Financial Advisory

We take an integrated approach to your financial advisory needs and look at our role as your trusted partner in seeking whatever solution is most convenient for you in the long-run. We also bring other partners to the table to jump-start your financial and operating needs focused on growing your company fast. Among the services that we have provided to our clients overtime:

  • New Markets Tax Credits (NMTC)
  • Capital fundraising strategies 
  • Private Equity Due diligence services 
  • Public-Private Partnerships (PPPs)
  • Access to global & US capital partners 
  • Transaction support (sell-side)
  • Financial re-structuring
  • MOUs
  • LOIs
  • Complex Negotiations
  • M&A strategies



Strategy is the hallmark of our company. We have a unique view of the world. We take an ecosystem approach to our strategies focused on pattern recognition and seek to work with the most talented individuals required to get the job done. We typically, bring to our team technical experts in technology or investors with deep expertise that can add significant value to your operation. We are constantly creating new ways to identify the talent, the channels and the strategies that will help you succeed in today's market, managing constant changes in technology, but looking at the long-term role of your business and its ability to sustain growth overtime.

  • Board of Director planning
  • Technology strategy
  • Product Roadmaps
  • Revenue strategies
  • Joint ventures
  • Co-investment opportunities
  • Distribution channels 
  • Short-term institutional capacity building 
  • Long-term planning
  • Connectivity
  • Storytelling
  • Regional/global strategy



We develop financial research products (Alliance Bernstein), surveys, and unique custom made research platforms that can serve as unique sources of intelligence for your firm. We have a very deep commitment into applying sound research methodologies grounded in strong theoretical underpinnings of economic theory. We also take a strong regulatory and compliance approach to our systems research due to our training in policy, economics and law. However, our experience working with technology companies since 2013 pushes us to leverage technology and graphic design to the fullest extent possible; both to reduce costs but also to present research in ways that are easy to understand. Some of the services we have provided our clients are:

  • Benchmarking
  • Quantifying your landscape
  • Data visualization
  • Proprietary research
  • Industry surveys

Asset Management

Our firm was founded as a distressed investment real estate firm. This has provided an important economic engine to our business and the basis of the value we have created and continue to create overtime. We are passionate about real estate and will continue to grow this part of our business. For this reason, we have partnered with developers in the US to build a new product line providing an equity gap for Multifamily Class A product in the US and hospitality product in Puerto Rico. As part of this product platform, we seek to expand this business focusing on the following services:

  • Due diligence services
  • Property management
  • Joint ventures with best in class developers (top 5) in key gateway cities, currently, Austin, Seattle, San Diego, Denver and Houston
  • Joint ventures in the hospitality industry

In addition, we are developing a second product, focused on venture capital, for which we have built a partnership with a US Southeast venture capital firm. We seek to become a market leader in this space in our region. As part of this product paltform, we also seek to provide services in the following areas:

  • Due diligence services
  • Co-investment opportunities with other venture capital funds
  • Co-investment opportunities with angels and angel groups