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UBK Consulting is an independent strategy, technology, M&A and structured finance advisor in the energy, infrastructure and environmental space.
We are an international consulting boutique offering an interdisciplinary combination of expertise in strategy, finance, executive management and technology to the solution of business issues in the energy, infrastructure and environmental space. We offer our clients strategy, project finance and private equity knowledge, including the use of supporting programs of multilateral financing and development agencies. We complete our advisory offer with technology advisory, business development and political risk management services.
The firm’s partners are globally recognized for their expertise in the sustainability space and bring many years of experience in successfully building and managing renewable energy and infrastructure development and financing businesses, in commercial and investment banks and in renewable energy development companies, in Europe and in the Americas.
UBK Consulting was founded in 1995 in Munich and has a subsidiary in São Paulo since 2020. Next to Munich and São Paulo, its partners are located in Berlin, Milan, Miami and Washington DC.
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We offer a full spectrum of financial advisory services for a variety of environmental industries, infrastructure & energy efficiency transactions, including structuring & arranging advisory and M&A consulting, and personalized services for investment and asset management. Our partners bring a combination of experience in investment banking, executive management and strategic consulting not commonly found in other advisory firms.
We provide advisory services in connection with the project or acquisition financing of sustainable infrastructure assets (environmental industries, infrastructure & energy efficiency). Our specific knowledge and our experience gained over many years in the field of structuring financial transactions in the sustainable infrastructure field make us a competent partner to advise you throughout the entire investment process, from the evaluation of the investment opportunity to the supervision of post-closing activities.
We provide consulting services for owners, purchasers, sellers, investors and lenders for selling, acquiring and evaluating sustainable infrastructure assets, service providers and manufacturers. Our team has performed various mandates of varying scope and complexity. These services may be as comprehensive as a technical due diligence assessment for an acquisition of a diversified portfolio of renewable energy assets or as focused as the determination of a fair market value of an individual asset for a potential buyer.
Besides transaction support, the services offered by UBK in the sustainable infrastructure space include specialist investment management and administration of the investment structures (whether a fund or a trust or a different structure) incorporated for the purpose of implementing your sustainable infrastructure investments.
Continuous management of sustainable infrastructure investments and the preparation of regular and detailed performance reports are an integral part of our services. The analyses contained in the performance reports form the basis for steering your investment in an informed way with the ultimate goal to achieve optimal results. We focus on variance analyses, on the basis of operational and financial short- and medium-term objectives.
We offer technology due diligence and technology assessment services. We help our clients to perform technology evaluation for investment suitability, product and process innovation, and business process improvement. We support the elaboration and review of budgets and project plans for technology investments, a possible M&A transaction, the launch of a startup, the restructuring of a problematic project, and in the realignment of business strategy and technology.
Whether you are an investor looking at an exciting technology business, or a CEO assessing your internal technology group, you know the importance of this key business function. Technology is strategic, fast moving and capital intensive. You may not have the necessary resources available for the job, or the access to the necessary independent competencies, or simply the time to do it yourself.
There are times when the CIO, CTO, or VP of Engineering need help. We can jump into these challenging situations and provide the relief needed. We have experience with what works (and with what doesn't). We know how to recognize what will really work and what sounds good, but will be too risky for the projected payoff.
We provide analytical consulting services to investors and corporations active in a variety of business areas in the sustainability space, including: renewable energy, financial services, information technology, infrastructures and transportation. We challenge traditional accounting firms through our business focused approach – we support our clients in making rational investment and divestment decisions. Our partners' background and track-record is in banking, strategy, engineering, IT and physics. We understand the needs of investment funds and multi-billion dollar corporations, as well as the requirements of small and medium size and start-up firms, and we tailor our services to suit each client and project.
We develop customized, detailed business-case-driven financial models, and provide bankability analysis services, in connection with the evaluation of investments in sustainable infrastructure assets, new business ventures, joint ventures or acquisitions. Our clients are project developers, investors, funds and large corporations. Our financial modeling services cover a broad range of client’s requirements, including screening of investment opportunities, modeling of transactions and M&A evaluation.
Model audit significantly reduces the risks of modeling errors and fulfills the requirements of investors, lenders and other stakeholders. We are a thorough model auditor, with experience ranging across all major sustainable infrastructure industries. We differentiate ourselves by our business-oriented approach, the track record of our team in executive management positions, a rigorous methodology and efficient communication.
We have all the necessary skills to support our clients' business development: from market analysis and assessment of your potential vs. market entry opportunities and the formulation of sales and marketing plans, to operative implementation support, including executive search, M&A consulting, appointment of local directors, administration services and logistic support. We guide our clients in the new cultural, tax and legal environment and support them in the alignment of their operational procedures in order to ensure a smooth integration of the newly established business unit into the parent organization.
We have developed specific tools aimed at evaluating real business opportunities based on your potentialities. We can offer tailor made expansion-driven SWOT analysis to guide you throughout your development process.
We help you to look at the competitive environment – what your competitors are doing, where the next technological developments are coming from, and the general directions the market is moving. We profile customers and get their distinctive characteristics through a needs based segmentation. The whole market segmentation process allows then to judge about the attractiveness, profitability and position of identified segments through “acid tests” in order to apply a sharp marketing mix strategy.
