Why should I hire a Financial Advisor?
The buyout or sale of a company is a complex process that requires the completion of tasks on different fronts while identifying and attending to several interested parties. Having a specialized team who is responsible for the entire process allows the client to optimize conditions more efficiently without having to devote owner or management time and attention in order to handle exceptional situations. The owners and managers of countless companies have found that hiring an experienced financial advisor in these processes brings important benefits:
Confidentiality. The advisor can safeguard the buying of selling company’s confidentiality during the initial contacts with potential buyers or sellers by not divulging its identity. The advisor filters and disqualifies buyers or sellers who do not fit the desired profile.
Handling of the Process. A specialist focuses on identifying the main characteristics of the company to be bought or sold. Special care is taken to ensure that these align with the promotion or search of target companies. In a sale these are reflected in the documents prepared by the advisor to promote the company to those interested, which are prepared so as to present a complete image of all the characteristics that make such a company desirable.
In the case of a buyout the focus is on the acquisition criteria that will be used to evaluate target companies. In both cases a specialist should be able to develop a valuation of a company based on industry-recognized methodologies and design the most convenient structure for the transaction.
Facilitating role. Maintaining the dynamic between buyers and sellers in merger and acquisition processes is essential to achieve satisfactory results. The financial advisor organizes a work schedule that keeps all parties actively involved in the process, thus guaranteeing its development. It is also essential to monitor legal, financial and operational information requests and reply, and ensure their relevance and usefulness. The financial advisor is positioned to perform this demanding work and maintains the rhythm of the entire process. By contrast a business owner could only afford to devote time sporadically an individually to this process, which would mean a loss of control and a weakened negotiation position. The financial advisor saves valuable time for the owner of a company by taking charge of all tasks pertaining to the process.
Negotiation Assistance. The financial advisor can establish a better negotiating position and avoid the client’s exposure to the stresses of the process. The sale of a company is a complex task. If the owner of a company has never had this experience before, this can result in a disadvantageous position because in all likelihood the majority of buyers have completed many transactions in the past. Those sellers who are not properly prepared and advised can risk making unnecessary concessions. Many company owners work their whole lives creating value for their business but they can spend the final months destroying it because expensive mistakes are often made during the sale and negotiation process.
Hiring an experienced financial advisor such as SFA Consultores helps the seller get the best offer for the business. Similarly, it helps the buyer not pay too much during an acquisition. The financial advisor’s main occupation is buying and selling companies, while company owners only do that once in their lifetime.
Banca Quadrum, S.A.
Grupo Financiero mexicano. Asesoría para la venta de una de sus subsidiarias.
Leer másHoracio Septién
Founding partner at SFA. Previously he pioneered and led mergers and acquisitions in Grupo Bancomer, the largest Mexican financial services group. He was responsible for transactions ranging between $10 million and $700 million. He spent six years at Continental Bank of Chicago working both in the United States and in Mexico, where he was in charge of restructuring of private loans and the management of their associated capital market transactions. Education Postgraduate degree in Economics and Statistics from American University...
Leer másAlejandro Frias
Co-founding partner of SFA Consultores. He was previously vice-president of mergers and acquisitions at Grupo Financiero Bancomer. Before that he worked at Casa de Bolsa Inverlat and Casa de Bolsa Probursa investment banks. He has collaborated in transactions in the range of $7 million to $450 million in industries such as pharmaceutical, trading, ports, direct sales, mining, financial services, IT, software and health. Education M.B.A. from ITAM B.A. in Actuarial Sciences from Universidad Anáhuac del Sur (Mexico) Languages English and...
Leer másRaul Robledo
Partner at SFA. He has accumulated extensive experience in corporate finance and mergers and acquisitions. He has worked for over twenty years in leading investment banks such as Elek Moreno Valle y Asociados, Lehman Brothers, Banque Indosuez, ISEFI and Valores Finamex, with an accumulated participation of over $10 billion dollars in mergers and acquisitions and over $5 billion dollars in financial restructuring. Previously he worked at Grupo Alfa and spent three years in the Financial Division of Procter & Gamble in Germany. ...
Leer másRamon Barrios
Project Director at SFA. With over seven years of experience in this firm, he has made firm valuations, financial models, information memoranda and corporate presentations. He has participated in a wide range of projects, which include the areas of direct sales, specialized trade, consumer credit, hospitals, software applications and pharmaceutical laboratories. The value of these operations ranges from $3 million to $72 million dollars. Education B.A. in Actuarial Sciences from Universidad Anáhuac del Sur (Mexico) B.A. in Corporate...
Leer másSofia Ostos
Analyst at SFA. She assists with the collection and analysis of industry information as well as drafting memos and corporate presentations. Education Last semester of B.A. in Banking and Corporate Finance from Universidad Anáhuac del Sur (Mexico) Semester abroad at the Catholic University of Lyon (France) Languages English, Spanish and basic French.
Leer másEquipo de trabajo
El equipo de trabajo de SFA consiste en un grupo de profesionales dedicados a la asesoría financiera, con amplio historial en la industria de servicios financieros y con más de 90 años de experiencia combinada. Nuestros servicios se benefician de la interrelación de diversas disciplinas y de la experiencia acumulada por nuestros integrantes a lo largo de años en finanzas corporativas, banca de inversión y asesoría financiera.
Leer másC S S Industries, Inc.
Empresa americana líder en el diseño, manufactura y mercadeo de productos de temporada. Disfraces, envolturas, bolsas, papel, moños, etc. Asesoría para su establecimiento e incursión en el mercado mexicano.
Leer másAgentes Aduanales Asociados para el Comercio Exterior, S.A. de C.V.
Empresa líder en el manejo, almacenamiento y custodia de mercancías en tránsito internacional. Valuación financiera
Leer másRodamex, S.A. de C.V.
Fabricante de rodamientos especializados para vehículos pesados perteneciente al grupo San Luis Corporación. Valuación financiera de la empresa y asesoría para su venta
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