fimecap
Acceso a clientes
Conozca nuestra
banca móvil
CIMóvil
FIMECAP

Fimecap
Investment Banking

Local knowledge
global reach

 

Fimecap

About Us

 

Fimecap, a privately held investment bank, provides high quality, specialized and tailor-made financial services. It was founded in 2009 by a group of bankers with more than 25 years of experience in the local and global market.

  • Independence

    We are an independent firm that provides objective financial advice, placing our client’s interest in first place.

  • Intellectual Capital

    Team with 25 years average experience in world-class Investment Banks.

  • Local Expertise, Global Reach

    We have a complete local execution team and a highly specialized support team based in New York and in Los Angeles, and through our network of worldwide partners, we have presence in the most important financial and business centers around the world.

  • Commitment to Excellence

    We are committed to creating long term relationships, built on trust and unparalleled client satisfaction.

  • Clients

    Our clients are recognized local and international companies, both private and public, private equity funds, as well as family offices.

FIMECAP

CAPABILITIES

 

We are an independent Investment Banking Firm devoted to creating tailor-made and value added solutions for our clients, their companies and society at large.

  •  

    Cohesive team with more than 100 years of combined experience working as independent advisors and in institutional banking platforms.

  •  

    Deep knowledge of Mexican market with an extensive set of relationships, that provide access to key decision makers, at both corporate and governmental levels.

  •  

    Proven experience executing local and international transactions.

  •  

    High-level professional team assigned to projects.

  •  

    Independent advisor, without conflict of interest, with credibility, integrity, and superior negotiation experience.

  •  

    Demonstrated experience and ability to execute transactions, in order to optimize our clients’ time.

Our Services

 

M&A
Advisory

We have the ability to help our clients to expand geographically, to consolidate fragmented industries or to incorporate businesses and product lines into their operations.


  • Divestitures (sell-side).
  • Acquisitions (buy-side).
  • Mergers (JVs, partnerships).
  • MBO/LBO.
  • Succession strategies.

FINANCIAL
RESTRUCTURING

It is an efficient tool to solve the lack of liquidity that companies face under stressful situations. Its main goal is to preserve and even increase the value of the companies.


 
  • Design and execute strategies to achieve liquidity and solvency in companies.
  • Analysis of sustainable debt levels.
  • Support in negotiations with creditors.
  • Support in drafting documents and closing.

Structured
Finance

For any structured financing and for any other complex financial transaction, it is required a thorough understanding of the risk profile of the assets, as well as of the structure to be designed.

 
  • Receivables monetization.
  • Collateralized debt obligations (leases, payroll deduction loans).
  • Project Finance (real estate and infrastructure).

Corporate
Finance

With the main objective of maximizing shareholder value and minimizing financial risk, corporate finance operations revolve around the company's capital structure.


 
  • Private debt & equity raising.
  • Capital raising (CKDs, Cerpis or Off- shore SPVs).
  • Balance sheet and capital structure optimization.

M&A
Advisory

We support our clients in their expansion plans (“buy-side”), both geographically and by product line, as well as in the divestiture of divisions or subsidiaries, and also in the sale of their companies (“sell-side”).

During the advisory process, we focus in identifying any strategic trend, trying to maximize the potential value of the transaction.

In an M&A advisory, our services include the following activities:

  •  

    Evaluation of financial and strategic potential alternatives.

  •  

    Identification of: targets to be acquired, and strategic/ financial investors interested in acquiring the whole company or part of it.

  •  

    Detailed analysis of companies and assets valuation.

  •  

    Initiation of negotiations with potential targets or with potential buyers.

  •  

    Structuring, negotiation and coordination of the transaction.

  •  

    Advisory in transaction’s funding; and.

  •  

    Transaction closing.

FINANCIAL
RESTRUCTURING

Financial restructuring require coordination and constant communication with creditors. As a result, the role of the advisor is key.

At Fimecap we have the experience and the expertise, together with an extensive set of relationships with most stakeholders in the industry to help our clients succeed in solving their financial needs.

  •  

    The general process of a financial restructuring is comprised of the following activities:

    • Situation analysis.
       
    • Business plan evaluation.
       
    • Transaction structuring.
       
    • Search of funding sources.
       
    • Determine restructuring plan.
       
    • Negotiation.
       
    • Optimal structure.
       

Structured Finance

The objective of a structured transaction is to raise capital, either publicly or privately, by assigning a series of collection rights to a specific purpose vehicle, created to mitigate risk through:

  •  

    Isolation of funding from originator’s balance sheet.

  •  

    Diversification of collection rights.

