Strategic Initiatives
PORTFOLIO ANALYSIS
We have advanced methodologies for evaluating investment portfolios, guiding companies in their decision making, defining the ideal selection of projects, by region, segment and timing.
MERGERS AND ACQUISITIONS
We provide consulting support throughout the entire life cycle of mergers and acquisitions transactions, from valuations of target companies (pre-investment), through contract execution, as well as restructuring in the new business (post-investment).
ASSET EVALUATION
We have vast experience in the valuation of assets, to determine their real values for different purposes, such as: Composition of an accounting report (balance sheet) for equity control; revaluation of property, plant and equipment; use of goods in auctions, insurance, guarantees or pledges; to give equity to company purchase and sale processes (mergers and acquisitions or M&A); in the event of the entry of new partners or corporate dissolution.
STRATEGIC PLANNING
Through our clear and objective methodological process, we help our clients to identify their main interests, to make a accurate diagnosis of their organization, their resources, the challenges, risks and opportunities to which they are subject to, which provides a clear definition of the strategy to be implemented, as well as the implementation phases of the selected projects and their respective action plans, and last but not least how to monitor their results.
QUALITY OF DECISION
We support companies in the implementation of the “Decision Quality” process based on the factors highlighted in the conceptual model of decision quality for the effectiveness of the organization.
We provide support to companies in the strategic decision-making process, which are those that typically involve large-scale organizational impacts or a large financial investment, or the planning and execution of a project to solve an important business problem, based on the factors highlighted in the conceptual model of Quality Decision, for greater efficiency and effectiveness of the organization.
LEGISLATION AND REGULATORY ASPECTS
Our experts closely monitor the entire Tax Legislation and Tax Legislation Proposals relevant to the Oil & Gas and Renewable Energy segments in Brazil, as well as the specific regulations from the respective Regulatory Agencies to provide a service of excellence in advising, planning and verifying our clients’ compliance with such requirements.
LOCAL CONTENT
We assist in building the strategy for negotiations with suppliers; Control and reconciliation of Local Content certificates; Assistance in contacting the ANP and preparation of RCL (Local Content Reports).
DUE DILIGENCES
Diretriz Solutions provides key metrics and reports on assets or companies as we assess the target, which puts our clients in a position to start managing new acquisitions at the moment the transaction takes place. As part of our process, we analyze assets and companies, analyzing documentation and reports from the following areas: Regulatory, Taxation, Accounting and Procurement.
CORPORATE FINANCE & TAX
ECONOMIC AND FINANCIAL MODELING
INTERNAL CONTROLS
Diretriz Solutions has extensive experience in the development and implementation of the Internal Control Policy, Principles and Operational Procedures to be adopted in a company, in order to safeguard its assets, verify the adequacy and support of accounting data, promote operational efficiency and encourage adherence to the policies defined by the Board, with the objective of avoiding fraud, errors, inefficiencies and image crises in the companies.
ENTERPRISE RISK MANAGEMENT
Diretriz Solutions has its own methodology, developed after decades of experience, for the Implementation of Enterprise Risk Management, assisting our clients in defining the organization’s Risk Appetite, developing the Risk Matrix, identifying and qualifying risks, monitoring identified risks, as well as defining and implementing action plans for the main risks.
INSURANCE AND FINANCIAL GUARANTEES
Diretriz Solutions supports companies to acquire insurance and financial guarantees for all activities related to the Oil, Gas and Renewable Energy segments.
CORPORATE GOVERNANCE
We serve Clients with different structures and objectives. We develop Corporate Governance processes that allow the monitoring of operations, involving the partners, board of directors, directors, supervisory and control bodies, applying the 4 principles that are: transparency, equity, accountability and corporate responsibility .
ESG
Dialogue and Engagement
Training (Human Rights, Diversity, etc.)
Integrated Strategy
Integrated Reports
(Critical analysis)
