Professional financial and legal advice
Who we are?
Heritage Financial Advisors has a team of highly qualified and experienced professionals in advising on M&A processes. Each member of the team has extensive experience advising on M&A transactions, and is familiar with the relevant processes and regulations. In addition, the Heritage Financial Advisors team has a proven track record of success advising on M&A transactions across a wide range of industries.
TEAM
MAURICIO BUENAVENTURA O.
MANAGING PARTNER
Education
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CESA Business Administration
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Economist with an emphasis in Banking and Finance from the University of western Sydney Australia
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INALDE Executive MBA
Teaching experience
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Finance professor at INALDE
Experience
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Commercial Manager of Synergy Investments Ltda.
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Director for Colombia of Expense Reduction Analysts
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Managing Partner at Heritage Financial Advisors
Mauricio has more than 18 years of experience in consulting, corporate finance, investment banking and project structuring. He has participated in negotiations and financing for more than USD$400 million in sectors such as mobility, transportation, low-income housing, food, health, among others.
ANDRES ZUNIGA
PARTNER
Education
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Industrial Engineer from the University of the Andes
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INALDE MBA
Experience
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Risk Professional at Banco Davivienda
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Vice President of Risks at Interbolsa
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CEO in Brazil and Panama at Interbolsa
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Financial Vice President at Recaudo Capital (achieved foreign financing, being considered Deal of the Year 2012 by Global Trade Review and Trade and Forefaiting Review of London)
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General Manager at Financiamos su Máquina
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Partner at Heritage Financial Advisors
Andrés has an extensive experience in management, negotiation and financing of projects, handling of Special Situations, financing with international entities, development funds and Multilateral Banks.
JUAN RICARDO BUENAVENTURA O.
PARTNER
Education
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Economist from the University of the Andes
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MBA from the Madrid Business Institute.
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CFA (Chartered Financial Analyst) in 2012
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Project Management and Organizational Communication Course at Harvard University
Teaching experience
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Financial Modeling Professor at the Universidad del Rosario
Experience
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Synergy Investments Managing Partner
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Director for Colombia of Expense Reduction Analysts
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Financial Analyst at IBM
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Partner at Heritage Financial Advisors
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Member of different boards of directors
Extensive experience in financial consulting, cost reduction and process management related to mergers and acquisitions. He has successfully closed financing and M&A transactions in different sectors in Colombia.
DIEGO ACERO
PARTNER
Education
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Economist from the University of the Andes
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HarvardX Fintech Certification
Teaching experience
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Professor in the Specialization of Intellectual Property of the Sergio Arboleda University
Experience
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Financial Analyst at Heritage Financial Advisors
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Partner at Heritage Financial Advisors
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CEO Financiamos su Máquina
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Co-Founder & COO at Lenus Care
Diego has experience in corporate finance, investment banking and project structuring. He has participated in processes of bond issuance, structuring of PPPs, bidding processes, M&A processes and obtaining resources in sectors such as transportation, health, pharmaceutical, financial, among others.
NICOLAS VARGAS
ASSOCIATE
Education
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Industrial Engineer from the Universidad de los Andes
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Economist from the University of the Andes
Experience
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Financial Analyst at Profit Investment Banking
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Senior Financial Analyst at Profit Investment Banking
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Senior Financial Analyst at Heritage Financial Advisors
Nicolás has experience in consulting and financial advice in project structuring, financial closings and company valuation. He has participated in structuring PPPs, bidding processes and asset valuation in sectors such as infrastructure, health, real estate, among others.