  •  

    Isolation and direction of collection to the specific purpose vehicle.

  •  

    Priority of cash flows in the vehicle in favor of investors.

  •  

    Credit enhancements (ie. overcollateralization, coverage requirements, reserves and others).

 
  •  

    We have advised:

    • Companies in expansion, through project financing.
       
    • Leasing companies, through the monetization of their portfolio collection rights.
       
    • State governments, through the design of asset monetization schemes.
       
    • Non-bank banks dedicated, to payroll deduction loans, car financings and SMEs loans, among others.
       
  •  

    We also have the support of a highly specialized team based in New York, who were pioneers in the design of securitization programs in the United States as well as of the corresponding rating methodologies since the nineties.

Corporate Finance

With the main goal of maximizing shareholder value and minimizing financial risk, corporate finance transactions revolve around companies’ capital structure.

  •  

    Our team has structured multiple debt transactions, secured an unsecured, mezzanine debt as well as private equity.

  •  

    Our experience obtained as members of boards of directors allows us to advise our clients and also boards, on strategic matters, such as those related to mergers and acquisitions, restructuring and reorganization, as well as companies valuation.

  •  

    We have advised:

    • Companies looking for financing via debt or equity.
       
    • Investors evaluating the expansion of their business.
       
    • Boards of directors or managers in the decision-making of strategic issues, such as mergers, acquisitions and divestments.
       
    • Issuers or investors involved in corporate restructurings and / or reorganizations.
Financiamiento Corporativo
  Back
  

Team

 

We offer a unique combination of skills and experience that helps our customers reach their goals.

Leopoldo burillo
Managing Partner   lburillo@fimecap.mx

Read more

  • Experience:

  • Head of Corporate Finance at The Royal Bank of Scotland (“RBS”).
  • Head of Client Coverage for ABN AMRO Mexico; responsible for all Corporate and Investment Banking transactions.
  • Managing Partner at Serficor; offering financial advisory services related to M&A, Structured Finance, Debt Restructuring and Acquisitions Financing.
  • 30+ years of experience.
  • Education:

  • M.A. in Economics, concentration in Finance and Business Economics from University of Southern California (USC).
  • B.A. in Economics from Universidad Anahuac in Mexico City.

Close

José Manuel González Sordo
Managing Partner   jgsordo@fimecap.mx

Read more

  • Experience:

  • Managing Director and Head of Lehman Brothers Mexico; responsible for Investment Banking and Fixed Income in Mexico, Central America and the Caribbean.
  • Coordinated international bond transactions for more than USD $12 billion.
  • Vice Chairman and Member of the Board of Grupo Santander Mexico.
  • Founder and Head Portfolio Manager of the Emerging Mexico Fund, registered at the NYSE.
  • 30+ years experience.
  • Education:

  • MBA from the University of Texas in Austin.
  • B.A. in Business Administration from Universidad Anahuac in Mexico City.

Close

ALFONSO FIERRO GARZA
Managing Partner   afierro@fimecap.mx

Read more

  • Experience:

  • Managing Director and Head of Global Banking at HSBC Mexico.
  • Corporate Banking Executive Director at Citibank/ Banamex.
  • Wide experience in corporate finance, investment banking, M&A, structured finance and capital raising.
  • 30+ years of experience.
  • Education:

  • MBA from ITAM.
  • B.A. in Biochemistry from ITESM in Mexico City.

Close

MAUREEN L.COHEN
Director  mcohen@fimecap.us

Read more

  • Experience:

  • Has collaborated with Fimecap since 2014.
  • More than 30 years of real estate development experience in hospitality, office, industrial, retail and housing.
  • Has also participated in real estate private equity capital raising.
  • Former VP of Development for Laurus Corporation, a U.S. real estate private equity firm.
  • Education:

  • Business Administration and Management, Western Washington University.
  • Certificación Project Management UCLA.

Close

ÓSCAR A. ÁVILA ABUD
Director   oavila@fimecap.mx

Read more

  • Experience:

  • Joined Fimecap in 2009, where he has participated in several Structured Finance transactions both public and private.
  • Previously, he was Corporate Finance Senior Associate at Accival, where he participated in several public equity transactions (IPOs, tender and exchange offerings) in the Mexican Stock Exchange, as well as conducted several valuation processes for IPO pricing activities.
  • Education:

  • MBA from RSM Erasmus University, Rotterdam, The Netherlands.
  • BA in Public Accounting from ITAM.

