Serficor

What Serficor does

Serficor IMAP S.A.P.I. DE C.V. is a Mexico City-based, partner-owned investment banking advisory firm founded in 1988 and operating as the exclusive IMAP (International Mergers & Acquisitions Partners) partner in Mexico since 1997. The firm advises primarily mid-sized companies, their shareholders, and multinational clients on M&A transactions, capital raising, and strategic financial decisions, with a franchise built on cross-border deal flow between Mexico and more than 55 countries via IMAP's network of 450+ professionals.

The firm's service offering comprises four core lines: sell-side M&A advisory, buy-side M&A advisory, capital raising (equity and debt), and strategic financial advisory. It applies IMAP's proprietary Equity Acceleration Plans (EAP) methodology for value-driver analysis, and accesses a network of 500+ equity and debt providers in 50+ countries. As of 2018, cumulative closed transaction value had exceeded $4 billion across 100+ deals, and in 2021 the firm added a startup, technology, and venture capital advisory vertical. The Anchor community platform and a monthly Insights publication extend the firm's relationship infrastructure beyond discrete transactions.

Serficor generates revenue primarily through transaction-based success fees on M&A mandates and professional services fees for capital raising and strategic advisory engagements. Go-to-market is exclusively direct and partner-led, leveraging 35+ years of senior partner relationships and a referral pipeline in which more than 70% of mandates originate from previous clients. Customer segments include Mexican family-owned businesses (which represent over 88% of Mexican companies), private equity funds, multinational corporations seeking Mexican market entry or exit, and — more recently — startups and venture capital funds.

Name

Serficor

Legal name

SERFICOR IMAP S.A.P.I. DE C.V.

Website

https://serficor.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

11–50 employees

Short description

Serficor IMAP is a Mexico City-based independent investment banking firm advising mid-sized companies, family-owned businesses, PE funds, and multinationals on cross-border M&A, capital raising, and strategic financial advisory as IMAP's exclusive Mexico partner since 1997.

Ownership category

akta.pro rank

Product category

Investment Banking Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYBPAHADAC

M&A Advisory (Buy-side/Sell-side)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

SECONDARYBPAHAOAL

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

Keywords

• Mergers acquisitions advisory
• Investment banking services
• Capital raising advisory
• Strategic financial advisory
• Cross-border M&A advisory

Headquarters

HQ city

Las Águilas

HQ country

Mexico

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. M&A Advisory Fees: Transaction-based advisory fees for sell-side and buy-side M&A mandates, including company valuations, due diligence support, and deal execution. Fees are typically structured as success fees tied to transaction closing.
2. Capital Raising Advisory: Advisory services for equity and debt capital raising, including optimal capital structure analysis, investor roadshows, private placements, and preparation for capital markets. The firm leverages a network of over 500 equity and debt providers in more than 50 countries.
3. Strategic Financial Advisory: Tailored strategic advisory services including financial planning, resource optimization, profitability analysis, investment opportunity evaluation, and business plan impact analysis.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Serficor IMAP is a Mexico-based investment banking advisory firm providing M&A advisory (sell-side and buy-side), capital raising, and strategic financial advisory services to mid-sized companies, family business owners, private equity funds, and multinational corporations. As the exclusive IMAP partner for Mexico since 1997, the firm combines local Mexican market expertise with cross-border reach through IMAP's global network of 450+ professionals across 55+ countries, advising on company sales, acquisitions, equity/debt capital raising, and strategic financial planning.

