Strategic CFO and M&A Advisor

Trusted CFO’s and mergers and acquisitions advisors. Helping business owners grow, improve their organization and maximize the value of their company.

Consulting

  • Business development

    Improve sales and marketing departments
    Grow top line revenue

  • Financial reporting

    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

  • Business plan

    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

  • SOP’s

    Develop standard operating procedures
    Automate business processes
    Evaluate the organization for best practice

  • Managing a company sale process

    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

Reorganizations

Business reorganization

Evaluate the readiness of the business for a sale
Optimize the business for an exit in the future
Prepare pro forma financials
Assist in any changes in equity structure between owners and family

Acquisitions

Mergers & Acquisitions

$900 million in transactions

Sell Side M&A

Acquisitions

Consulting

About Carlos Alayon

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

About Carlos Alayon

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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