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Translating Business Challenges into Viable Solutions

Light & Heavy Manufacturing

  • 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)

  • development of feasibility and business plan of a US association of produce wholesalers, setting up from POS virtual technologies to all logistics, operations, process and procedures
  • Funding and Acquisition of a frozen fruit operation
Aerospace, Automotive, Medical & Electronic Industry
Strategic planning, design, owner , operator of a vertically integrated machining, special processes and assembly operation
  • 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.

Sustainable Energy
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