Trusted business advisor and mergers and acquisitions consultant. Helping business owners grow, improve their organization and maximize the value of their company.
Improve sales and marketing departments
Grow top line revenue
Improve transparency into business performance
Develop KPI’s to measure success
Improve financial reporting for the business on a continual basis
Train employees to analyze, monitor and report using better systems
Work with management to create an actionable business plan
Implement strategies and tactics the organization will follow to achieve the owner’s vision of success
Develop standard operating procedures
Automate business processes
Evaluate the organization for best practice
Business owner’s trusted advisor and project manager during the process of selling a business
Prepare a business for sale
Identify and solicit buyers
Maximize the total purchase price
$900 million in transactions
Carlos has over 15 years of experience in private equity, mergers & acquisitions, financial analysis, and accounting. Most recently, Carlos worked with a middle market focused boutique investment banking and M&A consulting firm. From 2020 to 2023, he has completed over $800 million in M&A transactions while significantly outperforming the client’s expectations in each of the sell side engagements.
Carlos previously held a dual role as a senior financial reporting and accounting manager at CalAtlantic Title, Inc, a subsidiary of Lennar Corporation. Carlos was a critical leader in various M&A transactions, where he was responsible for assessing and integrating financial processes and reporting functions. Prior to CalAtlantic Title, Carlos was a Senior Associate at EIH Capital Partners, a private investment firm that focused on the acquisition of corporate divestitures. Carlos was responsible for leading the deal origination efforts and M&A process in North America and Europe.
Along with managing relationships with Fortune 500 executives and investment bankers, he held an important role in organizing and training the firm’s business development team and instrumental in both buy-side and sell-side transactions. Carlos received his Bachelor of Business Administration with a major in Finance and a Master of Business Administration from Florida International University
Carlos has over 15 years of experience in private equity, mergers & acquisitions, financial analysis, and accounting. Most recently, Carlos worked with a middle market focused boutique investment banking and M&A consulting firm. From 2020 to 2023, he has completed over $800 million in M&A transactions while significantly outperforming the client’s expectations in each of the sell side engagements.
Carlos previously held a dual role as a senior financial reporting and accounting manager at CalAtlantic Title, Inc, a subsidiary of Lennar Corporation. Carlos was a critical leader in various M&A transactions, where he was responsible for assessing and integrating financial processes and reporting functions. Prior to CalAtlantic Title, Carlos was a Senior Associate at EIH Capital Partners, a private investment firm that focused on the acquisition of corporate divestitures. Carlos was responsible for leading the deal origination efforts and M&A process in North America and Europe.
Along with managing relationships with Fortune 500 executives and investment bankers, he held an important role in organizing and training the firm’s business development team and instrumental in both buy-side and sell-side transactions. Carlos received his Bachelor of Business Administration with a major in Finance and a Master of Business Administration from Florida International University
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4551 Ponce de Leon Blvd., Coral Gables, FL 33146
