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Representative Transactions
DataSafe
Advisor to Semah Investments and Datasafe regarding its cross-border merger with Retrievex Spain, a wholly-owned subsidiary of Access Corporation of Livermore, CA.; Access is a portfolio company of Berkshire Partners and is the largest privately held information management business in the world.
TeRespondo.com
Advisor to TeRespondo.com, Latin America’s leading online paid search provider, in its merger with Yahoo (NASDAQ: YHOO), and its international affiliates Yahoo de Mexico and Yahoo Brazil.
Inversiones Bahía
Advisor to Inversiones Bahia Ltda. regarding the origination, assessment and consummation of a $100MM co-investment program in core investment-grade real estate in partnership with NY-based Rockefeller Group Development Corporation.
Star Contact
Advisor to Star Contact, a premier provider of outsourced customer care and contact center services in Latin America, regarding its cross-border merger with NCO Group, Inc. a leading global BPO and a portfolio company of JP Morgan’s One Equity Partners.
Teledatos
Advisor to Teledatos SA, a leader in outsourced contact center management in South America, regarding its cross-border merger with Teleperformance Group (NYSE: RCF), a worldwide leader in contact center services and business process outsourcing.
Intelfon
Advisor to Intelfon SA de CV, a leading hybrid cellular & PTT mobile carrier and infrastructure provider operating in Central America, regarding its initial $75MM capitalization by several of the region's prominent family office investors
Franquicias Panameñas
Advisor to Franquicias Panameñas and its parent company Hentol, operator of one of the largest restaurant groups in Central America and owner of a large and diversified retail real estate portfolio, regarding the disposition and reorganization of certain assets, in addition to financial restructuring.
Productos Toledano
Advisor to Productos Toledano and its parent company Panavícola, S.A, — one of the largest aviculture and vertically integrated packaged meats producers in Central America — regarding its equity recapitalization lead by La Estancia, a joint venture between Corporación Multi Inversiones and Pronaca.
Athletic DNA
Primary sponsor of the Series A financing of Athletic DNA, Inc., an emerging leader in performance apparel based in Seattle, WA, by Superior International Inc., exclusive licensees of the Converse, Gap and Banana Republic footware and apparel brands in Europe and Latin America.
Envases Innovativos de Mexico
Advisor to Envases Innovativos de México regarding the sale of its plastic beverage closures division to Rank Group Investments Limited, a multinational packaging leader headquartered in New Zealand.
Telecomm Tower Partners
Advisor to a privately-held owner and operator of a portfolio of telecommunications infrastructure and wireless broadband towers in its sale-leaseback transaction with SBA, Inc. (NASDAQ: SBAC).
Original Impressions
Advisor to Original Impressions LLC regarding its merger with Postal Center International Inc.. The combined companies transform the landscape for the provision of turnkey marketing and mailing solutions to Global 1000 companies in South Florida and across the country.
Neutrona Networks
Advisor to the minority shareholders of Neutrona Networks, a pioneering software-enabled network service provider serving global carriers and enterprises throughout the Americas, regarding its acquisition by Transtelco, a leading provider of transnational telecom carrier infrastructure in both the US and Mexico.
Jet Group
Advisor to Jet Group, Inc. — a leading regional MRO and aviation services company accredited by the FAA and EASA — regarding its divestment of Jet Repair Center, Inc. via a management-lead buyout funded by a private investor.
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What our clients say
“We could not have done it without Cypress. They took charge of what was for us a complex, multifaceted and emotionally taxing process, making it possible for us to focus on business. Cypress distilled difficult issues into discrete and executable decisions, and delivered a very fulfilling outcome.”
— Claudio Valencia | Founder of Datasafe
“Al and his team did everything right; not once did they fail to represent our needs or concerns as owners and employers, while carefully navigating difficult trade-offs to get the deal across the finish line.”
