Structuring and Management of Investment Projects in Costa Rica

We transform ideas into 
growth
value
Success

Driving Strategic Growth with Financial Intelligence

At Saxum Capital, we understand that companies and projects are not just numbers. We excel in recognizing and leveraging not only the financial capital, but also in thoroughly understanding the narrative behind an investment project. This comprehensive view allows us to analyze key indicators, ensuring that there is consistency between the client's objectives, its narrative and its financial projections.

We are specialists in the real estate sector, where we have facilitated transactions valued at +USD 30M in debt raising and +USD 30M in equity raising.

Integral Vision of Business Value

Our approach is not limited to a financial projection. We seek an immersive process that considers the financial, economic and human capital context, which is, at the end of the day, what underpins a good financial modeling exercise.

Strategic Financial Planning

We design short and long-term financial strategies that optimize the capital structure, increase profitability and ensure efficient resource management.

Multidisciplinary Expertise

With experience in sectors such as real estate, hospitality, energy, education, among others, we offer customized solutions adapted to the particularities of each industry.

Legal and Tax Context

We include from the early stages of the financial analysis the legal and tax considerations that must be taken into account and that affect the profitability of the projects.

Your Benefits

Benefits that Drive Financial Success

Areas of Action

Financial Solutions that Drive Success

Customized Financial Modeling

Simulates financial scenarios for informed decision making and investment monitoring. 

Project Structuring

Estimates the debt/equity structure by reconciling the lifetime funding requirement with the usual market metrics and ratios. 

Valuation of Companies and Projects

Discover the true value of your company or project with our accurate and in-depth financial valuations.

Capital Raising

Access the financing you need with our expertise in private equity and bank debt.

Areas of Action

Financial Solutions that Drive Success

  • Customized Financial Modeling

    We build financial models "case by case", which allow us to obtain the desired outputs in a clear way. Our models are delivered with the intention that the client can modify parameters and generate new scenarios. Some uses of financial models:

    • - Project structuring
    • - Financing alternatives
    • - Financial restructuring
    • - Support of investment documents
  • Project Structuring

    We design the financial structuring of investment projects, considering the estimation of capital requirements over time, optimizing bank liabilities, calculating operating and financial ratios, calculating exit values and estimating the profitability of the partners.

  • Valuation of Companies and Projects

    We perform financial valuation exercises for different purposes:

    • - Majority or minority shareholdings.
    • - Financial valuation of projects.
    • - Valuation of intangible assets.
    • - Valuations for audit purposes (IFRS standards).
    • - Determination of Purchase Price Allocation (PPA).
  • Capital Raising

    Both for our own projects and for third party projects, we have raised capital with investors and groups of recognized trajectory.

    In addition, we have provided support for the raising of bank debt, both in public and private banks.

Our Blog

Latest Saxum Group News

Contact us at

[Contact Information]

Let's start a project

Our Management

Avenida 10A, 41st and 45th streets, Los Yoses Sur, San Pedro. San José

Phone

+506 4081-4900

Email

info@saxumcr.com

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