Mergers & Acquisitions (M&A) Advisory

Our Role

We advise shareholders, founders, boards and management teams through complex buy-side, sell-side and cross-border transactions. Our role is to protect value, align governance, engineer transaction structures and guide negotiations with clarity and discipline. We bring our Project Finance expertise into M&A by architecting and engineering each transaction with the same rigor applied to large-scale, multi-stakeholder projects. This ensures that valuation, incentives, documentation and execution are grounded in economic logic and long-term shareholder objectives. For more on our structuring discipline, see our Project Finance practice.

Sell-Side Advisory

We support shareholders and management teams in preparing, positioning and executing a strategic sale. Our process begins with a clear understanding of the company’s fundamentals, governance structure, financial performance and strategic trajectory. We engineer the transaction to maximize value, reduce execution risk and ensure alignment among all stakeholders.

Our sell-side mandates include readiness assessments, valuation discipline, financial modeling, buyer mapping, competitive process design, documentation support and negotiation strategy. We anticipate counterparty behavior, structure alternatives and manage the full lifecycle of the transaction—from initial preparation to closing—across Latin America, the United States, Europe, Asia and wherever your deal sits globally.

Buy-Side Advisory

We advise corporate buyers and financial sponsors seeking acquisitions that accelerate growth, expand capabilities or strengthen market position. Our approach integrates strategic analysis, valuation, synergy modeling, governance alignment and structuring intelligence.

We identify and screen targets, validate strategic fit, quantify synergies, assess risks and design transaction structures that support long-term value creation. We guide clients through due diligence, financing strategy, negotiation, documentation and integration planning. Our cross-border experience spans Latin America, the U.S., Europe, Asia and other global markets, ensuring that regulatory, cultural and financial complexities are addressed early and managed effectively throughout the process.

Valuation & Financial Modeling

We apply rigorous valuation methodologies and scenario-based modeling to quantify value, assess risk and support negotiation strategy. Our modeling framework integrates cash flow analysis, synergy quantification, sensitivity testing, capital structure impact and long-term strategic considerations.

We engineer valuation outputs that are clear, defensible and aligned with shareholder objectives. Our models support decision-making, negotiation strategy, financing discussions and board-level communication. We ensure that valuation is not a static number, but a dynamic tool that reflects incentives, risks and transaction structure.

Governance & Shareholder Strategy

We align governance, incentives and shareholder objectives to ensure that the transaction structure supports long-term value creation. Our work includes mapping decision-making frameworks, designing incentive structures, assessing governance risks and ensuring that all stakeholders understand the economic and strategic implications of the transaction.

We bring Project Finance discipline into M&A by engineering contractual architecture, risk allocation and incentive alignment. This ensures that the transaction is not only financially sound, but also strategically coherent and operationally executable. Our governance work reduces execution risk and strengthens negotiation position.

Cross-Border M&A Execution

We navigate the regulatory, cultural and financial complexities of cross-border transactions across Latin America, the United States, Europe, Asia and other global markets. Our approach integrates jurisdictional mapping, regulatory analysis, cultural intelligence, valuation adjustments, documentation standards and negotiation strategy.

We anticipate cross-border risks early, engineer structures that work across jurisdictions and manage multi-stakeholder processes with clarity and discipline. Our experience in Project Finance strengthens our ability to manage complex, multi-party negotiations and align incentives across diverse counterparties. We ensure that cross-border transactions are structured, documented and executed with institutional rigor — wherever your deal sits globally.

INVX Differentiators

Our M&A advisory practice is built on the same structuring discipline that defines our Project Finance and Capital Raising work. We combine financial, strategic and governance intelligence with cross-border execution capability, enabling us to manage complex transactions with clarity and precision. Our differentiators include:

Structuring Intelligence

We engineer transactions with the same rigor applied to multi-stakeholder project finance structures— aligning incentives, allocating risk and designing contractual frameworks that support long-term value creation.

Valuation Discipline & Modeling Rigor

Our valuation and modeling approach integrates scenario analysis, synergy quantification, capital structure impact and negotiation strategy, ensuring decisions are grounded in economic logic.

Governance Alignment

We map shareholder objectives, decision frameworks and incentive structures to ensure the transaction supports strategic continuity and minimizes execution risk.

Cross-Border Execution Capability

We navigate regulatory, cultural and financial complexities across Latin America, the U.S., Europe, Asia and other global markets, engineering structures that work across jurisdictions.

Negotiation Strategy & Counterparty Mapping

We anticipate counterparty behavior, design alternatives and guide negotiations with clarity, discipline and strategic foresight.

End-to-End Transaction Management

We manage the full lifecycle of the transaction—from preparation and valuation to negotiation, documentation and closing—ensuring transparency, alignment and disciplined execution.

Why INVX

INVX brings a unique combination of structuring discipline, financial intelligence and cross-border execution capability to M&A transactions. Our approach integrates strategy, valuation, governance and negotiation into a single, coherent process engineered to protect value and reduce execution risk. We operate with the rigor of a project finance team, the analytical depth of a corporate finance group and the strategic clarity of a board-level advisor.

We understand that every transaction is a strategic inflection point. Our role is to provide clarity, discipline and alignment—ensuring that shareholders, management teams and investors make decisions grounded in economic logic and long-term value creation. Whether your transaction is domestic or cross-border, minority or control, growth-driven or exit-driven, we bring the experience, structure and global perspective required to execute with confidence.