Clarity in complex financial decisions

Independent financial advisory for transactions, financial modeling, and strategic finance.

Supporting investment banks, founders, and financial sponsors on transactions across the United States and Latin America.

Working alongside investment banks, M&A advisors, private equity firms, and corporate leadership teams.

AREAS OF FOCUS

Analytical clarity. Disciplined perspective.

Transaction Advisory

Financial analysis and transaction support for M&A, capital raises, and structured financings. Experience supporting and executing transactions from initial analysis through closing.

Financial Modeling

Development of rigorous financial models, valuation analysis, and preparation of investor and lender materials.

CFO Advisory

Strategic financial leadership for companies navigating growth, capital allocation decisions, and long-term financial planning.

Cross-Border U.S./Latin America

Advisory on transactions and capital strategy involving the United States and Latin America. Supporting investors and companies pursuing cross-border opportunities.

SELECTED TRANSACTION EXPERIENCE

Institutional Transactions

Consumer / Beverage

$7.0B merger of major beverage bottlers.

Development of integrated merger model and pro forma capitalization framework.

Banking

$1.3B all-stock bank merger recognized as an award-winning transaction.

Revenue, cost, and funding synergy modeling framework.

Healthcare / Pharmaceutical Retailer

$637M leveraged buyout of pharmaceutical retail chain.

Acquisition financing structuring and transaction modeling.

EXPERIENCE

Middle Market Engagements

Nuclear Energy Technology

Development of a multi-phase capital sequencing model supporting the staged financing of next-generation nuclear fission reactor development.

Industrial Manufacturing

Financial model supporting a lease-to-buy plant transaction, including utilization analysis, leverage thresholds, and downside scenarios.

Biomedical Holding Company

Equity valuation framework incorporating control and marketability adjustments for minority interests.

Expertise behind every transaction

Carlos E. Mora
Principal
Carlos E. Mora - Principal, Mora Munoz Partners

Carlos E. Mora is the founder and principal of Mora Munoz Partners. Over more than two decades in investment banking, corporate finance, and fintech, he has advised companies, financial sponsors, and financial institutions across North and Latin America on mergers and acquisitions, debt and equity financings, and strategic capital initiatives.

Carlos brings a distinctive perspective on capital structures and negotiations, shaped by experience across the full spectrum of transactions—from early-stage venture financings in fintech startups to middle-market corporate transactions in sectors such as oil and gas, as well as large-scale multi-billion-dollar M&A mandates.

Throughout his career, he has operated from multiple vantage points, including advisor, entrepreneur, and senior finance executive, allowing him to approach transactions with both analytical rigor and an operator’s understanding of how financial decisions affect businesses in practice.

He holds a B.S. in Applied Mathematics from ITAM and a Master of Public Administration from Columbia University.

INSIGHTS

Perspectives on finance, strategy, and the mathematics of complex systems.

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