Nothing turns off an investor more than when an entrepreneur comes in with a ridiculous valuation.
Investor, Shark tank - USA
KEVIN HARRINGTON
Unlock Your Potential: Valuation and Finance Expertise for Startups and SMEs
ABOUT US
Welcome to Maverick Finance – your trusted partner for valuation and corporate finance needs. Our mission is to transform businesses by offering innovative finance solutions to serious companies that value analytical content, integrity, and discretion in their strategic decision-making process.
We employ a unique quantitative approach that utilizes proprietary financial models and data analytics software to drive business growth and generate unique insights - enabling stakeholders to make informed financial and strategic decisions with greater visibility and confidence.
Our commitment to simplicity, transparency, and practicality, combined with a robust global network and the highest ethical standards, sets us apart as more than just advisors – we are your long-term partners for achieving growth and success.
SERVICES
DISCOVER OUR SERVICES
Startup and Scaleup Valuation
Startup valuation requires specialized expertise well beyond that of traditional company valuation. We have worked with startups from many angles - as investors, CFO, Board Member and as financial advisors (M&A). Trust us to help navigate the intricacies of startup valuation, providing insights and guidance that fuel your path to success.
Private Company and SME Valuation
Discover the true value of your business with our independent and exclusive valuation services. Our customized process incorporates the most up-to-date methodologies to capture the strategic value of your business, or platform, enhancing credibility and protecting your brand's value in the marketplace.
Strategic Virtual CFO Services
Access the highest level of financial and strategic insight, optimize your financial performance and drive sustainable growth. We assume a leadership role in your business, focusing on generating long-term value for stakeholders, while helping your company prepare for capital raising initiatives with investors.
Independent Advisory Board Services
Having a finance specialist as a board member ensures access to qualified and independent opinions regarding your business's current and future state. We offer practical advice on day-to-day operations, insight regarding complex transactions, and support management teams with their most important strategic decisions.
Corporate Finance, M&A, and Capital Raising
Prepare for a successful transaction with our independent financial advisory services. We coordinate M&A and capital raising transactions from start to finish, always aiming to optimize value for our clients. Our extensive network and wealth of experience make us your ideal partner in navigating the complex M&A landscape.
Financial Modeling and FP&A
Make data-driven decisions with confidence and gain valuable insights into your business. Our financial modeling expertise supports strategic and financial decision-making. It is a powerful tool that can be used for business plan projections, analysis of business line performance, feasibility studies, among many other applications.
Valuation Courses and Training
Master the art of business valuation and advance your career with our exclusive training approach. Whether you're a startup founder, finance professional, or investor, our courses teach advanced valuation techniques acquired in 20+ years at leading international investment banks and working with hundreds of startup and business clients.
Maverick Invest
Maverick invests proprietary funds strategically in promising Startups and SMEs with a strong investment thesis, great entrepreneurs who wish to remain in the business, scalable business models, and strong growth potential. Maverick requires a board seat and plays an active role in helping these companies achieve their long-term growth objectives.
OUR FLAGSHIP SERVICE
MAVERICK MADNESS
Our Flagship Service: Maverick Madness:
Na exclusive program with three highly structured modules to get your startup ready for serious conversations with sophisticated investors and maximize your chances of a sucessful capital raise or exit
1. Comprehensive Financial Diagnosis and Financial Business Plan Modeling
Gain a thorough understanding of your business's financial health through detailed analysis.
Create accurate and dynamic financial models for your business plan, providing clear projections and insights.
2. Independent Business Valuation with Multi-Method Approach:
Determine the true value of your business by utilizing a diverse range of qualitative and quantitative valuation methodologies.
Employ a weighted average approach to ensure a precise and well-rounded valuation assessment.
3. Elevated Pitch Book Refinement and Exclusive Maverick Insights:
Elevate your pitch book to a new level of professionalism and effectiveness.
Receive valuable Maverick insights, including strategic do’s and don’ts, empowering you for successful investor roadshows.
WHY CHOOSE MAVERICK?
Choosing the right Financial Advice can change the course of your business!
Uncomplicated
A pro-business team that understands the urgency of clients in achieving their objectives – we avoid unnecessary bureaucracy.
Extensive Experience
20+ years offering a unique combination of expertise, practical know-how, and technology as the foundation for our specialized services.
Agility and Seniority
Exclusive advisory based on qualification and excellence in execution, with a highly agile decision-making process.
Personalized Service
Each company is unique and deserves personalized attention. Our advisory is tailored to ensure satisfaction and results.
Ethics and Transparency
Commitment to providing candid insights while maintaining complete transparency and avoiding conflicts of interest.
First-Class Networking
Direct access to our international network of investors and financial partners: private equity funds, VCs, and family offices.
Some of our customers
Selected projects where our partners have advised and executed on transactions:
CEO | Founder
Adrian Ortega
CEO & Founder
Hello, I'm Adrian Ortega, your corporate finance and valuation specialist. With over 20 years of experience in the international financial markets, my mission is to empower private business owners and startup founders by equipping them with the knowledge of finance, maximizing and protecting credibility, securing funding, and accelerating growth.
At Maverick Finance, we combine innovative solutions with customized, agile advice to optimize your company's value and unlock its full potential.
Adrian’s CV:
- American/Brazilian with native English, fluent Portuguese and advanced Spanish.
- International specialist in the valuation of Startups and SMEs, Corporate Finance (M&A), Strategic CFO, and Independent Advisory Board Member.
- More than 20 years of experience at top-tier international investment banks and independent financial advisory boutiques.
- Also, 8+ years acting as a Seed and Angel Investor, CFO, Financial Advisor and Board Member at numerous startups and SMEs.
- Wharton School of Business - Advanced Management Program, Alumni.
- Saint Mary’s College of California – Economics, Alumni.
- Member - CFA Society Brazil.
- Board Member Certification at Board Academy.
- FMVA® certified by the Corporate Finance Institute.
Industry Experience
Some sectors where we have already elaborated Valuations and M&A Operations
Years of Experience
Transactions Cloused
Companies Valued
Projects Delivered
Industries
Satisfied Clients
TESTIMONIALS
Contact Points
São Paulo (Brazil) - Baltimore (USA) – Miami (USA) – Jackson (USA)
+55 (11) 93218-8815
+55 (11) 93218-8815