Representative Engagements
Our work supports high-stakes decisions—from immigration petitions to capital raising and business transactions.
IMMIGRATION CASE - E-2 VISA PETITION
Structuring a USCIS-Aligned E-2 Business Plan for U.S. Expansion
CASE SNAPSHOT
E-2 visa expansion from Ecuador to the U.S.
USCIS-aligned business plan and 5-year financial model
Submission-ready case coordinated with immigration counsel
Client Profile
Founder and CEO of an Ecuador–based company expanding into the United States through an E-2 visa, relocating with family to establish and grow a service-based business in Houston, Texas. The client was working with immigration counsel and required a business plan and financial projections capable of withstanding USCIS scrutiny.
The Challenge
While the client had:
an established business abroad
committed capital for U.S. expansion
legal support from immigration counsel
the case required translating an existing operation into a credible, U.S.-focused business plan and financial framework.
Key challenges included:
Adapting the business model to the U.S. market context
Developing financial projections aligned with a new operational footprint
Structuring a realistic hiring plan tied to growth
Ensuring full consistency between narrative, projections, and USCIS expectations
The objective was not just to present a viable business, but to build a coherent, defensible case under USCIS review.
Our Approach
We worked closely with the client and immigration counsel to develop a fully integrated business plan and financial model, aligned with both operational reality and petition requirements.
1. U.S. Market & Business Model Structuring
Adapted the existing business model for the U.S. market
Refined pricing, positioning, and service delivery
Defined a clear operational setup for launch in Houston
2. Financial Model Development
Built a 5-year projection model
Aligned revenue assumptions with market entry and capacity
Structured cost base, hiring plan, and cash flow dynamics
3. Hiring & Growth Alignment
Developed a phased hiring plan tied to revenue growth
Ensured staffing levels were both realistic and supportive of scale
Connected hiring strategy directly to financial projections
4. USCIS-Aligned Documentation
Structured the business plan to support:
investment deployment
operational launch
economic impact
Ensured full consistency across all sections: narrative, operations, and financials
5. Attorney Coordination
Incorporated feedback from immigration counsel
Addressed case-specific requirements
Delivered a submission-ready document package
The Outcome
The engagement resulted in:
A comprehensive E-2 business plan aligned with USCIS expectations
A fully integrated financial model tied to real operations
A clear articulation of:
growth trajectory
hiring plan
economic contribution
The case was positioned as credible, structured, and ready for submission
Key Takeaways
Expanding an existing business into the U.S. requires reframing the model—not copying it
Financial projections must be grounded in operational reality
Consistency across narrative and numbers is critical under USCIS review
Planning an E-2 or L-1 Visa Case?
We work with entrepreneurs and immigration attorneys to develop:
E-2 and L-1 business plans
Financial models aligned with visa petitions
Investor-ready, defensible documentation
👉 Schedule a consultation:
https://pdrfinancial.net/scheduling
FINANCIAL MODELING CASE - INFRASTRUCTURE PPP
Financial Model for a PPP Infrastructure Project at a Major U.S. Port
CASE SNAPSHOT
Shore power PPP at a major U.S. port
Cross-border SPV with structured capital and financial projections
Investor-grade model supporting evaluation and partner alignment
Client Profile
A special purpose vehicle (SPV) formed to participate in a public-private partnership (PPP) for the implementation of shore power infrastructure at a major U.S. port.
The structure included partners from the United States and Latin America, requiring alignment across capital contributions, governance, and financial expectations
The Challenge
The engagement required building a robust, investor-grade financial model for a complex infrastructure opportunity tied to a high-traffic port.
Key challenges included:
Translating a technically complex infrastructure project into financial drivers
Structuring a model appropriate for a PPP environment
Aligning cross-border partners with different financial expectations
Modeling long-term adoption and utilization dynamics
Creating outputs suitable for investment evaluation and partner discussions
The objective was to develop a model that could support both PPP participation and informed investment decisions
Our Approach
We developed a structured financial model tailored to infrastructure and PPP dynamics, with a focus on clarity, flexibility, and defensibility.
