Services
Strategic and financial consulting for businesses
- Financial models. We assist clients in developing financial models that serve as tools for decision-making.
- Valuations. We help clients determine a range of values for their company, based on historical financial data, details of the operation, and macro and microeconomic factors.
- Financial and strategic consulting. Specialized advisory service through which we analyze a company’s financial situation to help optimize its internal resources and boost its growth.
- Business plans. Support in structuring, complementing, or creating business plans that outline the objectives and goals of a company or project, along with designing strategies to achieve them.
- Institutionalization programs. A complementary service to obtaining resources, arising from the need to institutionalize the company in order to be able to seek investors and receive private and public funding.
Support for businesses in obtaining financial resources from both private and public sources, including venture capital and mezzanine debt.
- Private Equity Market. Placement of capital in private markets and identification and selection of strategic partners, including private investors (individuals and/or entities) and private equity funds.
- Private Debt Market. Raising resources from financial institutions and strategic players, both in Mexico and abroad, or placing subordinated debt, convertible debt, preferred stock – or a combination of them – in private markets.
- Debt Resources. Such as the structuring of bonds, debentures, real estate participation certificates (CPI), promissory notes with yield payable at maturity (over one year), and ordinary participation certificates (CPO). Financial and legal advisory in the design, structuring, paperwork, negotiation of financing, and closing of the transaction.
- Equity Resources. These may include Initial Public Offerings (IPOs), which occur when a company first lists its shares on the market, or follow-ons, which are conducted when listed companies offer additional shares to expand their capital or raise further funding. We participate as structuring agents in IPOs or follow-ons for their placement on the stock exchange and provide advisory services to the client throughout the process.
Valuation of companies and productive assets.
Consulting on Mergers and Acquisitions (M&A)
Advisory for the creation of strategic partnerships (JVs).
Structuring of investment vehicles.
- Development Capital Certificates (CKD), Fiduciary Investment Certificates for Investment Projects (CerPI), and Private Equity Funds.
These are vehicles that combine development and management approaches. They can invest in stabilized assets or in development projects, and there are no sector investment restrictions. These vehicles have a lifespan ranging from five to twenty years, and distributions to investors are made upon the divestment of the projects. - Fibra (fideicomiso de inversión en bienes raíces) y Fibra E (fideicomisos de inversión en energía e infraestructura). Son vehículos enfocados a administrar activos estabilizados. Los sectores en los cuales se puede invertir están limitados a bienes raíces, en el caso de los Fibra, y a energía e infraestructura, en el caso de los Fibra E.
Financial restructuring of companies
Experience
We have been instrumental in obtaining regulatory changes that allowed Afores (retirement funds) to invest in long-term risk projects, creating a new financial industry. Our experience spans financial and legal advisory in strategic, financial, and distribution areas, with a strong track record in the placement of securities, initial public offerings (IPOs), and transactions involving the sale of shares and equity across various sectors. Additionally, we have provided advisory and strategic negotiation in mergers and acquisitions, raising debt and equity resources for major projects, portfolio valuations of derivatives, valuation opinions for real estate acquisitions, and debt restructurings. We actively participate in private funding operations, mergers, acquisitions, and joint ventures, consolidating ourselves as key players in the financial markets.
Success stories
- Investment Banking
- Financial
Private advisory and funding operations
- Investment Banking
- Pharmaceutical
