Adrian Chavira Email and Phone Number
𝗦𝗲𝗮𝘀𝗼𝗻𝗲𝗱 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗻𝗴 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗶𝗻 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝘀𝗲𝗰𝘁𝗼𝗿𝘀 𝗳𝗼𝗿 𝗲𝗺𝗲𝗿𝗴𝗶𝗻𝗴 𝗺𝗮𝗿𝗸𝗲𝘁𝘀. I assist companies with structuring new investments, developing projects, arranging project financing, and managing project portfolios. Currently, as the managing director of Thousand International SA de CV (TICSA), I am leading the development and deployment of Smart City projects. Responsible for overseeing project financing and technology implementation, applying recent certifications in artificial intelligence, generative AI, data science, and Python programming. Key Achievements:-Energy-related industry experience: Business development and assessment of midstream capital investments for PEMEX, the world’s 6th largest oil & gas integrated company (sales +US$50 Billion) and Mexico’s largest company. Responsible for presenting financial analysis proposals pertinent to decision-making on fund allocation (+US$10 Billion annually during my tenure) to the company’s portfolio of capital investments. Successfully negotiated a variety of long-term contracts. -Demonstrated ability to manage multiple projects and clearly communicate results in personal and written presentations to senior management. From my work as an associate at Bear Stearns’ Corporate Finance and Lehman Brothers’ Global M&A groups (series 63 and 7 content covered and security clearance obtained), I successfully participated in both Equity and Debt underwriting.-Positive, forward-looking attitude and results-oriented: Experience as an entrepreneur and managing partner at Investment Banking boutique, LEROTA CAPITAL, taking full responsibility of start-up corporate finance, venture financing (+US$10 MM private placement) and M&A responsibilities (+US$25 MM strategic partnership and US $20MM sell side M&A). - 𝗜 𝗵𝗮𝘃𝗲 𝗮𝘁𝘁𝗮𝗰𝗵𝗲𝗱 𝗮 𝗱𝗲𝗮𝗹 𝗹𝗶𝘀𝘁 𝗳𝗼𝗿 𝗿𝗲𝗳𝗲𝗿𝗿𝗮𝗹.I have obtained certifications in Project Management, Financial Risk Management, Financial Algorithms, Data Science, Big Data, Artificial Intelligence, Generative AI and Python Programming Language. I am passionate about leveraging my master's, engineering and computer science degrees, and my investment banking experience to assist companies in developing projects that scale their business. I have a personal interest and am eager learner of the Mayan Culture.I have unrestricted ability to work in the United States. I have dual USA-MEXICO citizenship.
Smart Embedded
View- Website:
- smartembedded.mx
- Employees:
- 5
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Senior Managing DirectorThousand International Sa De Cv Jan 2023 - PresentMonterrey, Nuevo León, MexicoSpearheaded among operations, management and executive teams an 8-month effort to successfully integrate 5 project proposals, resulting in +USD$115MM in approved additional cash flows including debt financing for new business cases and improving the procurement for existing initiatives.Through data analytics, increased efficiency and security of the company's projects’ confidential information, leading to a revision, redesign and implementation of improved governance frameworks of the data flow and data center as well as recruitment of specialized personnel.Leading and overseeing junior staff in pursuing tech and mobility industries best practices via conferences and networking events. As a result, in a 6-month period developed a systematic process for tracking projects’ events with a potential impact on the financial performance.|
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Managing PartnerPorter And Metra Mar 2019 - PresentManzanillo, Colima, Mexico; Ciudad De MexicoMarine and land infrastructure and fuel logistics, distribution and storage: Diesel, Gasoline, LPG. Enhanced due diligence process by implementing new tools and technology, resulting in improved efficiency and accuracy. This process improved the confidentiality of the documentation among key stakeholders in the financial, energy and oil&gas industries.Developed financial and risk modeling as well as financing structured strategy with both debt and equity financing (+ USD$100MM) first tranche. Led the implementation of 5 areas to track quality and consistency: engineering, procurement, construction, operations and safety; resulting in an improved risk management matrix.Led the negotiations to structure and formalize #offtakecontract with federal entities
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Principal CeoSmart Embedded Jan 2019 - PresentMexico City Area, MexicoWe are a 100% Mexican company. Our commitment to the Mexican technology sector is to provide an efficient and successful service according to the needs of the Mexican market.We are providing solutions on #smartcity monitoring and control, #ArtificielIntelligence and #ProjectmanagementAt the port authority level and across functions, complied with security clearance and led a consulting engagement for agency-wide strategic (federal and state level) discussions and prioritization of risk and profitability key performance indices as well as review of asset level performance drivers for the marine logistics and operations industries (i.e. dry dock operations), resulting in a 35% cost reduction. -
Member Of The Board Of AdvisorsGrupo Fox Aug 2021 - Jul 2023Monterrey, Nuevo León, Mexico; Ciudad De MexicoLed executive team of GRUPO FOX on Project Financing initiatives to tackle #Nearshoring opportunities in the Steel Manufacturing Sector.GRUPO FOX has 20 years of experience in the Steel manufacturing industry in North America: Steel, construction, Energy, Government, Mining, and Transportation. Quality systems efficiently integrated and aligned to offer competitive solutions.Collaborated across functions with steel industry experts and fronted the development of market trend analysis. As a result, tapped on state-led and private financing programs to secure USD$15MM in debt investments for new projects.
