Investment Sponsorship · Transaction Advisory

Deal Support for Funds
and Family Offices That Move Fast

Quality of earnings, due diligence coordination, deal structuring, and investment memo preparation — built for independent sponsors and family offices evaluating acquisitions in LATAM and North America. Project-based, from pre-LOI through close.

What We Do
Nine services across the deal lifecycle

Most family offices and independent sponsors don't have a full in-house deal team. Mundo BPO fills that gap — from initial screening through close — with structured, deliverable-based engagements that move at deal speed.

02
Due Diligence Coordination

Structured coordination of commercial, operational, and financial diligence — tailored for buyers without a full in-house deal team. We manage the process, not just produce outputs.

Diligence checklist scoped to deal size and sector
Commercial DD — market sizing, competitive position, customer interviews
Operational DD — process gaps, key-person dependencies, scalability
Vendor and third-party coordination (legal, tax, environmental)
Issue log with risk rating and reps & warranties coverage
03
Deal Structuring & Capital Stack Modeling

From term sheet to closing economics — we model the capital stack, independent sponsor promote, and return scenarios so you can negotiate with clarity and present to LPs with confidence.

LBO model with debt sizing, equity returns, and sensitivity tables
Independent sponsor promote and co-invest structure analysis
Seller note, earnout, and rollover equity modeling
LATAM-specific structure considerations (FX, tax treaty, repatriation)
04
Investment Memo Preparation

A concise, IC-ready investment memorandum that synthesizes your diligence into a clear thesis — business overview, key risks, return profile, and recommendation — built for the decision-makers who will write the check.

Executive summary with investment thesis and key metrics
Business and industry overview with competitive positioning
Financial summary, QoE highlights, and forward projections
Risk register with mitigants
Returns analysis and exit scenario comparison
05
Pre-LOI Deal Screening

A rapid-turn assessment for inbound deal flow — designed to give you a go/no-go read and valuation range within days, before committing to full diligence.

EV/EBITDA and revenue multiple benchmarking vs. comparable transactions
Initial red flag review — financials, customer base, legal, operations
Preliminary valuation range with entry multiple rationale
Go / proceed with caution / pass recommendation with rationale
06
Investor-Ready Financial Package

For founders and operators preparing to raise from family offices or funds — we produce the normalized financial package and data room materials that institutional buyers expect before engaging.

Three-statement model with trailing 36 months and forward projections
Management presentation with financial narrative
Data room structure and document checklist
Preliminary QoE bridge and add-back schedule
07
Data Room Preparation

A fully organized, buyer-ready data room that accelerates diligence and signals operational credibility — built to the standards institutional investors and lenders expect at first request.

Folder structure and document taxonomy mapped to deal type
Document gap analysis with priority list for management
Financial statement normalization and period reconciliation
Legal, HR, operational, and IP document review and indexing
Access controls and NDA-gated sharing setup
08
CIM Preparation

A Confidential Information Memorandum that tells the business story clearly and compellingly — positioning the opportunity for the right buyers while protecting sensitive details from pre-LOI disclosure.

Executive summary with investment highlights and key metrics
Business overview — model, history, competitive position, and moat
Financial summary with trailing performance and forward projections
Management team and organizational overview
Growth opportunities and strategic rationale for a buyer
09
Management Presentation

A structured management presentation for first or second-round investor meetings — designed to build confidence, handle anticipated objections, and move the deal to next steps without over-disclosing.

Narrative arc aligned to your investor or buyer audience
Financial slides — historical, current, and forward with clear drivers
Operations and team section with key-person risk mitigation framing
Q&A prep — anticipated questions with coached response frameworks
Slide deck in investor-ready format (PDF and PowerPoint)
How It Works
From intake to deliverable in five steps

Every engagement starts with a scoping call. We align on deal stage, data available, and the decision the deliverable needs to support — then we work fast.

01
Scoping call

We align on deal stage, data room access, timeline, and the specific decision the deliverable needs to support.

Day 1
02
Data intake & review

We review CIM, financial statements, management accounts, and available operational data. We flag gaps and request supplemental materials.

Days 2–4
03
Analysis & modeling

We build the financial model, QoE bridge, or diligence framework depending on engagement scope.

Days 3–8
04
Draft review

You receive a working draft. We incorporate management clarifications and your investment thesis framing.

Days 8–12
05
Final delivery

Final deliverable package — memo, model, and supporting schedules — ready for IC presentation, LP disclosure, or LOI submission.

Days 10–15
Who This Is For
Built for lean deal teams that need to move

We work with buyers and operators who have conviction on a deal but need structured, credible analysis — fast — without the cost or timeline of a full M&A advisory mandate.

🏛️
Family offices

Direct deal teams evaluating acquisitions without a dedicated in-house diligence function. Need structured QoE and deal memos to present to principals.

🤝
Independent sponsors

Sponsors sourcing proprietary deal flow who need investor-grade materials to bring capital partners to the table — without paying full banker fees pre-close.

🌎
LATAM-focused investors

Funds and family offices evaluating assets in Colombia, Brazil, Argentina, Venezuela, and surrounding markets where local context materially affects deal structure.

📡
Operators seeking growth capital

Telecom, logistics, and infrastructure operators preparing for a capital raise who need financials packaged to institutional standards before approaching funds.

Why Mundo BPO
LATAM-native context

We track LATAM macro conditions, FX dynamics, regulatory environments, and capital market activity continuously — not just when you hand us a CIM.

PE-trained, not generalist

Our deal analysis methodology is grounded in private equity frameworks (Wharton–Wall Street Prep PE Program). We know what IC members ask.

Project-based, no retainer required

Every engagement is scoped and priced per transaction. You pay for the deliverable, not the relationship.

Industry depth in your verticals

Active coverage in Telecom, Logistics & Aviation, and Financial Automation means we already understand the unit economics before we open the data room.

Industry Coverage
Sector depth where it matters

Transaction advisory without sector context produces generic output. Our active coverage of four verticals means the analysis reflects how these businesses actually operate.

Telecom / WISP / MVNO

ARPU analysis, churn normalization, spectrum and infrastructure valuations, tower and last-mile asset considerations.

Logistics & Aviation

Fleet-based businesses, cargo and charter operators, freight brokerage platforms. Asset-heavy capital structure and operating leverage modeling.

Financial Automation

Cash handling, retail automation, and fintech-adjacent businesses with recurring revenue and B2B contract structures.

Agricultural Commodities

Coffee and select agricultural export businesses — commodity price normalization, crop cycle accounting, and export contract quality review.

Related Product
LATAM Capital Intelligence Brief

Our monthly investor publication tracks macro conditions, equity chart setups, and capital raise opportunities across LATAM — the same market intelligence that informs our transaction advisory work.

Brazil Colombia Argentina Venezuela Mexico Peru
View the Capital Intelligence Brief →
Get Started
Have a deal you're evaluating?

Send us the CIM or a brief deal overview and we'll scope the engagement within 24 hours. All conversations are held in strict confidence.

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