Who we are?

We are a boutique financial and business advisory firm with over 15 years of experience advising small and mediums size businesses in Puerto Rico and the region.  Our goal is to improve our clients’ financial and business operations by developing cost-effective solutions aimed at improving value and generating return on investment over time. We focus on maximizing shareholder value and delivering results to our clients.

Vision

Become the leading independent financial and business advisory firm for small and medium size businesses in Puerto Rico.

Values
  • Integrity
  • Professionalism
  • Transparency
  • Loyalty
  • Dedication
Key Differentiators:
  • International and multi-sectorial experience
  • Talented, multi-disciplinary team
  • Specialized certifications in valuation and M&A
  • Customer-driven, personalized service
  • Competitive fees
  • Strategic location