Building wealth together through strategic investments.
Building wealth together through strategic investments.
The Firm
Independent Advisory & Capital
We provide corporate finance advisory and consulting services to companies in U.S. and Latin America. The firm is rooted in the principles of independence from major financial institutions and knowledge to deliver impartial forward thinking.
The company is based in Miami and has a strong network in U.S., Europe and Latin America.
Our Services
Discover our expertise
Experience the depth of our proficiency in crafting tailored solutions and executing transactions across diverse sectors. From start-ups and Greenfield projects to established enterprises, we bring unparalleled insight and strategic acumen to every endeavor.
Our seasoned team excels in M&A, lending, and project finance, ensuring seamless execution and optimal outcomes. Through strong relationships with financial institutions, private equity funds, hedge funds, family offices, multilateral banks, and major investment banks, we pave the way for your success in the dynamic landscape of investment and finance.
Consulting Services
Tailored Solutions
We excel in crafting and executing tailored solutions to meet the specific needs of our clients. Our team has a track record of developing comprehensive strategies that cover a wide range of areas, including business strategy formulation and execution, business and expansion planning and execution, optimizing capital structures, designing effective legal corporate frameworks, establishing robust corporate and family governance systems, and conducting precise valuations. Our approach ensures that each client receives a personalized plan designed to enhance their growth and success in the competitive market landscape.
Transactions Solutions
Mergers & Acquisitions
Sell Side Advisory, Buy side advisory & Valuation and fairness opinion
In the realm of mergers and acquisitions, our expertise shines through a comprehensive suite of services tailored to meet your specific needs.
Whether you’re considering divesting assets or seeking strategic acquisitions, our sell-side advisory services provide invaluable guidance to maximize value and navigate complex negotiations.
On the buy-side, our advisory team offers insightful analysis and meticulous due diligence to identify and capitalize on lucrative opportunities, ensuring that your acquisitions align seamlessly with your strategic objectives.
Moreover, our proficiency in valuation and fairness opinions offers clarity and confidence in assessing the financial aspects of your transactions, providing a solid foundation for informed decision-making.
With a commitment to excellence and a track record of success, we stand ready to support you at every stage of the M&A process.
Debt Management
Refinancing of short and long term debt with commercial and multilateral banks, Structure and raise new indebtedness, Capex financing & New projects.
Within the domain of debt financing, we offer a spectrum of tailored solutions to meet your financial objectives. Our expertise spans refinancing initiatives for short and long-term debt with both commercial and multilateral banks, ensuring optimal terms and structures to align with your organization’s needs.
Additionally, we specialize in structuring and raising new indebtedness, facilitating the acquisition of vital capital to support growth initiatives and strategic ventures. Whether it’s financing for capital expenditures or embarking on new projects, our comprehensive approach ensures seamless execution and optimal outcomes.
With a commitment to excellence and a focus on your financial success, we stand ready to navigate the complexities of debt financing alongside you.
Capital Markets
Unlock the full potential of your transactions with our comprehensive expertise in capital markets.
We begin by meticulously analyzing the viability of each transaction, ensuring alignment with your strategic objectives and market conditions.
Our commitment extends beyond analysis as we guide companies and shareholders in selecting the ideal institution(s) to facilitate the transaction, leveraging our network and insights to secure optimal outcomes.
Throughout the entire process, we serve as your trusted independent advisor, providing unwavering support and strategic guidance to navigate the complexities of the capital markets landscape.
With our dedicated partnership, you can confidently navigate the intricacies of capital markets, secure in the knowledge that your transactions are backed by expert insight and unwavering commitment to your success.
Special Situations
Explore unique investment opportunities that promise compelling returns through our specialized focus on special situations.
We identify and capitalize on investment prospects that arise from distinctive circumstances, whether through debt or equity instruments, offering attractive returns for savvy investors.
Our expertise extends to mezzanine financing and subordinated financing, providing flexible and innovative solutions to address specific financial needs. With a keen eye for emerging opportunities and a commitment to maximizing value, we navigate the complexities of special situations with agility and precision.
Partner with us to unlock the potential of special situations and seize opportunities for growth and profitability.
The Visionary Behind CFAP
Felipe Rojas
Managing Partner
Felipe Rojas is the founding partner of CFAC. After many years of serving entrepreneurs in the small and middle markets in the U.S. and Latin America, he concluded that they need customized corporate finance and consulting services. He also identified some very wealthy families that don’t have a platform to manage principal investments in very interesting opportunities. This is how the idea of creating CFAC emerged.
Felipe has over 25 years of experience in operations and corporate finance, working on M&A, syndicated loans, special situations, project finance, consulting services, and principal investments advisory services in the U.S. and Latin America.
Prior to founding CFAC, Felipe worked at Bank of America/Merrill Lynch, UBS AG, Violy & Company in NY, Infinitus Corporation, and Singer Products Inc. in M&A, project finance, syndicated loans, consulting services, and structuring investment opportunities for ultrahigh net worth families.
Felipe serves as a board member in several companies in the technology, quick-service restaurants, education, and healthcare services segments in the U.S. and Latin America.
Felipe has an extensive network within financial institutions, private equity funds, hedge funds, family offices, multilateral banks, major investment banks, and multiple small and medium companies in the U.S. and Latin America.
