The LATINVEST partners bring signicant transactional experience in the traditional economy

Over the course of more than 25 years of experience, LATINVEST’s partners have successfully participated in over US$ 7 billion of transactions, including: Brokerage, IPO’s, Private Placements, M&A, Hedge Funds and Workout’s & Restructurings :









LATINVEST is a trusted partner at every
stage of your business.








...And a trusted advisor when clients want to
extract the highest value



Analysis of business performance and operations

  • Become familiar with the company’s business and strategic objectives.

  • Spread key statistics, ratios, and trading multiples

  • Select universe of comparable companies

  • Benchmark comparable companies

  • Determine company valuation

  • Prepare an information memorandum and compile all necessary documents, readying company for investor/buyer requirements

Analysis of business performance and operations

  • Perform an industry landscape and competitor analysis.

  • Consider macro economic variables that may affect buyer or investor appetite.

Assess market buzz and identify potential investors or acquirers

  • Advise the company on the necessary steps to be taken in order to increase business worth and investor appeal.

  • Together, determine the best type of investors to pursue (Financial or Strategic).

  • Decide on an investor approach technique- Serial Approach, Targeted Auction, Full Auction.

  • Create a Buyer or Investor List

  • Decide on potential access to markets through private placements or public offerings

Manage M&A or placement process/offering

  • Initiate contact with prospective investors, utilizing the existing LATINVEST contact network and other outlets

  • Accompany or represent clients in meetings and presentations, protecting clients’ interests and ensuring quality contact with prospective investors

  • Manage the offering process including syndicate issues, relationship with lawyers, book-building and regulatory issues

  • Coordinate due diligence process & data room

Negotiate and close transactions

  • Review LOIs and apply nancial analyses to proposals to select optimal deal

  • Select limited number of partners with whom to conclude negotiations Negotiate purchase or investment agreements

  • Supervise offering process and documentation

  • Coordinate with legal counsel and counter-parties to complete documentation, close the transaction, and fund



LATINVEST manages transactions so clients can manage their business' economy

LATINVEST manages transactions so clients can manage their business' economy


LATINVEST understands the financial and personal risks clients have taken, and puts the pieces together to control transactions with counterparties and institutional partners, who are subjet to due diligence review.










Case study: Prepworks 2400



Company Overview

PREPWORKS award-winning software, known as its Learning Positioning System® (LPS), is the educational equivalent of a GPS navigation system, employing customized Learning Paths for individual students to maximize achievement on high-stakes tests. When the student fails to register success under appropriate metrics, the system efciently re-calculates the student's Learning path.  Prepworks’ dynamic, adaptive, and interactive E-Learning Systems offers the myriad of benets in-person programs to students across the country and the globe. Accessible from any internet-ready device, Prepwork’s cloud-based system serves public and private schools, as well as charters, districts, and states. Prepworks also caters to individual students through its web site www.prepworks2400.com




Work Plan

LATINVEST has provided corporate nancial and development expertise and support to accelerate Prepwork’s business:

  • Capital Raising: Collaborates with management to Identify, contact, and negotiate with investors.

  • Business Development: LATINVEST helps the company’s principals in strategic issues like new markets and clients

  • Restructuring: LATINVEST coordinated the restructuring of a large part of the company’s debt

  • Direct Participation: LATINVEST’s partners invested their own resources in the company and actively participate as board members



Background Issues

Given the important growth of the online education market, the company has required additional capital to embark in its expansion both in the B to C and B to B segments

    Specic Issues:

  • Capital Raising:Collaborates with management to Identify, contact, and negotiate with investors.

  • Business Development: LATINVEST helps the company’s principals in strategic issues
    like new markets and clients


Current Status

With LATINVEST’s involvement Prepworks is embarking in a revised business plan that includes the strengthening of the existing business lines with an aggressive growth plan for the B to C segment. This includes re design of the web page and shopping cart as well as digital marketing and search engine optimization. All this efforts are reverting into a growth company with improved results and valuation