01. Recent Work
Delivered and in execution.
Client names are withheld where an engagement is confidential. Engagement detail is available in diligence.
Services · Texas
Sell-Side Execution Support
Live sell-side execution support on a Texas services business. Confidential while the process is open.
2026
Beverages · Mexico
Reporting Platform
Design and build of a management reporting platform for one of the leading brewers in Mexico, which the client's team runs and updates on its own, with ongoing support from the firm. Confidential while the engagement is open.
2026
Retail Media · Latin America
Fractional CFO
Fractional CFO of Winkel Media & Analytics, a retail media platform operating in Mexico, Colombia, Peru and Ecuador.
2023–26
Medical Devices and Biologics · Texas
Independent Valuation Opinions
Fair market value opinions for tax planning across a medical device and biologics group, at four 2025 valuation dates. Prepared to NACVA-conforming standards with credentialed valuation analysts.
Case study →2025
Fusion Energy · Texas
Multi-Phase Capital Architecture
Long-range capital plan for a fusion energy developer, from prototype through Nth-of-a-kind deployment, with capital cost per megawatt falling along a learning curve.
Case study →2025
Building Materials · Texas
Financial Viability Assessment
Build-to-suit lease on a second plant for a precast concrete manufacturer, with an option to buy at maturity.
Case study →2025
Exclusive or lead financial advisor on every landmark transaction.
02. Foundational Transactions
Where the standard was set.
Landmark and middle-market mandates executed by the Principal as an M&A advisor in New York and Mexico. 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, creating the second-largest Coca-Cola bottler in Latin America at a combined value of US$7.03 billion. Exclusive financial advisor to Embotelladoras Arca, including origination of the transaction. Case study → · Announcement (ES) → US$7.0B
Banking
Banorte / Ixe
All-stock merger of Ixe Grupo Financiero into Grupo Financiero Banorte, valuing Ixe at US$1.31 billion and creating Mexico's third-largest bank. Lead financial advisor to Grupo Financiero Banorte, including origination of the transaction and valuation of Ixe. Case study → · Announcement (ES) → US$1.3B
Pharmacy Retail · Mexico / Chile
Grupo Casa Saba / Farmacias Ahumada
Cross-border leveraged buyout of Farmacias Ahumada, owner of Farmacias Benavides, by Grupo Casa Saba at an enterprise value of US$637 million, won in a competitive auction. Lead financial advisor to Grupo Casa Saba, and exclusive structurer of the acquisition financing from HSBC and Banorte. Case study → · Announcement (ES) → US$637M
Environmental Services · Mexico
Promotora Ambiental / PetStar
Sale of PetStar, Promotora Ambiental's PET recycling subsidiary, to Arca Continental through an open auction of more than 20 bidders, at a US$60 million enterprise value, 30 times run-rate EBITDA. Exclusive financial advisor to Promotora Ambiental. Case study → · Announcement (ES) → US$60M
Consumer Brands · Mexico
Grupo Axo / Krispy Kreme Mexico
Sale of Krispy Kreme de México by Grupo Axo to Nexxus Capital at a US$30 million enterprise value. Exclusive financial advisor to Grupo Axo. Announcement → 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.
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.
