Santiago Valdez

santiago valdez

Corporate Finance Advisor

Mexico

Bio Summary

After graduating from Northwestern University, I started my career as an Analyst at McKinsey, getting the opportunity to develop and strengthen my analytical and problem-solving capabilities early on in my career. I then founded and led 2 companies in the solar energy and financing space in Mexico, building the team to 90 employees throughout the first 5 years. I focused on fundraising, product management of 3 different fintech products, and growing our investment portfolio through channel partners. Lastly, my experience as a search fund entrepreneur has enabled me to gain valuable experience in building relationships with other CEOs and entrepreneurs, including sourcing and diligencing new investment opportunities throughout the US and Latin America.

Employment History

Galt Energy - Energía Solar

Executive Advisor

Galt Energy - Energía Solar

July 2023 - present

Monterrey, Nuevo Leon, Mexico

Led the strategic restructuring of the company’s balance sheet, primarily $15 million in senior & junior debt, as well as reducing operating expenditures by ~20% to enable sustainable growth.
Sultana Capital

Managing Partner

Sultana Capital

October 2019 - June 2023

San Pedro Garza García, Nuevo Leon, Mexico

• Raised USD 650,000 from global investors through search fund model, looking to buy a company in a growing industry, within EBITDA range of $2-5 million USD in Mexico. • Established our sourcing strategy (industry resea ...see more
Galt Asset Management

CEO

Galt Asset Management

May 2014 - September 2019

San Pedro Garza García, Nuevo Leon, Mexico

• Founded Galt Asset Management (GAM), an investment company developing innovative credit products to drive the adoption and accessibility of solar energy in Mexico, a total addressable market worth USD 65 billion. • Rais ...see more
Galt Energy - Energía Solar

CFO

Galt Energy - Energía Solar

September 2013 - July 2017

San Pedro Garza García, Nuevo Leon, Mexico

• Raised a USD 1 million Series A round through a convertible note issuance to invest in sales & marketing efforts for the company and increase our operations team 2x. Negotiated valuation metrics, due diligence, and legal ...see more
McKinsey & Company

Business Analyst

McKinsey & Company

September 2011 - August 2013

San Pedro Garza García, Nuevo Leon, Mexico

• Supported a client's need to recycle invested capital by executing financial valuations for mature assets worth $650-850 million USD, which would be redeployed into new opportunities in its pipeline. • Built a financial ...see more

Selected Project Experience

Project Description:
Completed financial valuation of 5 different acquisition targets in the Education sector for an Independent Sponsor in the US. End-to-end work focused on financial due diligence, valuation and final recommendation to Sponsors.

Industry: Private Equity

Topic(s): Corporate Finance, Valuation, Negotiation, Acquisition Due Diligence

Education

Master's in Finance

London Business School

2018

Bachelor's in Industrial Engineering

Northwestern University

2011

Language Skills

Country Experience

Colombia Mexico Mexico United Kingdom United States

Skills

Business

Asset Management,

KPIs,

Organizational Excellence,

Business Planning,

Corporate Development,

Corporate Strategy,

Growth Strategy,

New Business Build,

Strategic Planning,

Product Development,

Commercial Due Diligence,

Deal Sourcing and Execution,

M&A Strategy & Due Diligence,

Operational Due Diligence,

Target Search,

Valuation

Finance

Budgeting,

Cash Management,

Corporate Finance,

Cost Management,

Financial Analysis,

Financial Modeling,

Financial Planning

Industry Experience

Principal Investors

Private Equity,

Real Estate

Technology

CleanTech

Public Sector

Education

Consumer Products

Fashion and Beauty