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Investment Consulting – Apex Invest Consulting

Investment Consulting

International Investment Consulting: Services of ESFC Investment Group

APEX Invest Consulting offers international investment consulting services:• Investment financing from €50 million and more• Minimization of the project organiser’s contribution• Investment for up to 20 years• Credit guarantees

Sector Investment Consulting Apex Invest Consulting offers comprehensive investment consulting services to private companies and government clients worldwide.

✓ Project financing and investment consulting from ESFC Investment Group:

• from €50 million and up;
• investments up to 90% of the project cost;
• loan repayment terms from 10 to 20 years;

To be considered for financing, please send us a completed application form and a presentation of your project by email.

Learn more…Growing competition, along with global economic risks increase the demand for professional investment consulting all over the world. These services are becoming increasingly important for projects organised by both large companies and government institutions and agencies.

Investment consulting services include:• Development and support 

of an investment project .• Evaluation of the effectiveness and comprehensive examination of a business project.• Fundraising and consulting on investment methods. Each of these services affects one or another component of a business’s investment activities and is based on the use of special consulting technologies that can increase the likelihood of a project’s success. The implementation of large projects based on intuition no longer corresponds to economic realities and cannot meet the growing demands of business in the context of globalisation and the development of world markets. Since doing business in many industries today faces increasing competition for capital, fundraising (attracting financing) has become an important element of investment consulting services.

Fundraising as a comprehensive service implies the following:• Search for potential investors and creditors.• Development and implementation of a high-quality presentation of the project.• Effective communications with capital providers.• Cash flow modelling.• Financial guarantees, etc. Today, the key task of an investment consultant is to create mechanisms that ensure the interests of project participants are protected in the long term. Professional services in this context help companies prevent significant financial or reputational losses by ensuring adequate structuring of investment agreements and management of financial flows.

APEX INVEST Consulting has a long-standing experience in financing investment projects around the world, including Spain and the European Union, Latin America, the Middle East, East Asia, and Africa. We are ready to provide you with advanced investment consulting services for projects in mechanical engineering, mining and processing of minerals, traditional and renewable energy, the oil and gas sector, agriculture, real estate, and other industries.

Investment consulting services for medium and large businesses

This type of service can be viewed from two perspectives, depending on the client’s type and interests. For companies in the real sector, investment consulting always focuses on finding and raising financing for investment projects. For a potential investor, these services involve professionally identifying, building, and managing an investment portfolio that best suits the investor’s interests and profile. In this section, we examine investment consulting from the perspective of large businesses seeking to raise financing and manage cash flows for investment projects. If you are interested in financing your project in Russia, the EU, or abroad, please contact the investment consultants at ESFC Investment Group for further information.

Definition

The continuing complexity and expansion of investment projects, coupled with improved project structuring and financing technologies, require company managers to understand the content, potential, and risks of innovative investment financing methods, the specifics of interacting with various investors, and how to secure the commercial interests of project participants. In the 21st century, even large companies, which generate demand for consulting services, are often unable to ensure high-quality investment processes using their own human resources. Against this backdrop, investment consulting services are becoming a valuable tool for enhancing the competitiveness and efficiency of clients’ business operations through the use of advanced methods and technologies for investment design, organization and management of investment activities, financial flow management, and more. Investment consulting can be defined as the process of providing professional services/recommendations to businesses on the development, selection, and implementation of optimal project implementation options, capital raising, and achieving target financial indicators.

Objectives and scope of consulting services

Elements of comprehensive investment consulting services sometimes constitute separate, in-demand services.

Globally, the most sought-after are:1. Pre-investment research. 2. Development and review of an investment proposal. 3. Development and review of a business plan for the project. 4. Modelling future project financial flows. 5. Assessing business risks and vulnerabilities.6. Developing and evaluating a financial model. 7. Project presentation. Numerous related services also play an important role in this context, including obtaining investment project approvals from local authorities, obtaining licenses, developing technical documentation, and the like. The goals of engaging external consultants include obtaining an objective assessment of the problem, attracting resources to solve specific project tasks, and obtaining qualified assistance in critical business situations. Some experts distinguish between resource consultants (specialists who suggest changes to the project) and process consultants (who suggest changes to individual aspects of the project and coach clients in problem-solving). An analysis of the content and structure of services provided by consulting companies specialising in servicing large businesses allows us to identify the most important areas of work for corporate investment consultants.

