Strategic Financial Advisors
for Business Growth
Financial experts dedicated to empowering your business success.
Strategic Financial Advisors for Business Growth
Financial experts dedicated to empowering your business success.
Your Trusted Strategic Financial Advisor.
At Porto Capital, we help business owners understand and optimize their finances to grow, scale, and sell their companies. Our team of strategic advisors combines detailed analysis with personalized guidance to help you make key decisions and position your business as an attractive target for potential buyers. We pride ourselves on offering a hands-on, transparent, and goal-driven approach.
Your Trusted Strategic Financial Advisor.
At Porto Capital, we help business owners understand and optimize their finances to grow, scale, and sell their companies. Our team of strategic advisors combines detailed analysis with personalized guidance to help you make key decisions and position your business as an attractive target for potential buyers. We pride ourselves on offering a hands-on, transparent, and goal-driven approach.
What We Do for You:
Business Health Check
Discover the true state of your finances with a detailed and transparent analysis. We provide key insights to help you make confident data-driven decisions.
Strategic Planning
We design a personalized roadmap to guide your business growth. We turn challenges into opportunities and help you achieve clear, sustainable goals.
Exit / M&A Readiness
We act as your strategic financial partners, delegating key tasks and providing insights to optimize your time and position your business for growth.
CFO Advisory
We prepare your business to attract ideal buyers. Our team creates strategic packages and strengthens your company’s value to ensure a successful sale.
Meet the Team
We are a group of passionate experts dedicated to bringing your vision to life.
Principal – Strategy & CFO Services
With almost 20 years of experience in corporate finance and private equity, I specialize in scaling organizations, driving growth, and leading financial strategy across industries such as:
– Technology,
– Professional services,
– Real estate, and distressed assets.
I have managed M&A transactions, organizational restructuring, and liquidity events, delivering sustainable value creation.
I mainly work at the intersection of strategy, law and finance. I focus on optimizing operations, implementing scalable financial systems, managing risks and guiding businesses through growth. My expertise is assisting entrepreneurs and sales leaders to connect their actions to the bottom line, while ensuring sustainable growth.
Experience:
– CFO & Managing Director (Private Equity Group)
– CFO of a software development firm focused on AI
– Restructuring Advisor (Multiple Engagements)
– Finance Manager (Real Estate Investment Company)
– Big 4 Consulting / Compliance
Education:
– University of Puerto Rico – BBA Accounting
– University of Puerto Rico – Juris Doctor
– IE Business School – Master in the Science of Finance
Credentials:
– Certified Public Accountant (CPA) – Inactive
– Certified Insolvency and Restructuring Advisor (CIRA)
FINRA
– Series 28 – Introducing Broker/Dealer FINOP
– Series 24 – General Securities Principal
– Series 79 – Investment Banking
– SIE Examination
– Series 7 – General Securities Representative
Director – CFO Services & Business Intelligence
CPA and NetSuite Certified ERP Consultant and Administrator with expertise in integrating cross-functional competencies across all phases of accounting and data analytics. Extensive experience in public and private accounting, as well as consulting on NetSuite, QuickBooks, and other accounting software. Proficient in go-live readiness, data migration, API integration and system customization/enhancements, with a focus on delivering actionable visibility into financial and operational data.
Specialized experience in the Real Estate, Hospitality, Manufacturing, and SaaS industries across the U.S. and Canada. Skilled at leveraging tools such as Excel’s Power Query, Power BI, and APIs to automate accounting workflows, accelerate month-end close processes, and enhance the analysis of financial and operational performance.
Experience:
– Controller to multiple companies (CPA / Consulting Firm)
– Assistant Controller (Private Equity Group)
– Big 8 Tax Compliance Associate
Education:
– Pontificia Universidad Católica de Puerto Rico – BBA
Credentials:
– Certified Public Accountant (CPA)
– Certified Management Accountant (CMA)
– NetSuite Certified ERP Consultant
– Netsuite Certified Administrator
– SuiteFoundation Certified
More Than Advisors,
We become in-House Partners
At Porto Capital, we don’t just advise you; we become your strategic partners, committed to helping you achieve your goals. With a sophisticated yet approachable style, we make finances less intimidating, giving you the confidence and motivation to unlock your business’s full potential.
Sector Focus:
- Professional Services (Law Firms, Marketing Agencies, Consulting)
- Technology (Software Development, SaaS)
- Real Estate Investment Funds
- Commercial and Residental Real Estate
- Hospitality (hotels with flags)
Ready to take your
business to the next level
Contact us today and let’s start working together on your growth.
Reach out to Us
- 440 N Barranca Ave #9190 - Walnut CA 91723
- (305) 351-9190
- info@portocapital.com