ZIMMA Corporate Finance

What ZIMMA Corporate Finance does

ZIMMA Corporate Finance is a Mexico City-based independent investment banking firm founded in 1999 by Arseny Lepiavka, a Harvard MBA holder with prior senior roles at CitiBank, NOMURA, and Donaldson, Lufkin & Jenrette. The firm provides M&A advisory, debt restructuring, and capital raising services to Mexican mid-market companies with annual sales exceeding US$15 million, spanning sectors including food and beverage, pharmaceuticals, retail, financial services, and consumer products. Named mandates include the US$150 million Landsteiner Scientific Chapter 11 restructuring, a MXN $453 million capital raise for Resuelve tu Deuda, and advisory work for Mac'Ma and La Costeña. The firm claims over 100 successful transactions since founding.

The firm operates a success-based fee model typical of mid-market advisory boutiques, monetizing only on closed transactions rather than recurring retainers. ZIMMA is a member firm of Oaklins, a global M&A advisory network that has executed approximately 1,700 transactions in the past five years, giving the small ~10-person Mexico City team access to international deal flow and cross-border buyer/seller relationships that would otherwise be unavailable to an independent boutique. The team structure comprises partners, associates, analysts, and an intern, consistent with a deliberately lean operating model rather than a scaling platform play.

Headquartered on Paseo de la Reforma in Mexico City, ZIMMA does not disclose revenue, has not raised external funding, and operates as a founder-controlled private partnership. There is no public indication of AI/ML tooling, proprietary technology platforms, or data products; the value proposition rests entirely on senior banker relationships, cross-border network access, and a 25-year transaction track record in the Mexican mid-market.

Name

ZIMMA Corporate Finance

Legal name

ZIMMA Corporate Finance, S.A. de C.V.

Website

https://zimma.com.mx

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

ZIMMA Corporate Finance is a Mexico City-based independent investment bank founded in 1999 that provides M&A advisory, debt restructuring, and capital raising services to Mexican mid-market companies with annual sales above US$15 million, leveraging Oaklins global network affiliation.

Ownership category

akta.pro rank

Product category

Investment Banking Advisory

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Portfolio Management and Investment Advice (523940)

SIC

Loan Brokers (6163), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD)

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

Keywords

• Mergers and acquisitions advisory
• Debt restructuring services
• Capital raising advisory
• Middle-market investment banking
• Company valuation services

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, Technology or R&D, Others

Revenue model

1. Advisory Services (M&A, Valuation, Restructuring): ZIMMA operates on a success-based fee model aligned with transaction completion. The firm shares risk with clients if operations are not completed and guarantees professional and economic interest in completing transactions at optimal terms, amounts, and timelines.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

ZIMMA Corporate Finance is a Mexican investment banking firm providing advisory services for mergers and acquisitions, debt restructuring, and capital raising to middle-market companies with annual sales exceeding US$15 million. Its services include sell-side advisory, buy-side advisory, company valuation, debt restructuring (for debt above US$30 million), and capital raising (for funding requirements above US$10 million). The firm operates as the exclusive Oaklins member firm in Mexico, giving clients access to international buyers, sellers, and investors.

Product overview

ZIMMA Corporate Finance is a Mexican investment banking firm that operates as a unified advisory platform rather than a software product. The firm offers five interconnected core services: Sell-side Advisory for company sales, Buy-side Advisory for acquisitions, Company Valuation for determining business worth, Debt Restructuring for financial rehabilitation, and Capital Raising for growth financing. These services are designed to serve middle-market companies with annual sales over US$15 million, providing end-to-end support throughout M&A and financing transactions.

