Every mandate, a decision that scaled.

Acquired by

Exclusive financial advisor to the founders and shareholders of Universidad Insurgentes, a prestigious academic institution with more than 20 campuses in México, in connection with the sale of 100% of its stock to Linzor Capital, a leading private equity firm in Latin America.

Capital raise

Exclusive financial advisor to the founders and shareholders of Interprotección, the largest independent insurance broker in México, in connection with a minority equity stake acquisition by Arthur J. Gallagher (NYSE: AJG) in Grupo CP.

Acquired by

Exclusive financial advisor to the founders and shareholders of D'Gari, a Mexican leading company in the gelatin segment and other foods, in connection with the sale of 100% of its stock to Dr. Oetker, a German company leader in manufacturing and distribution of food products.

Fairness opinion

Second mandate with Incode Technologies, analyzing four technology companies: Na-at (connectivity), WeSign (digital signature), Totem (digital interaction) and Nubarium (technological innovation), issuing the Fairness Opinion Letters for each entity.

Acquired by

Exclusive financial advisor to the founders and shareholders of AMCO Internacional, a highly specialized distributor of aroma chemicals, essential oils and food ingredients, in connection with the sale of 100% of its stock to Brenntag AG.

Fairness opinion

Issued a Fairness Opinion Letter for Grupo Educación in connection with the operations of UVM and UNITEC, two of the most relevant private higher education institutions in México.

Capital raise

Advised Healthic on a strategic investment received from Steris, a global leader in healthcare solutions. The transaction involved structuring the investor's entry terms and managing the due diligence process through closing.

Acquired by

Exclusive financial advisor to the founders and shareholders of AMCO Foods, a Mexican leading company in the powdered beverages segment and other foods, in connection with the sale of 100% of its stock to BIMBO (BMV: Bimbo*), a global leading Mexican baking company.

Capital raise

Exclusive financial advisor to the founders and shareholders of Interprotección in the structuring of a loan facility to refinance bank debt with Scotiabank.

Fairness opinion

Exclusive financial advisor to the founders and shareholders of Alsea (BMV: Alsea*), the most important restaurant operator in Latin America, in connection with issuing a Fairness Opinion Letter of Café Sirena.

Acquired by

Issued a Fairness Opinion Letter for Medicato, a digital health platform connecting patients with doctors and specialists, in connection with the sale of the company.

Advisory

Specialized advisory on the real estate portfolio of FUNO (Fibra Uno), the largest real estate trust in México and one of the most relevant in Latin America, with assets in the industrial, retail and office segments.

Fairness opinion

Fairness Opinion Letter for Grupo Pochteca, a leading Mexican distributor of chemical raw materials and industrial materials, in connection with its paper business line.

Fairness opinion

Issued a Fairness Opinion Letter for Toallera Popular, a Mexican company with a long track record in the production and distribution of home textiles, including towels, linens and bath products.

Fairness opinion

Fairness Opinion Letter for Comvive, a housing developer focused on sustainable communities and energy efficiency.

Fairness opinion

Issued a Fairness Opinion Letter for Gunnebo México, a Swedish-origin subsidiary with global presence, focused on security solutions: safe storage, access control and video surveillance (CCTV).

Fairness opinion

Fairness Opinion Letter for Laboratorios Le Roy in the analysis and valuation of target companies, in connection with an acquisition to strengthen its portfolio.

Fairness opinion

Fairness Opinion Letter for Vert Pharma, a Mexican company focused on herbal remedies and compounded medicines.

Fairness opinion

Issued a Fairness Opinion Letter for Proyecto Barrio Santiago, a mixed-use real estate development located in Querétaro, integrating residential, commercial and leisure components in one of the fastest-growing markets in the country.

Fairness opinion

Fairness Opinion Letter for Dorothy Gaynor, an iconic Mexican footwear brand with more than seven decades in the market, recognized for its design, quality and presence in the accessible-luxury women's segment.

Fairness opinion

Advisory and issuance of a Fairness Opinion Letter for Llano de la Torre, a manufacturer of sanitary ware, bathroom furniture and accessories for the construction and home sectors.

Fairness opinion

Fairness Opinion Letter for Backbone Systems, a technology and IT infrastructure company providing connectivity, networking and systems management solutions to corporations and governments.

Capital raise

Structured and closed a combined financing, with resources from Banco Santander and Northgate Capital, for the acquisition of the Colegio Albertson's educational institution, in San Luis Potosí, by Grupo Educación.

Fairness opinion

Issued a Fairness Opinion Letter for Hogares Unión, a Grupo GIM company dedicated to the development of affordable housing.

Merger with

Advised on the closing of a strategic joint venture between Simil Cuero, a Mexican synthetic-materials company, and Ultrafabrics, a Japanese leader in high-end technical fabrics, integrating technology, manufacturing and distribution.

