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Francisco De Anda

PE/M&A/Valuation Associate

Mexico City, Mexico

$800/day

Investment banks and M&A advisory firms are out of reach for most SMEs. That's why I have developed an independent financial advisory practice that democratizes access to trusted advice and great value. I have worked for large institutions like Deloitte and boutique investment banks dealing with multi-billion-dollar public/private clients, but I am most proud of the work I have done with SMEs where the real impact could be sensed by the owners and employees. A perfect example of this is a recent transaction where a small spin-off in the aerospace sector was integrated into one of Mexico's largest public companies in a $4.0 million M&A deal. I currently manage the PE /VC fund of a family office, where one of our main initiatives is an investment vehicle that combines the best practices of private equity and search funds to acquire and manage an existing private company for the long term. International experiences in - Barcelona Spain / Köln Germany / Quebec Canada

Domain experience

Relevant Total Experience: 5 years

Seniority Level: Associate

Sector Experience: 

Diversified Financials Health Care Equipment and Services Metals and Mining Paper and Forest Products Payments Personal Finance and Planning Personal Products Real Estate Management and Development Transportation

Skills

Skilled in: Financial Due Diligence, Financial Planning & Analysis (FP&A), Value Creation & Enhancement, Strategic Finance, Fundraising strategy, M&A Marketing Materials, Financial Modeling, Company Valuation, Buy-Side M&A

Technical Skills: Microsoft Excel, PowerPoint, Bloomberg, Microsoft Office, Capital IQ

Languages: Spanish, English, French

Work Experience

Capital Mazapil FO - Avanti Capital

Investment Associate

01/05/2022

 

- Now

I currently manage the PE /VC fund of a family office, where one of our main initiatives is an investment vehicle that combines the best practices of private equity and search funds to acquire and manage an existing private company for the long term (https://avanti.fund/). We also have a Real Estate portfolio, a new Impact fund and few public markets investments. Historically one of the examples of our portafolio is the early investment in Cornershop later acquired by Uber by US $3.3B.

RIóN M&A

Investment Banking Senior Analyst

01/12/2020

 

- 01/05/2022

Led a US$ 90.0 million M&A sale of regional steel company to a publically traded NASDAQ company, performing the business valuation, marketing information, full due diligence process and coordination of +10 teams involved. Perform analysis for mostly cross-border M&A transactions, divestures, and company valuations in all stages of an M&A deals by modeling in multiple valuation methods (DCF, LBO´s, Comps, Transactions, Cost approach, BV, etc.) while using CapitalIQ, Excel VBA and Python basics.

Deloitte

Valuation Services - Corporate Finance Consultant

01/10/2019

 

- 01/12/2020

Developed valuation analysis for M&A and Audit support for +50 clients/deals including business valuations, impairment tests and purchase price allocations for private and public clients. Delivered intangible assets valuations including goodwill, brand recognition, customer relations, etc. by complying with both US GAAP and IFRS.

Deloitte

M&A Real Estate Consultant

01/02/2019

 

- 01/09/2019

Conducted detailed analysis for residential/commercial/industrial and land properties, prepared cash flow models, financial plans, and budgets mostly for REITs and InvITs clients in the tourism and hotel transactions business. From Mexico we over sough all real estate LATAM operations.

MACROE

Founder

01/08/2018

 

- 01/02/2021

Solely advised a sell side US$ 4.0 million M&A transaction involving an aerospace company + its real estate component to one of the largest public companies in Mexico (FEMSA’s Aviation department SARSA). Pivoted from an asset management fintech to a personalized financial advisory business working along and funded by Mexican municipal authorities.

Education

Tecnológico de Monterrey

Finance and Business

01/01/2015

 

- 01/01/2020

CBS International Business School

Finance

01/01/2018

 

- 01/01/2018

Licenses / Certificates

Training The Street

TTS Training The Street Core Comprehensive,

01/05/2021

 

AMIB

Consultant in Investment Strategies AMIB Figure 3

01/12/2019