Embedded Strategy & Finance Partner

Performance
built from
the inside

Not a consultant who delivers slides and walks away. A seasoned executive — with over 25 years across strategy, execution, corporate finance, investment banking, private equity, and crisis management — working inside your team to unlock performance, profitability, and lasting excellence.

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20+
Organizations advised
$1.2B+
In private equity structured
25+
Years of experience
$3.5B+
Advisory & M&A
What I do

Where I create real value

01

Strategic Clarity & Execution

I help leadership teams identify the business drivers that truly matter — then support the successful execution of the strategic plan. I translate strategy into a concrete action plan with clear ownership, measurable milestones, and defined outcomes.

02

Financial Rigour & Value Creation

I build the financial governance and performance infrastructure companies need to grow profitably — establishing decision forums, internal controls, and the connection between operations, technical areas, and financial results.

03

Restructuring & Crisis Leadership

When navigating a turnaround, restructuring a balance sheet, or closing a complex transaction under pressure, I provide decisive, structured leadership — protecting capital, preserving optionality, and rebuilding stakeholder trust.

04

Private Markets & Fund Structuring

Led the structuring and capital raising of PE funds, CKDs, and CERPIs exceeding US$1.2B, with hands-on investment and operational due diligence across GPs, industries, and geographies. Structured a US$200M fund to broaden private markets access.

05

Investment Banking & M&A Advisory

Oversaw US$3.5B+ in M&A and advisory transactions, and energy project financing (750MW+). Advised organizations across healthcare, education, transportation, retail, energy, steel, pharmaceuticals, industrial, real estate, financial services, and agribusiness.

06

Long-Term Board & Committee Engagement

I serve as a board and committee member across portfolio companies — providing governance, strategic oversight, and continuity long after the initial engagement, ensuring value is preserved and the organisation keeps growing.

Not a consultant.
A partner.

I sit alongside your team

Embedded engagement means I understand the real constraints, culture, and dynamics — and work with them, not around them. I've led management teams, managed full-scale crisis restructurings, and helped build businesses.

Speed to value is non-negotiable

No lengthy discovery phases. With 25+ years across Deloitte, Vector, MindValue and senior advisory roles in multiple sectors, I move quickly to identify the highest-leverage opportunities and activate results.

I own outcomes, not deliverables

My measure of success is yours — EBITDA improvement, strategic clarity, financial rigour, optimal capital structure, resilience, or a transaction closed at the right terms. Not the quality of a PowerPoint.

Value doesn't end
when the project does

The most meaningful impact happens when a trusted partner stays at the table — not just to fix a problem, but to ensure the gains hold, the strategy evolves, and the organisation keeps growing. That's why I offer ongoing engagement through board membership and committee participation, staying connected to the companies I work with long after the initial mandate is complete.

⊡

Board Membership

Serving as a board member to provide strategic oversight, governance rigour, and an independent perspective on key decisions. I bring the financial discipline and cross-sector experience to challenge assumptions and protect long-term value.

◎

Committee Participation

Contributing to audit, compensation, investment, or strategy committees — ensuring that the right questions are asked, the right metrics are tracked, and decisions are grounded in both financial reality and strategic intent.

◈

Strategic Advisory Role

Acting as a permanent sounding board for leadership — available for critical decisions, major transactions, or inflection points. A trusted voice with context, continuity, and no agenda other than the company's success.

◇

Performance Stewardship

Monitoring the KPIs and strategic milestones we define together, ensuring the organisation stays on course and adapts quickly when conditions change. Value preservation is as important as value creation.

"I don't consider an engagement finished until the value is self-sustaining — and sometimes that means staying at the table."

Built on
real
experience

I'm Rogelio Leal — a seasoned executive and strategic advisor with over 25 years of experience across investment banking, private equity, corporate finance, and operational leadership in Mexico, Latin America, and the United States.

My career has been defined by one constant: working from the inside to create tangible, measurable value. Whether leading a financial advisory division at Vector, managing cross-border M&A transactions at Deloitte, or steering a complex crisis restructuring, I've always operated with an owner's mindset — focused on sustainable profitability, disciplined risk management, and long-term value creation.

At Vector, I led the structuring and raising of private equity vehicles exceeding US$1.2 billion, built the Investment Banking division advising on over US$3.5 billion in M&A and capital transactions — including cross-border deals and 750MW+ in energy project financing — and served as Holding Company Advisor across financial services, agribusiness, agtech, education, and real estate.

Earlier in my career, I served as Operating Director of MindValue's Mexico and El Salvador offices, advising iconic organizations including Cemex, Coca-Cola, Nestlé, Hertz, and YPO on strategy, operations, and performance improvement. I've also founded and successfully sold my own business — giving me firsthand understanding of what it means to build enterprise value from the ground up.

I hold board and advisory roles at OmicronLab and at Enlace E+E, Tecnológico de Monterrey's entrepreneurship program, where I mentor high-potential founders and contribute to governance and strategic growth.

Career highlights
Vector
Private Markets Head & Investment Bank Head — US$1.2B+ in private equity vehicles, US$3.5B+ in M&A and advisory, crisis restructuring across Mexico & U.S.
Deloitte
Corporate Finance Manager — Buy- and sell-side M&A, PE fund advisory, debt restructurings across Northern and Central Mexico & U.S.
MindValue
Operating Director — Strategic and operational advisory to 18+ organizations including Cemex, Coca-Cola, Nestlé, Hertz, and YPO.
Founder
Built and scaled Leza Bottling Co. from inception through a successful strategic sale — firsthand experience creating enterprise value.
In their own words
Crisis & Reorganisation
"We were in the middle of a financial crisis and had to sell several business units fast — months, not years. Rogelio stepped in, got on top of the numbers immediately, structured the process, and kept everyone focused under enormous pressure. We closed what needed to close. He didn't just advise us — he led."

— CEO, Corporate Restructuring

Value Creation & Sale
"Rogelio worked with us for over two years before we sold the company. He helped us focus on the strategic value drivers — where we were leaving value on the table, what buyers would care about, and how to close that gap. By the time we went to market, we were a far more robust business. The price we achieved was something we could not have reached on our own."

— Founder & Shareholder, M&A Exit

Ready to unlock what's possible?

If you're looking for a partner who will get in the trenches with your team and drive measurable results — let's have an honest conversation about where you are and where you want to go.

Or reach me directly at roger@truenorthpartners.mx