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Financial Advisory & Investments
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ABOUT US

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. 

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WHAT WE DO
ADVISORY

We advise in a range of complex strategic and transactional situations ranging from traditional M&A and corporate finance to restructuring.

INVESTMENTS

We invest in companies and their teams that can benefit from our value add, and that are clearly linked to our investment strategy. 

OUR TEAM
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Jamie Morton


jmorton@baliusadvisors.com


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. 

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Jamie Morton

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Fernando Guarda

fguarda@baliusadvisors.com


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.  

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Fernando Guarda

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Ale González

agt@baliusadvisors.com

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. 

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Ale González

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Salvador Villalpando
svillalpando@baliusadvisors.com

MSc Administración de Riesgos | ITAM

BSc Actuaría | Universidad Anáhuac

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.

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Salvador Villalpando

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Alejandro Olivera

aolivera@baliusadvisors.com 

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. 

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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.

Diego Beauregard

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