Independent Financial Advisory · United States | Latin America

Institutional execution for complex transactions

Mergers and acquisitions, structured financings, and capital strategy, delivered to the standard set at tier-one banks. In English and Spanish.

Mora Munoz Partners
01 — The Firm

Execution standards set at tier-one institutions.

Mora Munoz Partners is an independent financial advisory firm advising investment banks, financial sponsors, credit funds, and founder-led companies on mergers and acquisitions, structured financings, and capital strategy, working in English and Spanish across the United States and Latin America. The practice was built on front-office experience at tier-one banks in Mexico City and New York, and on transactions from US$30 million to US$7.0 billion.

US$9.0B+
Announced M&A transactions*
US$250M+
Structured financings
20+
Years in banking and finance
EN / ES
Bilingual execution
*Includes transactions executed by the Principal at prior institutions.
02 — Selected Transactions

The record, in figures.

Professional Services
Sell-Side Advisory · United States
Exclusive sell-side mandate for a founder-led U.S. professional services firm. Live and in execution.
2026
Consumer / Beverage
Arca / Grupo Continental
Merger of equals between two leading Coca-Cola bottlers. Exclusive financial advisor to Arca.
US$7.0B
Banking
Banorte / Ixe
All-stock bank merger. Lead financial advisor to Grupo Financiero Banorte.
US$1.3B
Pharmacy Retail
Grupo Casa Saba / Farmacias Ahumada
Cross-border acquisition across Mexico and Chile. Lead financial advisor.
US$637M
Named transactions executed by the Principal at prior institutions. The full record runs from US$30 million to US$7.0 billion.
Independent by design. Institutional by standard.
05 — Approach

Built to survive the room.

The model gets opened by someone whose job is to find the flaw in it. A buyer's analyst, a credit committee, a board that has seen a hundred of these. That is the only test that matters, and it is the standard every deliverable is built against.

The firm is led by a mathematician who spent two decades in capital, which shows up as a habit: the arithmetic is settled before the narrative is written. Conclusions that depend on the story holding do not survive diligence. Conclusions that fall out of the numbers do.

One standard, every deliverable

Assumptions documented, sources traceable, every number tied. Materials arrive ready for the counterparty, not ready for another round of your edits.

The Principal owns the outcome

Scope, judgment, and final review sit with the Principal from first analysis through closing. Nothing reaches a client that has not passed that desk.

The answer arrives while the decision is open

Analytical depth and turnaround are engineered, not staffed. Quantitative and AI-assisted tooling delivers the scenario coverage a transaction demands, inside the window it actually allows.

06 — The Principal

Carlos E. Mora

Founder and Principal. Over more than two decades in investment banking, corporate finance, and fintech, he has advised companies, financial sponsors, and financial institutions across North and Latin America on mergers and acquisitions, debt and equity financings, and strategic capital initiatives. He has worked as advisor, as entrepreneur, and as senior finance executive, and holds a B.S. in Applied Mathematics from ITAM and a Master of Public Administration from Columbia University.

Bring us the complex one.