Roberto Barrera

I love live music, technology, food, and I’m married to an amazing physician wife. Advising SMBs on finance, growth, and M&A strategies at @saluscs.

[Roberto Barrera @robbarreraj]

4/
¿Los fondos de capital privado estarán hambrientos por invertir? 🤔 Estoy convencido de que el apetito por hacerlo se notará muy pronto, estaré monitoreando sus actividades en los próximos meses.

Fuente: S&P Global Market Intelligence

[Roberto Barrera @robbarreraj]

1/
El 2024 es el año de las oportunidades en M&A 🚀

Si estás en sintonía con el mundo de las finanzas y las fusiones y adquisiciones 💼 seguramente habrás oído hablar del 'dry powder'. 

#Finanzas #FusionesyAdquisiciones #Inversiones

[Roberto Barrera @robbarreraj]

3/ 
Al mes de julio de 2023, S&P Global nos reporta aproximadamente $2.4 trillones de dólares de ‘dry powder’ a nivel global, ¡equivalente a poco más de 1.7 veces el PIB de México! 💰

Este exceso de liquidez podría dar un nuevo impulso al mercado de M&A en el 2024.

[Roberto Barrera @robbarreraj]

We can help you understand and maximize the value of your business. Our team is prepared to optimize your strategic planning through the power of valuation!

[SALUS @saluscs]

In M&A, companies become that "product or service" which can be so good that people will pay for it.

Investors, bigger companies, funds, will pay more for good businesses. It becomes important to understand what makes your business good from others perspectives.

#valuecreation

[SALUS @saluscs]

Beware of the Bermuda Triangle of Valuation. 

The dangers it brings might drift your transactions to unwanted territories.

SALUS is here to steer you clear of it!

#valuation #corporatefinance #commonmistakes #bestpractices #mergersandacquisitions

[SALUS @saluscs]

Cash flow statements provide insights into a company's financial health, cash generation and management. M&A experts use it to assess value, risks, and growth.

Cash can make or break a company, M&A deal, or investor's decision. Learn how to analyze it!

#cashflow #analysis

[Roberto Barrera @robbarreraj]

@saluscs 4/
With the aim of providing the best-in-class service, this month our team will be beginning a 4-month Advanced Valuation certification at @NYUStern, taught by none other than the dean of valuation, Professor @AswathDamodaran

[Roberto Barrera @robbarreraj]

1/ One of my personal missions is to help business owners maximize the value of their companies. It may seem logical to think that a company's value can grow through higher revenues and increasing profit margins.

#valuation #value #strategy #mergersandacquisitions

[Roberto Barrera @robbarreraj]

3/
Business owners are usually busy dealing with day-to-day operations, and lack a complete, objective, and expert perspective on the value of their business. This is why, at @saluscs we offer Valuation & Value Maximization services.

[SALUS @saluscs]

The 80/20 or Pareto principle can be found everywhere, including M&A negotiations.

When buying or selling a business, there are dozens of decisions that can seem relevant to the deal in hand. In reality, 80% of negotiations will involve 20% of those decisions.

#negotiations

[Roberto Barrera @robbarreraj]

3/
✳️ Plan and trigger vesting schedules tied to valuation.
✳️ Plan and execute exit strategies.

While not all entrepreneurs might understand valuation, there are many tools and learning materials online to get around it (even for early stage). 

Reach out to get expert advise!

[Roberto Barrera @robbarreraj]

1/ For entrepreneurs and their startups, it's specially important to constantly understand the potential of their business and its valuation. 

Why? There are many reasons:

#startups #valuation #strategy #venturecapital #innovation #entrepreneurship

[Roberto Barrera @robbarreraj]

2/
✳️ Understand value drivers in each stage of the startup's development.
✳️ Make decisions and implement strategies to accelerate value drivers.
✳️ Keep investors informed and engaged.
✳️ Plan future capital rounds and attract new investors.

[SALUS @saluscs]

Today we continue with our tips on how to analyze financial statements like an M&A expert!

Balance sheets help manage risk and make decisions by measuring the liquidity, profitability, solvency, and cadence (turnover) of a company using financial ratios.

#financialanalysis

[SALUS @saluscs]

We are here to make things easy for you and your business.

Let us get you to the other side.

🌐 Visit us: https://t.co/Mcbp7p5SHA

#mergersandacquisitions #strategy #growth #valuecreation #corporatefinance

[Roberto Barrera @robbarreraj]

6/ Selling a business is no easy task, even if you're dealing with a micro or small business, get advisors, pay a fee. I can guarantee it will be worth it...

P.S. Contact @saluscs if you're in a similar situation.

[Roberto Barrera @robbarreraj]

1/ Last week I received a call from a frustrated business owner in the aquaculture industry.

65+ years old, growing and profitable business, wants to retire, and guess what?...

He had invested hundreds of hours through 5 months, trying to sell his business on his own.

[Roberto Barrera @robbarreraj]

5/ I was blown away. Micro and small businesses have no means to hire a robust M&A firm, I get that. But having no advisor onboard to manage the process had been a huge waste of time and effort.