These include the following:• 

Minimising risks for investment project participants, including planning, evaluation, analysis, and support for investment implementation.• Ensuring effective communication, which consists of clearly building a dialogue between the business owner and its investors.• 

Engineering services, which include the technical improvement of important components in order to achieve the best result for participants. Our team of investment consultants with over 20 years of experience in project financing is ready to resolve any issues that arise during the investment process. Contact an APEX representative to learn more.

Demand for investment consulting

In recent years, global demand for investment consulting services has grown, driven by SMEs, large businesses, banks, and government agencies. Although the relative share of SMEs in demand has grown, large and expensive projects are undoubtedly implemented with the participation of multinational companies and governments.

International investment consulting: classification of servicesInvestors are increasingly seeking services such as identifying investment targets that meet specific requirements, due diligence and comprehensive project performance assessments, and legal support. Initiators of large projects are primarily interested in developing a financial model and business plan, preparing investor documentation, sourcing and attracting financing, and determining the most appropriate resource utilisation option. These services are quite expensive in the context of large investment projects, as they require consulting firms to utilise advanced methods, experience, knowledge, and business contacts.

Classification of investment consulting services

Leading financial experts view investment consulting as an element of strategic business consulting. Several international companies include it in the list of financial consulting services, which is quite logical. On the other hand, some consulting firms distinguish business planning or financial modelling as separate services from investment consulting.

Investment consulting is associated with the implementation of real investments by companies (although this does not exclude the use of securities for financing), while stock market consulting is aimed at implementing financial investments. Obviously, this type of service requires additional systematisation and a clearer classification, which is currently lacking. Any investment project is characterised by several stages of the life cycle, which include the pre-investment stage, the investment stage, the operational stage, and sometimes the final liquidation stage.

This requires the following sequence of actions of the participants within the project:1. Formulation of investment intentions and the general concept of the project. 2. Conducting a detailed and comprehensive pre-investment analysis. 3. Creation/purchase Creation/purchaseoperty and its preparation for operation. 4. Operation of the property for the purpose of generating a profit. 5. Project closure/liquidation.The specific goals a nd objectives of each stage of the project cycle determine the corresponding structure of investment consulting services for business.

The above allows us to propose the following classification:• Investment project development (from planning to signing investment agreements) and support at each stage.• Evaluation of the effectiveness and comprehensive examination of the investment project.• Optimisation of sources and methods of financing, fundraising in the context of searching and selecting the best sources of financing for a specific project.• Consulting clients on optimal investment methods, including asset valuation for its purchase/sale using the Due Diligence method, assessment of the company’s investment attractiveness, determination of priority investment areas, and much more. Below, we will consider each type of investment consulting service, focusing on fundraising (raising capital for projects) as the most important for businesses.

Project development and investment memorandum

When raising capital to finance large projects, consulting companies can develop a strategy and business plan, as well as draft an investment memorandum. These activities are crucial in the context of generating interest and awareness among investors. Consulting companies offer client organisations the development of project documents in accordance with the standards/recommendations of UNIDO, the European Bank for Reconstruction and Development or the relevant ministry of the host country.

Consulting services for the development of an investment project include the following:• Assessment of the sector and a specific investment object.• Professional financial and legal analysis of the investment project.• Preparation of an analytical report, a business plan and an overall strategy for the client.• Definition of checkpoints and indicators for project monitoring.• Presentation of the project to potential participants. At the client’s request, information on alternative directions and projects can be prepared, as well as an assessment of the competencies of the selected implementing companies responsible for the project. Consulting support of a project means its support in real time by professional consultants who help solve business problems on a daily basis. This type of service enables large businesses to avoid costly mistakes during the actual implementation of projects, and also helps with less significant tasks for which clients cannot always allocate time and human resources.

Consulting support for projects is advisable for the following companies:• Companies that have encountered systemic investment difficulties and do not have a clear understanding of the further progress of projects.• Companies that need to attract additional financing for large capital-intensive projects and do not have the relevant experience.• Companies that need to attract an effective external investment team to implement projects, including cash flow management. Below are the documents that must be presented to investors for the successful implementation of the project. Companies that specialise in investment consulting for large businesses can be helpful in the development and presentation of these documents.

Table: Brief description of the package of documents for the project presentation.

