Financial Advisory & Investments
ABOUT US
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Balius Advisors is a Mexico City- based independent merchant advisory firm. Our team has over 7 decades of combined investment banking and merchant finance experience with numerous transactions and investments under our belt.
We provide an owner´s perspective to complex transactions that require sophisticated but expedite solutions.
OUR TEAM
Jamie Morton
MA Economics | University of Auckland
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Founding partner of Balius Advisors and has over 25 years’ experience in investment banking and the commodities financial market, working in leadership roles with BBVA (New York), Macquarie (New York and Mexico City) and BNP Paribas (London and New York). He has been involved in transactions representing more than $40 billion over the course of his career.Born in New Zealand and is fluent in Spanish and Portuguese.
Jamie Morton
Fernando Guarda
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MSc International Finance | Universiteit Van Amsterdam
BSc. Business Management | Tec de Monterrey
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Founding partner of Balius Advisors and has close to 25 years of investment banking, investments and restructuring experience holding senior management roles including INVEX´s Investment Bank and Private Equity, co-heading Alvarez and Marsal´s Mexico City Office, and Banorte-Ixe´s M&A and Private Equity Group.
Fernando Guarda
Ale González
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MSc International Finance | UniversidadPanamericana
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BSc Chemical Engineer | Universidad Iberoamericana
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Director at Balius Advisors with substantial experience in strategic planning, consulting and investment banking in different companies such as Johnson & Johnson, Coca-Cola FEMSA and INVEX.
Ale González
Juan Pablo Rodríguez
jprodriguez@baliusadvisors.com
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BSc Chemical Engineer | Universidad Iberoamericana
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Director at Balius Advisors with extensive experience in financial and operational restructuring, performance improvement, forensic accounting and financial analysis. Prior to joining Balius, Mr. Rodriguez served in various positions as a consultant at Alvarez & Marsal, Director of Treasury at Viva Aerobus and financial institutions analyst at HR Ratings.
Juan Pablo Rodríguez
Salvador Villalpando
svillalpando@baliusadvisors.com
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MSc Administración de Riesgos | ITAM
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BSc Actuaría | Universidad Anáhuac
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Director of Balius Advisors with over 15 years of experience in financial consulting and banking. He has extensive expertise in financial and operational restructuring, company liquidations, and financial diagnostics across various industries. Prior to joining Balius, Mr. Villalpando served as a director at Alvarez & Marsal, undertaking roles such as COO and Controller. Additionally, he was responsible for human resources and branches in two different companies.
Salvador Villalpando
Alejandro Olivera
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BA. Actuary | ITAM
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CFA Level I
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Associate at Balius Advisors with previous experience in investment banking and the energy sector where he focused on capital markets and M&A transactions, gaining experience in a wide range of sectors and industries.
Alejandro Olivera
Diego Beauregard
dbeauregard@baliusadvisors.com​
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BA. Economics | ITESM | AMIB Figura 3
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Analyst at Balius Advisors with experience in investment and corporate banking at J.P. Morgan Chase, with major in fund management and alternative investments. Specialization in wealth management and advisory at Singapore Management University.