Selecting entry approaches is another critical step to calibrate the extent and the characteristics of the market penetration. We have a recognized expertise to advise and accompany you in the handling of distributors, agency contracts, licensing, until setting up your own subsidiaries – or acquiring an existing company.
From Sales & Marketing accurate assumptions to key financial and economic figures: we support the market development with detailed business plans able to assess and demonstrate the viability of the development projects.
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Began his career at Montedison, one of the largest global conglomerates (energy, chemicals, petrochemicals, life science, agrochemicals) in modern Italian history. Founded UBK Consulting in 1995. Looks back to a 25+ years of consulting experience on a global basis, having helped clients at C-level in various industries, including life science, energy, infrastructure, IT, consumer goods, semiconductors, and transportation. Long-standing advisor of the European Commission in several Research and Innovation Programs. Brings a wealth of experience in originating, structuring, and executing advisory and M&A transactions in the sustainable infrastructures space in Europe, USA and Brazil.
Holds a Doctor Degree in Business Administration from Bocconi University (Milan), where he also taught Strategic Planning and Technology Management. Based in Munich and São Paulo.
Over 25 years of international experience in IT, corporate strategy, process engineering, and operations, with significant expertise in managing complex cross-national projects.
He began his career in AT&T, the world's largest telecommunications company, and was subsequently active in the IT sector as CEO for Subasta (Miami, FL) and Executive VP for xWine in (Frankfurt, Germany). As a partner of UBK Consulting, Riccardo has advised clients at C-level in various industries, including IT, financial services, automotive, logistics, sensor technologies, optical systems, renewable energies, process engineering, and food & beverages. He has served as interim CIO and COO for medium and large sized companies. Holds a degree in Economics from FSU (USA), and is trilingual with English, Italian, Spanish, with a working knowledge of Portuguese and French. Based in Miami.
Seasoned executive with 30+ years of experience in global corporations and multilateral institutions. Held senior executive positions at Inter-American Development Bank (including Head of the Strategy Office of the President) and at the World Bank (as Senior Economist and Country Officer for the Africa Region). Previously President & CEO of Fiat USA Inc. and FIAT Group Companies in North America, and General Secretary of the International Advisory Board of Fiat Group (working with Giovanni Agnelli and Dr. Henry Kissinger). Held independent director & executive management positions for Pirelli Ambiente, CNH, Ferrari, Alfa Romeo, Nylestar/Sorin Biomedical, Magneti Marelli, Teksid Aluminum, and others).
Holds a Doctor Degree with Honors in Economics from Bologna University and a MSc in Economics & Finance from LSE.
Having a long-standing interest in environmental issues and as an early proponent of the transition to renewable energies, Alex has used his technical background (PhD in mechanical engineering at Milan's Polytechnic) to gain expertise acting as an advisor during the development, construction and managing phases of solar plants in Italy, on behalf of German and Italian developers and investors.
Alex also has over 20 years of experience as a consultant in the patent sector and as a technical consultant for various Italian and German companies, ranging from the automotive industry to the packaging and plastic processing industry as well as for control equipment and instrumentation manufacturers. He has also worked as an independent consultant for companies in the aerospace, defense systems, information technology and textile sectors. Based in Zurich.
Business architect, corporate finance and commercial banking specialist, with profound experience in environmental driven infrastructure and Venture Capital transactions and investments. Has set-up, advised and placed alternative asset funds (a.o. Stadtwerkefonds and Green Gateway Fund 2) and supported several startups as co-founder (a.o. ACCURE Battery Intelligence) in finding appropriate finance structure, business partners and valuable leads. Prior to joining UBK Consulting, he was Head of Business Development in the Energy Division of HSH Nordbank in Hamburg, where he arranged successfully project finance for PV and wind farms in the EU and US.
Holds a Degree in Economics (Bochum, Tours and Oxford) and a post-graduate degree as CEFA. Based in Berlin.
An experienced, results-oriented and motivated professional with over 20 years of experience in the energy and investment sectors. Majored in electrical engineering with a MBA from ESCP, Roberto started off his career with Schlumberger, the largest energy services company where he accumulated multiple positions from technical to management. At NOV he contributed for important projects in the off-shore infrastructure sector both in Brazil and Norway.
Since 2017, Roberto has been running the business for important company names in the renewable energies sector such as ib Vogt in Southeast Asia, Gransolar in Latam and GreenYellow more recently in Brazil. Other areas that he's also been involved in the energy transition include but are not limited to: Energy Efficiency, Electrical Mobility, Energy Storage and Carbon Credits. Based in Berlin and São Paulo.
Thank you for your interest in UBK Consulting. To locate the contact pertinent to your specific enquiry, please use the information below. For additional information on our advisory services and our industry expertise, you can also visit the appropriate section on this website.
UBK Consulting GmbH
Drygalski-Allee 7
81477 Munich
Germany
UBK Consulting Brasil Ltda
Rua José Maria Lisboa, 129
01423-001 Jardim Paulista
São Paulo (SP)
Brasil
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