Adrian Ortega

Adrian Ortega Email and Phone Number

CFO | Corporate Finance & Valuation Specialist for SMEs & Startups | Board Member | Financial & Strategic Advisor | M&A, Capital Raising | Private Investor @ Maverick Finance - Financial Expertise on Demand
Adrian Ortega's Location
São Paulo, Brazil, Brazil
Adrian Ortega's Contact Details

Adrian Ortega work email

Adrian Ortega personal email

n/a
About Adrian Ortega

Adrian is the Founding Partner of Maverick Finance & Analytics, a specialized advisory firm providing smart, and innovative, finance solutions for serious companies that value analytical content, integrity, and discretion in the pursuit of their strategic objectives. Maverick’s primary focus is on complex financial modeling, independent business valuation, Corporate Finance (M&A) transactions, and Financial & Strategic Management Consulting on an interim, or project-specific basis.Adrian is a senior Investment Banking and Corporate Finance (M&A | CFO) executive, and a financial modeling and business valuation specialist (enthusiast). He brings 20+ years of international experience (primarily USA/Brazil focused) working on M&A transactions, and valuation engagements, creating value for clients across a diverse industry base. Adrian also has an extensive leadership track record of motivating and inspiring teams to work as cohesive units to achieve desired objectives, through mutual respect, trust, and assertive communication. He is a team player with a positive attitude, entrepreneurial spirit, strong leadership, communication, and interpersonal skills, facilitating rapport across all levels of an organization.In addition to key roles at international Investment Banks such as DLJ, Credit Suisse, Standard Bank London, BTG Pactual, Bradesco BBI, and leading independent advisory boutiques, Adrian has also served, for over 6 years, as Chief Financial Officer (CFO) to numerous Middle-market and Startup companies, most recently in the Esports (gaming universe), and TMT (Telecom, Media & Technology) industries.Adrian brings a truly international profile along with his business experience, has lived in several countries, and is fluent in English, Portuguese and has advanced Spanish. He is an Alumnus of the Wharton School of Business, a Member of the CFA Society Brazil, and has a B.A. in Economics from The Saint Mary’s College of California. Specialties:• Investment Banking, M&A | Capital Raising• Business Valuation & Complex Financial Modeling• Financial & Strategic Management Consulting• USA/Brazil Cross-Border Transactions and Business Development• Financial Business Plan Preparation for SMEs and Startups• Capital Markets, Asset Management, Equity Research, and Credit Analysis.If you're looking for smart, innovative finance solutions for your business or a CFO who can create value for your organization, let's connect.

Adrian Ortega's Current Company Details
Maverick Finance - Financial Expertise on Demand

Maverick Finance - Financial Expertise On Demand

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CFO | Corporate Finance & Valuation Specialist for SMEs & Startups | Board Member | Financial & Strategic Advisor | M&A, Capital Raising | Private Investor
Adrian Ortega Work Experience Details
  • Maverick Finance - Financial Expertise On Demand
    Ceo | Founder
    Maverick Finance - Financial Expertise On Demand 2016 - Present
  • Moréias
    Finance | Investor Relations
    Moréias Sep 2023 - Present
    Camocim, Ceará, Br
  • Northstone
    Partner - Investment Banking | M&A
    Northstone Mar 2022 - Present
    São Paulo, São Paulo, Br
  • Liquiport
    Board Of Directors | Conselho De Administração
    Liquiport Mar 2023 - Present
    Vila Velha, Espírito Santo, Br
  • Startup Ecosystem
    Private Investor
    Startup Ecosystem 2016 - Present
  • Cfa Society Brazil
    Member
    Cfa Society Brazil Jun 2015 - Present
    Sao Paulo, Br
  • Board Club
    Member
    Board Club May 2023 - Present
    São Paulo , Sp, Br
  • Wharton Clube Do Brasil
    Member
    Wharton Clube Do Brasil 2022 - Present
  • Bbl
    Cfo | Head Of Capital Raising | Investor Relations | Advisory Board Member
    Bbl 2019 - 2021
    São Paulo, Br
  • Enterplay
    Cfo | Head Of Capital Raising | Investor Relations | Advisory Board Member
    Enterplay 2016 - 2019
  • Investment Banking And Financial Advisory Boutiques
    Partner | Managing Director | Investment Banking | M&A
    Investment Banking And Financial Advisory Boutiques 2010 - 2016
  • Bradesco Bbi
    Investment Banking | M&A
    Bradesco Bbi 2007 - 2010
    São Paulo, Sp, Br
    Investment Banking: M&A | Capital Markets | Valuation
  • Saenz Hofmann Global Opportunity Fund (Hedge Fund)
    Asset Management - Partner | Senior Vice President
    Saenz Hofmann Global Opportunity Fund (Hedge Fund) 2005 - 2007
    Asset Management: Head of Buy-Side Equity Research, Portfolio Manager, Risk Management, Head of Capital Raising
  • Btg Pactual
    Investment Banking | M&A
    Btg Pactual 2003 - 2005
    São Paulo, Sp, Br
    Investment Banking: M&A | Valuation
  • Standard Bank Group
    Investment Banking | Latam Credit | M&A
    Standard Bank Group 2002 - 2003
    Johannesburg , Gauteng, Za
    Investment Banking: Credit Analysis LATAM | Corporate Finance | M&A
  • Credit Suisse
    Investment Banking | M&A
    Credit Suisse 2000 - 2002
    Zurich, Ch
    Investment Banking: M&A | Capital Markets | Valuation
  • Donaldson, Lufkin & Jenrette
    Investment Banking | M&A
    Donaldson, Lufkin & Jenrette 2000 - 2000
    New York, Us

Adrian Ortega Skills

Valuation Investment Banking Corporate Finance Mergers And Acquisitions Acquisitions Credit Capital Markets Financial Markets Emerging Markets Fixed Income Equities Structured Finance Finance Private Equity Financial Modeling Asset Management Business Strategy

Adrian Ortega Education Details

  • The Wharton School
    The Wharton School
    Advanced Management Program
  • Saint Mary'S College Of California
    Saint Mary'S College Of California
    B.A. Economics
  • Graded - The American School Of São Paulo
    Graded - The American School Of São Paulo
  • St. Paul'S School (Md)
    St. Paul'S School (Md)

Frequently Asked Questions about Adrian Ortega

What company does Adrian Ortega work for?

Adrian Ortega works for Maverick Finance - Financial Expertise On Demand

What is Adrian Ortega's role at the current company?

Adrian Ortega's current role is CFO | Corporate Finance & Valuation Specialist for SMEs & Startups | Board Member | Financial & Strategic Advisor | M&A, Capital Raising | Private Investor.

What is Adrian Ortega's email address?

Adrian Ortega's email address is ao****@****nce.com

What schools did Adrian Ortega attend?

Adrian Ortega attended The Wharton School, Saint Mary's College Of California, Graded - The American School Of São Paulo, St. Paul's School (Md).

What skills is Adrian Ortega known for?

Adrian Ortega has skills like Valuation, Investment Banking, Corporate Finance, Mergers And Acquisitions, Acquisitions, Credit, Capital Markets, Financial Markets, Emerging Markets, Fixed Income, Equities, Structured Finance.

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