Peter Mccarthy, Caia Email & Phone Number

Mexico City, CDMX, MX

Mexico City, Mexico

• Responsibilities
• Conduct credit analysis, including financial statement analysis, risk assessment, funding sources, and opinion generation.
• Manage accounts receivable and credit lines, ensuring efficient use of working capital, service levels, and improved client cash flow.
• Align product needs with pending shipments to meet the client's liquidity needs.
• Advise the client on financial concepts such as trade finance and help model their cash flows for better resource management.
• Evaluate potential investment projects, including M&A and debt, through financial models, valuation techniques, market size, alternatives, threats, and risk analysis.

Mexico City, Mexico

• Responsibilities
• Participate in raising capital for a private debt fund (direct lending) focused on funding SMEs with institutional solidity and ESG criteria.
• Write and edit the business plan, marketing materials, credit model, portfolio model, and fund economics, ensuring clarity and precision in communication with investors.
• Interact with alternative asset investors, including pension funds (AFORE), by creating and presenting detailed slides and attending high-level meetings.
• Respond to due diligence questionnaires for investors, advancing the investment selection process and ensuring interest.
• Analyze current regulation (CUF) for investments in structured instruments (CKD and CERPI), ensuring that the fund's practices, budget, and operations fully comply with the standard.

Mexico City Area, Mexico

• Responsibilities
• Draft the placement prospectus, including all information on the investment thesis, fund operations, risk analysis, sponsor (LP) and operator (GP) profiles, as well as legal and tax aspects of the fund.
• Visualize and evaluate different business models within the fund's thesis, learning about agricultural techniques, customs, topography, and land use to assess the profitability of various projects.
• Identify and contact companies to start forming an investment pipeline, budgeting the fund's growth, expected returns, investment size, and cash flow.
• Value companies using methods such as discounted cash flow (DCF), comparable transactions, multiples, and real options.
• Engage with the avocado industry community in Mexico, including farmers, packers, transporters, entrepreneurs, and academics, enhancing the fund's market intelligence and investment strategy.

Mexico City Area, Mexico

• Responsibilities
• Research and gather data on infrastructure and energy (E&I) projects within the framework of an ambitious structural reform plan in the country.
• Discuss and agree with management on investment criteria for these projects.
• Create comprehensive tools to evaluate and select projects from the total universe of investments and build a diversified credit portfolio.
• Analyze trends in syndicated credit rankings in the Project Finance space.

Greater New York City Area

• Responsibilities
• Report and interpret economic and political data and news from Mexico and the region to internal and external clients, considered highly relevant for financial markets.
• Generate discussion ideas and publications by constantly reading the press, communications, and research documents from authorities, and by meticulously analyzing trends and correlations in economic variables.
• Forecast relevant economic variables using financial modeling, statistical analysis, and economic information, utilizing tools such as Excel, EViews, Bloomberg, Eikon.
• Collaborate with the Chief Economist in high-level meetings with fiscal and monetary authorities, consultants, and experts, enriching the team's vision on current economic issues.
• Write and edit the weekly newsletter for Mexico and Chile, highlighting expected political and economic events and measuring their potential market impact.

Mexico City Area, Mexico

Bachelor'S Degree, Economics

Activities and Societies: AFITAM, BIU

Master Of Business Administration - Mba

Activities and Societies: Finance Club, Peeptrade Trading Challenge, Search Fund Conference. Class Vice-President

Mba Exchange Program, Finance And Financial Institutions

Relevant Coursework: Derivatives in Corporate Finance Mergers and Acquisitions Real Estate Finance Structured and Project Finance.

Summer Exchange Program, Finance, General

Relevant coursework: Options, Futures and Other Financial Derivatives (AF360) Advanced Corporate Finance (AF350)