01
Economic clarity
Cash flow, margins, risks, KPIs and the real ability to decide.
Executive Advisory · Board Advisory · Capital · Performance · Governance
Clarity. Capital. Execution.
APOLO Partners prepares companies, including family-owned businesses, for value-creating initiatives across growth, capital, acquisitions, business sales, governance and international expansion.
Clarity to decide. Capital to transform. Execution to deliver results.
TRUE NORTH
THE THESIS
Value is built before the negotiation begins.
Companies grow revenue before building the foundation that supports higher-value decisions: reliable numbers, clear margins, governance and adequate capital. An unprepared company negotiates price; a prepared one negotiates value.
02
Decision governance
Defined roles, forums, decision rights and responsibilities.
03
Execution-ready plan
Priorities, KPIs, cadence and accountable owners.
OUTCOME Greater control, more alternatives and real value capture.
PRACTICES
An approach designed around concrete decisions.
01
Value & Opportunity Assessment
Priorities, risks, opportunities, financials, margins, capital and governance.
02
Financial Management, Margin & Cash Flow
Management P&L, cash flow, treasury, pricing, working capital, EBITDA and capital structure.
03
Boards, Committees & Continuity
Board of Directors, advisory boards, committees, decision rights, roles and decision governance.
04
Capital, Financing & Transactions
Capital raising, debt financing, valuation, acquisition and sale readiness, and negotiation.
Complementary capabilities (legal, tax, data and technology) are mobilized under the thesis and governance of each mandate, never as a service menu.
A.P.O.L.O. METHOD
Five moves. One direction.
Five integrated stages, delivered as an end-to-end engagement or standalone modules.
A
Executive Assessment
Where is the company today?
P
Value Creation Plan
What should be prioritized?
O
Financial Organization
Do the numbers support the decision?
L
Liquidity, Capital & Transactions
Ready to raise, buy or sell?
Outcome Delivery
How does the plan become results?
M&A
M&A readiness begins before the mandate.
APOLO leads the strategic, financial and governance preparation and, when necessary, works alongside a specialized M&A boutique to execute the transaction. Before, during and after the process, APOLO preserves the value-creation thesis, the quality of decision-making and the realization of the expected outcomes.
01
Before
Pre-deal readiness: EBITDA, data, risk, narrative, governance and documentation.
02
During
Thesis, valuation, due diligence and negotiation governance alongside a specialized partner.
03
After
Integration, synergies, KPIs, margin and post-deal governance.
TEAM
Strategic core
Leading the strategic thesis, the senior client relationship and delivery governance.
Strategic integration, boards, capital and value creation.
30+ years | Bovespa, BM&FBovespa, CETIP and B3
Executive with over 30 years of experience in capital markets, financial infrastructure, corporate finance, financial planning, pricing, M&A and governance.
Contributed to Bovespa’s R$6.7 billion IPO, the BM&F–Bovespa integration and the CETIP–B3 combination. Developed pricing and business intelligence models with a reported R$200 million revenue impact and serves as a board member and advisor to growth-stage companies.
Boards, regulatory governance, capital markets and global markets.
30+ years | BM&FBovespa/BSM, BEE4, ANBIMA and boards
Executive and board member with over 30 years of experience in finance, regulation, market infrastructure, governance, compliance and capital markets, with assignments in Brazil and internationally.
Former executive at BM&FBovespa/BSM and contributor to boards and governance forums associated with BEE4, Gávea Angels and IBGC, with expertise in self-regulation, market supervision, fintech, regtech and family-business governance.
Strategic finance, treasury, fintech, risk and operational efficiency.
23+ years | Rendimento Bank, BBVA Bancomer and soccer team fiscal council member
Executive with over 23 years of experience in strategic finance, treasury, foreign exchange, global markets, fintech and operational transformation, including 13 years in bank treasuries across Brazil and Mexico.
Co-founded a fintech that raised multiple investment rounds from private investors, an accelerator, and Finep. In the corporate market, led initiatives that cut costs by 30% and reduced expenses by 40%, in addition to leading projects in financial restructuring, internal controls implementation, business growth, and company sales.
Senior Advisors
Specialized senior expertise engaged based on the client’s priorities and needs.
Turnaround, restructuring and performance transformation.
Former CEO, CFO, and Board Member leading organization in growth, restructuring, and M&A. Industry background spans energy, consumer goods, chemicals, and manufacturing, including roles at ExxonMobil, Diageo, Sherwin-Williams, Clean Energy Brazil, and Mangels.
Business transformation, payments and consumer credit.
More than 40 years of experience in financial services. Former CEO of Cetelem and ZUUM, a joint venture between Mastercard and Telefónica, with senior leadership roles at Citibank, Redecard, Credicard, and Grupo Sorocred/Afinz. He also serves as a corporate board member.
Sergio W. Etchegoyen
Senior Advisor
Institutional strategy, risk and crisis management.
Former Chief of the Brazilian Army General Staff, and former Chief Minister of the Institutional Security Cabinet of the Presidency of Brazil. Senior Advisor to SIATT and INVAP and President of IBRIC and the Center for Sovereignty and Climate. He also serves on the Board of Trustees of Fundação Getulio Vargas and the Advisory Board of Fundação Dom Cabral’s Imagine Brasil project.
Capital markets, real estate, and cross-border business.
More than 30 years of experience across financial markets, real estate, and business development. Held roles at Bradesco BBI, Itaú Securities, and Banco J. Safra, and served for more than 12 years as Commercial Director at RVD Empreendimentos Imobiliários. He is currently Co-Founder and Operations Leader of Go2 Workers in Florida.
PARTNER NETWORK
Specialist Partner Network
APOLO leads the strategic thesis and engages specialized boutiques, law firms, and technical partners when they add precision, speed or depth.
M&A Boutiques, Valuation and Capital Solutions
- Buy-side and sell-side mandates
- Valuation and transaction readiness
- Debt structuring and capital raising
- Capital solutions and collateral
- Transaction negotiations
Law Firms, Risk and Compliance
- Corporate, regulatory and tax law
- Contracts and legal documentation
- Internal audit and internal controls
- Compliance, investigations and risk management
- Data privacy, data protection and cybersecurity
Data, Technology, Execution and International Expansion
- Financial control and management reporting
- Business intelligence, data and technology
- Senior specialists mobilized for specific projects
- Cross-border operations, import, and export support
APOLO Senior Professionals based in
Brazil • Panama • United States
Cross-Border Partner Network
Panama • Paraguay • China • Switzerland
CONTACT
Speak with APOLO
A confidential discussion to understand the company’s situation, the decision at hand and its urgency.