investment

We are an investment firm

targeting supply chain imbalances and driving innovation in México's credit, healthcare, and education sectors, poised for a transformative disruption.

strategy

We aim to implement a long-term investment strategy in businesses that generate recurring cash flows:

1

High gross margin businesses in geographies with nearshoring opportunities in fragmented industries.

2

Long-term investment horizon, reinvesting cash flows to fund growth – bolt-on acquisitions and organic growth – and generate compounded returns.

3

Create value by supporting management teams, institutionalizing corporate structures and streamlining operations with technology.

Provide liquidity to investors

Recycling investor base to provide liquidity to investors on specific time windows.

Value proposition

Designed from first-hand experience and lessons learned in Private Equity investments in Mexico.

Strategic pillars

01

Unique deal sourcing capabilities – identify off-market transaction thanks to track-record, wide network and market understanding.

02

Maximize asset value – through financial engineering and enhancement of capital structures

03

Active management to reinforce operations – partner with management teams to improve performance

04

Solid track-record – allows us to lead transformative and accretive growth through strategic M&A supported by solid track-record

05

Provide liquidity to investors – reduce cost of equity and incremental funding alternatives

vis-á-vis

Marea vis-á-vis Traditional Private Equity

Management
Fees

Deal size /
# of deals

Holding
period

Capital
structure

Local currency
exposure

Annual budget to cover operating expenses and management salaries

$30-50M / 2 verticals
plus add-ons

Permanent capital with drawdowns every 5 years at decreasing NAV discount

Invests across the capital structure of companies to enhance cash-flow generation

+75% of underlying assets will generate USD denominated cash flows

Traditional
Private Equity

% over committed /
invested capital

$80-100M /
5-7 transactions

5-7 years

Focus on equity investments in illiquid assets

Mismatch between USD returns – hurdle and carry – and local currency generating assets

Management Fees
Annual budget to cover operating expenses and management salaries

Deal size / # of deals
$30-50M / 2 verticals
plus add-ons

Holding period
Permanent capital with drawdowns every 5 years at decreasing NAV discount

Capital structure
Invests across the capital structure of companies to enhance cash-flow generation

Local currency
exposure
+75% of underlying assets will generate USD denominated cash flows

Traditional Private Equity

Management Fees
% over committed /
invested capital

Deal size / # of deals
$80-100M /
5-7 transactions

Holding period
5-7 years

Capital structure
Focus on equity investments in illiquid assets

Local currency
exposure
Mismatch between USD returns – hurdle and carry – and local currency generating assets

Ileana Gomez

Sr. Advisor

Jesus Lanza

Sr. Advisor

Abelardo Loscos

Sr. Advisor

Mauricio Bailléres

Associate

Ricardo Phillips

Analyst

Maria Molina

Associate

Enrique Lanza

CEO