whose main target is to INVEST, OPERATE actively
and DEVELOP a Mexican company
that is a leader in its industry
CONTINUE YOUR LEGACY
by developing the company you
have built and MAXIMIZING its long-term growth
PRESERVE YOUR LEGACY AND VISION
for many more years
About Us
Who are we?
Why choose us?
The leading partners of Trompo Capital have worked in various of the leading firms in Investment Banking, Private Equity, and Investments in Mexico. They have more than a decade of professional experience, friendship, and joint work amongst them. Their friendship and work have led them to value leadership and long-term relationships, which are based on confidence and contribution to value, all things that focus on preserving the culture and vision of your business.
Trompo Capital is backed by a select group of national and international investors who have vast experience in successfully investing in and operating companies in Mexico and abroad.
What do we look for?
Search Fund Model
It is a private investment vehicle whose objective is to finance the search and acquisition of a company, with significant growth potential. The leading partners and investors of Trompo Capital will acquire the company to operate it subsequently, optimizing and boosting its growth and later coordinating the chosen exit strategy. The investment stages of Trompo Capital are:
Search
Proposal
Investment Criteria
Our objective is to look for a disruptive company, with a history of success, and acquire it through majority share-holding. Trompo Capital wishes to continue with the founder’s legacy while implementing new methodologies and efficient operative processes, propelling the company and its employees’ growth.
Recurring Revenue
A solid and long-term client base through predictable and recurring revenue
Growing Industry
Sectors with significant growth potential and positive margins in previous years
Attractive Margins
EBITDA margin higher than 15%
Stable Profits
Capacity to generate continuous and attractive utilities
Capital Expenditure (CAPEX)
Does not require large or constant capital injection for the company’s growth
As part of our investment strategy, Trompo Capital’s leading directors will be actively involved in the daily operation of the company and will have the major responsibility in the directive team, which will allow for an ordered transition and ensure reliable and effective company growth.
Trompo Capital focuses mainly on investments in the following sectors:
Health
Logistic
Education
IT
Our Team
Managing Director
Jorge is an innovative and skilled Investment Banker with solid experience providing strategic advice to Mexican and international clients for structured loans and investment banking transactions (ECM, DCM & M&A). He is an experienced
executive individual with a sound legal background, who has coordinated teams and projects in various industries using results-oriented thinking, teamwork, and expert communication skills. Jorge is highly qualified in developing customized banking and financial transactions focused on revenue and risk goals.
He holds an effective network with Mid-size and corporate clients in Mexico by delivering successful transactions through strong leadership skills, decision-making, and a collaborative approach. He was the former Director for Actinver in Monterrey where he was responsible for leading and directing the business
management and client coverage of Corporate and Investment Banking. After 8 years in Actinver, Jorge decided to leave a prominent corporate career and pursue his entrepreneurial dream.
Jorge holds an MBA from IE Business School and a Law Degree from Universidad Iberoamericana. He also holds a Higher Certificate in Business Administration & Corporate Law from The University of New South Wales. Moreover, Jorge served as Assistant Professor of the Securities and Markets Transactions course in 2017 – 2019 at the Universidad Iberoamericana.
Managing Director
Felix is a Senior Financier with vast experience in financial modeling and business valuation. He has a strong background in Private Equity, Corporate Finance, and Asset Management, where he developed solid analytical and quantitative skills.
During his Private Equity career, he participated in several M&A transactions and acquisitions with emphasis in IT, healthcare, real estate, and manufacturing sectors.
Moreover, he successfully led the structuring of project finance transactions for the energy sector in Mexico. He was the former Head of Financial Planning at Perseus, where he was responsible for leading capital raising processes, relationships with banks and funds, M&A activity, and the company’s financial forecasts.
From an operating standpoint, he has experience in cash management, budget control, accounting and active negotiation with clients and suppliers. Furthermore, he worked at a Mexican single-family office (SFO) as Head of Investments responsible for providing advice and opportunities to the Investment Committee.
Felix holds an MBA from IE Business School and a bachelor’s degree in Economics from Universidad Iberoamericana.
He also holds the CFA Level I, an Executive Education Program in Investment Strategies and Portfolio Management from Wharton School and a Diploma in Oil & Gas by the University of Texas.