Adrian Ortega

CEO & Founder @Maverick Finance - Financial Expertise on Demand

Startup FounderFinancial AnalystBusiness OwnerM&A ExpertC-level ExecutiveInvestment BankerConsultingCFOFinanceEducationAdvisor

Adrian is the Founding Partner of Maverick Finance & Analytics, a specialized advisory firm delivering smart, innovative finance solutions to companies that value analytical depth, integrity, and strategic clarity. Maverick focuses on complex financial modeling, independent business valuation, M&A transactions, and strategic CFO consulting on an interim or project basis. A senior executive in Investment Banking and Corporate Finance, Adrian has over 20 years of international experience (primarily USA/Brazil) in M&A, valuation, and financial leadership. He has held key roles at DLJ, Credit Suisse, Standard Bank, BTG Pactual, and Bradesco BBI, and served as CFO to various middle-market and startup companies, especially in Esports, TMT, and Real Estate. Fluent in English, Portuguese, and highly proficient in Spanish, Adrian holds a B.A. in Economics from Saint Mary’s College of California, is an alumnus of the Wharton School, and a member of the CFA Society Brazil. He’s known for his collaborative leadership style, strategic thinking, and ability to align teams around high-impact goals. Specialties: - SME & Startup Business Valuation - what we do best! - Financial Modeling, Projections & Business Plans - Financial Diagnostics - CFO as a Service - Investment Banking, M&A | Capital Raising - Financial & Strategic Management Consulting • USA/Brazil Cross-Border Business Development. If you're looking for smart, innovative finance solutions for your business, a Valuation Specialist or a CFO who can create value for your organization, let's connect.

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Work Background

Managing Partner | CFO

MoréiasManaging Partner | CFO

Jun. 2023 - Dec. 2024São Paulo, Brazil

Member

Board ClubMember

May. 2023São Paulo, Brazil

Board of Directors | Conselho de Administração

LiquiPortBoard of Directors | Conselho de Administração

Mar. 2023Vila Velha, Espírito Santo, Brazil

Partner - Investment Banking | M&A

NorthstonePartner - Investment Banking | M&A

Mar. 2022São Paulo, Brazil

Member

Wharton Clube Do BrasilMember

Jan. 2022São Paulo, Brazil

CFO | Head of Capital Raising | Investor Relations | Advisory Board Member

BBLCFO | Head of Capital Raising | Investor Relations | Advisory Board Member

Jan. 2019 - Dec. 2021São Paulo, Brazil

CEO | Founder

Maverick Finance - Financial Expertise on DemandCEO | Founder

Jan. 2016São Paulo, Brazil | Baltimore, MD - USA

Private Investor

Startup EcosystemPrivate Investor

Jan. 2016USA | Brazil

CFO | Head of Capital Raising | Investor Relations | Advisory Board Member

EnterPlayCFO | Head of Capital Raising | Investor Relations | Advisory Board Member

Jan. 2016 - Dec. 2019São Paulo, Brazil

Member

CFA Society BrazilMember

Jun. 2015São Paulo, Brazil

Partner | Managing Director | Investment Banking | M&A

Investment Banking and Financial Advisory BoutiquesPartner | Managing Director | Investment Banking | M&A

Jan. 2010 - Dec. 2016São Paulo, Brazil

Investment Banking | M&A

Bradesco BBIInvestment Banking | M&A

Jan. 2007 - Dec. 2010São Paulo, BrazilInvestment Banking: M&A | Capital Markets | Valuation

Asset Management - Partner | Senior Vice President

Saenz Hofmann Global Opportunity Fund (Hedge Fund)Asset Management - Partner | Senior Vice President

Jan. 2005 - Dec. 2007New York, USA | São Paulo, Brazil Asset Management: Head of Buy-Side Equity Research, Portfolio Manager, Risk Management, Head of Capital Raising

Investment Banking | M&A

BTG PactualInvestment Banking | M&A

Jan. 2003 - Dec. 2005São Paulo, BrazilInvestment Banking: M&A | Valuation

Investment Banking | Latam Credit | M&A

Standard Bank GroupInvestment Banking | Latam Credit | M&A

Jan. 2002 - Dec. 2003São Paulo, BrazilInvestment Banking: Credit Analysis LATAM | Corporate Finance | M&A

Investment Banking | M&A

Credit SuisseInvestment Banking | M&A

Jan. 2000 - Dec. 2002São Paulo, BrazilInvestment Banking: M&A | Capital Markets | Valuation

Investment Banking | M&A

Donaldson, Lufkin & JenretteInvestment Banking | M&A

Jan. 2000 - Dec. 2000São Paulo, Brazil

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