AW Investment Advisory
Boutique investment banking, based in Barcelona, dedicated to advising on:
- M&A transactions
- fundrasing for Private Equity funds
- real estate investments
We are an independent corporate finance advisory boutique specializing in M&A transactions.
We are focused on providing our clients, which include family-owned companies, family offices and institutional investors, with top quality financial advisory services that enable them to obtain the highest possible risk-adjusted return on their investments in alternative assets (private companies and real estate). To this end, we jointly define the most appropriate risk and return objectives for each situation, taking into account the time horizon, liquidity needs and legal and tax issues.
In the Corporate Finance area, we focus on private equity (advice on the purchase and sale of companies and placement agent services, both for PE and VC funds). In the Real Estate Investment area we advise investment groups and industrial groups in their strategic decisions, having also the capacity to execute our investment proposals.
Our team consists of financial and industrial experts who pursue the concept of continuous improvement in all decisions. AW’s partners have more than 30 years of experience in international projects for companies of international prestige.
Reliability
We are backed by our clients due to the high recurrence of our clients. Quality and Ethics are a constant in our decisions.
Decisive
By operating efficiency.
Pioneers
We try to anticipate the industry-driving trends.
Customer-oriented
Our effort is focused on creating value for our customers in the short-, medium- and long term.
Continuous improvment
AW partners gained over 30 years experience performing international projects for companies. Our team is constantly updating its training to add maximum value.
Globally oriented
We think globally and act locally. Thanks to our international network we provide services in the areas of greatest economic interest.
Executive Team
AW Investment Advisory’s Executive Team has extensive experience in investment advisory, mergers and acquisitions, corporate restructurings, raising investment for projects and analyzing investment opportunities.
Carlos Álvarez Wilmanski
Managing Partner - Corporate Finance
Alberto Álvarez Wilmanski - CFA
Managing Partner - Corporate Finance
Advisory Board
The Advisory Board integrates highly qualified people who contribute their experience and talent. AW Investment Advisory also has a wide network of industry experts.
José Carlos Álvarez Tobar
Advisory Board Member
Enrique Santamaria Morales
Advisory Board Member
Borja de Abadal Gámiz
Advisory Board Member
Dr. Ana M. Catafau
Advisory Board Member
Credentials
In recent years, AW has successfully closed numerous transactions in the field of corporate finance, fundraising for private equity funds, as well as real estate investment.
Below is a selection of operations performed by our team.
AW has advised AGC Glass Europe
a Japanese multinational company, world leader in flat glass manufacturing, in the detailed analysis of the financial restructuring of a strategic supplier.
AW has advised in exclusivity the Spanish manufacturing leader for truck-mounted aerial work platforms Talleres Velilla – MOVEX
to sell the company through a competitive process. The company has been finally sold to the French leader FE Group – France Elévateur
AW has advised Grup Bonanova in exclusivity
on the sale of its gas stations network to the multinational energy company BP
AW has performed a valuation of the cava producer Juvé & Camps to later sell a majority to a large Spanish holding enterprise
AW has raised capital for the THCP Capital Solutions IV fund, from independent London investment manager THCP, which as of mid-2022 managed €2.5Bn AUM
AW has successfully carried out a part of the fundraising of the investment vehicle Suma Capital Growth Fund II, run by the Spanish independent investment manager Suma Capital
AW has exclusively advised on the sale of the talent representation and influencer marketing agency Bushido Talent, leader in GenZ and TikTok
which has been acquired by Grupo Soy Olivia, owned by Nazca Capital
AW has carried out the audit of the real estate assets of the steel company, leader in steel services Hiemesa
as part of a corporate restructuring operation.
AW has been hired on an exclusivity basis to advice the multinational Würth Group
to acquire the distributor of electrical components Grupo Electrostocks which was owned by private equity fund Apax Partners
AW has carried out a thorough market analysis for Vidara (Ravago)
European leader in the distribution of ingredients for animal nutrition and health, feed solutions, active pharmaceutical ingredients for generic and branded laboratories, as well as flavors and aromas.
AW has advised the leader in automatic doors, industrial doors and intelligent access control, Manusa
in the market analysis of new strategic investments of the group.
AW has advised the venture capital fund Collins Capital Advisors, through its investee company Reyes Varón
on the acquisition of the smoked foods company Benfumat
AW has acted as advisor on the preparation of a business plan for the gym boutique La Sala Magali.
AW has provided internationalization services to the Spanish fully-automated electrical panel manufacturer Kuadrotek
AW has conducted a market study for the Dutch company Van Geel Group (as of today Legrand Group)
on its inorganic expansion project in Spain
AW has advised the family investment corporation Levante Capital Partners
on the sale of a residential building in vertical property to a private investor.
AW has acted as an exclusive advisor on the sale of the Spanish pharmaceutical engineering company IPB Consulting
acquired by the Swiss engineering company Chemgineering
AW has acted exlusively as sell-side advisor of the Spanish automatic barriers manufacturer Clemsa
acquired by the Italian multinational company FAAC Technologies
AW has advised on an exclusive basis the investment corporation Scranton B.V.
in the real estate management of its properties
AW has advised the electrical equipment distribution Spanish leader Elektra Group
on its process of internationalization to India. AW has conducted an in-depth market research
AW has raised a capital increase round of ca. €1.0M for the development of the technology startup SmartSea
AW has advised Grupo Sifu, a leading Spanish group in socially responsible facility services
on the management of real estate assets owned by the group
AW has carried out an analysis for the company specializing in micro-stamping for the automotive sector Usotor
for strategic decision making
AW has successfully participated in the fundraising of Net Zero Ventures, an ESG-focused energy transition fund.
led by Repsol and fund manager Suma Capital
Corporate Finance
Mergers and Acquisitions (M&A)
- Sell-side mandates
- Buy-side mandates
- Spin-outs & carve-outs
- LBO’s (MBO’s, MBI’s, etc.)
- Joint ventures (equity or non-equity)
Restructuring services
- Financial Restructuring
- Operational Restructuring (lean six sigma)
Placement Agent Services (Fundraising)
- For Private Equity funds
- For Private companies
- For Listed companies (block trading)
- For Start-up companies
Strategic Advisory
- Strategy and Business development
- Culture, leadership, innovation and sales
- Company internationalization services
- Integration and post-merger activities
- Analysis of industries and sectors
Valuation Services
- For corporate restructuring
- For audit firms
- For Transfer Pricing advisors
- Fairness opinion in legal disputes
- Financial Due Diligence
Real Estate Investment
We offer discreet- and tailor made- services, up-to-date know how of the different real estate markets, technical analysis skills, legal, tax and real estate advisory regarding commercial real estate, industrial real estate, hotels and residential. We have access to both local and international funds, and we are a reference point for owners who require an efficient property management of their assets and real estate portfolios.
Real Estate Asset Management
- Strategic planning of the property portfolio
- Optimization of risk and return of the property portfolio
- Market monitoring
- Cash flow management
- Financing operations’ advisory
Real Estate Investment Management
- Definition of investors’ strategy and interests added to risk profile comprehensive analysis.
- Detection, analysis, monitoring and closing of real estate investments operations.
- Structured investment vehicles
- Divestment advisory.
- Finding investors for industrial plants.