Investment and acquisition advice
What does our investment and acquisition advisory service consist of?
Our investment and acquisition advisory service was created with a clear objective: for you to make informed and profitable decisions, without conflicts of interest. We first listen to understand your risk profile, horizon and tax obligations. Then we scour the local and international market in search of assets in line with your wealth plan, whether they are single properties, complete portfolios or holdings.
Each opportunity undergoes technical, legal and financial due diligence conducted with absolute confidentiality. We verify titles, charges, expected revenues and ESG criteria. If the result is convincing, we negotiate price, financing and closing schedule, always defending your position. We coordinate lawyers, valuers and banks so that the process moves forward without friction and with continuous information plus an exclusive digital dashboard.
After the purchase, we remain at your side. We monitor the integration of the asset, implement improvements and fine-tune the strategy as the market changes. The entire cycle is based on real independence, rigorous analysis and an unwavering commitment to the sustainable performance of your assets.
Who is it aimed at?
Our investment and acquisitions advisory service is designed for those who wish to incorporate new assets with judgement, rigour and a long-term perspective. We serve both private investors seeking to diversify their wealth and family offices and corporate entities that need to identify solid opportunities, negotiate on advantageous terms and close deals in complete confidentiality.
Private investors and family wealth
Private investors and family wealth seeking to diversify assets with safe, profitable purchases guided by reliable expert analysis.
Institutional funds and SOCIMI
Institutional funds and SOCIMIs seeking sound operations, regional diversification and tax efficient and transparent structuring. with vision.
Companies looking to diversify or expand
Growing companies looking to diversify balance sheets, secure new strategic locations and monetise surpluses with strong global acquisitions
Steps to contract our service
Initial meeting to define financial goals, risk profile and timeframe, establishing search criteria.
We research the market and filter assets that meet profitability, risk and location, presenting a shortlist...
Technical, legal and fiscal due diligence; we negotiate price and financing, issuing a secure binding offer now.
We coordinate signing and registration; we activate management plan to optimise rents and report to the investor at all times!
How can we help you?
Phone number
Location
Calle Llums, 1, 07013 Palma de Mallorca
Contact form
Success stories
Balearic family office acquired three holiday villas in the southwest of the island. We negotiated price, managed due diligence and notarial closing. Projected profitability of 7% per annum and capital gain of more than 20%. All completed in 6 months !
Balearic family office
Mallorca
Private investor resident in Palma acquired two centrally located premises to adapt them to gourmet restaurants. We coordinate financial analysis, licenses and construction works. Expected rents increase by 25%; estimated revaluation of 18%. Completed in 10 months !!!
Local private investor
Mallorca
Local hotel manager transformed an obsolete building near the coast into an aparthotel. Managed due diligence, bank negotiation and contracting of international operator. Expected occupancy exceeds 80% and ROI at 15%. Ready in 14 months.
Regional hotel manager
Mallorca
Family investment fund acquired package of logistics warehouses in key peninsular node. We audited contracts, renegotiated rents and arranged bridging finance. Occupancy rose from 70% to 98% and overall value increased by 24% in 18 months.
Family investment fund
Península
Listed SOCIMI incorporated residential block in Levantine capital. We coordinated ESG analysis, syndicated financing and tax structure. Rents rose 20% after minor reforms and we improved sustainable ratio, increasing valuation by 17%!