CONSULTING
- Investment project evaluation
- Project finance (P3 projects)
- Business valuation
- Financial and strategic analysis of companies
- Profitability analysis
- Measurement of the economic value added
- Cost analysis
- Cash flow analysis
- Financial modeling
- Financial model auditing
- Financing decision analysis
- Financial planning
- Strategic planning
- Support in decision making
Recent Projects in which Alberto Calva has led the financial advisory piece:
Financial Advisory and Financial Model Review for a group of investors bidding for a P3 project, a 250 bed general hospital. (August 2017)
Valuation of a company to be bought by an investment group. Present situation makes it unattractive to buy the company. Therefore we had to analyze and propose potential changes to improve its value once it is bought. (May & June 2017)
A company in the food industry has had operating loss in the last years. It operates 40 restaurants. This project was aimed to make a detailed analysis for the last years for each of the restaurants and determine a strategy for each of them. Some will keep running as today, some need some improvements, some need deep changes to make them profitable again and some will be closed. Cost of exit has been determined for all restaurants to be closed and options to minimize this loss has been presented. (April & May 2017)
Coaching One to One for the CFO of a Multinational Company. Mexico. (December 2016 to March 2017)
Financial analysis and strategic analysis of a state public health agency to determine possible problems and therefore opportunity areas to improve its income and reduce its costs and expenses. Potential improvements of +30 million USD were estimated. The client is the state government. Mexico. (2016)
Development of the financial model, analysis, valuation and risk analysis of the P3 Merida ISSSTE Hospital project. The client is a group of investors bidding for this project. Mexico. (2016)
Development of the financial model, analysis, valuations and risk analysis for the development of an industrial park at Ciudad Juarez, Chihuahua, Mexico. The client is a private investor. (2016)
Development of the financial model, analysis, valuation and risk analysis for an oil storage and distribution terminal. Bidding process where the client is a group of private investors. (2015)
Development of the financial model, analysis and valuation for a P3 hospital project in the city of Mexicali. The client is the minister of health of the State of Baja California in Mexico. They want to launch a bidding process. (2015)
Advisory in the valuation of the equity of a P3 hospital project to support a buy-sell transaction between two groups of investors. (2015)
Financial model auditing of the P3 Tlatelolco Hospital project in Mexico City, Mexico. The group of investors requested the auditing. (2015)
Financial analysis, planning and strategy for the growth of a commercial business with 70 points of sale to 150 in five years located in Villahermosa, Tabasco, Mexico. Funded needed and possible sources was the key issue. (2015)
Development of the financial model, analysis and valuation for a P3 hospital project in South America for a group of investors. (2014-2015)
Development of the financial model, analysis and valuation for an electronic toll collection project for a group of investors in Mexico City, Mexico. (2014)
Development of the financial model, analysis and valuation for an electric power generation project for a group of investors in the northern states of Mexico. (2014)
Development of the financial model, analysis, valuation and risk analysis of the Federal Electronic Toll Collection System in Mexico (Capufe) for a group of investor that bid for it. (2013-2014)
Development of the financial model, analysis, valuation and risk analysis for a P3 project to replace the High Specialty Regional Hospital at Culiacan, Sinaloa, Mexico. (2014)
Development of the financial model, analysis and valuation for a P3 project to replace the High Specialty Regional Hospital at Mazatlan, Sinaloa, Mexico. (2014)
Development of the financial model, analysis, valuation and risk analysis for the replacement of two hospitals in the state of Michoacan, Mexico. (2013)
Valuation for a new cemetery to be launched in order to be able to show its benefits for the potential investors and for fund raising. Mexico. (2013)
Financial planning for fund raising of a marketing company. Mexico. (2013)
Development of the financial model, analysis, valuation and risk analysis for a group of investors who bid for a P3 project of the High Specialty Regional Hospital at Zumpango, State of Mexico, Mexico. (2009-2010)
Development of the financial model, analysis and valuation to support the State of Baja California, Mexico who were structuring the tender process of the Issstecali General Hospital. (2010)
Development of the financial model to determine the possible market value of a seaport terminal to support the decision process for its sale. Tampico, Tamaulipas, Mexico. (2011)
Financial analysis of a company to measure its profitability and economic value creation (EVA®). Mexico. (2011)
Development of the financial model to determine a possible market value for a telecommunications company for the purchase of the company by a group of investors. Mexico. (2010)
Project evaluation of a new restaurant chain for the group of investor considering the start up and running of the company. (2010)
Detailed financial model of a P3 toll highway project for getting a syndicated loan for funding its construction and operation. Mexico. (2010)
Financial model audit requested by a bank (Banorte) of a P3 toll highway project. Mexico. (2010)
Financial modeling to evaluate the purchase of a power generation contract for a chain of department stores. The model was used to establish the parameters for the negotiation. (2010)
Financial analysis of a cattle business. Financial and market model to evaluate the feasibility of introducing a specific breed of cattle in ranches and in the Mexican market. (2009)
Valuation of a metallic manufacturing company for its sale. (2009)
Financial analysis of an agrochemical business to measure its profitability and its economic value creation (2008-2009)
Financial evaluation of a seaport terminal in Manzanillo, Mexico to determine the feasibility of investing in a new terminal for import and export of cars. (2008)
Valuation of a professional services firm. The purpose was to support a merge of this firm with a larger one and an eventual initial and future compensation to shareholders. Mexico City. (2008)
Alberto Calva teaches around 20 seminars and workshops every year for executives and entrepreneurs. Some topics in these last years are: Finance for Non-Financial Manager, Financial Analysis, EVA©, Investment Project Evaluation, Valuation of Companies, Financial Modelling, Cost Analysis for Decision Making, Economy for Non-Economists (understanding the macroeconomy).