Beta Finance

Capital Advisors

Beta Finance Capital Advisors provides top-level, tailored, financial and strategic advisory. We specialize in Mergers & Acquisitions. Backed by 30 years of Wall Street experience with over $90 billion under advisory and over $50 billion in 55 closed transactions, we deliver to each client personal and impeccable advice: We have added value in every single one of our advisories since 1990.

Total $90 billion under advisory

Business Experience

Santo Domingo Group – Roundup

Closed in connection with Quadrant Capital Advisors, Inc. a Private Equity investment of $10 million in an operating lease venture.

Santo Domingo Group – Microfinance

Analyzed for Quadrant Capital Advisors Inc. a potential Private Equity venture in the microfinance industry in Colombia; for over $10 million.

Valorem – Board Member – 1999-2015

Analysis and recommendations to the Santo Domingo Group’s Colombian Holding which has significant majority and minority positions throughout a wide range of industries, including Media, Telecommunications, Entertainment, Retail, Agro-industrial, Internet Related Services, Forestry, Transport and Logistics, amongst many others. Also member of Valorem’s Auditing Committee. Advisory of over $2.0 billion.

Fierro Group

Closed the sale of a minority stake in a multibillion dollar family owned economic group with positions throughout Latin America, the US, Spain and Thailand with operations in banking and manufacturing for over $1.5 billion.

Santo Domingo Group

Advised Quadrant Capital Advisors, Inc. in implementing a Latin American retail venture; for over $500 million.

Banco BHD

Financial and strategic advisory to BHD in the Dominican Republic in connection to increasing shareholder value by implementing strategies including M&A transactions; for over $1 billion.

Accion

Worked with Acción International in exploring Microfinance ventures in Brazil; for over $100 million.

La Alquería

Worked with La Alquería in exploring launching a Microfinance Venture in Colombia; for over $10 million.

Agritrade – Predileto

In co-advisory with Violy & Co., advised Agritrade in a competitive bid for Predileto Alimentos in Brazil; for over $100 million.

Services

BETA FINANCE CAPITAL ADVISORS provides M&A, Financial and Strategic advice to Family Groups, Entrepreneurs and Private Equity Firms interested in pursuing a Merger, an Acquisition, or a Divestiture Transaction; or a Strategic Investment; or in need of Strategic Planning or Creating a New Company, (in combination, the “Deal”).

 

We act within in the Western Hemisphere, basically Europe, North and South America.

In terms of Deals, we don’t only pretend to pursue one M&A transaction, just charge a success fee for it, and then move on to the next M&A deal with another Client.

 

We implement an Entire Project: we design a Strategy, perform an Acquisition or the Creation of a company, or the Divestiture of a Company and then assist, if necessary, on the best manner to invest the proceeds.  We implement each tactic of the Strategy while quantifying its value added, ensure that all steps and actions of the Strategy are achieved by actively being involved or leading in Its implementation and execution.  If the Transaction is an investment, we participate actively in achieving It and then in Creating Value within the Acquired Target if the Client so desires us to do.

 

We then either perform the exit earning a carried interest as well; or we stay in as shareholders and partners.

Our objective is to achieve long-term relationships and actual partnerships with our Clients. We are not a Firm that intends to perform one Deal for a Client and then move on to the next Deal with a different Client. Our objective is to maintain each client throughout their overall career of Deals and to become their partner.  We did that, for example, for the Santo Domingo Family from 1996 until 2015.

 

We want clients that, above all, give us their trust based upon what we achieve for them. We provide personalized, ethical and tailored advice to each client’s needs.  Hence, we keep a very select client base (a maximum of seven currently). Our Clients come first and, when necessary, we fight for our Clients’ interests. As a matter of fact, we have had a legal dispute to defend one Client in the past. And we won!

Our small structure allows us to put our clients first and foremost.  They are of utmost importance to Us.  We give them the advice that is Necessary – we provide what we consider more than just advice – we provide the advice that is Necessary – for Our Clients to achieve their Goals. We have no bureaucracy, no internal politics, nor any kind of encumbrance that would prevent us from putting our Clients first.

 

Our target value range is 30-100 million€ Transactions; for Deals that exceed that size, we co-advise with one of the leading Wall Street or European Firm with whom we already have a long-term and trusted relationship.

About us

Simón Araújo
President

Founder and President at Beta Capital Advisors, since 2010. Mr Araújo is a financial and business specialist with thirty years of experience in the investment banking field.  He has over $90 billion under advisory projects and he has closed 55 M&A Transactions for a value of over $50 billion.

 

Prior to 2010, Mr. Araújo was a Managing Director at Massena Capital Partners, a private equity fund of the Massena Group, based in Paris, France, and oversaw direct investments in Europe and Latin America.

 

Prior to 2008, Mr. Araújo was a Director at Perella, Weinberg Partners based in New York City, since it was founded in 2006; where he led the advisory team that closed the first deal of the Firm in Italy for $1.5 billion and participated in cross-border transactions (US-Europe) for over US$40.0 billion.

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Previously and from 1994 until 2005, for 12 years, Mr. Araújo worked at the leading investment banking firm for Latin America at the time, Violy, Byorum & Partners, in New York City. At the Firm, Mr. Araújo ascended from being an Associate to be a Director within five years, reaching the position at 28 years of age. There, he advised the most prestigious and largest economic groups throughout Latin America as well as American and European multi-nationals entering the region.

 

He lead the team that designed and executed the entire restructuring of the largest Colombian Economic Group, and one of the largest in Latin America, (which with over 180 companies under its umbrella used to represent 5% of the Country’s GDP). It used basically owned and controlled by Mr. Julio Mario Santo Domingo, whom he advised until his death in 2011. He lead multiple teams where over twenty people reported to him. Mr. Araújo closed multiple transactions across different sectors and throughout the Latin America Region and the US, for over US$6 billion. He was also in charge of training Associates and Analysts. During this time, Mr. Araújo was a Board Member of Sofasa, Propilco and Biofilm.

 

Mr.  Araújo is also the Senior Managing Director at Steinbock Financial Group, SA, and a former Board Member at Valorem, SA (the Santo Domingo family holding in Colombia), position he occupied from 1999 until 2015.

 

Mr. Araújo initiated his career at the boutique investment bank Estrategias Corporativas in Bogotá, Colombia at the age of 19, in 1990, while completing his studies. There, he advised the leading economic groups in the country. Mr. Araújo obtained his bachelor’s degree at Universidad de los Andes in Bogotá, Colombia, with a major in Industrial Engineering specialized in Finance and a minor in Literature and Philosophy. He also obtained his Baccalauréat at the Lycée Français Louis Pasteur de Bogotá with a Mention Bien in Sciences. He also studied one year of the Executive MBA program at HEC, Paris in 2017. He is a fluent speaker and writer in English, French and Spanish.

30

years of experience

50

billion $ in closed transactions

90

billion $ in advisory transactions

Location

Quai de Bourbon, Ile Saint Louis 

75004 Paris

France