Mergers and acquisitions, structured financings, and capital strategy, delivered to the standard set at tier-one banks. In English and Spanish.
Mora Munoz Partners is an independent financial advisory firm working with investment banks and advisory firms, founder-led companies, lenders and credit originators, and funds and investors 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.
Engagements run in six stages, and the analysis covers everything from the general ledger to the consolidated model, each earnings adjustment and the valuation.
The firm is led by a mathematician with more than twenty years in banking and finance.
Every model, memorandum and lender package is built to the same standard, with assumptions documented and sources listed.
The Principal sets the scope and approves every deliverable before it goes to a client.
Scenario analysis is delivered within the time the transaction allows.
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.
Essays on the mathematics of complex financial systems, written by the Principal.