Close

CARLOS GARRIDO GOMEZ
Vice President  cgarrido@fimecap.mx

Read more

  • Experience

  • Joined Fimecap in 2022. Previously, he was an M&A associate at Grupo Bimbo where he executed transactions globally that add up to more than USD 1.0 billion. Before that, he was an associate in the investment banking team of Punto Casa de Bolsa, participating in more than 40 capital markets transactions worth more than USD 550 million. He started his professional career as a private banking analyst at J.P. Morgan in Mexico. 
  • Education

  • Masters Degree in Finance and BS in Industrial Engineering, both from Universidad Panamericana.

Cerrar

LEONARDO VALDOVINOS CANALES
Vice President   lvaldovinos@fimecap.mx

Read more

  • Experience:

  • Former Analyst, and later Associate in the Investment Banking Division at Actinver, where he participated in the structuring and placement of several debt Instruments in the Mexican Stock Exchange for an amount of more than MXN$ 33 bn.
  • Previously he worked in a Strategic Planning Consulting Firm for SMEs.
  • Education:

  • BS in Industrial Engineering from ITAM.

Close

Carolina Padilla Dueñas
Analyst   cpadilla@fimecap.mx

Read more

  • Experience:

  • Risk Intern at Exitus Capital, where she implemented risk management models for the monitoring of credit and market risk.
  • Education:

  • BS in Actuarial Sciences from Universidad Anáhuac México.

Close

ALFONSO LEON BARRERA
Analyst   aleonb@fimecap.mx

Read more

  • Experience

  • Joined Fimecap in 2022. Previously, he worked in Financial Risk Management at PwC, where he evaluated and developed regulatory models for loss provisioning on financial and non-financial entities under IFRS and US GAAP. 
  • Education

  • BS in Actuarial Sciences from Universidad Anáhuac.​

Close

SELECTED CAPITAL RAISING
TRANSACTIONS

 
Oser energia
Agriprofin, S.A. de C.V.

Initial Public Offering – AGRO22

MXN $977 mm

Exclusive financial advisor to Agriprofin, S.A. de C.V. on the IPO of their AgroFibra, the first REIT focused on real estate related to the Agrifood sector in Mexico.

Financial Advisor

Oser energia
Oser Energía S.A. de C.V.

Loan facility for the acquisition of Neomexicana de GNC S.A.P.I. de C.V. (“NEOmexicana”)

Financial Advisor to Oser Capital.

Financiera Fortaleza
Active Leasing.

MXN $50 mm.

Structured Credit Facility, through monetization of leasing portfolio

Structuring Agent.

Financiera Fortaleza
Financiera Fortaleza / Bayport.
Mexico.

MXN $300 mm.

Structured Credit Facility through monetization of payroll deduction loan portfolio.

Structuring Agent.

Credijal, Financiera Automotriz
Autofinanciamiento de Automóviles de Monterrey.
México.

MXN $150 mm.

Structured Credit Facility through monetization of portfolio.

Structuring Agent.

Credijal, Financiera Automotriz
Credijal, Financiera Automotriz.
Mexico.

MXN $100 mm.

Structured credit facility, through the monetization of auto credit and leasing portfolio.

Structuring Agent.

Page Max
Media Products de México (PageMax).
Mexico.

MXN $211 mm.

Financing for the acquisition of Máquinas, Información y Tecnología Avanzadas (MITA).

Structuring Agent.

Pegaso
Lion Vail, LLC.
USA.

USD $115 mm.

Refinance of a High-end residential project.

Financial Advisor.

Financiera Fortaleza
Financiera Fortaleza / Bayport.
Mexico.

MXN $300 mm.

Structured Credit Facility through monetization of payroll deduction loan portfolio.

Structuring Agent.

Financiera Fortaleza
Financiera Fortaleza / Bayport.
Mexico.

MXN $100 mm.

Structured Credit Facility, through monetization of payroll deduction loan portfolio.

Structuring Agent.

Grupo Creciendo
Grupo Creciendo.
Mexico.

MXN $100 mm.

Structured Credit Facility through monetization of payroll deduction loan portfolio.

Structuring Agent.

Pegaso
Lion Vail, LLC.
USA.

USD $90 mm.

Structured Financing for the development of a High-end residential project.

Financial Advisor.

CIBanco
Private Client.
Mexico.

MXN $180 mm.

Structured Financing through the monetization of a Credit portfolio.

Financial Advisor.

PineBridge
PineBridge Investments.
Mexico.

MXN $571 mm (total commitments).

Public Structured Notes (CKDs) Reopening.

Structuring Agent.

PineBridge
PineBridge Investments.
Mexico.

MXN $2,110 mm (total commitments).

Public Structured Notes (CKDs).

Structuring Agent.

