4Infra – Strategy building value

Strategy Building Value

We convert our experience in ports, into business value, performing in the whole spiral of infrastructure project.

Practical knowledge and experience in port management combined with best practices and strategic financial assessment tools

In our team, ports CEOs and board members

+50 clientes – Fundos de investimentos,

Port and logistics terminals and operators,

Industries and trades, Port Authorities

+50 projects: from greenfield to port turnaround

• Atuação em +17 portos no Brasil e no mundo

+19 anos no mercado de infraestrutura

Confidence of the entire value chain

from market leaders +12 ports in Brazil and worldwide

Market Strategy
and Investment Thesis

Market Strategy and Investment Thesis

Planejamento portuário (PDZ e Planos Mestres)
Estudos de micro e macro demanda;
Structuring of port projects and its value chain
Business model and market strategic partnerships
Direct and indirect financing of capital structure
Innovation support
Estudos Técnicos e Operacionais

Asset
Management

2. Asset Management

VDO ® – Value Delivery Ofﬁce (Reinforcement of the highest value actions)
Turnaround of operations
Improving operational efﬁciency
Design of operating models
Revenue optimization
Risk Assessment & Management
ESG Approach
Post-acquisition or merger (First 100 days)

3. Due Diligence
Management

3. Due Diligence Management

Technical expertise;
Independent advice
Integration between analysis fronts
M&A activity on the sell-side and buy-side
Analysis of administrative commercial and operational structures
Technical support to arbitration

Asset
Valuation

4. Asset Valuation

Valuation;
Business plan;
Support in auctions and bidding processes
Study for rebalancing and and contractual restructuring
Regulatory Asset Valuation

Meet our team

Casemiro Tércio Carvalho

+18 years of experience in the infrastructure market.
Naval Engineer, from Escola Politécnica da USP, AMP from IESE Business School, Master in Logistics and Port Management from Universidad Politécnica de Valencia, Board Member from IBGC
Former CEO of the Port Authorities of Santos and São Sebastião, also led the administration of the Tietê-Paraná Waterway
Board Member at Port of SUAPE, director of Logistics &Transport Division of FIESP, and director of Port Affairs at Santa Cecilia University. Served as a Board Member at the Port of São Francisco do Sul, Imbituba and the SCPar Holding
Extensive portfolio of projects and works in the sector, also developed strategic assessments in the port sector and shipbuilding and offshore.

Gabriel Rizzi

+18 years of experience in consulting
Civil Engineer from Escola Politécnica da USP, and MBA from Insper
Large experience in consulting firms such as McKinsey, Bain and Cosin, acting in strategy, operations and technology projects in several industries, developed in Brazil, USA, Europe and Latin America
Entrepreneur, developing and implementing a wallet and mobile commerce tool for small retailers
In recent years, working with methodologies and technologies for digital transformation and startups

Marcelo Rodrigues

+18 years of experience in large scale construction, heavy infrastructure and industrial assembly for 15 years
Civil Engineer from Escola Politécnica da USP.
Extensive experience in legal negotiations, planning and control actions, as well as preparation of plans for investors and partners for ventures valued at over R$ 2 billion.
Former President Director at Companhia Docas de São Sebastião and Contracts Manager at the Tietê-Paraná Waterway Project
Tietê-Paraná (HTP), managing engineering contracts in infrastructure for waterway transportation, such as terminals, and dredging.

Renato Campos

+18 years of experience in consulting and project management;
Civil Engineer from Escola Politécnica da USP, Master in Infrastructure Project Management at Politecnico di Milano;
Extensive experience in raising public financing and tax incentives;
Experience as a consultant working in operational efficiency projects, in Brazil and abroad, in public and private companies, in the real estate, financial, oil and gas, construction, energy, retail and IT sectors;
Entrepreneur as partner and founder of consulting firms: focus on Innovation Management and Financing; Operational Efficiency; Digital Transformation.