Independent Financial Advisory
Clarity and conviction for complex issues
We advise investors, founders, and leadership teams on financial transactions, investment management, and capital strategy.
Chaqueta Roja Advisory
A boutique practice built on independent judgment, discretion, and the analytical rigor that consequential decisions demand.
What we do
Services built for decisive outcomes
Transaction Advisory
End-to-end guidance on mergers, acquisitions, divestitures, and capital restructuring.
Investment Management
Portfolio construction, manager selection, and disciplined oversight tailored to your objectives.
Capital Strategy
Capital-raising support, balance-sheet optimization, and strategic financing decisions.
Financial Due Diligence
Rigorous analysis of financial health, risks, and opportunities before you commit capital.
Valuation & Modeling
Scenario-based financial models and valuation opinions to support negotiations and board decisions.
Risk Advisory
Identification, quantification, and mitigation of market, credit, and operational risks.
Scholarships
Advice for those who can’t yet afford it
We reserve part of every year for entrepreneurs who need first-class guidance but cannot pay top-tier fees. Know someone who deserves a seat at the table? Nominate them.
Begin
Ready to move with confidence?
Tell us about your transaction or investment challenge, and we will respond within one business day.