Ernesto Gerardo Morales

Ernesto Gerardo Morales

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Líder y Experto en Consultoría Estratégica y Finanzas Corporativas
Ciudad de México, Mexico

Contact Ernesto regarding: 
work
Full-time jobs
Starting at MXN80k/month ~USD4.33k/month
Flexible work
Starting at USD50/hour

Timeline


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Résumé


Jobs verified_user 0% verified
  • Beyond ONE
    M&A - Strategy and Corporate Finance Advisor
    Beyond ONE
    Dec 2023 - Apr 2024 (5 months)
    -Lead the corporate strategy in LatAm through inorganic growth or M&A.
    -Performed a deep market analysis of the Telecom/Fintech Mexican market including competitive landscape, risks and regulation.
    -Screened top players based on a set of criteria and aligned to the company’s mission in the region for a potential acquisition.
    -Led the valuation of top targets including the financial modeling, synergies identification and structuring of the deal.
  • A
    Strategy Manager for the Americas
    Altman Solon
    Dec 2022 - Jul 2023 (8 months)
    Managed teams of up to five consultants per project in North America to execute strategic initiatives.
    Oversaw the successful acquisition of a $700m USD telecommunications company, including a complete Commercial Diligence
    with business plan review, Latin American expansion strategy, and capabilities assessment.
    I evaluated the viability of the expansion strategy of a data center company in several cities in Brazil, including a demand market
    study and definition of technical KPIs.
    Led interviews with corporate clients of a media company as part of a successful merger and acquisition (M&A) diligence.
    Main Clients: Investment Funds and Private Equity Funds specialized in Technology and Telecommunications from the
  • Deloitte
    M&A Strategy Manager for Latin America
    Deloitte
    Apr 2020 - Nov 2023 (3 years 8 months)
    -I achieved notable growth in Strategic Consulting, expanding the team from two to twenty consultants in Latin America andmanaging up to six projects simultaneously with multidisciplinary teams.
    -I worked closely with corporate finance and diligence teams on several transactions, from target screening, commercial due diligence and business plans review.
    -I represented Deloitte as a speaker at the 'SMMT Electrified International Week', a webinar on electric vehicles in the United Kingdom to promote investment in Mexico.
    -I supported a successful Mexican Fintech looking to develop B2B opportunities through a market research, competitive analysis,project evaluation, operating model, definition of key products and strategy for ac
  • ALTÁN Redes
    M&A Strategy Manager
    ALTÁN Redes
    Mar 2018 - Mar 2020 (2 years 1 month)
    -Successfully supervised the evaluation and deployment of telecommunications infrastructure in Mexico, valued at $160m USD,
    working with the network deployment engineers and commercial teams to ensure efficient planning and implementation.
    -Collaborated in preparing the documentation and business case to raise $80m USD in government funds, based on a thorough evaluation of the financial plan, market demand and technical aspects.
    -I modeled the financial impact of the acquisition of telecom infrastructure from one of the largest MNO’s, identifying synergies and the potential revenues for Altán Redes.
    -Developed the business model for CFE's $1.5 billion USD 'Internet Para Todos' government program to provide Internet acces
  • A
    Corporate Finance Consultant
    Ardmore Shipping
    Jun 2017 - Oct 2017 (5 months)
    Led corporate finance initiatives for the company and its presentation for the board and investors such as:
    -Evaluate the incorporation of mezzanine debt in the capital structure for the company.
    -Use of hedging instruments to mitigate risks on price fluctuations.
    -Evaluated the acquisitions of large assets (50m EUR) to incorporate in the company's operations.
  • Dräger Medical
    Regional Controller Jr.
    Dräger Medical
    Jul 2014 - Jun 2016 (2 years)
    -Developed an automated tool to evaluate investment projects in LatAm, including opening new business lines, acquisition of companies and new facilities.
    -Established the new global WACC with as part of a group of experts, to evaluate investment opportunities globally.
    -Supported regional FP&A activities in LatAm region.
  • HSBC MÉXICO
    Sales Management Information
    HSBC MÉXICO
    Dec 2012 - Jun 2014 (1 year 7 months)
    Supported front office (ECM, DCM, FX, Debt and Structured Products) in their PnL and performance review.
    Prepared presentations for the management team.
Education verified_user 0% verified
  • Skema Business School
    MSc in Financial Markets and Investments
    Skema Business School
    Sep 2016 - Apr 2018 (1 year 8 months)
    Master Degree focused in Financial Markets in France, covering 70% of the content of CFA Level I
  • Tecnologico de Monterrey
    Bachelor in Financial Management
    Tecnologico de Monterrey
    Aug 2008 - Nov 2012 (4 years 4 months)
    Graduated with Honors, as top of the class and top 4 in all the business division.
Projects (professional or personal) verified_user 0% verified
  • W
    Advisor of a Tech AI Company
    Wayak
    Aug 2024 - Current (2 years 3 months)
    Advisor for Wayak on their Go to Market Strategy, defining the best commercial strategies and plan, contacting potential clients and closing deals.
  • Agora Partnerships
    Finance Expert
    Agora Partnerships
    Jul 2024 - Oct 2024 (4 months)
    As part of the U.S. Government strategy to support developing countries, I assisted as a Finance expert for early-stage companies based in LatAm and with a focus on social or environmental impact.
    I supported 10 companies on finance related topics, market and business models.
  • Startuplinks
    Startup Mentor
    Startuplinks
    May 2024 - Current (2 years 6 months)
    Support Startups all across LatAm in their Business Model, Financial Advisory, Market Research and in general all activities to achieve success.
  • Tecnologico de Monterrey
    Finance Professor
    Tecnologico de Monterrey
    Aug 2023 - Current (3 years 3 months)
    Finance Professor on Company Valuation
  • B
    Partner of a Tech Startup
    Black Patch
    Dec 2021 - Current (4 years 11 months)
    -Lead the strategy of the company.
    -Advice the B2B division on its structure but also supporting generating a robust pipeline of B2B clients and evaluate opportunities/projects.
    -In charge of investors relation and capital campaigns to achieve fundraising.