Hugo Cautela

Wealth Management Associate at Hexagone Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Shanghai, CN

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Experience

    • United Arab Emirates
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Associate
      • Sep 2023 - Present

      Shanghai, China Hexagone Capital is a multinational independent wealth management firm that specializes in providing comprehensive financial planning and investment management services to high-net-worth individuals, C-level executives and families. With a client-centric approach, we strive to understand the unique needs and goals of each client and develop customized solutions to help them achieve their financial objectives. Shanghai – Dubai – Hong Kong – Ho Chi Minh

    • France
    • Financial Services
    • 700 & Above Employee
    • M&A Analyst
      • Sep 2022 - Aug 2023

      Prague, Czechia • Led buy-side deal advisory for a prominent CDMO player in Europe, advising a SPAC on the acquisition of a leading CDMO player in the Czech Republic • Managed one intern in the context of M&A process deals conduction, promoting an effective and collaborative work environment • Conducted legal reviews and summarized Czech laws for a Takeover Bid (energy industry) • Spearheaded weekly market analysis for the entire bank, highlighting recent and potential deals within Eastern… Show more • Led buy-side deal advisory for a prominent CDMO player in Europe, advising a SPAC on the acquisition of a leading CDMO player in the Czech Republic • Managed one intern in the context of M&A process deals conduction, promoting an effective and collaborative work environment • Conducted legal reviews and summarized Czech laws for a Takeover Bid (energy industry) • Spearheaded weekly market analysis for the entire bank, highlighting recent and potential deals within Eastern Europe • Supported the financial project team with ad hoc research in the energy industry, providing insights for project advancement Show less

    • France
    • Chemical Manufacturing
    • 700 & Above Employee
    • M&A Analyst
      • Jan 2022 - Jun 2022

      Paris, Île-de-France, France • Prepared 3 quarterly reports about worldwide healthcare activity (M&A deals, global and specific market summary) • Summarized into monthly follow-up current and future steps of ongoing deals for the Board of Directors • Led deal execution together with the head of French West Indies to develop strategic positioning and investment materials • Coordinated the log of due diligence questions for Legal, Tax, Financial, and internal Due Diligence • Involved in 3 DCF valuations and… Show more • Prepared 3 quarterly reports about worldwide healthcare activity (M&A deals, global and specific market summary) • Summarized into monthly follow-up current and future steps of ongoing deals for the Board of Directors • Led deal execution together with the head of French West Indies to develop strategic positioning and investment materials • Coordinated the log of due diligence questions for Legal, Tax, Financial, and internal Due Diligence • Involved in 3 DCF valuations and participated in scenario structuring (w/-w/o synergies) • Participated in the redaction of 3 investment notes for the Board of Directors, focused on the financial aspects Show less

    • France
    • Financial Services
    • 1 - 100 Employee
    • M&A Analyst
      • Jan 2021 - Jun 2021

      Paris, Île-de-France, France • Created a database of 6,600 potential targets in one month to develop the activity into the small-cap market • Designed a supporting document showing the evolution of the French IT market in 2021 for our clients • Performed strategic screening for potential client acquisition targets (Tech for Good) • Participated in the origination and execution effort by drafting pitches, IM, teasers, and company profiles • Structured an OBO sponsorless, participated in IM and financial model… Show more • Created a database of 6,600 potential targets in one month to develop the activity into the small-cap market • Designed a supporting document showing the evolution of the French IT market in 2021 for our clients • Performed strategic screening for potential client acquisition targets (Tech for Good) • Participated in the origination and execution effort by drafting pitches, IM, teasers, and company profiles • Structured an OBO sponsorless, participated in IM and financial model preparations to raise 1.2 million € • Advised an AI chatbot company on a sell-side transaction, leading to increased visibility on the market Show less

    • Personal Tax Advisor
      • Jan 2020 - Jun 2020

      Luxembourg Preparation of the launching of an online PEPP (Pan European Personal Pension) product for European mobile citizens, including : • Cartography of cross-border workers in EU countries • Identification of the aspects offering significant potential for tax relieves • Suggestion of steps to implement these tax relieves • Creation of the Website content: information, simulation, FAQ, and onboarding online

    • China
    • Advertising Services
    • 1 - 100 Employee
    • Assistant Marketing Consultant
      • May 2019 - Aug 2019

      Shanghai City, China • Writing commercial articles and community management • Prospecting, public relations and advising clients • Website designing

Education

  • ESSCA Ecole de management
    Master's degree, Finance
    2017 - 2022

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