First Southern, LLC is a boutique financial services company that provides a broad spectrum of investment banking and brokerage services to individuals and institutional clients throughout the United States and Puerto Rico. Commitment to strive to deliver best-in-class financial service solutions in a personal & simple way is the firm’s founding principle. At First Southern, we cultivate long-term relationships to help clients achieve their financial objectives and needs.

Phorcys Capital Partners, LLC is an investment manager, founded in 2014 that seeks to provide investors with superior tax-advantaged total returns in all market conditions by investing in high-yield and distressed asset-backed municipal bonds. Since inception, the firm’s core investment vehicle has been allocating capital in a variety of less-liquid municipal credits that have fallen out of favor with traditional muni income investors. The firm is headquartered in Atlanta, GA and maintains operations in San Juan, PR.

Houghton Street Corp. is a boutique finance & management consulting firm focusing on advising existing small & medium enterprises (SME) with acquisitions, due diligence, divestitures and recapitalizations. Our aim is to create value by advising growing businesses where our experience, access to capital, industry relationships and operational support can provide a strong platform to achieve the company’s full potential and help them reach Middle Market levels. The result not only improves the competitiveness of each company but also benefits its employees, the community it serves and all stakeholders.

BN Sports is a citywide sports events management and consulting company. The company focuses on high profile sporting events (IRONMAN triahtlons) in Puerto Rico (currently), Panama and Ecuador (previously), which promote health and fitness awareness among its participants, their family members, and the local community. BN Sports’ events also aim to promote the destination of the markets it serves through various social media channels. This results in strong brand awareness for our sponsors and for the hosting country, while positively impacting the local economy.

Wealth Manager / $120MM HNW portfolio (Latin America)

Wealth manager / $160MM HNW portfolio (Latin America)

M&A Advisory, Private Equity, Loan Syndications, Corporate Lending & Wealth Management ($350MM+ HNW client portfolio).

Seven bank acquisitions totaling $1.7B in assets, one bank restructuring (Jamaica), valuation / due diligence for partial acquisition of largest credit card issuer and merchant payments’ processor in Central America.

Credit risk management of commercial loan portfolio.