Fairness opinion

Issued a Fairness Opinion Letter for CESSA (Centro de Estudios Superiores de San Ángel), a private educational institution with a recognized track record in México City.

Acquisition of

Exclusive financial advisor to the founders and shareholders of Andino, a chemical products storage and distribution company, in connection with the acquisition of the Exxon Mobil Corp. (NYSE: XOM) terminal in the port of Tuxpán, Veracruz.

Fairness opinion

Fairness Opinion Letter for SafeLite, a company specialized in the distribution and installation of automotive glass, with presence across multiple states in México.

Fairness opinion

Advised and issued a Fairness Opinion Letter for private investors in a transaction related to Grupo IDESA, one of the most important private petrochemical groups in México.

Fairness opinion

Issued a Fairness Opinion Letter for Grupo Valsa, an EMX Capital portfolio company dedicated to the manufacturing and distribution of aluminum profiles and products for the construction and manufacturing industry.

Acquired by

Exclusive financial advisor to The Carlyle Group, a global private equity firm, in connection with the sale of 100% of its stock in Arabela to ADAS Capital, a private equity fund of the Sada Family from Monterrey, NL.

Fairness opinion

Fairness Opinion Letter for Autotransportes Delta, a Mexican freight transportation company focused on delivering efficient nationwide logistics solutions.

Fairness opinion

Fairness Opinion Letter for Transdelta, a transport and logistics company in México specialized in freight services and nationwide distribution solutions.

Fairness opinion

Fairness Opinion Letter for Cervecería Minerva, one of the most awarded and recognized craft breweries in México, with national distribution and presence in international markets.

Fairness opinion

Advisory and issuance of a Fairness Opinion Letter for JM Tor Par, an industrial company specialized in manufacturing and solutions for the automotive industry.

Fairness opinion

Fairness Opinion Letter for Grupo Forte Universal, one of the largest automotive tire distributors in México, together with its related companies, considering the corporate structure of the group as a whole and the consolidation of all its assets.

Fairness opinion

Issued a Fairness Opinion Letter for Grupo Editorial Notmusa, one of the most important publishing conglomerates in México, owner of media outlets such as Diario Récord, Metro, TV Notas and a broad portfolio of entertainment magazines.

Advisory

Provided strategic advisory to AI27, a company in the EMX Capital portfolio specialized in the development and application of artificial intelligence solutions for corporate processes.

Acquired by

Executed the full sale of OKILA to Grupo Tracsa, one of the most important machinery and equipment distributors in México, based in Guadalajara. We coordinated the end-to-end M&A process, including buyer identification, valuation, negotiation and closing.

Fairness opinion

Second Fairness Opinion Letter mandate for Simil Cuero Plymouth, reaffirming our trusted relationship with the company and supporting a new stage of growth and investment.

Fairness opinion

Issued a Fairness Opinion Letter for Lucha Libre AAA Worldwide, the most important professional wrestling promotion in México.

Acquisition of

Exclusive financial advisor to Alsea (BMV: Alsea*), the most important restaurant operator in Latin America, in connection with the acquisition of 100% of the stock in Restaurantes Sudamericana, the operator of the Burger King brand in Argentina and Chile.

Acquired by

Exclusive financial advisor to the founders and shareholders of Universidad Latinoamericana, a private university in México, in connection with the sale of 100% of its stock to The Carlyle Group, a global leading private equity firm.

Fairness opinion

Issued a Fairness Opinion Letter for Simil Cuero Plymouth, a manufacturer and distributor of synthetic leather-type materials for the furniture and footwear industry, marking the start of a long-term relationship with the company.

Fairness opinion

Financial advisory and Fairness Opinion Letter for Comexhidro, a company dedicated to the design, construction and operation of energy projects, focused mainly on small hydroelectric plants.

Fairness opinion

Issued a Fairness Opinion Letter for Cervecería Calavera, a renowned Mexican craft brewery with national and international distribution, in connection with a corporate transaction.

Acquired by

Structured the sale of a minority stake in SitWifi, a Wi-Fi connectivity company for shopping centers and public spaces, to Bocel. The transaction required the preparation of investment materials, valuation and negotiation of entry terms.

Fairness opinion

Issued a Fairness Opinion Letter for Intelimétrica, a company specialized in data analytics, market intelligence and geographic information for the financial and corporate sector.

Fairness opinion

Advised Incode Technologies on the strategic analysis and valuation of Buho Legal, issuing the corresponding Fairness Opinion Letter. Incode is a leading digital identity verification company with facial recognition technology.

Fairness opinion

Financial advisory and issuance of a Fairness Opinion Letter for Wax Revolution, a company specialized in beauty and waxing services.