Cleothemis
Ours
Services
Project Management
Support in structuring execution plans and defining a strategic roadmap, as well as in monitoring the implementation of strategic and complex projects, ensuring alignment between objectives, resources, timelines, and outcomes.
Key Deliverable
Strategic Monitoring Report (PDF), including:
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Consolidated project status, risk mapping, Execution indicators and Executive and operational recommendations
Addresses challenges such as:
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Lack of transparency and coordination between teams and decision-makers
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Delays, uncontrolled costs, and inefficiencies
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Asymmetry information that compromises decision-making
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Absence of indicators and visibility over project status
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Unmonitored risks that threaten outcomes
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Strategic projects that fail to translate into tangible results
Strategic Advisory for Large-Scale Projects
Tailored solutions for high-impact projects, with a particular focus on the banking, energy, and infrastructure sectors, integrating legal and financial analysis to support strategic decision-making with confidence and clarity.
Key Deliverables
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Integrated diagnostic, covering both legal and financial aspects (PDF)
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Technical opinion with strategic recommendations (PDF)
Addresses challenges such as:
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Lack of an integrated view across legal, financial, and operational areas
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Identification of regulatory risks that may compromise decision-making
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Misalignment between strategic objectives and execution
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Projects with high exposure to cost overruns, political risks, or compliance issues
Studies and Technical Opinions
Integrated strategic advisory, including legal and financial assessment of transactions and strategic decisions, analysis of regulatory and contractual risks, and evaluation of economic and institutional impacts.
Key Deliverables
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Technical study or opinion with substantiated recommendations and alternative scenarios (PDF)
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Strategic legal and financial due diligence reports (PDF)
Addresses challenges such as:
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Strategic decisions based on perceptions rather than evidence
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Lack of consolidated data to assess risks and alternatives
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Need for technical validation prior to advancing investments
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Difficulty in demonstrating feasibility or justifying decisions to stakeholders
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Misalignment between decision-makers’ expectations and market realities
Corporate Restructuring and Governance
Assessment of corporate structure and governance practices, identification of areas for improvement, and development of solutions aimed at enhancing efficiency, transparency, and legal certainty.
Key Deliverables
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Strategic diagnostic (PDF)
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Corporate governance model (PDF)
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Compensation and Accountabilities framework (PDF)
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Strategic management control framework (PDF)
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Corporate policies (PDF)
Addresses challenges such as:
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Fragile corporate structures or misalignment with operational needs
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Legal risks and conflicts between shareholders or stakeholders
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Lack of clear rules for decision-making and accountability
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Informal governance structures that hinder growth, fundraising, or audits
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Compensation frameworks that create misaligned incentives
Business Structuring and Documentation
A service focused on the design, structuring, and legal formalization of transactions, projects, and strategic partnerships, ensuring alignment between business objectives, regulatory frameworks, risk mitigation, and the financial sustainability of the solutions adopted.
Key Deliverables
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Drafting and review of strategic contracts (PDF)
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Contractual due diligence report (PDF)
Addresses challenges such as:
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Misalignment between strategic decisions and contractual formalization
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Integration across legal, financial, and institutional dimensions
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Need to facilitate complex negotiations
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Risk mitigation and sustainability of business arrangements
Mergers and Acquisitions
A service designed to provide strategic support in the design, structuring, and implementation of merger, acquisition, corporate reorganization, and strategic partnership transactions, ensuring alignment between business objectives, regulatory frameworks, risk mitigation, and the sustainability of operations.
Key Deliverables
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Strategic and legal-financial due diligence report (PDF)
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Pre- and post-transaction monitoring reports (PDF)
Addresses challenges such as:
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Need for integration across strategy, governance, legal framework, and financial analysis
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Mitigation of strategic and institutional risks
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Alignment between legal structuring and economic sustainability
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Requirement for integrated support throughout the full transaction lifecycle
Wealth Structuring
A service focused on the analysis, organization, and strategic structuring of corporate, family, and institutional assets, with the objective of maximizing value, optimizing structural efficiency, and mitigating legal, financial, and succession-related risks.
Key Deliverables
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Asset diagnostic report (PDF)
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Structuring memorandum and asset organization planning (PDF)
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Implementation roadmap for structural solutions (PDF)
Addresses challenges such as:
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Need for an integrated assessment across legal, financial, tax, and strategic dimensions
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Inefficient allocation of assets without strategic return
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Unmonitored financial, legal, or tax risks
Financial Efficiency
An intervention focused on the analysis, optimization, and strengthening of organizations’ financial efficiency, with an emphasis on enhancing financial sustainability, optimizing resource allocation, and reinforcing value creation capacity.
Key Deliverables
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Financial efficiency diagnostic report (PDF)
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Performance monitoring and control reports (PDF)
Addresses challenges such as:
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Lack of integration between strategy and financial decision-making
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Need to strengthen decision-making capabilities