Financial Advisory
ABOUT US
Balius Advisors is an independent advisory firm in Mexico City and Monterrey.
With an owner's mindset and global experience, we execute complex transactions with speed and precision.
Guided by judgment, independence, and strategic insight, we support our clients during pivotal moments, always ensuring the highest quality and objectivity in our work.
WHAT WE DO
REESTRUCTURING
We manage situations where the ability to meet obligations is at risk.
We craft tailored solutions through rigorous analysis, strong leadership, and transparent coordination.
We support our clients at every stage, acting swiftly to preserve liquidity, value, and business continuity.
Our services cover restructurings, distressed capital and M&A, creditor negotiations, stakeholder management, and insolvency or liquidation processes.
ADVISORY
We provide guidance across a wide range of strategic and transactional situations.
In M&A, we lead competitive, time-sensitive processes with precision.
In Corporate Finance, we design debt and structural solutions to maximize long-term value.
In Valuations, we deliver rigorous analysis and independent judgment to support strategic decision-making.
OUR TEAM
Jamie Morton
MA Economics | University of Auckland
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
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Fernando Guarda
MSc International Finance | Universiteit Van Amsterdam
BSc. Business Management | Tec de Monterrey
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
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Ale González
MSc International Finance | UniversidadPanamericana
BSc Chemical Engineer | Universidad Iberoamericana
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
José Antonio Velasco
jose.velasco@baliusadvisors.com
BSc in Business Administration | ITESM
AD-1 | IPADE
Director at Balius Advisors with over 30 years of professional experience in finance and administration. He has served as CFO in companies across Real Estate, Oil & Gas, and Telecommunications, and has held various roles within the national banking sector. He has participated in debt and equity issuances in both local and international markets.
José Antonio Velasco
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Alejandro Olivera
BA. Actuary | ITAM
CFA Level I
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
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Diego Beauregard
dbeauregard@baliusadvisors.com
BA. Economics | ITESM | AMIB Figura 3
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.