Offering strategic guidance in key areas
of Finance and
Corporate Development.
• Advisory firm offering strategic guidance in key areas of Finance and Corporate Development.
• Founded by Adrian Llerena, with +15 years of experience as managing director at a boutique investment banking firm in Washington, DC, and as director of financial planning and corporate development for a single-family office in Houston, TX, with business interests in the U.S. and Mexico.
• Specialist in cross-border projects (U.S. & Mexico).
• Experience with +30 companies – big and small – in industries including manufacturing, plastics, food & beverage, logistics, specialty finance, agrochemicals, building products, real estate, among others.
• Financial performance review and analysis to identify key opportunities and risks.
• Capital structure review and optimization.
• Debt refinancing.
• Company valuation analysis.
• Historical returns analysis.
• Corporate growth and strategy advisory.
• Investment project evaluation and analysis.
• Business partnership structuring.
• Operational team design and recruiting.
• Investment project packaging and presentation.
• Business startup and monitoring.
• Design and evaluation of alternatives for capital raising.
• Evaluation of potential sources of equity and debt.
• Development of investor/partner reports and other tools for investor relationship management.
• Company valuation and positioning for sale process.
• Acquisition target financial and strategic evaluation.
• Acquisition/Sale process management.
• Methodical and process-driven approach to enhance the financial analysis required to achieve financial, growth, and corporate development objectives.
• Implementation of tools and processes for informed decision making on strategic growth and development initiatives.
• Development of the required financial analysis and business elements for growth and investment projects.
• Development of professional materials with all required elements for the presentation of investment projects.
• Practical approach for the definition and evaluation of capital raising strategy alternatives.
• Support on the raise of project debt and equity.
• Process-driven approach to optimize outcome and minimize risk on acquisition, divestiture, mergers, or JV projects.