Differentiator

Problem solved

Functional benefit

Products and services

• Sell-side Advisory Advisory services for companies seeking to sell their business, including identifying potential buyers, managing the sale process, and negotiating transaction terms to maximize value for sellers in the Mexican middle market.
• Buy-side Advisory Advisory services for companies or investors looking to acquire businesses, including target identification, due diligence support, and transaction structuring for acquisitions in Mexico.
• Company Valuation Professional business valuation services using established financial methodologies to determine fair market value for succession planning, transactions, or strategic decision-making for Mexican middle-market companies.
• Debt Restructuring Financial advisory for companies requiring restructuring of debt obligations, including negotiations with creditors to obtain sustainable debt levels and favorable terms. Services are offered to companies with financial debt exceeding US$30 million.
• Capital Raising Advisory services for companies seeking debt or equity financing, including developing financial models, preparing funding documentation, and connecting with potential investors or lenders. Services are offered to companies requiring funding exceeding US$10 million.

Quantifiable outcome

• Over 100 successful transactions completed since founding in 1999
• +3 more outcomes

Named customers16 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• OaklinsflagshipStrategic or Co-development PartnerZIMMA is the exclusive member firm of Oaklins in Mexico. Oaklins is described as the world's most experienced mid-market M&A advisor. As part of this network, ZIMMA has access to international transactions and has contributed to Oaklins closing 1,700 transactions in the past five years across 60+ countries.

Scale indicators5 records

Recent moves4 records

Expansion highlights4 records

Regional players

• Banco Actinver: Mexican investment bank and asset manager with M&A advisory, capital raising, and corporate finance services. Comparable to ZIMMA in providing mid-market Mexican corporate finance services, primarily serving clients in the local market rather than competing in cross-border deals.
• Vector Casa de Bolsa: Mexican broker-dealer and investment bank offering equity brokerage, asset management, and corporate advisory services in Mexico. Comparable to ZIMMA as a Mexico-focused financial services firm offering capital markets and corporate advisory, though broader in scope beyond pure M&A advisory.

Broad incumbents

• Deloitte Mexico: Big 4 advisory firm with corporate finance, M&A advisory, and restructuring services across Mexico. Comparable to ZIMMA in mid-market M&A and valuation capabilities, with the advantage of broader consulting cross-sell and global network reach.
• KPMG Mexico: Big 4 professional services firm with significant M&A advisory, valuation, and corporate finance practice in Mexico. Comparable to ZIMMA in valuation and mid-market advisory services, but competes primarily through broader consulting capabilities and larger engagement teams.
• Rothschild & Co: Global advisory firm with established operations across Latin America providing M&A, restructuring, and capital markets advisory. Comparable to ZIMMA in service offerings and target mid-to-large-cap clients but with substantially broader geographic footprint, deeper sector coverage, and balance-sheet capabilities.
• Lazard: Global financial advisory and asset management firm with significant Latin American M&A advisory practice. Directly comparable service offerings (M&A, restructuring, capital structure) to ZIMMA but operates across a much wider sector and size range, with bulge-bracket resources on the largest mandates.
• Evercore: Global independent investment banking advisory firm with strong North American M&A and restructuring practice. Comparable to ZIMMA in advisory service mix and senior-banker-led execution model, but typically engages on larger transactions and operates with substantially larger deal teams.

Direct peers

• Clairfield International: Global mid-market M&A advisory firm operating through a network of country-partner firms, structurally similar to ZIMMA's Oaklins model. Closely comparable in deal size focus, cross-border coordination, and target client profile of mid-market companies and family-owned businesses.
• Lincoln International: Global mid-market M&A advisory firm with deep sector coverage and operations across the Americas, Europe, and Asia. Closely comparable to ZIMMA in deal size focus (typically USD 50M to USD 1B+ enterprise value), service mix (sell-side, buy-side, valuation, financing), and cross-border execution capabilities.
• Houlihan Lokey: Global investment banking advisory firm with a strong mid-market M&A focus across the Americas, Europe, and Asia. Directly comparable to ZIMMA in segment focus (mid-market sell-side, buy-side, valuation, and restructuring) and target client profile. ZIMMA competes with Houlihan Lokey on larger mid-market mandates originating from Mexico.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/zimma-corporate-finance
• Xx.com/zimma_corpfin
• Facebookfacebook.com/ZIMMACorporateFinance

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 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 ZIMMA Corporate Finance