Our Experience
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We have more than 50 years of collective experience in banking, financial services, consulting, and institutional financing.
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Our team serve organizations of all types and sizes, including start-ups, Fortune 500 companies, government agencies and non-profit organizations.
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Skip the learning curve. We hit the ground running. Able to adapt engagement to fit to clients budget and objectives.
Value Proposition
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Custom financial solutions: Design timely, cost-effective tools aimed at improving the financial and operational condition of your organization.
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Experienced, hands-on approach: As business operators, we understand the client's pains, and can provide answers to their problems in a streamlined manner.
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Outsourced local talent readily available: We understand the challenges our clients face every day. We can help you navigate choppy situations and make you look good.
Leadership
Jesús Daniel Mattei, CFA
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Former Director of Financing and Debt Restructuring for AAFAF, Government of Puerto Rico.
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Over $25 billion in transactional experience in mergers, acquisitions, financial turnarounds and debt restructurings.
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Provide consulting and litigation support services on matters including business valuation, mergers and acquisitions, portfolio management, debt restructuring, and fiduciary best practices.
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Former portfolio manager responsible for over $3.5 billion in assets under management
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CFA charter holder since 2012.
