Corporate Finance Advisory

We support senior management, boards, and shareholders in strengthening financial performance, optimizing capital structure, and navigating complex corporate transitions. Our work integrates CFO-level financial strategy, treasury management, valuation, liquidity engineering, and multijurisdictional execution — ensuring that every decision is grounded in financial discipline, operational reality, and long-term value creation.

Corporate Finance often intersects with Capital Raising and Project Finance, especially for companies evaluating whether to fund growth at the corporate level or through asset-level structures. In many cases, a Project Finance structure provides superior leverage, reduces equity dilution, and improves developer valuations — a lesson proven across oil, gas, and power, where commodity-based revenues do not adjust to inflation and high leverage is essential to maintain returns. Even companies with strong pricing power and high margins can benefit from project-finance logic, using presales, take-or-pay structures, and asset-level financing to accelerate growth and enhance long-term value.

Our Role in Corporate Finance

We help companies diagnose financial performance, restructure balance sheets, optimize capital allocation, and design financial strategies that support sustainable growth. Our role spans valuation, liquidity strategy, treasury optimization, governance, and crisis-tested restructuring — always aligned with the needs of shareholders, lenders, and strategic partners.

We also evaluate when a Project Finance Structure is more efficient than traditional corporate financing, particularly for capital-intensive projects where asset-level leverage can significantly reduce equity dilution and enhance long-term IRR for developers.

Corporate Finance Process Framework

Our Approach to Corporate Finance

• Deep financial modeling and scenario analysis
• Capital structure optimization and liquidity strategy
• Governance and board-level decision support
• Multijurisdictional financial execution
• Crisis-tested restructuring and turnaround frameworks
• Evaluation of corporate vs. project-finance structures for optimal leverage and risk allocation
• AI-enhanced financial modeling, diagnostics, and scenario forecasting to strengthen decision-making

We do not limit ourselves to traditional corporate finance structures. When standard models fall short, we engineer and architect alternative structures that combine corporate finance, project-finance logic, capital-raising mechanisms, and AI-enhanced financial diagnostics. This allows us to design financing architectures that outperform classic approaches, reduce dilution, improve leverage, and align risk and return more effectively than conventional advisory models.

Capital Structure & Liquidity Strategy

We evaluate capital structure, leverage, liquidity, and covenant frameworks to design financially sustainable strategies. Our work includes refinancing, debt optimization, liquidity engineering, and lender‑aligned financial planning — ensuring companies maintain resilience across market cycles.

• Capital Structure Assessment & Optimization
• Liquidity Engineering & Cashflow Stabilization
• Debt Refinancing & Covenant Realignment
• Leverage Strategy for IRR Enhancement
• Scenario‑Based Stress Testing & Risk Diagnostics

Valuation, Modeling & Financial Diagnostics

We build detailed valuation models, financial projections, and scenario analyses to support M&A, capital raising, restructuring, and strategic planning. Our diagnostics identify financial inefficiencies, operational gaps, and value‑creation opportunities across the organization, ensuring that decisions are grounded in analytical rigor and real operating conditions.

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• Valuation Modeling for Transactions & Strategic Decisions
• Financial Forecasting & Multi‑Scenario Analysis
• Performance Diagnostics & Efficiency Benchmarking
• Cashflow, Margin & Sensitivity Analysis
• AI‑Enhanced Modeling for Risk & Opportunity Identification

Treasury Management & Cashflow Optimization

We design treasury systems, liquidity strategies, and cashflow frameworks that improve financial control and operational performance. Our experience includes multilateral banking, investment management, cashflow waterfalls, and liquidity programs for complex, multijurisdictional operations. The objective is to strengthen financial stability, enhance visibility, and ensure that liquidity supports both short‑term operations and long‑term strategic goals.

• Treasury System Architecture & Operational Frameworks
• Cashflow Waterfall Design & Optimization
• Liquidity Management for Multijurisdictional Operations
• Working Capital Strategy & Cash Conversion Cycle Improvement
• Investment Management & Short‑Term Liquidity Programs

Corporate Restructuring & Turnarounds

We support companies navigating financial distress, operational challenges, or strategic transitions. Our restructuring work integrates liquidity stabilization, debt renegotiation, operational realignment, and crisis‑tested financial engineering — restoring stability and positioning the company for long‑term recovery. We focus on protecting value, strengthening cashflow, and aligning stakeholders around a clear, executable path forward.

• Liquidity Stabilization & Short‑Term Cashflow Control
• Debt Renegotiation, Covenant Reset & Lender Alignment
• Operational Realignment & Efficiency Programs
• Turnaround Strategy & Execution Frameworks
• Crisis‑Tested Financial Engineering & Recovery Planning

Governance, Board Advisory & Strategic Decision‑Making

We advise boards and senior leadership on governance, capital allocation, risk management, and long‑term strategy. Our work ensures alignment between shareholders, management, and financial stakeholders, strengthening decision‑making and improving organizational performance. We bring CFO‑level insight, cross‑border experience, and a clear understanding of how governance structures influence financial outcomes and strategic execution.

• Board‑Level Financial Advisory & Strategic Alignment
• Governance Framework Design & Implementation
• Capital Allocation Strategy & Portfolio Prioritization
• Enterprise Risk Management & Oversight
• Long‑Term Strategic Planning & Decision Support

Why INVX

INVX brings CFO‑level financial leadership, cross‑border execution capability, and crisis‑tested experience across Latin America, the United States, Europe, and emerging markets. Our work integrates corporate finance, capital raising, and project‑finance architecture — a rare combination that allows us to evaluate the optimal structure for each mandate, whether corporate‑level, asset‑level, or hybrid.

We also leverage AI‑enhanced financial modeling and diagnostic tools to foresee structural weaknesses, evaluate risk, and optimize financial architecture with greater clarity and precision.

Our ability to engineer non‑traditional, hybrid financial structures — beyond the templates used by most advisory firms — allows us to deliver solutions that are tailored, efficient, and structurally superior.

Start Your Corporate Finance Advisory Process

We work with senior management, boards, and shareholders to strengthen financial performance, optimize capital structure, and support long‑term strategic decisions. For execution, see Capital Raising. For asset‑level structures, see Project Finance.

INVX does not apply standard structures — we engineer the structure that best serves the client.