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Managing DirectorJeca Railway Infrastructure Investments Jan 2021 - Jan 2022Toronto, Ontario, Canada; Mexico CitySetting up of investment fund structuring and management for Transit Oriented Development (TOD).Private-Public Partnership (PPP) Development: Creation of compact, walkable, pedestrian-oriented, mixed-use communities centered around high quality train systems. TOD is a major solution to the serious and growing problems of climate change and global energy security by creating dense, walkable communities that greatly reduce the need for driving and energy consumption. Developed financial and risk modeling for a Public Private Partnership electric rail concession in Tijuana BC MEXICO with equity financing (+ USD$500MM). Led the junior team in the integration of the business case in a short 2-month period and played a lead role in representing the consortium’s interests with state and private stakeholders
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Business Development DirectorIenova Jul 2017 - Jan 2019Mexico City Area, MexicoResponsible for structuring 3 new investments in the oil&gas midstream industry in MEXICO, achieved influence across functions, partnering closely with engineering, operations and corporate to developed the construction of 3 new refined fuel storage capacity (+1.5 million barrels) in one marine in Veracruz Port and two land terminals in Puebla and Hidalgo.Managed project development team across functional areas keeping relations with all stakeholders, building realistic project plans, delivering outcomes on time implementing SEMPRA Energy’s operational policies, practices, and procedures in the structuring of new investments and portfolio management. -
Business Development Director - LiquidsTranscanada Sep 2016 - Jul 2017Calgary, Alberta, CanadaReporting to the Vice President of liquids business development in Calgary.Lead the business development of liquids logistics opportunities in Mexico.Responsible for business development of new potential investments in the oil&gas midstream industry in MEXICO, partnering closely with engineering, operations and corporate. Directed market analysis and executive presentation of 5 investment initiatives.Managed project development team across functional areas keeping relations with all stakeholders, building realistic project plans, delivering outcomes on time implementing TransCanada’s operational policies, practices, and procedures in the structuring of new investments. -
Managing Director -MidstreamPemex 2014 - Sep 2016Mexico City Area, MexicoDirected planning and monitoring strategy of KPIs on operation and financial metrics for existing portfolio of infrastructure developments for midstream across functional areas (+USD $10 billion in assets under management).Worked in collaboration with upstream and downstream leadership in order to recommend proactive portfolio management approaches. In a period of low oil price and scarce budget, this collaboration led to a 25% increase in fuel oil output.Actively participated in the definition and alignment of strategic goals of logistics in midstream operations with upstream and downstream divisions. Spearheaded consulting engagements with top 4 management consulting firm and led the implementation of a set of process improvements to streamline the financing request for projects.Collaborated directly with the chief financial officer in the integration of key findings for project management efficiency, findings led to increased cost efficiency of 30%.Developed extensive analysis of operational issues in three major marine terminal and their presented the implications on project s financial performance to the executive Board Led the development of fuel storage capacity and marine terminals, resulting in a 75% increase in fuel volume mobilized from the Gulf of Mexico -
Chief Of Staff -MidstreamPemex Jul 2005 - Oct 2014Mexico City, MexicoDeveloped 6 leadership talks in a period of 18 months, with medium and high-level management responsible for project development and management, gathered +35 people in each presentation and accomplished knowledge sharing and training of best practices in project management.Worked closely with senior leadership during one week every quarter to integrate and validate information for PEMEX executive board meetings.Integrated stakeholders at multi departments to develop and get federal authorization for a major fleet renewal investment project, this resulted in the approval by state treasury and PEMEX board of the first financial leasing of a 17 vessel fleet renewal (+USD 450MM).Spearheaded the definition of methodology and resulting governance across divisions, related to PEMEX’s self-evaluation and reporting of operational risks on assets for fair representation of material respects, operations and financial condition, leading to a systematic implementation with junior staff of Sarbanes Oxley Act reports.Developed white papers and presentations for national industry events and participated in international sector conferences as keynote speaker for jet-fuel midstream operations.Worked hand on hand with marine terminal operations in order to gather the intelligence for the market analysis on the required vessel infrastructure. Infrastructure servicing Mexico's 6 refineries consists of : 14000Km of pipelines, 1700 truck tanks and fuel delivery trucks, 19 ships, etc. -
