Services
Strategic advisory for complex financial decisions
We work in two complementary service lines: Transaction Advisory, for decisive moments, and Strategic Financial Management, for building an institutional-grade finance function day by day. Each reinforces the other: knowing a company’s numbers from the inside makes the transition to a transaction natural when the time comes.
Transaction advisory
Common situations
How much is my company worth?
I received a purchase offer. What do I do?
Is it time to sell or to bring in a partner?
I need capital to grow. Debt or a partner?
We advise business owners and boards of directors on buy-side, sell-side, and capital-raising transactions. The firm’s partners design and execute every transaction from start to finish.
Transaction Strategy
Analysis of alternatives: full or partial sale, bringing in a partner, recapitalization, or debt. Design of structure and terms: control, earn-outs, rollover equity, and corporate governance.
Company Sales (Sell-Side)
We build the story and the numbers that support your company’s value, design a process in which multiple interested parties compete for it, and negotiate price and terms alongside you through to closing.
Acquisitions (Buy-Side)
Defining the investment thesis, screening, valuation, structuring the offer, and support with due diligence and negotiation.
Capital and Financing
Evaluation of debt and equity alternatives; preparation of materials and support in discussions with banks and institutional investors.
Strategic financial management
Common situations
I don't know how much cash I'll have next month.
The bank asked for projections and I don't have a financial model.
My accountant handles taxes but doesn't help me make decisions.
My revenue grows every year, but I don't know how much I earn per business line.
Strategic finance on top of your accounting: structure, analysis, and vision to make decisions.
A full team of analysis, control, and financial management working with your company week by week, from cash control to transaction preparation.
Ideal for companies that are growing faster than their finance function can support.
AMONG THE RESULTS
Weekly business visibility
Sales, margin, collections, and cash, without waiting for the monthly close.
Clarity on your true profitability
A financial model that connects sales, costs, and cash flow, with scenarios for planning.
Weekly business visibility
Sales, margin, collections, and cash, without waiting for the monthly close.
Clarity on your true profitability
A financial model that connects sales, costs, and cash flow, with scenarios for planning.
Cash control
13-week liquidity forecast, with no surprises in payroll, taxes, or suppliers.
Institutional-standard reporting
Monthly close and quarterly reports at the level expected by funds, boards, and banks.
Bank-ready information
Credit line renewals and loan applications without weeks of preparation.
Ongoing transaction readiness
Information and materials ready if a capital or sale opportunity arises.
Bank-ready information
Credit line renewals and loan applications without weeks of preparation.
Ongoing transaction readiness
Information and materials ready if a capital or sale opportunity arises.
How we work
Diagnostic
Review of information, closing processes, liquidity, models, and reports. Delivery of findings and a prioritized work plan.
Build
Implementation of models, reports, and processes; initial operation alongside the team and transfer of responsibilities.
Ongoing Advisory
Periodic updates to models and reports, sessions with management, and support with decisions or transactions when needed.
M&A, capital, and strategic financial management advisory firm for owners and family businesses in Mexico.
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