As an Executive Director at IXL Center with over seven years of experience, I am adept at leading complex project development and execution for a wide range of clients, including large corporations, public sector entities, universities, and SMEs. I've consistently led teams of 25-30 innovation consultants on global projects, successfully identifying and implementing novel opportunities and solutions.
My strategic influence extends to my role as Global Business Development Director at the Global Innovation Management Institute (GIMI). Leveraging my background in finance and entrepreneurial management, I focus on global dissemination of GIMI's innovation methodology and best practices. This includes attracting and managing a network of Certified Ambassadors and Training Partners, and collaborating with GIMI's Board to shape future insights.
Furthermore, I have a strong foundation in strategic consulting, having led multiple projects at Stratsense. This work involved strategic planning, process optimization, valuation, M&A transactions, and organizational restructuring for mid-to-large companies in Brazil. My professional objective is to enable organizations to innovate and achieve sustained growth through astute strategic planning and execution.More...
Adrian Ortega
CEO & Founder@Maverick Finance - Financial Expertise on Demand
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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.More...