Product overview

Serficor IMAP is a Mexico-based investment banking firm offering four core advisory services: M&A Sell Side Advisory, M&A Buy Side Advisory, Capital Raising Advisory, and Strategic Financial Advisory. The firm operates as part of the IMAP global network spanning over 55 countries. Additionally, The Anchor is a community platform for human development and networking, and Insights provides thought leadership content on M&A trends and industry analysis. The overall offering is a unified advisory service portfolio rather than a software product platform.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Sell-Side Advisory Advisory services guiding business owners through the entire sale process, from determining the optimal time to sell to successfully capturing value created. Includes partial or full divestiture of ongoing businesses, strategies to maximize value creation, due diligence support, and exit strategies for funds and financial investors. For business owners, family groups, private equity funds, and multinational companies seeking to divest Mexican or cross-border operations.
• M&A Buy-Side Advisory Advisory for companies pursuing inorganic growth projects in Mexico and abroad, supporting from validation of growth strategies to execution of acquisitions or partnerships with local companies. Includes identification and contact with potential targets, synergy impact assessment, company valuation, and due diligence support. For Mexican corporations, multinationals, and private equity funds seeking acquisition targets in Mexico.
• Capital Raising Advisory Advisory services leveraging a network of over 500 equity and debt providers in more than 50 countries to secure financial expansion projects, acquisitions, and restructuring. Includes optimal capital structure analysis, investor roadshows, private placements, and preparation for public equity and debt issuance. For Mexican companies, family businesses, and multinationals seeking capital to fund growth, acquisitions, or restructuring.
• Strategic Financial Advisory Tailored solutions for strategic decisions about company direction and key projects, including financial planning, resource optimization, profitability analysis, and investment opportunity analysis. Includes historical analysis, business plan impact assessment, identification of growth drivers and inhibitors, and implementation of action plans. For business owners, executives, and boards evaluating strategic decisions, growth opportunities, and resource allocation.

Quantifiable outcome

• $4 billion+ in transaction value across 100+ closed deals
• +2 more outcomes

Named customers18 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• IMAP (International Mergers & Acquisitions Partners)flagship/coreStrategic or Co-development Partner · 1 January 1997Serficor is the exclusive IMAP partner for Mexico since 1997 (first Latin American partner). IMAP is a leading global M&A advisory organization operating in 55+ countries with 450+ professionals. The partnership enables cross-border deal flow, international buyer/seller access, and global best practices sharing. Serficor represents IMAP in Mexico for all M&A and corporate finance transactions.

Scale indicators8 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Lazard: Global financial advisory and asset management firm with a strong Latin America M&A practice. Competes with Serficor for cross-border mandates involving Mexican targets and family-owned businesses.
• Houlihan Lokey: Global investment bank with a substantial M&A and capital markets advisory practice serving mid-to-large companies. Overlaps with Serficor in cross-border mid-market deals but at larger ticket sizes and with a much deeper global bench.
• Rothschild & Co: Global advisory firm with deep mid-to-large M&A practice including active coverage in Mexico. Overlaps with Serficor in cross-border sell-side and buy-side mandates but at higher-value ticket sizes.
• KPMG Mexico — Deal Advisory: Big Four advisory practice in Mexico offering M&A, valuations, due diligence, and restructuring. Competes with Serficor for advisory mandates, particularly from larger corporates and cross-border buyers.

Direct peers

• Seale & Associates: Mexico-headquartered M&A boutique specializing in mid-market sell-side and buy-side advisory across multiple industries in Mexico and Latin America — a near-identical business model to Serficor's. Both firms compete directly for the same mid-market Mexican mandates.
• Livingstone Partners: Global mid-market M&A advisory firm with cross-border execution capabilities, comparable to Serficor in deal size and buyer/seller mix. Competes for similar cross-border mid-market mandates.
• Lincoln International: Global mid-market investment bank with M&A advisory, valuations, and capital raising, comparable in target deal size and service mix to Serficor. Overlaps with Serficor in cross-border mid-market processes and is also a member of global mid-market networks.
• Cascadia Capital: US-based middle-market M&A advisory firm with cross-border capabilities, comparable in size, deal size range, and sector-agnostic mid-market focus to Serficor's boutique model.
• Cassab Ohlin: Latin America-focused independent investment banking boutique providing M&A and capital markets advisory. Comparable boutique model to Serficor with overlapping client base of family groups and mid-market companies across the region.

Regional players

• Banorte — Asesoría de Banca de Inversión: Mexico's largest locally owned bank with a domestic investment banking advisory arm. Competes for Mexican mid-market M&A and capital raising mandates, with the advantage of balance sheet and domestic distribution.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/serficor-imap
• Xx.com/SerficorIMAP

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Serficor