Socialvest sources and qualifies mid-market transactions in Mexico for funds and strategic acquirers without local origination capacity. Selective LATAM coverage when transactions warrant it.
Socialvest is an independent origination practice focused on the segment most institutional banks fail to cover well: Mexican mid-market real assets and industrials. Selective coverage across Latin America when transactions warrant it.
The work is finding, qualifying, and bringing to mandate transactions that fit a client's investment criteria. Filtering matters more than volume. Most pipelines that reach a fund's desk are noise; the value of an originator is reducing that noise to a small number of opportunities worth attention.
The service is origination judgment and access — senior, independent, on the ground in Mexico, with the discipline to pass on what does not fit.
Transactions sourced and brought to mandate. Counterparties not disclosed.
Additional regional experience includes work on transactions in El Salvador, Guatemala, Ecuador, and Peru.
Two engagement models. Capacity is limited to a small number of active clients to protect quality of judgment.
For funds and strategic acquirers that want continuous LATAM mid-market deal flow in agreed sectors and geographies. Monthly retainer with success fee on close. Twelve-month minimum term.
Targeted searches. A specific asset class, geography, or counterparty profile. Defined scope, defined timeline. Engagement fee with success fee on close.
Socialvest is led by Jorge Téllez from Monterrey, Mexico. The practice was built after a period of working with mid-market US investment banks on Latin American transactions. The recurring pattern was banks that could analyze deals but lacked the local presence to source or distribute them well in the region.
Socialvest was set up to do one of those jobs honestly: origination. Funds and strategics with Mexico and LATAM mandates need a senior, independent person on the ground who returns calls, filters real opportunities from noise, and does not sell things outside their lane.
For inbound from funds, strategics, family offices, and partner banks looking for Mexican and selective LATAM origination coverage.