
Global Financial Advisory For Institutions
CXDGROUP partners with institutional investors and enterprises to design resilient capital, risk, and investment strategies for an increasingly complex global market.
Services

Strategic advisory for asset allocation, capital structure, and growth financing, delivering independent insight that aligns executive decisions with long-term institutional objectives.

Transaction and risk services spanning M&A, divestitures, market entry, and treasury, with rigorous analytics to quantify downside exposure and unlock value creation opportunities.
Pricing
Explore transparent engagement models designed for banks, asset managers, and enterprises, with flexible fee structures aligned to mandate complexity, scale, and execution timelines.
Advisory Retainer
From $15,000 per project for focused strategic reviews, ideal for discrete mandates such as market entry assessments, capital structure diagnostics, or independent second opinions on existing investment strategies.
Core strategy support
Quarterly portfolio reviews
Project Mandate
From $8,500 per month for ongoing advisory retainers, including access to senior strategists, quarterly portfolio and risk reviews, and on‑call support for transaction screening and investment committee preparation.
Deal execution guidance
Cross-border structuring
Specialist sector research
Dedicated team
Weekly steering calls with partners
Enterprise Partnership
From 20 bps of assets or transaction value for large-scale mandates, such as multi-asset allocation design, manager selection programs, or end‑to‑end support on complex cross‑border capital deployments.
Multi-market coordination
Embedded in-house advisors
Integrated risk analytics
Board-level reporting
Scenario planning and stress testing
Priority execution access
Global insights
Reseñas

Aya Nakamura
Their team helped us restructure a multi-jurisdictional portfolio, reducing funding costs and improving risk visibility, while keeping our board fully informed throughout a fast-moving execution process.

Mateo García
CXDGROUP translated complex market dynamics into clear strategic options, enabling consensus among stakeholders and timely approval for a major cross-border investment program.