by selling a financial product. The work is structured to be understood by the board, management and shareholders.
Growth
Multi-year planning, PPP advisory, cash pooling and valuation.
Funding
Corporate debt, project finance, working capital and fundraising.
Risk Control
ERM under ISO 31000 and COSO, risk matrix, hedging and reporting to governance.
Value
Mergers and acquisitions, financial restructuring and due diligence.
AI & Data-Driven
Independent validation of AI projects, dynamic risk governance and probabilistic valuation.
Equity and events
Corporate vehicles, executive forums and education programmes.
AI & Data-Driven
Advisory enhanced by artificial intelligence
Independent validation of AI projects, dynamic risk governance, probabilistic valuation and data-driven advisory for top management — under ISO 31000, COSO ERM, SR 11-7 and EBA Guidelines.
How we work
Three stages, with clear deliverables in each
Diagnostic
A read of the numbers, the market context and the corporate and regulatory constraints. We leave with the problem framed and working hypotheses defined.
Modelling
Quantitative build-up, scenarios and sensitivity analysis. Assumptions are documented and auditable.
Implementation
Action plan, instruments, policies and monitoring — with knowledge transfer to the internal team.
Equity
Corporate structure and capital, aligned with the business plan
We support partners and investors in structuring equity: defining vehicles, designing incentives, entry and exit of capital, and preparing for funding rounds or succession.
- Corporate structure and shareholder agreements
- Assessment and negotiation of equity entry or exit
- Preparation of financial information for investors
- Post-investment governance monitoring
When it usually makes sense
Situations where capital structure is part of the problem — not merely a legal detail.
- Family businesses in management or succession transition
- Investment rounds and fund entry
- Reorganisation of equity among shareholders
- Preparation for partial or full sale of the business
Registration desk — International Risk Management Conference.
Events
High-level content, flawless operations
We organise conferences, executive forums and education programmes that bring academia, market and regulators together — including Beautiful Minds in Finance LATAM (next edition in 2026) and the RBF World Conference. Content curation and event operations sit under the same responsibility.
Beautiful Minds LATAM
RBF World Conference
Executive forums
In-company education
Why RBF Latam
Independence, rigour and discretion
Quantitative rigour
Explicit assumptions, scenarios and documentation that allow every figure to be reproduced and challenged.
Confidentiality
Projects run under confidentiality, with restricted access to information and non-disclosure agreements from the first contact.
Shall we talk about your company’s next move?
An initial 30-minute conversation is usually enough to know whether it makes sense to proceed.