Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$2,500,000.00
Skills
Education
- HB
- Uo
Lists including Sean
Work Experience
2024
Managing Partner
2024
Actively building, advising and investing in the financial ecosystem fueling the $1 trillion U.S.-Mexico economy. Our vision at Cintar Group is to be the premier holding company investing in financial services, catalyzing growth across the U.S. and Mexico. Our goal is to build a portfolio of businesses to realize +$1Bn by providing patient capital, guiding digital transformation, and leveraging nearshore BPO services.
2024
Executive Chairman
2024
As Executive Chairman of nuDesk, my focus is on steering the company’s strategic vision and long-term growth. I work closely with Kenny Salas (CEO) to ensure we’re driving innovation in AI-powered business process outsourcing, while also building key partnerships that move us forward. My role is about guiding the big picture, providing support where needed, and ensuring that our mission to transform the BPO landscape stays on course.
2015
Partner
2015
Role as an Investment Partner. Xochi Ventures is a venture investment vehicle transforming the lives of people in the Americas by investing in innovative companies predominantly in the pre-seed and seed stages. Portfolio companies include Bitso, Mattilda, FinKargo, Melonn, Collective Academy, Lvna Capital, Moons, and Ignite (acquired). All investment partners are top tier executives, fund managers and entrepreneurs; translating their institutional knowledge and network as value-add, non-intrusive investors.
2022
Advisor
2022
Serve on Advisory Board. Founded in 2021 as a Community Development Financial Institution, Champions Funding LLC is a nationwide wholesale lender that provides non-traditional access to mortgage financing.
2014 - 2024
Co-Founder & Senior Advisor
2023 - 2024
Senior Advisor focused on facilitating integration of newly combined entities, Camino Financial and Fundation. I am also supporting growth through strategic business and community development initiatives.
Co-Founder & CEO
2014 - 2023
In my capacity as CEO, I raised and deployed $250+ million, or 12,000+ in loans, to overlooked entrepreneurs predominantly in the U.S. Latinx market, along with building a team of 120+ Associates distributed across three country hubs. Our capital delivered an estimated positive social impact of roughly $0.60 for every $1, amounting to $150+ million in fees saved and revenue generated from our member, borrowers. Worked with PE sponsor to acquire Fundation and consolidate into a larger, full spectrum SMB lending platform, effectuating my transition to Senior Advisor to help new leadership build a top 3 SMB lender in the U.S.
2011 - 2013
Private Equity Associate
2011 - 2013
Evaluated new investment opportunities, crafted financial models and analyses, led due diligence process in M&A and recapitalization transactions, and coordinated with intermediaries in executing deals. Monitored four ICV portfolio companies as a board observer, reviewed financial quarterly performance, and worked with management in overseeing annual budgets and pursuing strategic initiatives (e.g., add-on acquisitions, financial system implementation, evaluating new products and end markets). Selected Transaction Experience Acquisition of SAFE Security, Inc. (December 2012) Debt refinancing into new $130M debt facility for SAFE Security, Inc (March 2013) Recapitalization of $85.5M senior credit facility for Marshall Retail Group, LLC (October 2011)
Investment Banking Analyst
2008 - 2011
Advised clients on M&A/capital structure alternatives by performing discounted cash flow, leveraged buyout, comparable company, sum-of-the-parts, and accretion/dilution analyses. Performed strategic analysis for leading consumer product companies and retailers by determining key competitive advantages, market positioning, and growth opportunities. Selected Transaction Experience Advised Wendy’s/Arby’s Group, Inc. on the sale of Arby’s to Roark Capital Group for $430M (June 2011) Joint Bookrunner on a $175M senior secured notes offering for Spencer Spirit Holdings, Inc. (April 2011) Joint Bookrunner on a $329M senior secured financing for Centerplate, Inc. (September 2010) Joint Bookrunner on a $406.5M senior secured notes for Landry’s Restaurants, Inc. (November 2009)