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About Us

Why Alpha

Alpha is a boutique investment bank and consulting firm that has successfully closed over US$420M in transaction value and has advised over 50 clients since the company's inception in 2018. Alpha works with investment funds, large-cap strategies, mid-cap, and growth-stage start-ups.

Currently, the Company provides customized solutions to its clients in fundraising, mergers, and acquisitions (M&A), CFO services, consulting and financial modeling, fairness opinion, investment advisory (Due Diligence), and specialized market research

Strategic Pillars

  • We never take a mandate or engagement where we don´t have a high probability of closing or meeting client expectations. 
  • We work with clients where we can leverage our existing network and prior experiences to add value. 
  • When structuring mandates, we play to win. Our economics are back-ended and based on success. 
  • We don´t operate in silos, we leverage our teams' collective experience to optimize value for the client. 
  • We structure our service around what adds the most value to the client meeting all requirements. 
  • Results and accountability really matter. 
  • Ethics and loyalty to the client above all. 

Team

Guillermo Gómez - Managing Partner

George O’Kane, CFA - Managing Partner

George O’Kane, CFA - Managing Partner

Guillermo has over twenty years of experience in the financial sector mainly focused on corporate banking, financial consulting, and investment banking. Additionally, Guillermo has experience in managing alternative portfolios, asset-based lending, and senior corporate management.

Mr. Gómez has a degree in business administration and a specialization in Finance from the University of Boston College. Guillermo is an active angel investor in the Latin American private equity and venture capital ecosystem.

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George O’Kane, CFA - Managing Partner

George O’Kane, CFA - Managing Partner

George O’Kane, CFA - Managing Partner

George is a bilingual Chartered Financial Analyst (CFA) with over twelve years of combined private equity and senior executive experience. Currently, he works as founder and Managing Director of Alpha IB, a boutique investment banking and focused in bringing financial advice in LATAM. Through Alpha, George has successfully closed around US$400M in transaction value. Most recently, as CFO of one of the most well-respected startups in LATAM, he raised roughly USD$10 million (through various rounds and instruments). Prior to this, George worked for one the wealthiest families in the Boston area where he focused exclusively on alternative investments. George received a BS in Mgmt. and an MS in Finance from UMass Boston.

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Juan Camilo Montoya - Senior Associate

Juan Camilo Montoya - Senior Associate

Juan Camilo Montoya - Senior Associate

Juan Camilo has over seven years of experience in financial services mainly focused on financial consulting and investment banking. During the last few years, Juan has been working in several types of transactions, including fundraising, M&A, and project finance in different countries in LATAM and USA. His experience includes both boutique and global investment banking companies, additionally, he was a financial consultant at EY in the M&A and Valuation teams where he assisted companies in different sectors such as retail, F&B, Health, and financial services, among others.

Juan Camilo has a BS in industrial and electronical engineering and an MS in finance from Universidad de Los Andes

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Juan Camilo Serna - Associate

Juan Camilo Montoya - Senior Associate

Juan Camilo Montoya - Senior Associate

Juan has more than 3 years of experience in financial services focused on financial advisory and investment banking. He has been part of transaction execution teams from origination to closing in various industries such as real estate, renewable energy, and consumer industries. His experience includes advice on buy-side transactions, fundraising, financial structuring, and private placements. Juan has a degree in business administration and a master's degree in finance from the Universidad del Rosario in Bogotá, Colombia.

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