FINANCIAL ADVISORY AND RESTRUCTURING
Complex transactions that require speed and precision.
An independent financial advisory firm based in Mexico City and Monterrey, specializing in restructuring and high-stakes transactions
About Us
We are strategic partners
in complex situations
With an owner’s perspective and extensive local and international experience, we combine financial rigor with hands-on operational management support to execute transactions that demand speed and precision. We translate complexity into clear recommendations, backed by objective analysis, and lead the execution until results are achieved.
Our clients trust us for our experience, judgment, leadership, and response agility that our independence affords us—especially in urgent and highly demanding situations. We deliver solutions through:
Services
Restructuring
At Balius Advisors, we approach situations involving corporate transformation, reorganization, and turnaround with a dual perspective. We stabilize the capital structure or intervene in operations through rigorous analysis and execution leadership to preserve value and ensure business continuity.
FINANCIAL RESTRUCTURING
Strategic Liquidity Management
In situations where cash flow and the ability to meet obligations are compromised
Capital Structure Optimization
We align the debt profile with the business' actual cash flow generation capacity
Distress, M&A, and Bankruptcy Proceedings
We lead distress proceedings and accelerated M&A processes, providing support throughout the insolvency, bankruptcy, or liquidation process
OPERATIONAL RESTRUCTURING
Stabilization and Leadership Support
We work closely with management during times of crisis, providing clarity and solutions
Operational Efficiency and Improved Profitability
We identify and implement initiatives to optimize costs and quickly restore profit margins
Stakeholder Management and Feasibility
We align interests with customers, suppliers, creditors, and partners while we assess and reactivate the business model
Services
Advisory
At Balius Advisors, we support companies in their most critical financial and strategic decisions. We provide guidance based on rigorous analysis and a comprehensive perspective to help them seize growth opportunities, strengthen or institutionalize their operations, and maximize business value.
01
Mergers and Acquisitions
We lead acquisition, divestiture, and strategic alliance processes from start to finish, mitigating risks and maximizing value for shareholders.
02
Valuation Services
We provide rigorous analysis and independent opinions on the value of businesses or transactions to support high-impact decisions.
03
Capital Structure Design
We design the optimal mix of debt and equity to ensure liquidity, minimize funding costs, and enable business growth.
04
Institutionalization and Corporate Governance
We implement best practices and clear governance rules to reduce reliance on management and build robust, scalable operations.
05
Planning and Strategic Alternatives
We assess the current state of the business to develop a clear roadmap for scenarios involving growth, reorganization, capital injection, or sale.
Expertise
Transactions
2025
Valuación como práctica de gobierno corporativo
Industrial
Ejecución de reporte de valuación para potencial transacción entre accionistas
2025
Rediseño de perfil y composición de deuda
Agroindustria
Reperfilamiento de pasivos para mejorar liquidez y vencimientos de la empresa
2024
Evaluar valor de empresa previo a potencial transacción
Aduana
Ejecución de reporte de valuación para evaluar potencial venta de empresa
2024
Valuación para decisiones estratégicas
Distribución Farmacéutica
Informe de valuación para evaluar siguientes pasos de la compañía
2024
Planificación estratégica y creación de valor
Distribución Farmacéutica
Realizar plan de negocio integral a 5 años para maximizar el valor de la compañía
2024
Reestructura Financiera y Liability Management
Servicios Financieros
Reestructura financiera de +MX$7,000,000,000 con emisiones de mercados de capitales
2024
Ejecución en M&A
Farmacéutica
Venta del 100% de un laboratorio de genéricos a Laboratorios Sanfer
2023
Análisis independiente para temas de sucesión
Logística
Reporte de valuación requerido para evaluar temas de sucesión y potencial transacción entre accionistas
2022
Compra de activos y licencias
Deportes y Entretenimiento
Asesoría en la compra de activos y licencias para empresa de automobilismo
2022
Compra de participación
Tech
Asesoría en la compra de participación en Wasi
2022
Venta de operaciones internacionales
Energía Renovable
Asesoría en la venta de las operaciones sudafricanas
2022
Levantamiento de capital
HealthTech
Ejecución de reporte de valuación para ronda de levantamiento de capital
2022
Recapitalización de Dividendos
Farmacéutica
Apalancamiento estratégico por MXP $ 300,000
2022
Financiamiento estratégico y reestructura de deuda
Agroindustrial
Refinanciamiento cross-border por US$130,000,000
2021
Reestructura de deuda
Servicios Financieros
Diseño del plan de reestructura de deuda por US$100,000,000.
Team
Strategic Leadership
Fernando Guarda
MSc in International Finance | University of Amsterdam
B.S. in Business Management | Tec de Monterrey
Managing Director at Balius Advisors with over 25 years of experience in investment banking, investments, and restructuring, having held senior management positions, including in investment banking and private equity at INVEX, co-leading the Mexico City office of Álvarez & Marsal, and overseeing the M&A and private equity efforts at Banorte-Ixe.
fguarda@baliusadvisors.com
Ale González
MSc in International Finance | Universidad Panamericana
B.S. in Chemical Engineering | Universidad Iberoamericana
Managing Director at Balius Advisors with extensive experience in strategic planning, consulting, and investment banking at various companies, including Johnson & Johnson, Coca-Cola FEMSA, and INVEX.
agt@baliusadvisors.com
Ignacio Quesada
Ph.D. in Chemical Engineering and Operations | Carnegie Mellon University
B.S. in Chemical Engineering | UNAM
Senior Advisor. Former Partner at McKinsey & Company and former Chief Financial Officer (CFO) and member of the Board of Directors at PEMEX. He has more than 20 years of experience leading financial restructurings and transformation programs in Latin America.
Alejandro Olivera
BA Actuaría | ITAM
CFA Nivel I
Associate at Balius Advisors. Before joining the firm, he worked as a senior analyst on the Investment Banking team at INVEX and in the energy sector, where he focused on capital markets and M&A advisory services, gaining experience across a wide range of sectors and industries.
Michael Castro
BSc in Finance | ITESM
Project Finance & M&A, Frankfurt School of Finance & Management
Analyst at Balius Advisors with prior experience in private credit and risk management at Engen Capital, he specializes in corporate financing through investment banking.
José Antonio Velasco
Licenciatura en Administración de Empresas | ITESM
AD-1 | IPADE
Director at Balius Advisors with over 30 years of experience in finance and administration, having served as CFO and Director at companies in the real estate, oil and gas, and telecommunications sectors; he has also held various positions within the national banking sector. He has participated in debt and equity offerings in local and international markets.