Our mission is to to provide our clients with exceptional growth strategies that enable value maximization and building wealth. We bring expertise to Mexican and foreign businesses to execute informed decisions and successful M&A transactions. Through financial planning and analysis, we create tailor-made strategies that allow business owners & investors to maximize value for their businesses, raise growth capital, negotiate strategic partnerships, buy or sell their businesses. With commitment to excellence and focus on collaboration, we strive to be a leading firm that bridges companies and investors from to Mexico.
Our mission is to to provide our clients with exceptional growth strategies that enable value maximization and building wealth. We bring expertise to Mexican and foreign businesses to execute informed decisions and successful M&A transactions. Through financial planning and analysis, we create tailor-made strategies that allow business owners & investors to maximize value for their businesses, raise growth capital, negotiate strategic partnerships, buy or sell their businesses. With commitment to excellence and focus on collaboration, we strive to be a leading firm that bridges companies and investors from to Mexico.
Our mission is to to provide our clients with exceptional growth strategies that enable value maximization and building wealth. We bring expertise to Mexican and foreign businesses to execute informed decisions and successful M&A transactions. Through financial planning and analysis, we create tailor-made strategies that allow business owners & investors to maximize value for their businesses, raise growth capital, negotiate strategic partnerships, buy or sell their businesses. With commitment to excellence and focus on collaboration, we strive to be a leading firm that bridges companies and investors from to Mexico.
Our client was a healthtech startup based in Ecuador, looking to enter Mexico through a merger led by our client. We performed due-diligence on the mexican target company, a SaaS healthtech company with strong market presence and an attractive customer base. We focused on financial and tax items.Because of time constraints, 100% of the work was done remotely and focused on the following items:Identifying financial and/or tax red flags with high risk for the transaction.Identifying and evaluating yellow flags that could complicate the transaction terms.Evaluating the quality of recurrent revenues and validate active users.Estimating short and medium term working capital needs, necessary cash reserves, and CAPEX schedule to maintain growth.Providing a framework for additional due diligence.We were able to deliver all findings and recommendations through two meetings and a 22 page deliverable. Two months later the company is finishing final details to close the transaction, and we’re moving on to support the integration of both companies.
Overall rating
2 Reviews
Expertise
Accuracy of Cost Estimates
Value for Money
Communication
Accuracy of Timeline
The Project
Financial Advising & Planning
Completed
May 2019 - Sep 2019
25000-50000 USD
Master Franchisor
Advertising & marketing
10 - 49 employees
Overall rating
Expertise
5Accuracy of Cost Estimates
5Communication & Responsiveness
5Accuracy of Timeline
5Value for Money
5Willingness to Refer
Summary
Partnering with SALUS Capital | Strategy for market research services proved to be a fruitful endeavor. Their meticulous attention to detail, personalized client service, and consistent delivery of superior results set them apart in the industry.
Project Description
Engaging with SALUS Capital | Strategy brought a unique perspective to our market research project. Their involvement focused on assessing the performance and profitability of multiple franchises, providing detailed recommendations for enhancing internal controls and oversight.
Pros
SALUS Capital | Strategy’s reports provided valuable insights into customer behavior and purchasing trends, leading to improved EBITDA for our franchises. Their proactive and attentive client service was exceptional, ensuring a smooth collaboration.
Cons
While SALUS Capital | Strategy excelled in their service delivery, there is room for improvement in integrating advanced digital tools for project tracking and client interaction. Additionally, expanding their consultation services to include deeper market analysis could add more value.
Switched from another provider?
yes
Considered other providers?
yes
The Project
Fractional CFO Services
Completed
Aug 2010 - Oct 2011
25000-50000 USD
COO
Information technology
10 - 49 employees
Overall rating
Expertise
5Accuracy of Cost Estimates
5Communication & Responsiveness
5Accuracy of Timeline
5Value for Money
5Willingness to Refer
Summary
Working with SALUS Capital | Strategy was a great experience. Their speed and quality of work, along with their clear communication, made them a valuable partner for our business strategy and consulting needs.
Project Description
I discovered SALUS Capital | Strategy through a personal connection and was drawn to their expertise in structuring financial information, preparing projections, and offering valuable recommendations for improvement.
Pros
I was highly impressed with the professionalism and efficiency of Roberto and his team. They delivered high-quality work quickly and communicated effectively throughout the project.
Cons
I did not encounter any areas for improvement or things that SALUS Capital | Strategy could have done differently. I was completely satisfied with their services.
Switched from another provider?
yes
Considered other providers?
yes
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