Document typeBrief description
Investment teaser for a future projectA brief project pitch. This is the most important document for a potential investor. It should attract their attention without revealing too many details and ensure they’re included on the shortlist of projects they’re interested in.
Feasibility study of the projectA pre-project document that discloses and clarifies plans for the development and placement of an investment project, including justifying its economic feasibility, design capacity, technological aspects, raw material and fuel requirements, etc.
Business planA business plan is a carefully prepared document that covers all aspects of any commercial project. It allows for review and adjustments, as needed, to implement the idea, determine funding, and determine the potential benefits.
Investment proposalThis document is intended to present the project to investors for funding. It typically contains a description and characteristics of the project, as well as an estimate of cash flows over a specific time horizon and an assessment of the return on investment. This document is crucial for structuring the agreement, building a financial model for the project, and assessing its implementation prospects.
Options for investors to exit the projectThis can be a standalone document or even part of an investment proposal. Investor exit options should justify the potential for asset sales and profit generation, such as a management buyout, an initial public offering (IPO), and so on.

Finally, it’s worth noting the investment memorandum, which is developed to effectively present the project to potential investors. The quality of this document largely determines the chances of attracting financing.

An investment memorandum is a presentation document with detailed information about the business and the project, developed to attract additional funding.

By engaging investment consultants to evaluate the effectiveness of large projects, company owners can save significant funds, increase their chances of attracting financing on adequate terms, and ensure business growth.The document outlines the agreement with the potential investor, a detailed analysis of the company and its operations, taking into account the investment being sought. It includes measures to ensure optimal interaction between the investor, owners, and project management after funding is received.

Evaluation of the effectiveness of an investment project

A comprehensive assessment of an investment project’s effectiveness has always been a labour-intensive process, involving forecasting and modelling project cash flows, assessing risks, and developing mitigation measures. In many cases, companies simply lack in-house departments staffed with experienced specialists to effectively perform this task. Professional support from investment consulting companies helps address such critical and labour-intensive tasks at a high level. A professional business plan review involves assessing the completeness, reliability, and relevance of information, the accuracy of calculations, the validity of project parameters, risk assessment, identifying project weaknesses and their impact on results, performing scenario analysis of effectiveness, and more. These and many other services provide project initiators with clear competitive advantages.

Engaging investment consultants to assess the effectiveness of large projects allows business owners to save significant funds, increase their chances of securing financing on reasonable terms, and ensure business growth. Clearly, relying on intuition in such cases would be presumptuous and quite risky. The APEX Invest Consulting investment team is ready to assist your company with project feasibility assessments and prepare the necessary project documentation with high professional standards and within a short timeframe. Contact our authorised representative for more information.

Due Diligence and Risk Assessment

To assess the risks of purchasing assets or participating in an investment project, organisations and companies often turn to investment consultants to conduct Due Diligence (DD, a check of the company’s “due diligence”).

Due Diligence is a complex procedure for a comprehensive and multi-factorial check of the business processes of a company or investment project, an assessment of their legal purity and commercial attractiveness as investment objects to substantiate investment decisions and minimise investment risks.

There may be several reasons for conducting Due Diligence:• Preparation for a purchase and sale transaction of a company and/or its shares.• Assessment of the investment attractiveness of a company or project.• Preparation of a merger or acquisition transaction.• Checking a future partner, etc. Among the tasks of Due Diligence, investment consultants highlight determining the current price of an asset and its future price over the investment horizon to determine the profitability of the transaction. The purpose of an in-depth professional check may be to eliminate information asymmetry between investors and project initiators for effective and safe investing.

DD allows you to avoid or reduce the following risks:• Purchase of a company at an inflated price.• Default of the borrower on debt obligations.• Loss of assets due to a risky project.• Damage to the company’s business reputation.• Invalidation of the transaction.• Lawsuits and sanctions.• Corporate conflicts. Due Diligence as part of investment consulting involves the study of all aspects of the business, including marketing, financial, technical, and legal. Based on the DD findings, all areas of the company’s (project’s) activities are combined into one report containing expert opinions on the profitability and risks of the project. Since raising finance for large investment projects is the most important and complex part of investment consulting services, we will highlight this element in a separate section for more detailed consideration below.

Fundraising: Attracting Investment for Large Businesses

Fundraising, attracting financing for investment projects, is considered to be one of the most popular investment consulting services today. Organising financing for a business project is a lengthy, complex, and expensive process that does not provide a 100% guarantee of success for each proposed project. Fundraising in business consulting means the service of searching for and attracting investors. Therefore, some consulting companies define the service as investment financing consulting from the very beginning. The investment consultant substantiates the feasibility of using various sources of financing and develops an optimal financial scheme.

