Light & Heavy Manufacturing
Real Estate Development
Leisure and Tourism
Automotive
- Implementation and strategic development plan for the acquisition of a brush manufacturing facility in Monterrey, Mexico by a manufacturer from NC, USA.
- Structured the merger and integration for two Precision Sheet Metal companies
- Placement of a specialized ink production plant.
Real Estate Development
- Development and execution of a strategic master plan and financial adequacy for the development of middle market housing project (total development cost $50 mill)
- México / Indonesia Joint Venture of a Textile Manufacturing facility.
Leisure and Tourism
- Debt / Equity placement for a resort development in BC, Mexico.
- Master development plan for a developer / operator of amusement parks (total investment $17mill)
- Financial consolidation and marketing plan for a hotel chain in Aguascalientes and Baja California, Mexico)
- Development of a financial feasibility study and equity placement for a resort development in Costa Rica ($58 mill)
Automotive
- Developed a Joint Venture & Feasibility Model (China – Mexico) for distribution and SKD assembly
Electronics
Banking and Financial
Cold Storage
Pharmaceutical
- Acquisition and debt / equity placement for a micro-electronics company and conversion to “shelter operation”
- Development and implementation of a Joint Venture Strategic Plan for a IT services company.
Banking and Financial
- Implementation for the merge of two insurance companies
- Strategic Planning Consultant for a San Diego, CA based bank. Feasibility Analysis for an Electronic Funds Transfer operation, Market and Position Study for the development of a branch network and placement of an Insurance Company .
- “Standard and Poor’s” classification and approval package for a Subordinated Bond issue for a Los Angeles, CA bank.
- "Majapara Casa de Cambio" Foreign Representative for Casa de Cambio Majapara As appointed by the United States Bankruptcy Court for the Northern District of Illinois Eastern Division.
- After re-engineering, operating and successfully participating in the sale of a MT company, in 2006 bought a MT company turned around to a performance of 19% return on equity for 3 consecutive years and successfully sold it.
Cold Storage
- Operating Feasibility Study, Financial Viability and Funding for the development of a Cold Storage facility in BC, Mexico.
Pharmaceutical
- Business Model Review, Debt re-structure, Organization RE-Engineering, Management Objectives Implementation of TQM, JIT and MBO.

