Corporate Finance
Advisory in M&A, fundraising and valuation with technique, method and experience — and the strength of a network ranked 7th worldwide among mid-market M&A advisers.
Mandates and projects refer to work delivered at Baker Tilly Corporate Finance.
Corporate Finance
In an increasingly dynamic market, investment, merger and acquisition decisions demand technique, method and experience. Baker Tilly Corporate Finance advises companies at every stage of a transaction — from planning and preparation to negotiation and post-closing needs — with partners involved in every decision.
Possible paths
A lifetime of work deserves a process to match: careful preparation, competitive approach to investors and negotiation led by partners — all under strict confidentiality.
Contact usDebt or equity? The right capital structure sustains growth without compromising control. We assess the alternatives and lead the process with the right investors.
Evaluate funding alternativesInorganic growth requires a clear thesis, the right target and disciplined execution. We map opportunities, assess risk and lead the transaction from first contact to closing.
Map opportunitiesWe work alongside public and private companies, national and multinational groups, non-profit organizations, family businesses, large corporations and startups. Our commitment is to support our clients in creating value and building consistent results. Today, for tomorrow!
Global reach
Through the Baker Tilly International network — present in 147 territories — we reach strategic buyers and investors in the main markets. Each project is led by a responsible partner in Brazil, supported by local and global teams: a single point of coordination before, during and after the transaction.
Senior partners at the table at every stage. Face, name and accountability.
A selection of recent mandates advised by our team.
Senior Sistemas, one of Brazil's leading enterprise management software developers, acquired Salú, an occupational-health SaaS platform. The deal extends Senior's end-to-end HCM offering, integrating occupational health into the full people-management journey.
Baker Tilly acted as financial advisor to Senior Sistemas on Valuation and Due Diligence.
Italian group Zucchetti, a European software leader, acquired control of Omnibees, the leading management and distribution platform for the hospitality sector in Latin America. The move expands Zucchetti's presence in Brazil and Latin America, replicating the success model already consolidated in Europe.
Baker Tilly acted as M&A Advisor on the transaction.
Acquisition — animal health / agri
Mandate led by a partner of our team, advising Biocell.
Acquisition — ophthalmology hospital
Mandate led by a partner of our team, advising HO Ribeirão Preto.
Acquisition — ophthalmology hospital
Mandate led by a partner of our team, advising HO Araraquara.
A structured, confidential and controlled process from first contact to post-closing.
We understand the business, the moment and the objective — and define the transaction strategy.
Valuation and presentation materials with technical consistency.
A controlled, confidential process: only NDA signers move forward, and you approve every step.
Confidentiality at every stage.
Partners at the table negotiating price, structure and terms, anticipating risks.
Baker Tilly stays after closing: integration, reports, tax and audit. Support across the full transaction lifecycle.
Technical analyses for those making M&A and capital decisions.
A company's value is not its revenue or its equity: it's a function of its ability to generate cash, perceived risk and what the market pays for comparable businesses. A professional valuation combines methods such as discounted cash flow and market multiples to arrive at a defensible value range for negotiation.
Talk to a partner →The most used methods are discounted cash flow — projecting future cash generation and discounting it at a risk-adjusted rate — and market multiples, which compare the company to transactions and companies in the same sector. Method choice and assumptions change the result, which is why valuation requires method and experience.
Talk to a partner →A well-run process is controlled end to end: careful information preparation, selective buyer approach under NDA and staged negotiation, with no unnecessary exposure of the business, employees or clients. Confidentiality is the rule from the very first conversation.
Talk to a partner →It depends on size, sector and prior preparation, but structured M&A processes typically take several months from diagnosis to closing, spanning four phases: preparation, road show, due diligence and signing. A standalone economic valuation report takes around 4 weeks from receipt of information.
Talk to a partner →It is the ratio between a company's market value and its operating cash generation (EBITDA), used as a comparison benchmark between businesses in the same sector. Companies with the same EBITDA can be worth very different amounts: growth, revenue recurrence and perceived risk move the multiple.
Talk to a partner →The advisor prepares the company, builds the value thesis, reaches buyers the seller would not access, creates controlled competition and leads negotiation with method — while the entrepreneur keeps running the business. Negotiating alone against professional buyers usually costs value.
Talk to a partner →A fairness opinion is an independent view on the financial reasonableness of a transaction, usually for boards of directors. A PPA report allocates an acquisition's price across acquired assets for accounting purposes. CVM and LSA reports are valuations required by regulation in corporate transactions. We issue all three with auditable assumptions.
Talk to a partner →Debt preserves shareholder ownership but requires repayment capacity and covenant discipline; equity brings capital and often a strategic partner, at the cost of dilution. The right answer depends on the moment, growth plan and current capital structure.
Talk to a partner →A responsible partner replies within 1 business day.
