We shape the fortune for your long term growth
Assess your potential
in a dynamic investment environment
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About us
We shape the fortune
for your long term growth
PROTEO FINANCE GROUP is a boutique financial group focused on investment banking and Wealth Management. We specialize in shaping unique and niche investment opportunities for our clients with the aim of achieving their long-term growth. We provide transaction advisory, audit, and the restructuralization of investment portfolios tailored to the needs and requirements of our clients.
We practice a discreet and personalized approach to finance, aligning with the financial needs and investment goals of our clients. This approach is guided by insight, boldness, and unwavering reliability. We strive to make each client feel valued, which is why we emphasize the long-term building of strong and family-like relationships in an intimate atmosphere. We are responsible and communicate to instill confidence. We want our partners, clients, and colleagues to perceive us as a trustworthy brand to entrust with their future and the one that always fulfills its promises.
Values
Boldness
Bold and ferocious in our approach, stable in agreements
We believe that only on a solid foundation of trust, respect, and reliability can we build long-term and strong partnerships that can withstand the dynamic changes in the world.
Discretion
Discreet in our relationships, open to cooperation
We are convinced that discretion is the key to successful business and strong partnerships. But openness and mutual communication are equally necessary for growth. In everything we do, we seek a balance that enriches both sides.
Wit
Unconventional in our ideas, reliable in our solutions
We look at business from a bird's-eye view, but we keep our feet on the ground. By applying proven methods and combining traditional and modern solutions, we design solutions for continuous growth.
Advisory
Within our advisory services, we go beyond the role of intermediaries; instead, we provide you with the absolute best solutions. Our aim is not only to enable clients to achieve their business objectives but to exceed expectations. With a profound understanding of the investment landscape, we operate actively in shaping paths to success and adding value to every business opportunity.
M&A Advisory
Whether you're looking to sell your company or stand on the buying side for your expansion, we assist you in identifying and shaping suitable opportunities on both ends. Our expertise throughout the entire process allows us to offer solutions tailored to your individual needs.
Financing
Our advisory service for entrepreneurs' financing helps clients secure the necessary capital for their projects and further development. Together with our clients, we develop effective financing strategies and subsequently connect them with suitable financial partners and banks.
Wealth Management
Every client has a unique story, and we understand that their financial needs are just as unique. That's why we prioritize a client-centric approach, ensuring that your needs and goals are always at the forefront of every decision we make. Our commitment to you extends beyond traditional financial services. In a holistic approach that takes into account not only your financial efforts, but also your personal journey. From the audit and restructuring of your portfolio, through real estate management and the creation of investment strategies, we will accompany you.
Trust funds
Elevate your financial strategy with trust funds, the bedrock of wealth preservation and succession planning. Entrust your assets to the experts, and let the foundation of trust pave the way for a prosperous and secure future for you and your heirs.
Alternative Investments & Services
At PROTEO FINANCE, we go beyond traditional investment strategies to offer a diverse range of alternative investment opportunities. Whether you're interested in exploring the dynamic world of Private Equity Investments, looking to Buy, Sell, or Invest in the ever-evolving hotel industry, or seeking exposure to Alternative Asset Classes. Our tailored approach to alternative investments allows us to align your portfolio with your unique financial goals, providing you with opportunities for diversification and potential growth in these dynamic markets.
Portfolio We can quickly adapt to a changing situation
We work in an area where words have enormous value. We always share only the necessary information about the store and ask only the necessary minimum.
Securing the interests of the buying party in the transaction of seeking and approaching selling parties for the acquisition of a portfolio of commercial centers valued at over €150 million.
We provided strategic advisory services to ensure the seamless flow of financial resources into our client's account, facilitating international transactions in diverse currencies. Our emphasis was on implementing compliance protocols within the client's banks and relevant financial institutions. Furthermore, we devised a robust strategy, utilizing forward contracts to mitigate risks associated with fluctuations in currency exchange rates.
Our company was engaged by a prominent investment holding to provide comprehensive advisory services for the divestment of their hospitality assets, strategically located in a prime location within a capital city of a European country.
Advisory service on land development in a prestigious location. From conceptualizing the future state and liaising with architects and relevant authorities to secure zoning decisions and building permits, to the successful development and sale to the target group of buyers.
Advisory service on the organization of an agreement on a lien on real estate and its sale in order to recover the client's outstanding debt together with accrued interest from a company that has defaulted on its debt obligations.
Thoroughly prepared investment memorandums and financial projections, along with market research, for distressed properties with significant historical significance within the portfolio of a European holding company.
Facilitation of the establishment of an AIF (Alternative Investment Fund) for the purpose of the investment activities of the client.
