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METALOAD / FOR INVESTORS & ACQUIRERS

Know what you're
buying.

Fixed-scope operational diligence and integration support for investors and strategic buyers evaluating technology, IT services and nearshore businesses across Latin America.

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DEFINED SCOPE DECISION-READY OUTPUTS OPERATOR'S PERSPECTIVE
[ 01 — HOW WE CAN HELP ]RIGHT-SIZED FOR THE TRANSACTION

Not just a report.
A clearer decision.

From a limited data-room review to a 100-day operating plan, each package has a defined outcome. Engage us for the specific stage you're in — no requirement to purchase the entire sequence.

Focused on people, leadership, delivery, operational maturity and execution risk. Financial, legal, security and deep code audits are out of scope unless separately arranged with specialists.

[ 02 — THE PACKAGES ]FOCUSED ENGAGEMENTS / DEFINED DELIVERABLES
01 / RAPID SCREENING72 HOURS

LATAM Red-Flag
Review

A 72-hour, document-based review for investors who need an early view of operational concerns before committing to deeper diligence.

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BEST FOR

Buyers during exclusivity or an active diligence process who need a fast risk screen.

WHAT'S INCLUDED

  • Review of up to 20 agreed data-room documents for one target and one country
  • Team and key-person dependency signals
  • Delivery and operating model red flags
  • Visible retention and cost anomalies

WHAT YOU RECEIVE

A 2–3 page risk memo with documented observations, severity, questions to validate and recommended next diligence steps.

NOT INCLUDED

Independent verification, interviews, full technical or financial due diligence, legal opinions or assurance on undisclosed risks.

02 / CORE ENGAGEMENT10 BUSINESS DAYS
FLAGSHIP SERVICE

LATAM Operational
Due Diligence Sprint

An operator-led review of the talent, leadership, delivery capabilities and operating risks behind a technology acquisition.

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BEST FOR

PE teams and strategic acquirers who want decision-ready operational analysis before closing.

WHAT'S INCLUDED

  • One target / one country, up to 40 documents and five stakeholder interviews; team structure, leadership and key-person exposure
  • Retention signals and compensation context
  • Delivery processes, governance and vendor dependencies
  • Operational scalability and integration readiness

WHAT YOU RECEIVE

An executive report, risk matrix, recommended follow-up actions, investment committee summary and findings readout.

NOT INCLUDED

Line-by-line code review, penetration testing, cyber audit, financial or tax DD, legal/employment diligence, valuation or purchase recommendations.

03 / INTEGRATION READINESS2 WEEKS

100-Day Integration
Blueprint

Translate diligence insights into a practical operating plan that helps align management, preserve talent and create momentum after closing.

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BEST FOR

Buyers preparing for closing or early in the ownership transition.

WHAT'S INCLUDED

  • Up to four stakeholder working sessions for one entity; operating priorities and proposed ownership structure
  • Leadership / reporting model and management cadence
  • Critical talent and delivery continuity risks
  • Workstreams, quick wins and KPIs

WHAT YOU RECEIVE

Sequenced 30/60/100-day roadmap, workstream owners, dependencies, decision log and executive readout.

NOT INCLUDED

Hands-on execution of initiatives, change-management rollout, legal entity restructuring or systems migrations.

04 / EXECUTION SUPPORTMONTHLY RETAINER

Fractional LATAM
Operations Lead

Experienced operational oversight to drive follow-through across leadership, team performance and integration priorities.

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BEST FOR

Acquirers and portfolio companies needing transitional senior operating support without a full-time hire.

WHAT'S INCLUDED

  • Executive alignment and operating rhythm
  • Monthly priority planning and KPI reviews
  • Oversight of agreed integration workstreams
  • Operational recommendations and escalation support

WHAT YOU RECEIVE

Monthly operating plan, progress summary, management reviews and clearly tracked action owners.

NOT INCLUDED

Full-time COO accountability, day-to-day line management, implementation labor or unlimited on-call availability.

ENGAGEMENT NOTES

Each engagement is subject to agreed scope, geography, available data, interview access and scheduling. Timelines begin once the required information and access are available. The rapid review is a limited document-based assessment, not a full technical, financial, security, legal or code audit. Fees and availability are discussed privately.

[ 03 — HOW ENGAGEMENTS WORK ]FROM FIRST CALL TO FINDINGS

Clear next steps.
No ambiguity.

We define what is in scope before work begins, then work to a practical timeline.

01↗

Qualify

20-minute call to understand timing, deal stage, location and decision needs.

02◇

Scope

Confirm document/interview boundaries, the deliverables and commercial terms.

03⌕

Assess

Review the available material, validate what we can and document open questions.

04✳

Deliver

Share decision-ready findings and, if useful, define a logical follow-on engagement.

AN ACQUISITION ON YOUR RADAR?

Let's discuss the
operational picture.

No need to share confidential documents in an initial inquiry. Tell us the deal stage, geography and the question you need answered.

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