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Corporate FinanceServices Mexico
Investment Bank · Est. 2001
Investment bank specialized in mergers and acquisitions with 25+ years of experience across Mexico and Latin America.
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About
CFSM is an investment bank. A leader in Mergers & Acquisitions.
We offer world-class advisory services to business owners in Mexico. More than 25 years of professional experience in Mergers & Acquisitions and an impeccable track record advising clients on buy-side, sell-side, mergers, divestitures, restructurings and business valuations. The investment banking team is the sole shareholder of CFSM.
0+Years in M&A
Since 2001 · Independent firm
0+Closed transactions
Hands-on in every one
0B+USD advised
Mid-market to corporate
0+Sectors covered
Manufacturing, education, automotive, consumer, and more
Services
Five investment banking fronts. One single standard.
We put our clients' interests at the center of every mandate, backing each process with experience, professionalism and high-quality execution.
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Portfolio
Relationships built on trust and results.
The clients that have trusted CFSM with their most significant transactions. Trust is earned deal by deal, not declared.
Tombstones
Mandates that speak for themselves.
Closed M&A, capital raising and restructuring transactions. A sample of the work behind every conversation.
View all transactionsUniversidad Insurgentes
Acquired by
Interprotección
Capital raise
D'Gari
Acquired by
Incode Technologies
Fairness opinion
AMCO Internacional
Acquired by
Grupo Educación
Fairness opinion
Healthic
Capital raise
AMCO Foods
Acquired by
Interprotección
Capital raise
Alsea (BMV: Alsea*)
Fairness opinion
Is your company a candidate?
Let's talk about your next transaction — M&A, fundraising or restructuring.
Team
A highly experienced team behind every mandate.
International team with proven transaction experience at McKinsey, KPMG, Crown Capital LatAm, Bimbo, Telefónica B2B and Credit Suisse. Educated at ITAM, Harvard, IPADE, ITESM, IE Business School and UP.
LinkedIn
Miguel Alonzo
Founder & Managing Director
Founder & Managing Director. 35+ years in investment banking, M&A and private equity. Former Crown Capital LatAm, Telefónica B2B, McKinsey, Credit Suisse First Boston. MBA Harvard, IE Business School, ITAM.
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Alejandro Ortega
Director
Director. 20+ years in M&A and corporate finance, 20+ transactions worth ~USD 400M. Former KPMG Mexico and Amsterdam, Vector Casa de Bolsa. MBA IPADE Business School, Universidad Panamericana.
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Irving Monroy
Senior Investment Banking Analyst
Senior Analyst specialized in middle-market M&A. 4 years experience. Former Grupo Bimbo (Entrenandos program), led 50+ investment evaluations. ITESM, top of class. FMVA, AFM, CFA Level I.
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José Enrique Hernández
Senior Investment Banking Analyst
Senior Analyst with 4+ years combined in private equity and investment banking. Double degree from ITAM (Financial Management + Economics). CFA Level II. Former Tara Capital, Tactiv Casa de Bolsa. Summer at LSE.
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Emiliano Baz
Investment Banking Analyst
Investment Banking Analyst. 2.5+ years at CFSM (Intern → Sr. → full-time). Specialized in M&A. Universidad Panamericana, summa cum laude. Former Seguros Monterrey New York Life.
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Moisés Cruz
Investment Banking Analyst
Investment Banking Analyst. Specialized in M&A across the full transaction lifecycle. ITAM, Financial Management. CFA Level III candidate.
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Gerardo Zurbrugg
Investment Banking Analyst
Investment Banking Analyst. Specialized in middle-market M&A. Senior Finance student at Tecnológico de Monterrey. Former Cedrus Investments in Hong Kong (asset management, IPO advisory).
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Miguel Barrera
Administrator
Administrator. 6 years leading short-term rental condominium projects and digital growth. Former Grupo Modelo (13 years). Universidad Anáhuac, Executive Management diploma. Food, financial, consumer, Proptech sectors.
View full profile↳ TalentJoin the team
We are hiring.
We are looking for analysts and associates with transaction experience.
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Simulator
Estimate a valuation range for your business.
An indicative calculator using EV/EBITDA multiples. Choose your industry and enter annual EBITDA.
Industry
million USD
Figure in millions. Example: 100 = $100,000,000 USD.
Disclaimer. An indicative estimate. It does not constitute a formal valuation; a professional valuation accounts for capital structure, comparables, discounted cash flows, growth adjustments and buyer synergies.
Source · PitchBookUpdated · 14 de julio de 2026
Alliances and recognition
Strategic alliances. Sustained external validation.
CFSM is the Mexican arm of Corporate Finance Associates Worldwide .
A global network of 34 offices across 13 countries. More than 70 years of experience in middle-market M&A, capital raising and restructuring. Every local CFSM mandate can scale internationally through the network.
Regulation
- SEC
- FINRA
- SIPC
Cross-border transactions channeled through CFAW are registered with United States regulatory authorities.
Ranking 2026
CFSM is featured among the leading M&A firms in Mexico — 2026 edition.
View rankingOther recognition
- 2024PressFeatured in M&A coverageForbes México
- 2023RankingMid-market M&A advisor of the yearLatin Lawyer
- 2023RankingTop firmas independientes de banca de inversión — MéxicoMergermarket
Newsletter
Editorial reading on M&A, capital and valuation.
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An archive of monthly newsletters and editorial insights.
Insight
Nearshoring isn't a moment: why industrial M&A in Mexico is just starting
Public narrative treats nearshoring as a recent phenomenon. Transactional flows reveal something else: an 8–10 year structural cycle whose ignition is happening now — and Mexican mid-market owners who fail to prepare will leave money on the table.
ReadInsight
M&A Newsletter — March 2026
The most relevant M&A, private equity, debt and capital-markets transactions in Mexico during March 2026.
ReadInsight
M&A Newsletter — February 2026
The most relevant M&A, private equity, debt and capital-markets transactions in Mexico during February 2026.
ReadNewsletter · 1× per month
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