Years of experience: 10

Presentation DesignerM&A ExpertAdvisorCEOBusiness AnalystQuantitative Analyst

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Joe's Career Path
CEO & Operating PartnerJul. 2025 -
Present
Hogshead Tequila InvestmentsCEO & Operating Partner
Texas, United States• Build the US investment structure enabling American & foreign investors to own tequila assets. • Lead barrel lifecycle ops: fill → warehouse → compliance → reporting. • Oversee suppliers & partners (distilleries, cooperage, warehouses, 3PL). • Coordinate regulatory & compliance (CRT/NOM). • Manage investor administration & reporting (status, audits, exit workflows). • Manage external relati...
CEOMay. 2019 -
May. 2024
IZLAHCEO
México, MexicoAs CEO at IZLAH, I was responsible for defining and articulating a vision and strategy for the growth of the company.I worked closely with stakeholders to develop a business plan and strategy and implemented action plans to achieve organization's goals Remarkable milestones: - We elevated our average ticket value by 30% through innovative up-sell and cross-sell tactics, ensuring every custome...
Sr. AnalystJun. 2016 -
Mar. 2019
Estructura PartnersSr. Analyst
Mexico, New York, United StatesAs sr. analyst at Estructura Partners, I immersed myself in the world of mergers and acquisitions, honing my skills in financial analysis, due diligence, and strategic advisory. Key Achievements: - Developed over 10 comprehensive valuation models and crafted due diligence reports for various M&A and Capital Markets engagements. - Produced compelling Information Memorandums, each exceeding 100...

Joe's Posts

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    About

    Key Skills & Achievements: - Expertise in Finance & Operations - Proven Executive Management - Accurate Valuations & Evaluations - Engaging Corporate Presentations - Detailed Infomemorandums

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    Cases & Experiences

    Advisory Cases: - Support early-stage startups in crafting business models - Develop financial projections for capital raising - Offer pragmatic advice on operations - Focus on executional excellence

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    Work Order

    Our Services Include: - Crafting Financial Models - Preparing Investor Pitches - Designing Infomemorandums - Conducting Valuations - Mapping Customer Journeys & GTM Strategies - Performing Market Analysis - Creating KPI Dashboards

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    How to contact

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    How I can help you

    Tasks & Advantages: - Conduct detailed DCF valuation - Analyze Enterprise & Equity Value - Sensitivity Analysis - PPS & 3-Financial Statement Projections - Requires IS, CFS, BS, NDA & projections - Develop financial model from data

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    People I am looking for

    Ideal Clients: - Start-ups - Small private companies - Medium-sized enterprises - Businesses seeking financial clarity

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    Experience & Cases

    Achievements & Clients: - Valuated business worth for strategic decisions - Assisted start-ups in capital raising - Provided competitor analysis - Worked with small private companies and start-ups

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    How to contact

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    How I can help you

    I offer comprehensive solutions including financial projections, models, and DCF valuations. Develop strategic plans and GTM strategies tailored to client needs. The advantage lies in detailed data gathering and roadmap definition. I deliver Top-tier deliverables.

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    People I am looking for

    Seeking partnerships with companies in need of strategic financial guidance and growth planning. Also, clients that need to create visual materials to present/pitch their ideas.

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    Experience & Cases

    Achievements include aiding start-up founders in enhancing financial acumen and strategic foresight. Past collaborations with Senior Managers, C-Level Executives, Founders, and Project Managers. I along my partners, have built a company from the ground up.

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    How to contact

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