— Roland Garcia | Founder and CEO of Original Impressions
“Al and I worked on a transaction together. I represented the company in my legal capacity and Al represented the company as a financial advisor via Cypress Capital. I found Al to be extremely knowledgeable, thorough and passionate in serving our mutual client. I recommend him highly to any potential clients.”
— Roland Sanchez-Medina Jr. | Managing Partner of SMGQ Law
Case Studies
Below are a few representative case studies demonstrating the scope and breadth of results obtained. Our time-tested and research-driven advice was carefully applied and skillfully executed specifically to advance the interests of our clients. We prefer to assume the obligation of being a fiduciary and thereby align our interests with a client’s goals and objectives.
A Bespoke Joint Venture for a Global Family
Investors and operators of multiple businesses including real estate, banking, wholesale and retail commerce, logistics and commercial airlines, the principals at Inversiones Bahía wanted for nothing in terms of proprietary deal flow. But with an intimate knowledge of their portfolio and an awareness of their appetite for risk adjusted (and inflation-hedged) yield, Cypress Advisors proposed that this prominent family office from Latin America co-invest alongside the iconic Rockefeller Group Development Corporation of New York City.
Cypress is responsible for conceiving, negotiating and ultimately consummating this multi-year programmatic co-investment program that enables the two groups to jointly finance and develop new investment-grade office and industrial real estate. The initial projects undertaken by this highly tailored and ongoing joint venture have greatly exceeded return expectations for both parties.
Exiting A Fast-Growing Records Business
Datasafe de Panama, a leader in records and information management, was the crown jewel in a portfolio of non-traditional real estate related businesses. Datasafe’s founders were experts at building and sustaining high value commercial relationships. As a result, large multinational acquirers repeatedly knocked on their door, offering attractive valuations as an enticement to consider a buyout.
After attempting to navigate the buyout process on their own, the owners and founders of Datasafe turned to Cypress to execute a competitive multi-party bid process with a full universe of buy-side candidates. Access Corp, a portfolio company of Berkshire Partners, and the largest privately held information management business in the world, ultimately prevailed in the process and consummated a merger with Datasafe to become Access’s platform in Latin America.
Two Young Internet Pioneers, Meet Yahoo
Spanning 3 countries, with multitude of valuable commercial partners, TeRespondo.com was well ahead in the global competition for leadership in Latin America’s search advertising market.
Cypress helped TeRespondo’s two founders identify their strategic and financial options — and navigated complex negotiations involving internet heavyweights including Google, Terra, UOL, and Microsoft’s MSN — ultimately consummating a cross-border merger with Yahoo’s search advertising divisions in Mexico, Brazil and the US.
Innovative Contact Center Entrepreneur Goes Global
Star Contact, the first company to offer BPO services from the Republic of Panama, fashioned a highly successful contact center operation from the Fidanque family’s legacy in real estate, telecommunications and wireless paging. During a period of hyper growth, Star Contact was acquired by NCO Group, Inc. of Horsham, PA.
Cypress served as exclusive financial advisor to Star Contact and its founder. Cypress conducted a discrete, competitive, and highly targeted process to identify the most qualified strategic and financial buyers worldwide. The Star Contact acquisition provided NCO with a unique platform for continuing its global contact center expansion and for the launch of new receivables management and purchased debt offerings to corporate and financial institutions throughout Latin America.
Measure your company's exit potential
Our Value Attributes Assessment –based on the 8 Drivers Framework– can tell you where your company stands on the road to an extraordinary exit outcome.
RESULTS — Consider what our clients have to say about partnering with Cypress to help them pursue their most complex strategic and financial challenges.
Measure your company's exit potential
Our Value Attributes Assessment –based on the 8 Drivers Framework– can tell you where your company stands on the road to an extraordinary exit outcome.
RESULTS — Consider what our clients have to say about partnering with Cypress to help them pursue their most complex strategic and financial challenges.
Get in Touch
Book a time below for an informal conversation about what’s on the horizon for your founder-led or family owned business.
Get in Touch
Book a time below for an informal conversation about what’s on the horizon for your founder-led or family owned business.