Maoz Consulting & Advisory
Strategic & Financial Advisory.
Board-level Impact.
Cross-border Reach.
Senior Strategic & Financial Advisory for Cross-Border & Real Estate Businesses
Founder-Led. Flexible Engagements. Real-World Execution.
At Maoz Consulting & Advisory, we provide strategic, financial and real-estate advisory for companies, investors, family offices and founders who operate across Brazil, Europe and international markets.
Every engagement is led directly by the founder — ensuring senior attention, clear thinking and tailored solutions.
We bring multi-country, multi-sector leadership to your most important decisions.
Our founder, Marcelo da Costa Santos, is an experienced entrepreneur and has served as CEO, CFO, strategic advisor and board member in Brazil, Portugal and beyond, supporting organisations through different stages of growth, transition and investment cycles.
We specialise in high-impact, flexible engagement models — part-time, project-based or board-level — ideal for clients that require senior expertise without the overhead or rigidity of a full-time executive or large consulting firm.
Services Provided
Leveraging multi-country and multi-sector experience, we offer a focused suite of strategic, financial and real-estate advisory services designed to support informed, high-impact decision-making across continents, industries and markets.
Strategy & Governance
Advisory
We help organizations realign strategy, strengthen governance and enhance decision-making. We also help clients enter new markets and develop business plans for new ventures or divisions.
Real-Estate & Real-Asset Structuring
Advisory grounded in real-world experience with developers, investors and family offices.
Services include: (i) Structuring of investment vehicles, (ii) Development feasibility & project planning, (iii) Asset repositioning & business planning, (iv) Exit strategies, JV alignment & investor structuring, (v) Advisory to family offices and private developers
Growth, Internationalization & Transformation
Support for companies navigating expansion, transition or new strategic horizons.
Services include: (i) Market entry & internationalization (Brazil ↔ Portugal/Europe), (ii) Commercial strategy & partnership models, (iii) Transformation & turnaround projects, (iv) Special-projects leadership, (v) Interim and fractional executive roles
M&A Advisory
Senior support for companies, investors and family businesses navigating acquisitions, divestments and strategic transactions.
Services include: (i) Buy-side and sell-side guidance, (ii) Valuation, financial modelling & scenario analysis, (iii) Coordination of financial, tax and operational due diligence, (iv) Deal structuring, term sheet review & negotiation support, (v) Support for strategic partnerships, JVs & minority/majority stake transactions
Board Advisory Services
Strengthen your corporate governance and strategic oversight with specialized board advisory. We offer insights and support to optimize board effectiveness, advise on fiduciary duties, and enhance decision-making processes. Receive personalized guidance and direct involvement from our founder.
About me
I am an executive, entrepeneur and advisor with over 32 years of experience across finance and real estate, combining financial-market depth with hands-on operational and entrepreneurial execution.
My career began with more than 15 years in equity research, investment banking and private equity/venture capital, where I built strong capabilities in financial modelling, valuation and investment analysis, before transitioning into real estate, where I’ve spent the past 17 years working across residential, land-based and corporate real-estate projects.
Over the course of my career, I have held senior leadership roles, including serving as interim CEO and CFO in turn-around real-estate projects, as well as founding, leading and successfully exiting my own real-estate advisory firm. I also worked as a portfolio manager for a logistics-focused REIT, overseeing strategy, asset performance and capital allocation. These experiences strengthened my ability to navigate operational restructuring, complex transactions and real-asset optimisation with both strategic and financial discipline.
I currently hold two part-time positions: CFO of Preservaland, a high-growth environmental startup operating primarily in Brazil, and Board Member of Shopping Vitória, where I support strategic, financial and governance decisions at one of Espírito Santo’s landmark retail assets. I am also involved in real-estate initiatives across Brazil, Portugal and Switzerland, advising on structuring, strategy and project development.
Throughout my career, I have built and led teams across multiple ventures and worked in environments ranging from multinationals and financial institutions to family-owned companies and startups. I am bilingual in Portuguese and English, with working knowledge of Spanish, French and Italian, and have lived and worked in several countries.
My background spans a wide range of industries—including oil & gas, telecom, auto parts, steel, energy, pulp & paper, petrochemicals, capital goods, chemicals and technology—giving me a broad, cross-sector perspective on strategy, finance and business structuring.
