Momentum Mexico

What Momentum Mexico does

Momentum México is a Mexico City-based boutique financial consulting and corporate finance advisory firm founded in 2019 by Federico Casas, formerly a Managing Director at HSBC's Global Banking & Markets Division. The firm operates as a partnership built around three senior professionals — Casas, Luis Rodríguez (ex-Santander Global Banking and Markets and PEMEX Head of Capital Markets), and Felipe Vila (former CEO of Fondo de Fondos and HSBC Casa de Bolsa) — whose combined 100+ years of executive experience at major Mexican and international financial institutions underpin the offering. It delivers three core service lines: Corporate Finance Advisory (capital raising, ESG and sustainable financing, risk management); Business Development and Strategic Projects for the Financial Sector (regulatory framework advisory, new business opportunities for banks, broker-dealers, asset managers, and non-bank lenders); and Specialized Financial Consulting (restructuring, transformation, valuation, interim management).

Momentum México monetizes engagement-by-engagement via professional services revenue, with quote-based pricing and no publicly disclosed standard rate card. The go-to-market is enterprise field sales: senior partners directly originate and serve clients from their personal networks cultivated at Santander, HSBC, Deutsche Bank, JP Morgan, PEMEX, Fondo de Fondos, and Mexican government entities. There is no proprietary technology platform; all outputs are human-delivered advisory work, supplemented by thought-leadership publications (corporate debt issuance handbooks for the Mexican market).

A defining strategic effort is the MEX-SDD Initiative, which combines an investment program with multiple work streams aimed at developing an SME debt securities market in Mexico. The firm also positions itself as a gateway to the Mexican market for ESG and sustainable financing. Service delivery is single-country (Mexico), the firm is privately held and founder/partnership-owned, and the team remains in the 1–10 employee band with no disclosed funding rounds, M&A, or institutional backing.

Name

Momentum Mexico

Legal name

Momentum México

Website

https://momentummex.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Momentum México is a Mexico City-based boutique financial consulting and corporate finance advisory firm founded in 2019, serving Mexican financial institutions and corporate clients with capital raising, ESG/sustainable financing, restructuring, and regulatory advisory delivered through senior partner-led engagements.

Ownership category

akta.pro rank

Headquarters

HQ city

Mexico City

HQ country

Mexico

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Financial Consulting and Advisory Services: Revenue generated from providing specialized financial consulting services including corporate finance advisory, capital raising advisory, ESG and sustainable financing advisory, risk management solutions, business development advisory for financial sector clients, and corporate restructuring consulting. Services are delivered through senior partner-led engagements targeting financial institutions and corporate clients in Mexico.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Momentum Mexico is a boutique financial consulting and corporate finance advisory firm that prepares organizations for capital and debt raising processes, including ESG and sustainable financing in Mexico. It develops strategic projects and new businesses for financial sector entities (banks, broker-dealers, asset managers, non-bank lenders), and advises corporate clients on restructuring, transformation, and performance improvement initiatives.

Product overview

Momentum Mexico is a financial consulting and corporate finance advisory firm offering three core service lines: Corporate Finance Advisory (funding alternatives evaluation, ESG/sustainable financing, risk management), Business Development and Strategic Projects for the Financial Sector (regulatory framework advisory, new business opportunities for financial institutions), and Specialized Financial Consulting (restructuring, transformation, financial modeling, valuation). The firm also publishes educational materials including the 'Manual para la Emisión de Deuda Bursátil' and 'Guía para la Emisión Simplificada de Valores' in Mexico. The MEX-SDD Initiative focuses on developing the SME debt securities market ecosystem through an investment fund program.

Differentiator

Problem solved

Functional benefit

Products and services

• Corporate Finance Advisory Advisory services covering identification and evaluation of funding alternatives and financing schemes, hands-on assistance through funding transaction processes, ESG and sustainable financing advisory, and risk management solutions. Targeted at organizations preparing for debt or equity capital raising processes in Mexico.
• Business Development and Strategic Projects for the Financial Sector Strategic advisory services for banks, broker-dealers (casas de bolsa), asset managers (administradoras de activos), and non-bank lenders (prestamistas no bancarios), including deep knowledge of the Mexican financial sector regulatory framework, securities market infrastructure, advisory and execution of new business opportunities, and advisory on corporate governance, business ethics, and effective inclusion policies.
• Specialized Financial Consulting Specialized consulting covering design and execution of organizational restructuring and transformation plans, business plan acceleration for PE portfolio companies, funding preparedness advisory including financial modeling, implementation of financial planning, budgeting and working capital processes, interim management positions for transitory situations, and company valuation reports.

Quantifiable outcome

• Over 100 years of accumulated experience across the team in executive positions leading flagship transactions and projects
• +2 more outcomes

Named customers5 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Grupo Bursátil Mexicano (GBM): One of Mexico's largest independent broker-dealers offering investment banking, wealth management, and capital markets services; broad incumbent with overlapping advisory mandates.
• Actinver: Mexican financial group with brokerage, asset management, and investment banking divisions; competes with Momentum Mexico for corporate finance advisory mandates from Mexican corporates.
• Vector Casa de Bolsa: Mexican broker-dealer offering brokerage, asset management, and corporate advisory services; broader incumbent competitor with overlapping corporate finance advisory capabilities.
• INVEX: Mexican financial services group offering brokerage, investment banking, and asset management; broad incumbent providing similar corporate finance advisory capabilities.

Regional players

• Finamex Casa de Bolsa: Independent Mexican broker-dealer offering investment banking and capital markets advisory; regional competitor targeting similar Mexican corporate and financial-sector clients.
• Bursamex: Mexican broker-dealer focused on debt capital markets and corporate advisory for SME and mid-cap issuers; partial overlap with Momentum Mexico's SME debt market focus.

Emerging players

• Signum Research: Mexican equity research and corporate advisory firm serving SMEs and mid-cap issuers; comparable in its focus on Mexican capital markets advisory with a smaller, specialized footprint.

Direct peers

• Rion Capital: Mexican independent advisory firm providing corporate finance and capital markets services to mid-market companies; comparable boutique model serving the same Mexican corporate client base.
• Miranda Partners: Mexico-based boutique investor relations and corporate advisory firm serving Mexican-listed and pre-IPO companies; directly comparable as a small, senior-led Mexican advisory boutique targeting capital markets clients.
• Nau Securities: Independent Mexican investment bank and securities firm offering corporate finance, capital markets, and M&A advisory — a directly comparable boutique advisory competitor with similar scale and Mexican-market focus.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Momentum Mexico