Independent advisory boutique · Mexico City
M&A, strategic and financial advisory
We are an independent advisory boutique based in Mexico City, specializing in M&A, strategic and financial advisory, and wealth management for family offices.
SAGA was founded by its partners to leverage their track record advising global corporations, new ventures, families and boards of directors on strategic and M&A transactions. Our team has executed transactions with companies from Mexico, the United States, Latin America, Europe and Australia.
Our experience
- 23years of experience in PE, M&A and corporate development
- 100+acquisition opportunities analyzed
- US$150M+in cross-border transactions led
- 5regions where our team has executed transactions
Transactions executed in Mexico · United States · Latin America · Europe · Australia
Our services
All servicesMergers & Acquisitions
We design a customized solution and guide our clients through the M&A process, striving to maximize valuation and ensure the best possible execution.
Learn more 02Strategic Advisory
We help our clients penetrate new markets, expand their portfolio of products and services, or consolidate their market-leading position.
Learn more 03Valuation and Fairness Opinions
Using a robust valuation methodology, we provide professional opinions on the value of an asset, company or operation.
Learn more 04Wealth Management for Family Offices
We advise families and their family offices on preserving and growing wealth across generations, with an institutional investment discipline.
Learn moreSectors
Our experience spans a wide range of industries, allowing us to understand each client's business and bring relevant market knowledge and relationships to every engagement.
All sectors- Financial Services
- Construction & Infrastructure
- Real Estate
- Healthcare & Pharmaceuticals
- Agribusiness & Food
- Mining & Energy
- Manufacturing & Industrial
- Consumer, Wholesale & Retail
- Tourism & Hospitality
- Technology & IT
- Logistics
- Family Offices & Family-Owned Businesses
Let's talk about your next transaction
Write to us and a partner will get back to you.