José Antonio Borrero Email & Phone Number

New York, Ny, Us

• Order-to-Cash Process Improvement - Map processes, assess performance, identify gaps, size the opportunity, redesign processes, identify future state KPIs, prioritize process changes, implement• Cost Transformation - Estimated and implemented (from org. design to implementation) G&A labor savings for a life sciences company.• Divestiture/TSA - Estimated the stand-alone cost and advise on TSA terms and conditions for a manufacturing and service business going through a divestiture.• TSA Design- Evaluated and prepared the TSA framework, governance, issue grind, and schedule of service for Finance, HR, and IT functions for a consumer products company• Operational Due Diligence - Estimated G&A labor and non-labor savings opportunities for a Private Equity SaaS target• Operational Due Diligence - Assess and identify cost savings opportunities in the commercial org. of a telecom client., and a mobile growth platform• Merger Potential - Developed synergy estimation and capture plan for the merger of the two largest companies within the industry

Chicago, Illinois, Us

Projects I led: • 2 Commercial Due Diligence – US: Leading three consultants on market size, growth, trends, customer sentiment, competitive positioning, target/seller financials forecast evaluation workstreams in the transportation and retail industries• 2 Synergy estimation and capture plan – Europe: Estimate synergies in the Telecom industry. Complex analytics required for the network optimization workstream• 1 Growth strategy for a high-tech manufacturer – Worldwide: Baselining (who, why, where, and how is the product being sold), products application prioritization (long list of applications and industries to evaluate attractiveness based on market potential, value proposition, and company performance), opportunity sizing (based on customer demographics, market trends, competitive landscape, revenue potential, and requirements for success), implementation prioritization and plan (based on greenfield vs. brownfield opportunities, customer concentration, adjacencies opportunities, and product development needs)Projects performed as an Associate in the US and Mexico• 8 Commercial Due Diligence – 7 in the US, 1 worldwide: Market, customer, competition, and financial evaluation in transportation, retail, technology, consumer products, and manufacturing industries• 1 Operational Due Diligence – Brazil, Mexico, US: SG&A, manufacturing, direct and indirect procurement operational maturity overview, and savings opportunities• 1 Divestiture – US: Supply chain separation for a food and beverage company• 1 Cost Transformation – Worldwide: IT mega-vendors negotiation for Telecom client. Analyzed the relationship and spending between the client and one of its IT mega-vendors. Created a 360-relationship view, developed the spend and contract profile, identified preliminary savings opportunities, and developed the negotiation strategy.• 1 Driver-based cost allocation for a retail client – Mexico

Quito, Pichincha, Ec

Investment Banker• Led a team of three, issuing corporate bonds and securitizations and performing M&A deals.• Selected M&A/Valuations Projects: 3rd largest cement producer, largest insurance company, pharmaceutical retailer, 3rd largest palm oil-derived product producer, etc. Business plan of Ecuador's largest wood processing plant, among other projects.

Quito, Pichincha, Ec

• In charge of the finance, administrative, and human resources departments of Ecuador, Colombia, Peru, and Mexico. • Managed a team of 9 people and accounting and outsourcing firms in Colombia, Peru, and Mexico. • Led cash flow management, financing requirements, and reporting to strategic decisions. • Launch the Finance and HR function operations in Peru, Colombia, and Mexico.

Quito, Pichincha, Ec

Investment Banker• Structured and modeled leverage buyouts, M&A deals, brand valuations, and capital raising.• Selected deal: Project leader, leading a team of 5, advising an Ecuadorian governmentinstitution structuring their first Venture Capital fund, setting up the fund mandate, fundterms, investment thesis, portfolio management, and divestment strategies.

• Sourced and analyzed investment opportunities in India, considering emerging trends, needs, the fund mandate, the investment strategy, and the companies´ valuations • Identified 11 possible investments in the healthcare industry, and after contacting them, three show interest in having further discussions with us • Engaged the CEO of the potential target company and personally visited him in Bangalore to build trust and establish a relationship for possible future investment

New York, New York, Us

• Submitted a $110m portfolio investment proposal after evaluating the current macroeconomics environment, assessing the features and characteristics of different asset classes, and understanding the client's needs, risk and return profile• Presented hedging and diversification strategies for a client's single stock position exposure after analyzing the client's profile and legal constraints• Identified 10 start-ups in the tech industry with possible liquidity events. Suggested strategies to approach companies' founders and management team to offer them our services.

Salvador, Ba, Br

Largest Latin American infrastructure builder - USD41 bn revenue• Managed relationship with the Ecuadorian Ministry of Finance, closing three deals worth USD 165 million. Sensitive role as negotiator and mediator between banks, government, and the company. Structured and modeled various projects.• Selected deals: Successfully negotiated and closed funding for the government’s decision to pursue the building of major Ecuadorian projects such as the Manduriacu Hydroelectric Power Plant with a USD 50 million commercial credit facility and a USD 90 million buyers’ credit, and Daule Vinces (an irrigation and floating control project) with a USD 126 million buyers’ credit• Company´s youngest employee in Ecuador to form part of their leadership program; only 5% of total employees are selected

Quito, Pichincha, Ec

Investment bank; featured in World Finance 100 in 2013• Modeled and structured securitizations, corporate bonds, and commercial papers for major Ecuadorian companies. • Provided end-to-end debt structuring services from identifying the client, structuring the product, and dealing with other participants (legal advisors, credit risk agencies, regulators, etc.) to contributing towards the placements. • Selected deals: Identified a motorcycle assembler and structured and placed a corporate bond issue of USD 5 million. Structured the first securitization of the biggest Ecuadorian pharmaceutical retailer for USD 15 million and the first corporate bond issue of one of the biggest Ecuadorian beverage companies for USD 5 million.

Master Of Business Administration (Mba)

Master Of Business Administration (Mba), Exchange Program (Autumn Term)

Master Of Business Administration (Mba), Exchange Program (Spring Term)

Summer Fellowship Programme, Creative Disruptions: The Story Of Indian Entrepreneurship

Ba In Economics, Ba In Finance, Minor In Mathematics

Exchange Student During Junior Year