Financial Advisory
Services
Financial Advisory
Support for the critical moments that defines the success of your business
Throughout your professional life, you will face decisive events that will shape the future of your organization and define its future value. You may be seeking to close a merger and acquisition deal, conduct a forensic investigation, litigate a matter in court, restructure your business, or even finance a major investment.
Our global team of advisory experts is well-versed in the financial challenges you will encounter and will work closely with you to provide personalized, practical, and technical guidance to navigate through these critical moments.
Our global team of advisory experts is well-versed in the financial challenges you will encounter and will work closely with you to provide personalized, practical, and technical guidance to navigate through these critical moments.
How we deliver our Financial Advisory services
The scope of our services is broad and varied, but our approach is always centered on three core themes. First, we have an unwavering focus on helping you and your company maximize business value to achieve your ambitions and goals. Additionally, we take the time to understand your organization and the situation you are in to ensure a personal, pragmatic, and productive approach. In this way, we provide practical guidance to help you make important business decisions with clarity and confidence.
Doing this requires teams with extensive experience and broad knowledge. As a uniquely integrated global partnership, Forvis Mazars is able to efficiently and effectively mobilize teams of multidisciplinary specialists worldwide to ensure that you have the best team guiding you wherever you or your project may be.
Doing this requires teams with extensive experience and broad knowledge. As a uniquely integrated global partnership, Forvis Mazars is able to efficiently and effectively mobilize teams of multidisciplinary specialists worldwide to ensure that you have the best team guiding you wherever you or your project may be.
Frequently asked questions
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How are Forvis Mazars’ Financial Advisory services delivered?
Our services are delivered with full consideration of the environment and challenges your business is facing — or may face in the future. Drawing on deep expertise, our team takes the time to understand your circumstances and, from there, delivers the services required with presence, insight and authority, providing a high-quality service and the critical information needed to support your merger, acquisition or restructuring process. -
Who will lead and deliver the service I have engaged?
Our team is made up of senior professionals with extensive experience in strategic transactions, governance enhancement and risk management. Our differentiator lies in the direct involvement of the partners and directors leading each engagement, ensuring high-quality dialogue, practical insight and solutions aligned with your business’s strategic objectives. -
Which companies does Forvis Mazars support in Brazil and around the world?
Today, we support some of the largest companies in Brazil and globally, with strong experience working with listed companies as well as regional players - a clear reflection of our excellence and commitment to quality in every engagement. -
Will Forvis Mazars need information from my company or organisation to deliver its services?
During the delivery of our Financial Advisory services, we may request access to documents and information necessary for the full performance of the engagement. You can be assured, however, that all data is stored securely and handled in strict accordance with information security protocols. We are ISO 27001 certified and fully committed to ensuring security and peace of mind for your company or organisation. -
Do your services follow the regulatory standards required for my company or organisation?
Our commitment is always to deliver services to the highest standard. For this reason, our Financial Advisory solutions consistently follow the regulatory and market standards required in Brazil and internationally. This ensures the rigour with which we deliver solutions that provide greater security and compliance throughout your growth or divestment processes, as well as greater confidence and reliability in mergers, acquisitions, investments and disputes. -
What types of companies or organisations can be supported by Forvis Mazars?
We are ready to support all types of companies and organisations, with quality, close collaboration and reliability. -
Is there a dedicated team for my sector?
Our team has broad experience across a wide range of industries, and Forvis Mazars specialists are supported by professionals who have a deep understanding of your sector — whether it is highly regulated, such as Financial Services or Energy, or has specific requirements, such as Real Estate. -
What tools and technologies are used in Forvis Mazars’ Financial Advisory services?
Our services are supported by proprietary tools and advanced technology, enabling deeper analysis, more efficient processes across our teams, and outcomes that make a meaningful difference to your organisation.
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Our specialists
Kenzo Otsuka Head of Financial Advisory - Sao Paulo
Bruno Matrai Partner - Financial Advisory - Sao Paulo
