Our Services
CFO-as-a-service
Debt Analysis and Negotiation
Debt Analysis and Negotiation
Financial Forecasting, Budgeting and Strategic Planning
Sensitivity and "What if" Scenario Analysis (i.e. Tariff Modeling, Payback for Investments)
Board and Management Reporting Best Practices
Crisis Management Planning
Complex Deal Structuring
Debt Analysis and Negotiation
Debt Analysis and Negotiation
Debt Analysis and Negotiation
Optimization of the Balance Sheet
Debt Restructuring - renegotiate terms with Debtholders - private, public and or Banks
New Debt Facilities - obtain new Loans/Funding mechanisms. Facilitate bank and debtor negotiation to create the best alignment of loan terms and Company needs
Tax Planning, Prep & Returns
Debt Analysis and Negotiation
Tax Planning, Prep & Returns
Through our joint venture with Adam Falkiewicz - bringing over 25 years of CPA and legal tax expertise—we deliver tailored solutions that optimize tax efficiency, ensure compliance, and support long-term financial health.
With the passage of the new tax bill, which introduces expanded incentives and accelerated depreciation rules for small and mid-sized businesses, effective planning is more important than ever. We help ensure you're not only compliant but also positioned to benefit from the latest tax law changes.
Working Together
Benefits of Partnering with Us
Benefits of Partnering with Us
Benefits of Partnering with Us
With over 25 years of experience leading high-stakes financial operations across banks, fintech's, family offices, and private equity-backed firms, we deliver hands-on, strategic support tailored to your needs.
Customized Engagements
Benefits of Partnering with Us
Benefits of Partnering with Us
We tailor our engagement to the requirements of the owner, board and the business.
Focused and planned based mandates provide clarity and manage expectations.
Free Company Synopsis
Benefits of Partnering with Us
Free Company Synopsis
Help us help you!
Ahead of any formal engagement our team will perform a Synopsis on your Company to best determine how we can add value.
About
Strategic Finance. Trusted Leadership. Boardroom Insight.
Carlos Mouynes is a seasoned financial executive, board advisor, and capital markets expert with over 25 years of global experience helping companies navigate growth, complexity, and transformation.
His career spans investment banking, private equity, and C-suite leadership across the U.S., Latin America, and international markets.
Carlos has served as CFO for billion-dollar institutions, founded and scaled investment banking divisions, and led transformative transactions across industries including finance, technology, energy, real estate, and healthcare. He brings hands-on expertise in strategic planning, capital raising, structured finance, risk management, and M&A.
Having led roles as a bank board member and committee chair, Carlos also provides independent director services with a focus on governance, risk oversight, and long-term value creation. His bilingual, multi-cultural background, along with deep experience across both regulated institutions and entrepreneurial ventures, makes him a trusted partner to founders, CEOs, family offices, and investors alike.
Whether you're seeking interim CFO support, preparing for a capital event, or strengthening your board with independent expertise, Carlos delivers sharp financial judgment and steady leadership when it matters most.