An industrial company requested our support to prepare a financeable business plan linked to the acquisition and integration of an international production activity, with operations supported by manufacturing in Asia and management from Spain. The objective was clear: to turn an industrial opportunity into an understandable, bankable investment case ready to present to financiers.
The strong point of the project was the foundation: it started from a consolidated project portfolio and a customer base with already secured income, in addition to an additional pipeline in development that opened a real path for growth. This combination (traction + visibility + upside) made it possible to propose a credible expansion plan, without depending solely on optimistic assumptions.
Another decisive factor was the diversification by verticals, with activity in demanding industrial areas (such as railway, electromedicine and transport automotive), which provided commercial resilience and improved the risk assessment for third parties. In parallel, the business incorporated a clear value creation logic: improve future performance by relying on an already operational organization with room for optimization.
From martinsdelima we focused on what really unlocks financing: telling the right story with consistent numbers. The plan was structured so that a financier could see, without friction, what is being bought, how it is managed, where the flows come from and what levers move the result. In addition, the key investment message was reinforced: market with favorable dynamics, solid customer base, ability to generate cash and potential for improvement.
A differentiating element was the team: the project was supported by a management team with proven experience and a specialized operational core, presented as a central competitive asset. This is especially important in integration and growth operations, where execution (and not just the Excel sheet) is what determines success.
Finally, the work was oriented to land a realistic financing structure, aligning investment needs, operating schedule and repayment capacity. The result was an investment and financing document that allows the company to negotiate from a position of control, with a coherent narrative, an understandable model and a structure prepared for scrutiny by banks and investors.
We built the financial proposal from a financing architecture by tranches, combining typical instruments for this type of operation: bank debt, private financing, leasing for equipment and a credit line to manage working capital and treasury peaks. All of this was reflected within the “Necessary Financing” block and connected with the plan’s cash forecast.
The key to the result was the combination of three things:
(1) solid investment narrative (traction + growth + cash),
(2) traceable financial model and
(3) “speakable” financing structure with any financier (standard instruments, clear logic and fit with the operation).
In practice, martinsdelima transformed a complex operation into a clear and financeable proposal, maximizing confidence and accelerating the company’s ability to close financing agreements on competitive terms.