What We Do
Piemonte Holding develops, manages, and runs financial products and tailored services, which allow clients and investors to cross operational and geographical borders to reach their goals and obtain outstanding results in the global market place.
Investment Management

Based on our experience and success in managing investments, Piemonte has been operating as an investment funds structurer, developer, and manager, whether working with private funds or institutional investments, according to SEC regulations (U.S. Securities and Exchange Commission).

As an Investment Manager, Piemonte develops and manages hedge funds, private funds, and alternative investment structures.

Fund Structuring

We have technical competence, deep knowledge of regulations, and creativity that inspire investment fund structuring projects at different legislation and regulation levels, according to the goals, policies and strategies of each investor:

  • Private funds;
  • Umbrella Funds;
  • Hedge Funds;
  • Dedicated series and class of funds.
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Hedge Funds

Piemonte manages hedge funds in U.S. dollars and creates strategies to mitigate the risks associated with foreign exchange volatility in Latin America and to stabilize investors’ profits.

Piemonte currently manages two hedge funds:

Alba - Kanepy class

Alba - Titan class

 

For more information about our hedge funds, sign up.

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Private Funds

Piemonte has a structure in place to manage segregated investment accounts, such as exclusive funds or exclusive classes of funds, in order to meet the customized needs of the most sophisticated and demanding investors, being individual or institutional:

  • Real Estate
  • Fixed Income
  • Distressed Assets
  • Structured Finance
  • Trade Finance
  • Total Cash
  • Family funds

For more information about our private funds, sign up.

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Administration

The need to manage private funds within the Piemonte Group led us to create our Administration department, in which structured, high-performance services are developed and aligned with the goals of our investors and clients.

Financial Assets

We manage private funds and third-party investments, financial assets, and regulated or unregulated investment funds:

  • Custody;
  • Assessment;
  • Financial Reports;
  • Compliance;
  • Treasury Management;
  • Financial Management;
  • Accounting, Tax, and Legal Services.

 

Please sign up if you’d like to receive our complete institutional portfolio.

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Non-Financial Assets

We manage non-financial companies on our account or through national and multinational clients, thus offering the following services, among others:

  • Financial Management;
  • Treasury Management;
  • Internal Auditing;
  • Compliance;
  • Fiduciary Services;
  • Accounting, Tax, and Legal Services. 

In the Administrative area, we work with clients in Civil Aviation, Finances, Telecommunications, Commercial and Industrial Representation, Retail, among others.

 

Please sign up if you’d like to receive our complete institutional portfolio.

 

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Financial Services

Technical competence, intellectual independence, business ethics, and our manager’s story of success are the underlying key factors of the services we have made available to our clients in the financial transactions and non-recurring event areas.

Mergers and Acquisitions

We specialize in highly complex transnational transactions. Preferably, we act as exclusive financial advisors throughout the whole investment and divestment process.

Our operational history includes clients from family businesses, as well as middle-market companies, multinational groups and private equity groups.

  • Roadshow
  • Assets Seeking
  • Asset Valuation
  • Due Diligence Supervision
  • Business Structuring
  • Contract Negotiation
  • Decision-Making 
  • Merger and Acquisitions Process Management (Turn Key Solution)

For our complete portfolio please sign up.

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Debt Restructuring and Fund Raising

We use the best financial review and analysis practices to renegotiate debt with banks and carry out other structured financial operations, such as fund raising or capital financing.

We have the set of skills needed to negotiate with creditors and investors in a technical, professional, transparent, and ethical manner, with an excellent track record.

  • Cash flow projections
  • Asset Assessment
  • Treasury Management
  • Creditor negotiation
  • Restructuring a system of financial guarantees
  • Seeking strategic alternatives
  • Guidance for securities issuing
  • Restructuring Management (Turn Key Solution)

For our complete portfolio please sign up.

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Due Diligence and Valuation

Considering the experiences that our managers have in over two hundred due diligence processes, Piemonte offers risk assessment services with attention to detail throughout the transaction, as well as deep technical knowledge to provide precise asset assessment services during mergers and acquisitions.

  • Flash Due Diligence (preliminary asset assessment)
  • Financial Due Diligence (financial assessment)
  • Valuation
  • Preparation before due diligence processes
  • Data room assistance
  • Vendor assistance
  • Due Diligence Management (Turn Key Solution)

For our complete portfolio please sign up.

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Financial Investigation

In a technical, precise, and discrete way, we perform financial fraud prevention, counter action, and identification. 

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Agreed-upon procedures

In Agreed-upon procedures projects we engage with a client to issue a report of findings based on specific procedures performed. The client engages Piemonte to assist in evaluating subject matter requiring that findings be independently derived. In these projects, we agree upon the procedures to be performed by Piemonte and the objective of the engagement may vary significantly from one project to another. 

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RIO DE JANEIRO
+55 21 3592 1221
Rua Lauro Muller 116 – sala 4103
Botafogo · 22290 160
RJ, Brasil

NEW YORK
+1 718 415 1912
200 Liberty Street, 27th floor
ZIP 10281
NY, USA

  • Banco Central do Brasil
  • COAF - Conselho de Controle de Atividades Financeiras
  • U.S. Securities and Exchange Commission
  • Securities Commission of the Bahamas
  • Cetip - Central de Custódia e Liquidação Financeira de Títulos
  • CVM - Comissão de Valores Mobiliários
  • FINRA - Financial Industry Regulatory Authority