Independent Financial Advisory

Strategic clarity
for complex
financial decisions.

Senior-level financial expertise — from M&A advisory and business valuation to project finance and CFO services — delivered with independence and precision.

Schedule a Consultation Explore Services
8+
Years of experience
11
Core service areas
M&A
Advisory & Valuations
CFO
Fractional & Interim
About

Independent advisory built on
rigorous analysis.

Marchand Capital Advisory is an independent financial advisory firm founded by Mauricio Christian Marchand, a seasoned finance professional with over 8 years of experience across investment banking, corporate finance, and strategic advisory.

Working directly with business owners, executives, boards, and investors, the firm delivers the kind of senior-level expertise and objectivity that complex financial decisions demand — without the overhead of a large institution.

From early-stage viability assessments and financial modeling to M&A transactions, debt restructuring, and ongoing CFO support, Marchand Capital Advisory provides clear, actionable financial guidance tailored to each client's specific context.

View LinkedIn Profile
INSEAD MBA · Wharton Alliance
MBA from INSEAD (Fontainebleau) in partnership with The Wharton School, University of Pennsylvania — class of July 2025
Bachelor's in International Finance
Universidad de Monterrey — Cum Laude, second highest grade of the generation
Investment Banking & Corporate Development
Buy/sell-side M&A, fairness opinions, and due diligence across FMCG, industrials, healthcare, hospitality, and financial services
Multilingual · International Reach
Native Spanish & English · Business French · Intermediate German · Work authorizations in EU and Mexico
Professional Background
Investment Banking
RIÓN M&A
Global M&A Partners
Led and executed buy/sell-side mandates and fairness opinions at one of Mexico's top boutique investment banks, advising C-suite clients across multiple industries in the US, Mexico, and Brazil.
Corporate Development
Xignux
28,000-person conglomerate · Strategic Planning Coordinator
Led buy-side M&A initiatives across five industries, advising the holding CEO and CFO on portfolio strategy, capital allocation, and long-term financial planning.
SME Leadership
Small & Mid-Sized Business
Head of Finance, Sales & Purchasing
Hands-on experience running finance, sales, and purchasing at a growing SME — with a firsthand understanding of the real constraints, priorities, and decisions that business owners face every day.
Core Services

What we do.

Each engagement is tailored to the client's specific situation, scale, and objectives.

01
Financial Health Analysis
Comprehensive diagnosis of a company's financial position — liquidity, profitability, capital efficiency, and risk exposure — to inform strategic decision-making.
02
Financial Modeling
Robust, dynamic financial models — integrated P&L, balance sheet, and cash flow projections — built for scenario analysis, planning, and investor presentations.
03
Project Finance & Viability
End-to-end financial analysis for capital projects: feasibility assessment, cash flow modeling, return analysis, and financing structure evaluation.
04
M&A Advisory
Buy-side and sell-side advisory support throughout the transaction lifecycle — target identification, valuation, deal structuring, negotiation, and closing.
05
Fairness Opinions
Independent financial fairness opinions supporting boards, special committees, and shareholders in evaluating the financial merits of proposed transactions.
06
Business Valuation Services
Rigorous business valuations using DCF, comparable companies, precedent transactions, and asset-based approaches for transactions, reporting, or disputes.
07
Optimal Financial Structure
Analysis and recommendation of the optimal debt/equity mix to minimize cost of capital, maximize enterprise value, and align financing with strategic goals.
08
Debt Analysis & Restructuring
Assessment of existing debt obligations, covenant compliance, refinancing options, and development of restructuring strategies to improve financial flexibility.
09
FP&A Services
Financial Planning & Analysis support including budgeting, forecasting, variance analysis, KPI dashboards, and management reporting frameworks.
10
Due Diligence
Comprehensive financial due diligence for transactions — quality of earnings, working capital analysis, debt and liability review, and key risk identification.
11
Interim / Fractional CFO
Senior CFO-level leadership on a fractional or interim basis — financial strategy, investor relations, banking relationships, and team mentorship, scaled to your needs.
How We Work

A disciplined approach.

01
Discovery
We begin by developing a thorough understanding of your business, objectives, constraints, and the specific financial challenge at hand.
02
Analysis
Rigorous quantitative analysis grounded in your actual data — no generic templates, no off-the-shelf frameworks applied without context.
03
Insight
We translate complex financial analysis into clear, actionable insights, surfacing what matters most for your specific decision.
04
Execution
Beyond the analysis, we support implementation — whether that means presenting to a board, negotiating with lenders, or managing a transaction process.
Contact

Let's discuss your
financial challenge.

Whether you're navigating a transaction, assessing a major investment, restructuring your finances, or need ongoing CFO support — reach out to start the conversation.

linkedin.com/in/mcmarchand
marchandcapital.com