The choice of experts is influenced by the factors listed below:• Investment project implementation timeframe.• Project type and industry specifics.• Specific stage of the project cycle.• Tax system in the host country.• Company asset structure.• Capital market, etc.In all cases, the goal of this activity within the framework of investment consulting services is to attract capital on favourable terms for the client using such instruments as bank loans, share issues, leasing instruments, etc. Often, these problems are solved by project financing (PF) instruments.

Financing an investment project should ensure the following effects:• Attracting sufficient funds for the project as a whole and for each stage of the investment cycle in accordance with the implementation schedule.• Minimising the risks and costs of project participants, each of whom strives to obtain the greatest benefit and makes their own demands on the results. The greatest interest in attracting investors arises at the stages of launching a company (project) or its rapid growth. Consulting companies have databases of potential investors, understand their profiles and behavioural strategy. Potential investors also use such business connections.

Types of investors and funding strategies

An investor’s goals are always formulated through the development of a clear investment strategy or investment plan, the adherence to which in the long term should lead to the achievement of the goals. The investor achieves these goals by acquiring various assets for a certain period.

The investment process includes the following stages:1. Finding and acquiring a profitable asset.2. Receiving income for the period of owning the asset. 3. Finding a new buyer for the asset.4. Selling the asset.

Income for the investment period consists of regular income for the period of owning the asset and income resulting from changes in the market value of the asset:• 

Passive investment strategy: the investor’s activity ends with the acquisition of the asset, after which they receive dividends or profit (the so-called “buy and hold” strategy).• 

Active investment strategy : the investor is interested in income growth and capitalisation of the capital in value over time. In this case, the investor seeks to make money on the growth in the value of his asset, tracking changes in value and being ready to sell it at any time.

Consulting companies have databases of potential investors and understand their profiles and behavior strategies.Different types of investors have different motivations and goals for participating in the project and are attracted at different stages of the project cycle.Thus, depending on the project type and lifecycle stage, the goals of investment rounds vary.These stages are important to consider when developing investment attraction strategies for large businesses, as these strategies must align with the investor’s understanding of their financial interests at each stage and their duration.

Table: Types of investors for large business projects and their characteristics.

Types of investorsGeneral description, advantages and disadvantages
Venture investorAdvantages: They are an important source of medium-term capital in the early stages of a company or project’s development.
Disadvantages: strives to achieve a high profit margin, sells shares after 2-3 years, is not an expert in the industry and is not a source of technical knowledge or know-how.
A financial investor seeks to acquire a stake in a highly profitable, promising project and resells the assets overseas. They purchase a minority stake, planning an optimal exit strategy. This tytor typically does not participate in shaping the business’s development strategy.
Financial investorAdvantages: Typically not involved in management, being an important source of medium-term investments; prepared to take high risks and does not claim to manage the project.
Advantages: access to technology, new markets, and business connections; protection from corporate raids and government misconduct; willingness to invest significant funds and a focus on the strategic development of the investment object.
Disadvantages: Typically not an industry expert and does not bring specialised knowledge and know-how; strives for a high profit margin, sells shares in the medium term.
Strategic investorA strategic investor is interested in acquiring a controlling stake in a company and participating in management; they seek to gain full control over the project and have a long-term economic interest.
Disadvantages: the investor’s goals may not be aligned with the goals of other project owners; participation in management and strategic decision-making; risks of management change and loss of the project.
Advantages: does not participate in the operational management of the company, is a source of long-term capital, does not require a specific rate of return on investment.
Mass (public) investorA public investor is attracted through an IPO (the sale of a company’s shares on the stock exchange). This type of investor has no direct influence on the development strategy and management of the project.
Disadvantages : costs of audit, listing, registers, PR, lack of real expert and advisory support, and know-how.
Disadvantages: costs of audit, listing, registers, PR, lack of real expert and advisory support, and know-how.

It’s important to go beyond simply finding a suitable investor. When raising 

capital for large projects, we’re talking about a comprehensive service, including finding investors or lenders for the project, developing an attractive proposal, organising effective communications, and engineering a financial model, among other things.

Finding a capital provider in investment consulting is only the first step to project success; the second step depends on properly preparing the project and the team for attracting investment (presentation and communications). The primary task of a consultant when organising an investment round is to create balanced mechanisms that clearly safeguard the interests of the parties over the long term.

Strategy and algorithm for attracting large investments

It is obvious that a properly organised strategy for attracting investment for large investment projects has a decisive influence on the chances of success of this project.