Nacional Financiera
Private Client.
Mexico.

MXN $185.5 mm.

Structured Financing backed by Government Contract.

Financial Advisor.

Nacional Financiera
Private Client.
Mexico.

MXN $210 mm.

1-year Structured Financing backed by collections from Government Contracts.

Financial Advisor.

Nacional Financiera
Private Client.
Mexico.

MXN $310 mm.

1-year Structured Financing backed by collections from Government Contracts.

Financial Advisor.

Pemex
Pemex.
Mexico.

USD $1,100 mm.
5.75% Senior Notes due 2018.

USD $500 mm.
6.62% Senior Notes due 2038.

Joint Bookrunner.

Kuo
Grupo Kuo.
Mexico.

USD $225 mm.

Senior Unsecured Credit Facility.

Joint Bookrunner & Lead Arranger.

Ternium Hylsa
Ternium Hylsa.
Mexico.

USD $3,750 mm.

Senior Unsecured Syndicated Facility for IMSA’s acquisition.

Mandated Lead Arranger.

America Movil
América Móvil.
Mexico.

USD $2,000 mm.

Amendment to Senior Credit Facility.

Sole Bookrunner & Lead Arranger.

Lamosa
Grupo Lamosa.
Mexico.

USD $635 mm.

Senior Secured 7-year Syndicated Term Loan Facility.

Joint Bookrunner.

Mexichem
Mexichem.
Mexico.

USD $595 mm.

Corporate Reorganization.

Joint Bookrunner & Lead Arranger.

Pemex
Pemex.
Mexico.

USD $100 mm.

Bilateral Short Term Credit Facility.

Sole Arranger.

   

SELECTED M&A
TRANSACTIONS

 
Oser energia
Neuco, S.A.P.I. de C.V.

(“Neuco”), holding company of Médica Sur, S.A.B. de C.V. (“Médica Sur”)

Reacquisition of a minority interest in Médica Sur from Banco Invex, S.A., Institución de Banca Múltiple, Invex Grupo Financiero, in its fiduciary role for the trust 3005.

Financial Advisor

Oser Energia
Oser Energía S.A. de C.V.

 

Acquisition of 50% of the shares of Neomexicana de GNC S.A.P.I. de C.V. (“NEOmexicana”)

Financial Advisor to Oser Capital.

AFASA
Autofinanciamiento Automotriz.

 

Acquisition of real estate assets of Oso Insurgentes, subsidiary of AFASA, by SOCAFI, subsidiary of SOJITZ.

Financial Advisor to AFASA.

LLYC
Llorente & Cuenca S.A. (“LLYC”)

 

Acquisition of 75% of the shares of Beker & Socialand (“BESO”).

Financial Advisor to LLYC.

AFASA
Autofinanciamiento Automotriz.

 

Acquisition of subsidiaries and main assets of AFASA by SOCAFI and AAM, subsidiaries of Sojitz.

Financial Advisor to AFASA.

Fortaleza
Financiera Fortaleza/ Bayport.
Mexico.

 

Financial valuation to shares swap.

Financial Advisor.

Goba Internacional S.A. de C.V. Barrilito
Goba Internacional S.A. de C.V. (“Barrilito”).
Mexico.

USD $32 mm.

Acquisition of the shares of GOBA Internacional by ACCO Brands.

Financial Advisor to GOBA.

Page Max
Media Products de México (PageMax).
Mexico.

 

Acquisition of the shares of Máquinas, Información y Tecnología avanzada (MITA).

Financial Advisor to PageMax.

CIBanco
Unidad de Diseño y Comunicación.
Mexico.

 

Acquisition of the shares of UDC by Imágenes y Muebles Urbanos.

Financial Advisor to UDC.

Recubre
Recubre.
Mexico.

 

Acquisition of 50% of the shares of Recubre by a private investor.

Financial Advisor to Recubre.

CIBanco
CIBanco.
Mexico.

 

Acquisition of the shares of The Bank of New York Mellon México.

Financial Advisor to CI Banco.

HSBC
HSBC Afianzadora México.
Mexico.

 

Acquisition of the shares of HSBC Afianzadora by Afianzadora Aserta.

Financial Advisor to HSBC.

Sura
Sura Asset Management.
Mexico.

 

Acquisition of the shares of Primero Seguros Vida.

Financial Advisor to Sura.

Pemex Mexichem
PMV.
Mexico.

USD $528,000,000.

Joint venture of Pemex and Mexichem (Petroquímica Mexicana de Vinilo).

Financial Advisor to Mexichem.

Neology
Neology, Inc.
USA.

