We are a data driven finance firm offering specialized solutions boosting financial & operating perfomance and decision making
We Create Value!
We advise companies through innovative finance, ultimately creating value. Our team is composed by highly experienced entrepreneurs in the financial industry with access to a vast network of investors looking for new & disruptive opportunities
We advise the company in the negotiation & structuring across investment rounds through our relationships with PE, VC’s and in the public markets with equity and debt issuances
Throughout innovative valuation methodologies, we determine the OPTIMAL value of the company – inciting a SHARP decision-making regarding total or partial sale/acquisition of equity or fuel growth through strategic investors (smart money)
We analyze & execute together with the company the best financial strategies in a structured way, creating VALUE – CFO Services
Raul Márquez Pardinas
Graduated form Universidad Iberoamericana with a degree in Mechatronics Engineer.
Has more than 8 years of experience in the financial sector working for institutions such as Citi-Banamex, Actinver, and PwC. Has executed transactions various sectors under different structures for debt and capital raise in the public markets and private investors.
In the last years, has performed as a financial advisory for small & medium companies and start-ups in various sectors, looking to maximize their financial performance.
Major in Financial Administration form the Instituto Tecnológico y de Estudios Superiores de Monterrey
Has more tan 10 years of experience in the financial sector: credit risk analysis, debt restructuring, and credit loans in well recognized institutions such as Citi-Banamex and CIT Group
With experience as an investment banker where he executed several transactions from M&As and investment rounds with different funds for startups across many sectors. Also, he acted as CFO for several of these companies.
We are highly specialized team with vast experience in the financial sector
Alex Grappin Flores
Stella Occhipiniti Romero
Graduated in Business Engineering from ITAM, with a specialization in internal process optimization. She also has a certification in data analysis from the University of Ljubljana, Estonia.
She developed as a consultant for two years in the pharmaceutical and textile sector with experience in the creation of financial models focused on estimating and assigning costs and competitive analysis at the industry level.
Also, focuses on the development of data analysis, reports, valuations and various financial tools, fundamental for decision making.
Major in Financial Management from the Instituto Tecnológico Autónomo de México, with a specialization in Private Equity and Investment Banking & CFA Level 1 Candidate
Previously, worked in Ernst & Young Mexico in the Mergers & Acquisition area, where he carried out transactions of various sectors such as Fintech, Pharmaceutical, and Consumption.
Served as financial advisor for different start ups, creating structured and profitable business models
René Zenteno Díaz
Graduated in Financial Management from ITAM with a specialization in Private equity and project financing. He is currently a CFA level 1 candidate
Worked as a financial consultant for G.I. Moen for two years where he focused in financial valuations and projections for infrastructure transactions. He also developed financial analysis for public and private investments in companies from various sectors.