A professional fundraising strategy should include the following:• Determining the required amount of investment.• Analysis and comparison of alternative sources of raising funds.• Determining the target audience of the project (investors, creditors).• Developing an investment proposal and sending it to investors.• Developing an effective option for closing the project (exit of participants).• Organising an effective presentation of the project.• Communication between participants.• Structuring the transaction. A component of the fundraising service is the so-called Investor Relations, that is, the organisation of interrelated information and analytical measures aimed at establishing and developing two-way communication with investors, financial analysts, creditors, company partners and other participants. Investor Relations tools include company reports, investor and creditor databases, contacts with business media, press releases and briefings for the target audience, presentations of financial results, investment plans, programs, etc. The purpose of these activities is to convey to the listed participants the information necessary for making informed investment decisions. Below, we have provided a typical algorithm for interaction with a potential investor.

Studying the investor profile

Companies providing investment consulting services to large businesses specialise in collecting and systematising valuable information about the investment profiles of potential partners. This information can then be used to attract funding for specific projects. The essence of studying an investor’s profile is to understand their investment strategy, the amount of potential financing, their desired stake in the project and priorities, their preferred investment stages, industries, regions, and other specifics.

The presentation of an investment project for a consulting company should be comprehensive, but at the same time concise, clear and convincing.

Preparing a project presentation

Preparing a high-quality presentation of an investment project includes the following:• Project goal and parameters.• Investment plan implementation deadlines and stages.• Information about the initiator (team, qualifications, experience).• Market, industry and competitive environment.• Technology, product and service descriptions.• Investment volume and 

funding sources .• Financial models and forecasts.• Investment plan. The project presentation should be comprehensive, but at the same time concise, clear and convincing. It is important to describe the project’s strengths in a short time, provide several development scenarios, indicate the parameters influencing its outcome, emphasise the baseline scenario and analyse the payback period. A convenient format for presenting project information, designed for 3-5 minutes of a potential investor’s attention, along with a well-structured presentation, will provide excellent results at subsequent stages of interaction.

Structuring the transaction and selecting an investor

This element of working with potential investors is considered the most complex and time-consuming in investment consulting.

The transaction structure includes the following:• Project participants.• Project financing terms.• Optimal capital structure: volumes and methods of financing.• Financing terms: reducing risks for participants. The classic approach to financing large business projects is focused on finding the optimal combination of equity capital, as well as borrowed (borrowed) funds. The advantages and disadvantages of each of these sources are well known.

Hybrid financial instruments

Modern projects are characterised by a high degree of risk, which has been repeatedly demonstrated by the negative impact of market and political factors on various companies ( 

For example, industry sanctions have been widely used in recent years against the backdrop of growing geopolitical tensions. In an effort to ensure maximum security, project participants resort to the use of hybrid financing instruments, which allow them to simultaneously increase profits and protect assets from the consequences of project bankruptcy.

Hybrid financial instruments include, but are not limited to:• 

Convertible note: a debt security whose owner has the right to convert it into a share of the project after a certain period of time.• 

Mezzanine financing: an intermediate instrument between 

bank loans and direct investments. It is a combination of several financial instruments with different levels of risk and return.• 

Warrant: an option giving the right to purchase a certain number of shares of a company (investee) at a predetermined price. The protective mechanisms of each of the listed hybrid instruments are unique and applicable to certain types of projects and/or the conditions of their implementation. Developing optimal ways to protect project participants in one form or another is the responsibility of investment consulting firms. Below, we briefly discuss the flip side of consulting services, which are aimed at satisfying the interests of potential investors—individuals, organisations, and companies of various types—planning to invest in promising projects in the real economy.

International investment consulting services for investors

In a broad sense, investment consulting is a professional service related to the selection of suitable financial instruments and investment objects for clients in various fields of activity, from financing the real sector of the economy to financial assets. An investment consultant (not to be confused with a financial advisor) indicates to his clients the assets worth investing in after a detailed analysis of their financial situation, needs and business goals. First of all, an investment consultant provides detailed recommendations to inform the investor and describe the mechanisms of a certain investment product, including determining the level of risk, indicating the time horizon or determining the planned rate of return and down payment.

In addition, he provides professional services for managing the financial flows of investment projects and offers other services for businesses:• Investment project management.• Preparation of investment memorandums with partners.• Development and expert evaluation of investment projects.• Analysis and monitoring of investment projects.• Development of detailed business plans for projects.• Financial risk management.• Project support from A to Z.• Fundraising, etc.Despite the wide range of investment consulting services available, all final investment decisions remain with the client, and the consulting service itself is non-binding.

