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Finance Partner

Finance Partners support you in the expansion process by providing capital raising, strategic advice, M&A services, and risk management to help companies grow and enter new markets successfully. The experts guide you through every step of your financial projects, removing barriers to your business development.

All Service Providers

Section Index

  • Our Finance Partners
  • Finance Services
  • Core Services
  • Smart Debt
  • Factoring
  • FAQ Finance Partners

Main Services Finance

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Valuation | Intangible assets

The certified appraisers (American Society of Appraisers) perform a detailed financial analysis, considering the unique circumstances of your business and the market in which it operates, to determine its fair market value.

  • Company
  • Brands
  • Patents
  • Client portfolio(s)
  • Credit portfolio(s)
  • Non-compete agreements
  • Buying and selling of companies
  • Wealth purpose
  • Tax or transfer pricing purpose
  • Valuation of CKDs (Development Capital Certificates)
  • Valuation for accounting records purposes (Impairment testing)

M&A

Supports companies in executing secure and successful mergers, acquisitions, or sales. With a constant and specialized guidance, the experts help you navigate the complexities of each process to achieve your business objectives and to maximize the companies value.

Real Estate

Debt and equity structuring consultancy for real estate projects in Mexico, the United States, and the United Kingdom. For clients with more than two successful real estate projects in our country, our Experts are strategic partner that will help you enter more projects without depleting your capital, through the acquisition of non-traditional financing schemes.

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Smart Debt

Optimizing your collection processes of your outstanding invoices from AAA companies, all without notification to the client.

Factoring for Suppliers with Rebate

Provide financial margin and increased liquidity to your suppliers. 

  • advance your invoices
  • improving your operational cycle 
  • generating financial margin gains, resulting in greater liquidity for your suppliers.

Simple Credit

Helping companies to grow at an accelerated pace by providing the necessary credit for acquiring fixed assets, real estate, or increasing your company's production capacity. The experts structured debt solutions are designed to meet your medium- and long-term goals under the most favorable conditions.

 

 

Revolving Credit

A credit solution designed to meet short-term working capital needs. Our specialized financing supports you in navigating the complexities of each project, helping you achieve your business objectives.

Mezzanine Debt

A complementary credit structure to senior financing (traditional banking), offering tailored long-term solutions. Ideal for accelerated growth, leveraged buyouts, and debt restructuring, our Finance Partners provides flexible financing schemes customized to your needs, with access to higher leverage levels.

FAQ Finance Partners

Some of the most asked questions regarding Investment Banking

Investment banks provide:

  • Insights into the Mexican market and economic trends
  • Guidance on navigating local regulations
  • Access to local capital markets for fundraising
  • Support in identifying acquisition targets or local partners

  • Equity financing: Issuing shares through the Mexican Stock Exchange (Bolsa Mexicana de Valores).
  • Debt financing: Issuing bonds or obtaining loans in pesos or other currencies.
  • Project financing: Particularly in infrastructure and energy.
  • Government incentives: Financing tied to investment promotion programs

Mexico has specific tax regulations for capital gains, dividends, and interest payments. It's essential to consult a local tax advisor or investment bank to structure deals efficiently and comply with laws.

Yes, fluctuations in the Mexican peso (MXN) can impact returns. Investment banks can help manage these risks through hedging strategies like forwards, swaps, and options.

Key considerations include:

  • Foreign investment limits in specific industries.
  • Antitrust reviews for M&A transactions by COFECE (Mexican Antitrust Commission).
  • Securities regulations if raising capital through local markets.

Investment banks assist by:

  • Identifying acquisition targets or potential buyers
  • Conducting due diligence
  • Structuring and financing deals
  • Ensuring regulatory compliance

  • Register with the National Banking and Securities Commission (CNBV).
  • List securities on the Mexican Stock Exchange (BMV) or Institutional Stock Exchange (BIVA).
  • Follow disclosure and reporting requirements.

  • Strategic location for nearshoring and trade with the U.S. and Canada.
  • Free trade agreements like USMCA.
  • Competitive labor costs.
  • A growing middle class driving domestic consumption.

Nearshoring has increased demand for:

  • Industrial real estate financing.
  • Cross-border M&A deals.
  • Joint ventures between international and Mexican companies.

  • Currency and inflation risks.
  • Regulatory complexity.
  • Security concerns in certain regions.
    Investment banks help mitigate these risks by providing localized insights and strategic advice.

  • Expertise in cross-border transactions.
  • Strong local and international networks.
  • Knowledge of Mexico’s regulatory landscape.
  • Proven track record in relevant industries.

Investment banks can assist in financial modeling and performance analysis to assess:

  • Profitability of acquisitions or projects.
  • Cost savings from nearshoring.
  • Long-term market potential.

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Why Choose Mexecution?

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Transparency & Honesty

Transparency and honesty are the cornerstones of our business, as we firmly believe in fostering trust and open communication with our clients and partners.

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Reliability & Punctuality

Our service providers deliver reliable, timely services while prioritizing client satisfaction and fostering trust to build long-lasting, successful partnerships.

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Trust

Trust is the foundation of our and our Service Providers' relationships, built on open communication, integrity, and exceptional service delivery.

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Quality & Standards

Our Service Providers are committed to excellence through meticulous detail, continuous improvement, and strict quality control in all operations.

Industry Sectors

15+

C-Level Contacts

80+

Clients

500+

Years of experience

20+