Assessmoney

In today’s complex business world, securing the best deal in mergers and acquisitions (M&A) transactions requires M&A experts who can determine the true value of a business and find the right buyer or investor who can align with the seller’s company culture and operations.

“We are fully committed to accurately assessing the true value of a seller’s business in every engagement. To achieve this, we combine their financial fundamentals with market uncertainties, modern technologies, investor data, and a broad spectrum of M&A models,” shares Rogerio Bianchini Santini, founder and CEO of Assessmoney, a market leader in the M&A space with decades of experience in Latin America.

Assessmoney specializes in raising capital for small and middle-market companies to offer credit and investment solutions specifically designed for each business. It evaluates clients’ businesses from multiple perspectives, resulting in accurate price targeting and timely decision-making. The firm leverages its partnerships with leading global investors and institutions and promotes seller’s business valuations to a target of potential investors in line with their business profile. To ensure the best possible deal per the client’s requirements, it pre-qualifies the opportunities, homologating and validating them thoroughly. For investors, Assessmoney strives to provide them with optimal investment opportunities by offering various investment categories, including working capital, home equity, real estate, distressed assets, venture capital, private equity, and angel investment.

“We seek to approve each M&A transaction—credit, funding, or investment—after deepening our knowledge of the client’s business trajectory. We treat the opportunities with full responsibility towards investors and sellers, monitoring the entire transaction cycle until the effective expectation of the final result,” says Santini.

Assessmoney strives to preserve transparency, credibility, impartiality, reliability, and responsibility for investors and sellers.

This is highly beneficial for its operations across Latin America, as the region is facing complex scenarios in governance indexes, regulatory structure, and accounting standards. It acts as an interlocutor, guiding and advising investors and sellers to fulfill their objectives. Assessmoney has also structured itself to represent any investor worldwide, pre-qualifying and presenting the best investment opportunities, ensuring the financial return according to the original expectations, and periodically reporting on the respective indicators required for the transaction.

Differentiating Assessmoney is its approach to being a client’s trusted partner through the entire transaction cycle. It identifies the initial factors to establish a starting point in the M&A deals and develop expectations towards reaching the final objective in the mutual interest of the buyer and seller. Until the agreement ends, it conducts regular meetings with clients and looks after the due diligence. To that end, it gathers financial information about the client’s businesses from regulatory institutions and deploys its legal department to perform the due diligence. Assessmoney stays objective and pragmatic in directing every deal, even if it has to decline due to an incompatibility of interests.

Its capabilities were best displayed when Assessmoney helped an IT company that struggled to bring in an investing partner. Upon comprehending their business holistically, it understood that they were not ready for a sale and conveyed it to the client.

Assessmoney assisted in restructuring their company by developing a financial re-engineering plan which involved implementing strategies to increase revenue, optimizing tax planning, and adaptive renegotiation. New financing options were also explored with lower costs and longer terms to sustain the company’s growth phase. All this prepared the company for future capital contributions from third parties and eventually secured them an international investing partner.

When the market is getting increasingly complex for M&A transactions, Assessmoney’s expertise, holistic approach, and commitment to being client’s partners throughout the transaction lifecycle make them a trusted choice for investors and sellers.