Portfolio Manager Of Capital InvestmentsPetroleos Mexicanos (Pemex) Oct 2002 - Jul 2005Mexico City, MexicoLed the effort for implementing policies and processes for investment project definition, documentation, financial evaluation, standardized presentation to the executive board of directors and underwriting. Led the implementation of a Weighted Scoring Model for non-capital projects and best practices for capital project portfolio systems and processes to measure and track portfolio performance.Developed collaborative efforts among operating areas and corporate to define the rules of evaluation of investment projects and compliance, leading to a 50% increase in investment rate of return and 80 to 90% increase in audit conformity of the portfolio of investment projects in midstream (+ USD$750 MM).Achieved cooperation with federal entities for budgeting of large projects via thought leadership and negotiations of financing terms for, leading to an increased 25% rate of approval.Assessed investment proposals across the company's business lines E&P, Refining, Gas and Petrochemicals . The company's annual budget allocation has exceeded the US 9 - 10 Billion range.Contributed directly with the executive board of directors to defining and implementing operating performance metrics for multiple projects on an existing portfolio of capital investments.Led the implementation and use of industry best practices on project evaluation, implementing Montecarlo simulation and Real Options valuation methodologies. -
Managing PartnerLerota Llc (Investment Banking Boutique) May 2001 - Dec 2002Washington Dc-Baltimore AreaPerformed various valuation methods – comparable companies, precedents, and DCF.Developed recommendations for product offerings, private equity transactions, mergers and acquisitions, financial restructurings and valuations for sale side advisory.Conducted preparation and review of materials used in the financing of clients, including investment memoranda, management presentations, and pitchbooks.Developed relationships with new and existing clients in Latin America, Europe and Latin America in order to expand the business.Analyzed operations and devised competitive positioning, restructuring and turnaround management strategiesAssessed and recommended alternatives for strategic partnering and increase of market value
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Vp Of Business Development & FinancingEcom Partners, Inc. Jul 2000 - May 2001Atlanta, Georgia, United States- Founded, funded and sold trade facilitation company NAFTAB2B, Inc., to Ecom Partners, Inc.- Devised and led the execution of strategic, synergy based financial and business partnerships resulting in 100% increase in market share and increased market awareness and value- Successfully executed start-up corporate finance, venture financing, and investment banking duties
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Investment Banking AssociateLehman Brothers Holdings Inc. May 1998 - Jul 2000New York, United StatesMy deal list is attached in the Featured SectionAchieved regional geographical experience and expertise in the Energy, Telecom and Utilities sectors in United States, Europe and Latin America for the Investment Banking group covering both Corporate Finance and M&A. Developed sales pitches for buy side transactions in the energy sector for European companies pursuing Latin America power, oil&gas and financial sector companies.Development of various types of financial models to value debt and equity for mergers, acquisitions, and capital raising transactions in Latin America and United States.Performed various valuation methods – comparable companies, precedents, and DCF.Developed recommendations for product offerings, private equity transactions, mergers and acquisitions, financial restructurings and valuations for sale side advisory.Conducted preparation and review of materials used in the financing of clients, including investment memoranda, management presentations, and pitchbooks.Developed relationships with new and existing clients in Latin America, Europe and Latin America in order to expand the business.Performed exhaustive due diligence, research, analysis, and documentation of live transactions as well as management coaching for sale side representation.Performed multiple financial valuations, pro-forma analyses, analysis of capital structures and funding requirements, and led oral and written presentations to management of multinationals and government officials in Latin America.Underwent a rapid increase of responsibilities and a steep learning curve based in demonstrated ability.Managed team of analysts, coordinated analyst allocation to transactions and oversaw their development. -
Investment Banking AssociateBear, Stearns & Co. Inc. May 1997 - Sep 1997New York, United StatesMy deal list is attached in the Featured SectionPerformed various valuation methods – comparable companies, precedents, and DCF.Developed recommendations for product offerings, private equity transactions, mergers and acquisitions, financial restructurings and valuations for sale side advisory.Conducted preparation and review of materials used in the financing of clients, including investment memoranda, management presentations, and pitchbooks.Developed relationships with new and existing clients in Latin America, Europe and Latin America in order to expand the business.
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Financial Services AssociatePmi Comercio Internacional 1994 - 1996Houston, Texas, United StatesManaged the MEXICO National Crude Oil Export Program.Collaborated with key stakeholders at the Mexican federal level and worldwide to negotiate financing terms and achieve execution of all required financing documents for 18 crude oil supply contracts for international customers in 2 years.
Adrian Chavira Education Details
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4.9/5 -
Electronics Engineering -
IcnSoftware Engineering, Information Systems, And Information Technology
Frequently Asked Questions about Adrian Chavira
What company does Adrian Chavira work for?
Adrian Chavira works for Smart Embedded
What is Adrian Chavira's role at the current company?
Adrian Chavira's current role is Infrastructure Fund Manager | Public-Private Partnerships | Board Advisory - Project Financing | Renewable and Sustainable Infrastructure | Nearshoring | Gen AI | Data Science | Python Programming.
What schools did Adrian Chavira attend?
Adrian Chavira attended Columbia University, Tecnológico De Monterrey, Universidad Nacional Autónoma De México, Icn.
Who are Adrian Chavira's colleagues?
Adrian Chavira's colleagues are Sandra Loeza Sarabia.
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