We are a financial and impact advisory firm that is looking to connect small-medium enterprises (SMEs) and micro financial institutions (MFIs) with international capital markets.
We want to facilitate access for the regional SME and MFI sector to investment funds and multilateral entities in order to leverage its growth through customized financial solutions and business assistance.
To become an investment fund intermediation manager for the SME and MFI sector, recognized in the market for being game-changers and for favoring financial inclusion and sustainable economic development.
Economist from Pontificia Universidad Catolica del Peru with a Master's degree of Strategic Business Management at Centrum Graduate Business School and almost 10 years of experience in banking and financial services. He is specialist in origination and structuration of finance operations, commercial banking products, management consulting, credit risk and financial counseling.
MBA from Instituto Europeo de Postgrado de Madrid with more than 15 year's experience in the commercial, financial and development sector in Europe, Latin America and the Caribbean. He has an extensive trajectory working in different fund managers in Central and South America operating in the financial sector. In addition he is an expert in Renewable Energy & Finance from the Frankfurt School.
Agricultural Engineer from Costa Rica's EARTH University with a Master's degree in Microfinance and Social Development from Spain's Alcalá de Henares University, with more than 12 years experience performing functions in the general management, business management, credit and collections management areas in microfinance institutions, leading rural financial services units for the development of various value chains. Consultant for international cooperation agencies linked to the development of local organisations for financial inclusion.
Cambridge International University MBA, with more than 23 years experience assessing the financial, social and environmental development of microfinance institutions in Latin America. Experienced in international project management and strengthening programs in microfinance institutions, financial products and services development, training, technology and political incidence. Currently a consultant focused in Governance, Green Finance and Climate Change, Customer Centric Strategies, and Digitalsation in Microfinance.
Structuring, and design: Based on investment objectives, we help design fund structures and strategies, develop financial products according to investor risk preference and prepare financial projections to evaluate potential financial and social returns.
We identify promising businesses that require evaluation before an investment is possible. We conduct rigorous due diligence, perform valuations, draft term sheets, and prepare forward-looking business & capital use strategies.
We provide both ongoing monitoring and detailed support to help businesses accomplish and accelerate their performance. Our local presence and extensive knowledge of the opportunities and challenges in this market make us a strong partner to support your investments and your teams.
Providing access to products and services which are relevant and affordable for broad sections of society.
Successfully managed, with the potential to scale their products and services to reach a large number of clients.
Developing and emerging markets and development-related sectors such as agriculture, energy, education, financial inclusion, housing, health, water and sanitation.
Luis Miguel Romaní