Axis Point Financial Consulting - M&A, CFO, Direct Investments in SMB
Let's plan your company's future with axispoint!
Axis Point Financial Consulting - M&A, CFO, Direct Investments in SMB
Let's plan your company's future with axispoint!
Our Services
CFO-as-a-service
Direct Invesments
Direct Invesments
Axispoint specializes in Financial Forecasting, Budgeting, and Strategic Planning to help organizations navigate their financial landscapes. Our approach includes Sensitivity and 'What if' Scenario Analysis, such as Tariff Modeling and Payback for Investments, to ensure informed decision-making. We emphasize Board and Management Reporting Best Practices to enhance transparency and accountability. Additionally, our team is well-versed in Crisis Management Planning, equipping businesses with strategies to respond effectively to unforeseen challenges. Finally, we offer expertise in Complex Deal Structuring, allowing clients to optimize their financial arrangements.
Direct Invesments
Direct Invesments
Direct Invesments
We target generational assets — companies that not only deliver strong financial returns but also have enduring value drivers and the potential for sustained growth across economic cycles. Our team’s experience in implementing operational excellence, strengthening leadership capabilities, refining processes, and crafting strategic direction is central to unlocking that next leg of growth. We invest in companies with EBTIDA's from $1MM up to $5MM.
M&A Advisory
Tax Planning, Prep & Returns
Tax Planning, Prep & Returns
We help founders and owners prepare for, execute, and optimize strategic transactions. Axis Point Financial delivers hands-on M&A advisory across sell-side and buy-side engagements, including valuation, deal structuring, diligence, and negotiation—ensuring alignment between strategic goals, economics, and long-term outcomes.
Tax Planning, Prep & Returns
Tax Planning, Prep & Returns
Tax Planning, Prep & Returns
Through our joint venture with Adam Falkiewicz at Axispoint—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. At Axispoint, 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, fintechs, family offices, and private equity-backed firms, AxisPoint delivers hands-on, strategic support tailored to your needs.
Customized Engagements
Benefits of Partnering with Us
Benefits of Partnering with Us
At AxisPoint, we tailor our engagement to meet the specific requirements of the owner, board, and the business. Focused and planned-based mandates from AxisPoint provide clarity and effectively manage expectations.
Free Company Synopsis
Benefits of Partnering with Us
Free Company Synopsis
Help us help you! Before any formal engagement, our team at Axispoint 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 at Axispoint. 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 at Axispoint.