01 — Current Mandates
The active book.
Engagements in execution today, 2023 through 2026.
Professional Services · M&A
Sell-Side Advisory · United States
Exclusive sell-side mandate for a founder-led U.S. professional services firm. Valuation, data room, and buyer process in execution.
2026
Retail Media · LatAm
CFO and Capital Strategy
Fractional CFO leadership for a retail media and analytics platform operating across four countries.
2023–26
Consumer Credit · Mexico
Institutional Funding Platforms
Funding platform design for consumer credit originators, from warehouse structure through rating-agency readiness.
2025–26
Valuation
Independent Valuation Opinions
Valuation opinions for transactions, disputes, and planning, prepared to NACVA-conforming standards with credentialed valuation analysts.
2025–26
Energy · Fusion
Multi-Phase Capital Architecture
Capital sequencing model supporting the staged financing of next-generation fusion energy technology.
2025
The standard was set at scale. It is applied every week.
02 — Foundational Transactions
Where the standard was set.
Landmark and middle-market mandates executed by the Principal at tier-one institutions. The same process, from US$30 million to US$7.0 billion.
US$30M
Krispy Kreme Mexico
US$7.0B
Arca / Continental
Logarithmic scale. Gridlines at US$100 million and US$1 billion.
Consumer / Beverage
Arca / Grupo Continental
Merger of equals between Embotelladoras Arca and Grupo Continental. Exclusive financial advisor to Arca; integrated merger model and pro forma capitalization framework.
US$7.0B
Banking
Banorte / Ixe
All-stock merger of Grupo Financiero Banorte with Ixe Grupo Financiero, US$1,310 million consideration in shares. Lead financial advisor to Banorte.
US$1.3B
Pharmacy Retail · Mexico / Chile
Grupo Casa Saba / Farmacias Ahumada
Cross-border acquisition of Farmacias Ahumada (Benavides) by Grupo Casa Saba. Lead financial advisor; acquisition financing and valuation.
US$637M
Environmental Services · Mexico
Promotora Ambiental / PetStar
Sale of PetStar by Promotora Ambiental at a US$60 million enterprise value. Exclusive financial advisor.
US$60M
Consumer Brands · Mexico
Grupo Axo / Krispy Kreme Mexico
Sale of Krispy Kreme de Mexico to Nexxus Capital at a US$30 million enterprise value. Exclusive financial advisor to Grupo Axo.
US$30M
Executed by the Principal at prior institutions.
03 — As Founder and Operator
Capital raised from the other side of the table.
Facilities and funding secured as founder, chief financial officer, and division head, where the structure had to survive the business that lived inside it.
Oil and Gas Services · Mexico / Colombia
Grupo Baz · Credit Lines
Credit facilities secured as Chief Financial Officer to fund operations and cross-border expansion across two countries.
US$100M+
Energy and Infrastructure · Mexico
Upton Financial · Project Finance
Project financing raised and structured for energy and infrastructure assets as founder and chief executive of a non-bank lender.
US$50M+
Payments · Santander Mexico
Structured Funding Facilities
Funding facilities secured for the buy-now-pay-later and merchant cash advance platforms built and scaled inside the bank as Managing Director.
US$25M+
Fintech · Mexico
Uptonmart · Seed Capital
Seed funding raised to build one of Mexico's first buy-now-pay-later platforms, later adopted by Santander as payments infrastructure.
US$1.5M
Capital raised and structured as founder and operator, not as advisor.
The arithmetic changes with the zeros. The discipline does not.
