FRACTIONAL CFO - M&A ADVISORY - CORPORATE STRATEGY· EST. 2025

Financial leadership
at the inflection points
that define a company.

Fractional CFO and Strategic Advisory for CEOs, Founders and Sponsors navigating the transactions and decisions that shape enduring value: M&A, capital, debt, governance and the boardroom.

Schedule a consultation→Explore the practice

— The Firm

A boutique by design. We take on a select number of engagements each year so every client receives the direct judgment of a principal who has sat in the CFO's chair, on the board and across the negotiating table.

We are operators and transaction principals who become an extension of your leadership when the stakes are highest.

Every engagement is scoped, planned and accountable to a clear outcome — a closed transaction, a strengthened balance sheet, a board that governs with clarity.

Trusted by

Founder-led businesses

Family offices

Private equity firms

Middle-market companies

— Practice

Five disciplines. One point of accountability.

Integrated advisory across the capital, transaction and governance lifecycle of a private company.

Fractional CFO

Senior financial leadership on demand — FP&A, capital structure optimization, board reporting, crisis management and complex deal structuring. Embedded with your team, accountable to your board.

Mergers & Acquisitions

Sell-side and buy-side advisory for founders and owners — valuation, structuring, diligence and negotiation. Aligned to your objectives, not fee generation.

Debt Advisory

Independent counsel on senior debt, mezzanine, refinancings and covenant negotiations — protecting optionality while lowering cost of capital.

Capital Advisory

Equity, structured and growth capital sourced through long-standing relationships across banks, family offices and institutional investors in the U.S. and Latin America.

Board Advisory

Independent director and committee chair experience across regulated and entrepreneurial ventures. Governance, risk oversight and long-term value creation.

— Selected Engagements

A record measured in outcomes, not press releases.

Millennium Securities

Strategic CFO & Board Advisor

Currently advising the Chairman and management on financial strategy and board deliverables for the largest security company in Central America.

Capture RX

CFO / M&A Advisor to Company & Board

Advised the company on its sale to Pillr Health, a leading 340B administrator. Before the sale, restructured finance and accounting to deliver cash-flow visibility, reliable forecasting and a strategic planning cadence.

Comfy Trade Company

Governance & Financial Architecture

Built the corporate governance framework and financial model for a fast-growing platform modernizing the skilled trades industry nationwide.

Pragma Americas

Strategic Alternatives Advisor

Advised a multinational asset consulting firm on growth, partnership and transaction alternatives across the Americas.

Global Bank Corp.

Director · Credit Committee

Serve on the Directors Credit Committee of Global Bank Corp., Panama's second largest bank and former employer — a continuing relationship built on trust and value delivered as CFO.

25+

Years of financial leadership across Inv. Banking, PE and the C-suite

$1B+

Scale of institutions led as CFO

Markets — U.S. & Latin America

Sectors with transaction experience

— Principal

Carlos Mouynes

Founder · CFO · Board Director

Twenty-five years of global financial leadership across investment banking, private equity and the C-suite. Former CFO of billion-dollar institutions. Founder of investment banking divisions. Principal on transactions across banking, finance, technology, energy, real estate and healthcare in the U.S. and Latin America.

Bank board member and committee chair — bringing independent director perspective on governance, risk oversight and value creation to founders, sponsors and family offices.

"The best advice is delivered by someone who has already made — and lived with — the decision."

— Dialogue

Questions we're often asked before an engagement begins.

Who benefits most from a Fractional CFO engagement?+

Founder-led and growth-stage companies preparing for a capital raise, restructuring, or building the financial infrastructure required by institutional partners — without the cost and delay of a full-time CFO hire.

How are engagements structured?+

Every engagement begins with a discovery conversation to define scope, priorities and deliverables. We work on a project basis, as an interim CFO, or through a long-term retainer — always scoped and expectation-managed.

What sectors do you cover?+

Financial services, technology, energy, real estate, healthcare, manufacturing and consumer — across regulated institutions and entrepreneurial ventures alike.

Where do we begin?+

A confidential conversation to understand your strategic priorities, capital requirements and the transaction on the horizon. From there, we propose a focused mandate.

— Contact