 

Acquisition of the shares of Neology Inc. by Smartrac NV.

Financial Advisor to Neology.

CIBanco
INVE Asesores Patrimoniales.
Mexico.

 

Acquisition of INVE Asesores Patrimoniales by Compass Group Mexico.

Financial Advisor to INVE.

Scribe
Grupo Papelero Scribe.
Colombia.

 

Advisory for the”. Deberá quedar así “Acquisition and financing of the notebook and paper assets of Kimberly Clark in Colombia and Central America.

Financial Advisor to Scribe.

Henkel
Henkel.
Mexico.

 

Acquisition of Resistol and Fester brands by Grupo Resistol.

Financial Advisor to Henkel.

Pemex
Grupo Vendes.
Mexico.

 

Acquisition of the brand Mas Color by Henkel.

Financial Advisor to Grupo Vendes.

Pegaso
Grupo Pegaso.
Mexico.

USD $1,400 mm.

Sale of Pegaso Telecomunicaciones to Telefónica.

Financial Advisor to Grupo Pegaso.

Prudential
Prudential Financial.
Mexico.

 

Acquisition of the shares of Operadora Finamex.

Financial Advisor to Prudential.

Prudential
Prudential Financial.
Mexico.

 

Acquisition of 50% of the shares by AFORE XXI.

Financial Advisor to Prudential.

   

SELECTED FINANCIAL
RESTRUCTURING TRANSACTIONS

 
GESA
Grupo Embotelladores del Sureste.
México.

 

Restructuring and Sale of minority stake of GESA.

Financial Advisor.

FUMISA
Inmobiliaria Fumisa.
México.

 

Restructuring and Sale of minority stake of International Terminal Mexico City Airport.

Financial Advisor.

SIDEK_SITUR
Sidek Situr.
México.

USD $2,010 mm.

Restructuring of the company’s financial obligations.

Financial Advisor.

PROTEXA
Grupo Protexa.
México.

USD $400 mm.

Restructuring of the company’s financial obligations.

Financial Advisor.

GMD
Grupo Mexicano de Desarrollo.
México.

USD $250 mm.

Restructuring of the company’s financial obligations.

Financial Advisor.

INFOMIN
Infomin.
México.

 

Restructuring of the company’s financial obligations.

Financial Advisor.

CIMA
CIMA Hermosillo.
México.

 

Paid its debt obligations and repurchased equity from Banca Serfín.

Financial Advisor.

NAFIN
Nacional Financiera.
México.

 

Exchange of Collateralized Loan Obligations (CLOs) in the global restructuring program of SIDEK SITUR.

Financial Advisor.

LIMUSA
Editorial Limusa.
México.

 

Restructuring and capitalization of its debt obligations.

Financial Advisor.

NAYAPRO-NOPOLIO
NAYARPRO & NOPOLO.
México.

 

Restructuring of the company’s financial obligations.

Financial Advisor.

   

Careers

 

If you want to become part of our team, and meet the following criteria.

  •  

    Hold a professional degree, in fields such as management or economics, from a well recognized university.

  •  

    At least one year’s experience in fields related to finance.

Send us your CV to: contact@fimecap.mx

What do we offer?

  •  

    Career development.

  •  

    Training program.

  •  

    Attractive compensation plan.

Alliances

 

Through our international alliances, we offer a wide range of services and have access to different markets for both capital raising and M&A needs.

GREYFELL
CAPITAL
MANAGEMENT.

Logo Greyfell

Investment manager focused on private credit in Latin America.

Greyfell Capital Management offers debt and debt-like capital solutions. While the fund can invest in the entire region, the investment team focuses on those countries in which its relationship network is the deepest, namely Mexico, Central America, the Caribbean, Colombia and Peru.

  www.greyfellmanagement.com

WORLD M&A ALLIANCE

Alianza Internacional

Fimecap has a strategic partnership with World M&A Alliance (WMAA), an international network of independent financial advisory firms with a global reach of 16 countries specialized in mergers & acquisitions, financial restructuring, capital raising, among others.

With our local knowledge and exceptional execution capabilities, WMAA strengthens our global reach by benefiting from firms located in various countries within the Americas, Europe, Asia, Africa, and Oceania. This allows us to advise clients seeking to enter new territories, manage transactions across different time zones and work together with our WMAA partners towards value creation for our clients, capitalizing local expertise with global opportunities.

  www.aicanetwork.com

We can

advise you 
  • Give us a call

    +52 (55) 4743-0760

    Our offices are located in Lomas de Chapultepec, in Paseo de las Palmas 210, PB C.P. 11000, Mexico City, Mexico.

Chat en línea