EXCEPTIONAL PERSPECTIVE
A multifamily office born from a merger with 40 years of legacy and experience, leveraging the expertise of traditional banking to provide agile, exclusive private capital solutions designed for your vision.
EXCEPTIONAL PERSPECTIVE
A multifamily office born from a merger with 40 years of legacy and experience, leveraging the expertise of traditional banking to provide agile, exclusive private capital solutions designed for your vision.
OBJECTIVE
Establish a private capital market that functions as a strategic, rigorous, and exclusive meeting point between specialized investors and Mexican companies requiring financing and capital for growth projects.
OBJECTIVE
Establish a private capital market that functions as a strategic, rigorous, and exclusive meeting point between specialized investors and Mexican companies requiring financing and capital for growth projects.
SUCCESS STORIES
Placement of 250 MDP in the Altum CKD.
Placement of 150 MDP in fixed income.
Placement of 250 MDP in private capital.
Sale of 100% of the Capital Stock of Auto Express Frontera Norte, S.A. de C.V. and Subsidiaries to Fondo de Transporte México, S.A.P.I. de C.V.
Sale of 100% of the Capital Stock of Laboratorios Brovel, S.A. de C.V. to Dechra Pharmaceuticals PLC.
Capitalization of Grupo Mac Ma, S.A.B. de C.V. and sale of assets to Grupo Xtra, S.A. de C.V.
FINVEST led the growth and sale of the company, managing more than 5,000 million in assets and successfully selling it on two occasions.
WHAT MAKES US DIFFERENT
Strategic Selection
Our process is based on rigorous analysis and a global network, enabling us to identify and access exclusive, high‑potential investment opportunities not available in conventional markets.
Active Management
We implement a proactive collateral tracking and reporting system, ensuring maximum security and visibility over your assets at all times.
Agility and Dynamism
Our operations are characterized by rapid decision‑making and flexible execution, adapting to the pace your opportunities require.
Tailored Structures
We design flexible and creative financing solutions, backed by robust analytical methodology, to perfectly align the structure with the unique objectives of each project.
Comprehensive Capability
We have an advanced technological platform and a specialized legal team that together allow us to efficiently, securely, and personally manage transactions of varying sizes and complexity.
Deep Understanding
We operate with the sensitivity and insight needed to anticipate and address the specific needs of each borrower, building long‑term relationships of trust.
Strategic Selection
Our process is based on rigorous analysis and a global network, enabling us to identify and access exclusive, high‑potential investment opportunities not available in conventional markets.
Active Management
We implement a proactive collateral tracking and reporting system, ensuring maximum security and visibility over your assets at all times.
Agility and Dynamism
Our operations are characterized by rapid decision‑making and flexible execution, adapting to the pace your opportunities require.
Tailored Structures
We design flexible and creative financing solutions, backed by robust analytical methodology, to perfectly align the structure with the unique objectives of each project.
Comprehensive Capability
We have an advanced technological platform and a specialized legal team that together allow us to efficiently, securely, and personally manage transactions of varying sizes and complexity.
Deep Understanding
We operate with the sensitivity and insight needed to anticipate and address the specific needs of each borrower, building long‑term relationships of trust.
EXPERIENCE IN WHAT YOU NEED
■ Advisory on financial role profiles
■ Start‑Up Investment (Seed Capital + Venture Capital)
■ Advisory for entrepreneurs
■ Business structuring and setup
■ Wealth management
■ Succession strategies (with tax efficiencies)
■ Competitive analysis for business landscapes across various industries
■ Land investments
■ Real Estate investments
■ Advisory on business operations across various industries (Distribution, financial services, hospitality, etc.)
Strategy
Javier Creel
■ Public profiling of key relationships
■ Regulatory environment assessment
■ Corporate legal perspective
■ Legal/regulatory feasibility studies
Legal Corporate and Public
Miguel Rodarte
■ Structured Debt
■ Unsecured Debt
■ Mezzanine Debt
■ Operational assessment of financial services companies
■ International Treasury Structures
■ Local treasury structures
Corporate Financing
Jorge Hugues
■ Liability restructuring (creditors and suppliers)
■ Judicial and extrajudicial collections
■ Credit Portfolio Management
Debt and Operational Restructuring
Felipe Covarrubias
Javier Creel
■ Advisory on financial role profiles
■ Start‑Up Investment (Seed Capital + Venture Capital)
■ Advisory for entrepreneurs
■ Business structuring and setup
■ Wealth management
■ Succession strategies (with tax efficiencies)
■ Competitive analysis for business landscapes across various industries
■ Land investments
■ Real Estate investments
■ Asesoría en operación de diversos negocios en diversas industrias (Distribución, servicios financieros, hospitalidad,etc…)
Miguel Rodarte
■ Public profiling of key relationships
■ Regulatory environment assessment
■ Corporate legal perspective
■ Legal/regulatory feasibility studies
Jorge Hugues
■ Structured Debt
■ Unsecured Debt
■ Mezzanine Debt
■ Operational assessment of financial services companies
■ International Treasury Structures
■ Local treasury structures
Felipe Covarrubias
■ Liability restructuring (creditors and suppliers)
■ Judicial and extrajudicial collections
■ Credit Portfolio Management