Corporate Advisory

We offer the following corporate advisory services, among others:

IPO Support
Full ADR Service (Dual listing at NASDAQ/NYSE for publicly listed companies in non-US exchanges)
Mergers and Acquisitions
Market Intelligence and Advice
Identification of Appropriate Timelines for Capital Raising
Selection and Management of Underwriters and Counsels
Sourcing of Potential Crossover Investors

In this time of continuous disruption, enterprises around the world recognize the value of engaging trusted professionals in various capacities to assist them in delivering on their corporate objectives.

Through our investment team and direct investment partners, we provide Corporate Advisory services to the businesses of our clients and their families. Our Corporate Advisory team identifies growth opportunities for businesses from the launch of start-up or public listing ventures to the consolidation and development of an established enterprise. Whether it is a merger, acquisition, restructuring or joint venture, Deltec will be a partner that allows you maximize opportunities for your firm’s evolution.

Pre-IPO Assessment

We often begin with a pre-IPO assessment that includes:

Detailed analysis of the macroeconomic and market environment cycle
Analysis of sector, including detailed comparable company valuations
Review of corporate and governance structure, and
Identification, analysis and strategy to mitigate potential investor risks and concerns

IPO Process

Our Corporate Advisory team helps to guide and manage many aspects of the IPO process. By providing the insight and strategic counsel that your executives and company need when considering the IPO process, Deltec can help companies be more prepared from the inception of the pre-IPO stage through the crossover investor stage into the launch of the IPO and during the post-IPO phase. By mitigating the risks of being unprepared for investor pushback of your business plan or corporate structure, and maximizing opportunities during the most important phase of your firm’s evolution – Deltec will be your partner that allows you to remain focused on the growth of your company.

What makes us move forward

Our core values are client focus, excellence, integrity, privacy, innovation, long-term perspective and an entrepreneurial spirit.

Our business principles are client interests always come first, objectivity and transparency, best-in-class quality standards and teamwork.

Our Focus
is on enhancing
client capital.

Contact Our
Corporate Advisory Team

We work hard to understand your goals, preferences and expectations, and allow you to customize the type of relationship you wish to have with us.

Providing Financial Services Globally for more than 70 Years.

Deltec Bank & Trust is a financial services institution serving the unique needs of global private, corporate and institutional clientele. It is the flagship company of Deltec International Group, a diversified independent financial services group, providing a range of private banking and fiduciary expertise.