1. Revenue & Utilization Modeling
Defined revenue drivers based on port activity and shore power adoption
Modeled utilization scenarios reflecting operational ramp-up
Linked technical assumptions to financial performance
2. Capital Structure & Funding Framework
Modeled equity contributions from U.S. and Latin American partners
Incorporated timing of capital deployment
Structured funding aligned with project phases
3. Cost & Infrastructure Modeling
Structured CAPEX for shore power installation
Modeled operating costs tied to utilization and maintenance
Integrated long-term cost dynamics
4. Scenario & Sensitivity Analysis
Developed base, upside, and downside scenarios
Tested key variables (utilization, pricing, timing)
Provided visibility into risk and return
5. Investor-Ready Outputs
Integrated financial statements
Key metrics (returns, payback, capital requirements)
Clear outputs for partner and investor discussions
The Outcome
The final model provided:
A clear and structured view of project economics
Alignment across cross-border stakeholders
A framework to support PPP participation and investment evaluation
The model became a central tool for analysis, coordination, and decision-making
Key Takeaways
Infrastructure models must translate technical complexity into financial clarity
PPP structures require alignment across stakeholders and assumptions
Scenario analysis is essential to evaluate risk and long-term viability
Evaluating an Infrastructure or Investment Opportunity?
We build financial models for:
Infrastructure and PPP opportunities
Capital raising and investor evaluation
Strategic and cross-border business planning
👉 Schedule a consultation:
https://pdrfinancial.net/scheduling.
VALUATION CASE - LBO TRANSACTION
Valuation and LBO Modeling for the Acquisition of a Chilean Media Company
CASE SNAPSHOT
Acquisition of a Chilean television network
LBO model incorporating cash flow, working capital, and financing structure
Framework supporting valuation, deal structuring, and negotiation
Client Profile
Advisory support provided in connection with the due diligence process for the potential acquisition of a television network in Chile.
The engagement involved collaboration with stakeholders evaluating the transaction, requiring a structured financial framework to assess value, financing, and deal feasibility.
The Challenge
The transaction required developing a defensible valuation and leveraged buyout (LBO) model to support investment decisions in a complex media asset.
Key challenges included:
Assessing cash flow generation and sustainability in a media business
Structuring a working capital framework aligned with operations
Modeling sources and uses of funds for the transaction
Incorporating financing assumptions and leverage dynamics
Translating due diligence findings into a coherent valuation framework
The objective was to build a model that could support both valuation analysis and transaction structuring
Our Approach
We contributed to the development of a comprehensive financial and LBO model, integrating operating performance with transaction-level assumptions.
1. Cash Flow Analysis
Developed forward-looking cash flow projections
Evaluated revenue stability and cost structure
Assessed sustainability of operating performance
2. Working Capital & Operating Drivers
Structured working capital assumptions
Linked operational drivers to cash flow generation
Ensured consistency across projections
3. Sources & Uses of Funds
Modeled transaction structure
Defined capital allocation and funding requirements
Aligned uses of capital with acquisition strategy
4. Financing & Leverage Structure
Incorporated debt and equity assumptions
Modeled leverage impact on returns
Evaluated repayment capacity and risk
5. LBO & Valuation Framework
Built an integrated LBO model
Derived valuation ranges based on projected performance
Assessed returns under different scenarios
The Outcome
The final model enabled:
A clear view of transaction economics and feasibility
A structured framework for valuation and financing decisions
Alignment between operational performance and deal structure
👉 The model served as a decision-making tool for evaluating the acquisition and negotiating terms
Key Takeaways
Valuation in transactions depends on cash flow quality and structure
LBO models require tight integration of operations, financing, and returns
Clear sources and uses are critical to understanding deal feasibility
Evaluating a Transaction or Acquisition?
We support transactions through:
Valuation analysis
LBO and financing models
Due diligence financial structuring
👉 Schedule a consultation:
https://pdrfinancial.net/scheduling