our firm
- We are a boutique advisory firm based in Santo Domingo, founded in September 2019.
- We specialize in corporate finance advisory, investment management and innovation through data science.
- We focus on creating and delivering value to our clients in every project and mission.
- We take pride in operating under the highest ethical, professional and technical standards in our industry.
- We ensure that each of our projects is handled according to lean and agile principles.
- We believe in long term relationships built in time for the continuous success of our stakeholders.
our values
Independence Agility
Creativity Innovation
Excellence Entrepreneurship
Objectivity Confidentiality
Affiliations & Accreditations
CFA Institute
CFA Institute is a global, not-for-profit professional organization that provides investment professionals with finance education. It aims to promote the standards in ethics, education, and professional excellence in the global investment industry. We are bound to CFA Institute Code of Ethics and Standards of Professional Conduct
AMIA
AMIA ® (American Medical Informatics Association ®) is a community committed to the vision of a world where informatics transforms people’s care.
EPIC EHR
EPIC EHR is the leading electronic health information records world wide. We currently hold certifications in health information management back-end data extraction, reporting and analysis.
Key Industries Served
Healthcare
Hospitality
Industrial Production
Energy
Real Estate
Banking
Insurance
Commerce
Retail
Food & Beverage
Our Services
We combine business analytics, finance and data science to drive value in our projects.
Finance, Deals & Value-Based Management
- Corporate Finance Advisory
- M&A Advisory: Valuation & Deals
- Capital Raising and Debt Structuring
- Real Estate Deals Structuring and Execution
- Portfolio Company Monitoring and Support
- Family Office Management & Investment Advisory
- Data-driven Capital Budgeting & Feasibility Analysis
- Financial Strategic Planning
Technology and Data Science
- Big Data Analytics, Data Science and Informatics Services
- Business Intelligence (BI) Support and Advisory
- Tailored BI Dashboard Development
- Data Integration Consultancy
- Data Governance Plan Development
- Secondary Analysis of Existing Data
- Data Quality Evaluations and Assessments
- Data Management Infrastructure and Procedures Dev.
- Research Planning, Development and Design Advisory
Corporate Finance
Selected Deals
Instituto Materno Infantil SMDP
Expansion plan economic feasibility study and capital raising support. Selected as sole advisor to the clinic’s Board of Directors.
ARV Group
Sell-side valuation and negotiation support in the sale of a portfolio company. Selected as sole advisor to the family Board.
Undisclosed client
Sell-side valuation and negotiation support in the sale of a car dealership. Services rendered in collaboration with Moonshot Advisory.
Undisclosed client
Real Estate business carve out analysis and debt restructuring. Services rendered in collaboration with Moonshot Advisory.
Our Team
Our partners were professionally trained in France, USA and Canada.
Nicolas Diaz Garelli, CFA
PartnerNicolas is an economist and specializes in Corporate Finance and Asset Management. He has more than 12 years of experience in private equity deals, valuation, investment structuring, project finance and value-based management. He has participated in many relevant M&A transactions in the Dominican Republic and Central America. He holds the CFA designation (Chartered Financial Analyst) globally recognized as the gold standard in the investment management profession. He is the co-founder of two fast-growing companies in the healthcare industry in the Dominican Republic. He is a financial advisor to several prominent entrepreneur families in DR.
Franck Diaz Garelli, PhD
PartnerFranck is an assistant professor of health informatics analytics focused on translating research into applications that support business development and healthcare operations improvement through advanced data analytics. His work supporting the development learning health systems worldwide. His prior work has focused on supporting building strong partnerships between stakeholders in the business, clinical and research spheres at multiple institutions, developing data infrastructure and applying advanced to uncover insights to glean new knowledge. Franck has conducted world-class research project including the development of new data science methodologies for data quality assessment. Although Franck is currently based in North Carolina, he collaborates with both clients and research fellows in the DR and Caribbean a continuous basis.
