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
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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
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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
- Evaluate acquisition opportunities for a buyer
- Grow market share by acquiring competitors
- Family offices and investors who want to diversify their portfolio by buying operating businesses
- Seeking acquisition opportunities
- Acquiring privately
- Corporate divestitures and carve outs
- >$1 million EBITDA
- Improve through implementing systems, growing revenue, increasing profitability and acquiring market share family-owned companies
Mergers & Acquisitions
$900 million in transactions
Sell Side M&A
- Leading the process to sell your business for the highest possible price so you can focus on running the business successfully.
Acquisitions
- Identifying, analyzing and leading the process to expand your business.
- Growing your business is important and expanding correctly can lead to substantial value added to your business.
Consulting
- Strategic planning and full business assessments that have led to the successful sale in the near future.
- Having the right plan of action and partners to execute your vision leads to better lifestyle and more passion in your organization.
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