Investment consulting is classified as a brokerage service. Activities in this area are strictly regulated and limited by the national legislation of each country, with investment consulting having its own specific features in each country. In particular, the provision of such services may require a special license. Therefore, any paid or free advice and recommendations regarding stocks, bonds, and even mutual funds may only be provided by licensed organisations.

Should you use investment consulting services?

An investment advisor’s job involves assessing risks and investing resources in those instruments that can generate the highest returns. They are employed by banks, brokerage houses, funds, large corporations, SMEs, and private investors.

Close collaboration between an investor and an investment advisor, including a mutual exchange of information and ideas, can help analyse the financial situation and point out the best paths for successful investment. Again, the investor personally makes the final investment decision, agreeing to a certain risk and using the expert’s recommendations. Investment advisory services are highly individualised, so the asset portfolio that an investor builds with the help of an advisor will always be unique.

The main responsibilities of an investment advisor include the following:• Advising private clients on various financial instruments.• Managing an investment portfolio using optimal instruments.• Advising corporate clients on mergers, divisions, and acquisitions of enterprises and the formation of their capital structure.

Investment consulting is a professional service related to the selection of suitable financial instruments and investment objects for clients in various fields of activity, from financing the real sector of the economy to financial assetsAn investment advisor primarily handles tasks related to negotiating contracts for their services through an investment company or ensuring the fulfilment of such contracts. The advisor also receives and transmits orders to buy or sell securities or rights to participate in collective investment schemes on behalf of their clients. When preparing to invest, clients must consider many critical issues, and missing any one piece of this puzzle can be costly. For this reason, it’s important to consult with experts, as the scope of an investment advisor’s expertise is very broad. Investment advisors can be used by companies and individuals without investment experience or knowledge, but with available financial resources, who would like to invest with an acceptable return. Naturally, investment advisory services come with additional costs, but in terms of significant potential gains or avoiding large losses, it’s certainly money well spent. When searching for an investment advisory firm, experts recommend choosing one that has a positive reputation among clients and has solid experience in the given field and with the given client profile. A good investment advisor is able to prudently manage the capital entrusted to them by a client unfamiliar with financial markets. Furthermore, the advisor bears certain responsibilities under local investment laws. If the investment advice fails to comply with the requirements or obligations imposed, the advisor may be held liable for losses incurred by the investor based on their recommendations.

How to choose the right investment advisor?

You can start your search with the licensing authority of the relevant country. However, experts recommend relying on informal channels, taking into account the experience of other companies or private investors.

When choosing an investment advisor, it is worth comparing their offers, paying attention to the following points:• Availability of a license (if applicable).• Practical experience in the market and portfolio.• Composition of the expert team and qualifications of advisors.• Cost and scope of services provided.• Payment procedure and responsibility. It is also recommended to check whether the advisor charges a one-time fee or whether the client must pay monthly for ongoing maintenance and creation of a portfolio of investment assets. It is also common to charge a commission on the profit received from the recommendations of the investment advisor. A source of valuable information about advisors is the opinions of current and former clients. It is also important to find out the possibilities for comprehensive service of the investor. First of all, a good investment advisor should analyse the client’s profile, that is, check the acceptance of investment risk, investment horizon and, of course, investment opportunities. Based on the analysis, the advisor can recommend what types of investments are suitable for him. This is the procedure, and no other. If an investment consulting firm begins a relationship by promoting a specific project without thoroughly examining the client’s investment profile, that’s a red flag.

Another red flag is a direct recommendation of one specific investment instrument as the best and only solution. In this case, we’re likely dealing with pure sales, not professional consulting.

Our investment consulting services

Successful investment activities of companies in a highly competitive business environment require competent specialists and modern technologies. Investment consulting, as a specialised type of consulting in various areas of investment activity, has the potential to increase the efficiency and competitiveness of capital-intensive projects.

APEX invest consulting services include, but are not limited to:• Analysis of investment projects.• Development of a detailed business plan.• Financial modelling and forecasting.• Provision 

of long-term business financing on flexible terms.• Advisory support and project support at all stages. If necessary, we, together with our international partners, carry out engineering design, construction, procurement and installation of equipment under an EPC contract (turnkey). Thus, our team is ready to offer a full cycle of professional services, from a business idea to a finished project. We actively cooperate with large companies in dozens of countries, including Spain, France, 

Germany, Brazil, Mexico, Saudi Arabia, South Africa and others. If you are interested in comprehensive investment consulting services for large businesses in Russia or abroad, contact the financial team at APEX Investment Group, a Spanish company with extensive international experience and a solid reputation.