ADVISORY of
INVESTMENT
LEGGIO's Investment Advisory area conducts in-depth project assessments to support analyses of their financial and operational viability. This comprehensive approach, encompassing technical, financial, strategic, and regulatory aspects—including demand projections and competitive analysis—is a key differentiator for LEGGIO in guiding and supporting investment decisions.
Based on our extensive track record of completed projects, we generate unbiased and accurate reports for pricing, due diligence, EVTEAs, roadshows, business cases, auction participation, and more. The LEGGIO team conducts impartial and fundamental valuations, incorporating specific aspects of product supply chain dynamics into the valuation process.
When executing an Investment Advisory project, our goal is to contribute to building a profitable business model. Therefore, we work in a customized way for each type of business across the entire supply chain spectrum, including areas suited to logistics, investment viability in port areas, location of new rail terminals, increased production capacity, establishment of new branches for physical distribution, transportation strategy, bidding processes and concessions, among others.
Project valuation and asset pricing methodologies are specific to each segment.
The LEGGIO approach to investment advisory considers:
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1
The asset profile and characteristics of the operation.
2
Potential demand
of the asset analyzed
3
The competitive environment and risk scenario
LEGGIO's Investment Advisory area conducts in-depth project assessments to support analyses of their financial and operational viability.
Asset Valuation
Asset Valuation employs fundamental techniques to accurately measure the value of logistics assets in supply chains, as well as the risks associated with investments.
Financial modeling of operations, with P&L projection, cash flow and balance sheet.
Valuation of companies and projects in logistics and supply chain.
Pricing of logistics assets
Risk analysis of investments in logistics and supply chain.
Advisory services in originating opportunities for buying and selling assets.
Due Diligence and M&A
Technical advisory services in Due Diligence and M&A complement the processes with accurate financial modeling from the perspective of business competitiveness in the supply chain.
Demand projection, rates, and potential market for logistics assets.
Development of conceptual layout and Masterplan for logistics assets.
Technical due diligence in M&A processes
Structuring business cases and investment pitches
Technical advice in financing operations
Licitação e Concessões
Our work in Bidding and Concessions supports these processes with market studies and feasibility studies. Furthermore, it adds cost-benefit analysis techniques to traditional economic and financial modeling.
Assessing the competitiveness of assets in product chains.
Preparation of an EVTEA (Economic, Financial and Environmental Viability Study) for logistics assets.
Socioeconomic analysis and cost-benefit evaluation of projects.
Advisory services in public bidding and concession processes.