01. Clients
What each group hires the firm to do.
Execution Capacity
Investment Banks and Advisory Firms
The firm takes on the analytical work of a live mandate, including the operating model and the schedules behind it, the adjusted earnings bridge a buyer will review, coordination with the quality-of-earnings provider, the memorandum and management presentation, the data room and buyer questions.
The work goes out under your firm's name. You stay the advisor of record with the client, and you keep the relationship, the mandate and the fee.
01
Senior Finance Leadership
Founders and Corporates
Before a sale, a capital raise or a refinancing, the firm gets the company's numbers ready for buyers and lenders, with financials on a consistent basis, each earnings adjustment documented and sourced, a capital structure that is easy to follow, and a model that supports the valuation.
When the need is ongoing rather than tied to one transaction, the firm acts as fractional CFO for as long as the company needs it.
02
Funding Platforms
Lenders and Credit Originators
The firm works with lenders that need institutional funding for their loan book, including consumer lenders in Mexico. It analyzes the loan-level data to assess whether the portfolio can support a facility, designs the structure, prepares the materials for funders and sets up the monthly reporting once the facility is funded.
03
Transaction Analytics
Funds and Investors
For credit funds, private equity sponsors and investors, the firm reviews a target from the buyer's or lender's side. It tests the seller's adjusted earnings and the support behind each adjustment, reconciles the quality-of-earnings report to the model being marketed, and sizes debt capacity and covenant headroom.
For capital moving between the United States and Latin America, the firm also works through the holding structure, the funding mechanics and the currency exposure, in both markets and in both languages.
04
In English and Spanish, from the first model to closing.
02. Engagement
Built from the source records.
Whether the client is a bank, a company, a lender or a fund, the work starts from the underlying records, such as the general ledger, bank statements and contracts. The model, the valuation and the documents are built on that work.
