Sector and regulatory analysis
We study the market, competitors and restrictions on foreign capital in the chosen sector. We establish which permits and licences are required and how long they take.
Service
Investment advisory
For investors considering Mexico who want to understand the sector, the entry structure and the risks before making commitments. The result is a recommendation backed by a financial model and an implementation plan.
When you need it
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I'm choosing a sector and a state to invest in
We compare sectors and states on demand, costs, labour, incentives and regulatory limits, and narrow the choice to two or three options with the numbers behind them.
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I'm considering a stake in an existing business
We assess the company and its market, check the seller's figures and propose the form of the deal: a share purchase, a merger or a joint venture.
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I'm planning a greenfield plant for nearshoring
We model the greenfield project: a site in an industrial park, permits, labour, logistics to the US and the time to reach capacity.
What we do
Financial model
We build a project model with explicit assumptions on revenue, costs, taxes and the peso exchange rate. We run base, optimistic and conservative scenarios.
Entry structure
We choose the vehicle: SA de CV, SAPI de CV or a fideicomiso. We account for tax, minority protections, a future exit and the Ley de Inversión Extranjera.
Risk assessment
We map regulatory, currency, operational and counterparty risks. For each one we propose a way to reduce it or price it into the deal terms.
Negotiations with a partner
We prepare the position on valuation, stakes, governance rights and exit terms. We negotiate in Spanish on your behalf or alongside you.
Implementation plan
We break the project into stages with owners, deadlines and a budget. We mark checkpoints at which the decision can be revisited.
What you receive
- An investment memorandum: market, project, structure, risks and recommendation.
- A financial model in Excel with assumptions and three scenarios.
- An entry structure chart: entities, stakes, cash flows and taxes.
- An implementation roadmap with deadlines, budget and checkpoints.
Timing
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1 week
Brief and scope
We fix the investment goal, budget, horizon and decision criteria.
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3-4 weeks
Analysis and model
We research the sector, build the financial model and work through the structure and risks.
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1-2 weeks
Memorandum and plan
We prepare the memorandum and roadmap and walk you through the findings in a meeting.
Indicative timeline: 5-7 weeks. Negotiations with a partner follow the deal's own schedule.