Senior Partner – Capital and Deals — Finance-Services Hub

The mandate

A Mexico City finance-services hub supports acquisition diligence, separation accounting, transaction services and post-close value tracking for businesses across the Americas. Two live transactions are approaching diligence and signing decisions. The Senior Partner overseeing capital and deals will leave before either closes.

The replacement will lead an advisory population and delivery network touching approximately 775 employees and partners within a finance-services perimeter near MX$7.4 billion. Scope includes transaction pipeline, financial and operational diligence, separation and integration finance, transition services, synergy and stranded-cost evidence, case quality and senior talent. Deal sponsors and corporate development own transaction decisions. The partner must provide independent evidence without becoming an advocate for closing.

Immediate risk lies in review capacity and continuity. Case knowledge is distributed among contractors, analyses use inconsistent baselines and junior leaders have limited exposure to deal committees. The appointee must protect live decisions, establish authoritative evidence and rebuild a team that can withstand uneven transaction volumes without losing specialist capability.

Conflicts also require active management. The hub may support both diligence and later implementation, and different group businesses can have interests in allocation or transition terms. The partner must define information boundaries, independent review and role separation before commercial pressure shapes the answer.

Data-room practices need immediate attention. Sensitive employee, customer and contract information is being accessed across borders by permanent and contingent teams, sometimes through transaction-specific systems. The Senior Partner will ensure purpose-based access, clean-team rules, deletion and evidentiary retention are explicit. Deal speed cannot excuse uncontrolled extraction, and an adviser who later joins implementation should not automatically retain diligence material.

Completion reviews will confirm that credentials, downloaded files and temporary collaboration spaces close when the approved transaction purpose ends.

Why this seat is open

The incumbent has accepted a role outside the advisory network on a compressed timetable. This is an urgent replacement, with a preferred candidate sought within six to eight weeks. Interim case leads can maintain analysis but cannot provide independent partner sign-off or workforce decisions. No adverse deal outcome or conduct finding has prompted the departure.

What you will own

• Reconfirm scope, evidence, conflicts and review authority for every live transaction.
• Lead diligence on earnings, working capital, cost, control, service dependency and separation readiness.
• Establish defensible baselines for synergies, stranded costs and transition-service obligations.
• Advise deal committees on uncertainty, downside and conditions without advocating for a predetermined close.
• Design finance workplans for integration, separation and Day One control continuity.
• Reduce contractor dependency while preserving flexible specialist access across deal cycles.
• Govern case economics, quality, data rooms and independence across the portfolio.
• Develop directors and partners through live committee exposure and formal review responsibility.

The first 12 months

Within 30 days, the Senior Partner will establish decision and review cover for the two live transactions. By day 90, evidence gaps, conflicts, baseline differences and critical skill dependencies will have owners. The partner council will receive a capability recovery plan aligned to the likely pipeline rather than an assumed constant deal volume.

By month eight, live transactions should have reached their scheduled decisions with transparent downside and no material late finance surprise. Permanent leaders will own key workstreams, common baseline and quality standards will be operating and contractor roles will be narrowed to defined specialist needs.

At year-end, contractor spend should be 25% below the emergency run rate, all material cases should pass independent quality review and 90% of pivotal permanent talent should remain. Verified synergy and stranded-cost outcomes on completed deals should be within 15% of approved cases after adjusting for authorised scope changes.

What the board will measure

• Decision-useful diligence and early disclosure of uncertainty or deal-breaking exposure.
• Control continuity through signing, close, separation and integration.
• Independent case quality and unmanaged-conflict avoidance.
• Capability depth, contractor discipline and successor coverage.
• Post-deal evidence that improves future assumptions and advisory judgement.

The person

You are a Senior Partner, transaction-services leader or former corporate-development finance executive who has advised boards through complex deals and separations. You understand how hub operations, retained costs and transition services affect transaction value. A record limited to valuation or origination without implementation and control consequences is insufficient.

You bring 22–28 years of experience and have led deals or advisory scope above MX$4.2 billion affecting 550 employees or more. Evidence should include a transaction you recommended conditioning or stopping, a synergy baseline later verified and a conflict you managed through independent governance.

The role is Mexico City-based and hybrid, with travel across the Americas during live transactions.

Compensation and terms

Base pay is MX$6.5–8.5 million plus annual incentive. Performance will reflect decision quality, verified post-deal value, independence, portfolio economics and capability recovery. Transaction completion alone is not success. Final terms reflect current mix and relevant experience, subject to conflict clearance and rigorous referencing.

Confidentiality

The live deals, businesses, incumbent and capability gaps are strictly confidential. Additional information follows candidate qualification, conflict clearance and a signed undertaking. Applicants must not infer transactions or counterparties from the Mexico City location and rounded scale.