TEAM

SENIOR ERP ADMINISTRATOR

ALBERTO MONTOYA PÉREZ
In my role as an ERP Administrator in the fund, my main responsibilities include the configuration and maintenance of the Microsoft Dynamics GP solution as well as providing support in the administrative and accounting actives across the group’s companies. Prior to joining Gerbera Capital, I worked as an Assistant Accountant and as General Accountant for a variety of companies such as; Ferrari, the Body Shop, Leyenda Motors and New High Glass Mexico. I hold an Accounting degree from the Universidad Insurgentes

ACCOUNTANT

ALEJANDRA MENDOZA MENDOZA
I am an Accountant within the Financial Management department of Gerbera Capital. My main responsibilities are to prepare and ensure adequate compliance with the tax obligations of both the trusts, and the companies I'm in charge of, as well as analyze, determine and reconcile the corresponding accounting and financial records; Additionally I am responsible for preparing the financial statements according to the policies and procedures that are required. Before being part of Gerbera´s team, I worked as an Accountant in AIC Social Security. Prior to that position, I was an Accounting Assistant in Kiwilimón and before that I held the position of Accounting Assistant and Accounts Payable in Inversa Instalaciones. I have a Bachelors degree in Accounting in the ESCA Unit Santo Tomas.

MANAGING PARTNER

ALONSO DÍAZ ETIENNE
My objective as Managing Partner of the fund is to seek that Gerbera becomes a connecting link between entrepreneurs and investors, through the strengthening and institutionalization of in the companies in which we invest. Prior to launching the fund, I was the CFO of Grupo Diestra, a private company operating in the confectionary, hospitality and real estate industries. As part of my experience in the PE/VC segment, I have founded and invested in several businesses over the past 20 years, including Metroscubicos.com, where I held the position of CEO from its founding in 1999 and up until 2002, subsequent to which I became President of its Board of Directors up until its acquisition by Grupo Editorial Expansión (a Time Warner subsidiary) in 2007. In 2002, I co-founded, with Raúl Uranga, Rocher holdings, a private capital fund specializing in the real estate industry. I have previously worked as an Associate at Bassini Playfair & Associates in New York for their Latin America PE Fund and as an analyst with Ferco Partners, the first LBO Fund specializing in Mexico. I have been a member of the Board of Directors of Banco Bital and Grupo Financiero Bital and since 2004 member of the Regional Board of Directors of BBVA Bancomer. In 2009, I was also chosen to join the Board of AMEXCAP. I have been a professor of Stock Market Law at UIA where I received my Law Degree and have been an Economics professor at the Universidad Anahuac del Sur. I studied Economics at the ITAM and completed the GMP program at the School of Hotel Administration of Cornell University. In 1999 I received an MBA from the Amos Tuck School of Business of Dartmouth College.

JR CORPORATE LAWYER

BRENDA LÓPEZ RONCES
My main responsibilities at Gerbera Capital are focused on checking and updating Gerbera’s corporate structure, its entities and investee companies, being responsible for creating and reviewing diverse corporate, legal, regulatory and execution actions, such as fiduciary issues. Before Gerbera, I performed as a corporate lawyer at O&P Energie Consultores, belonging to the Oil & Power sector in Mexico, being in charge of the legal corporate area and contracts. Before that, I collaborated at Notaría 72 in Mexico City; my last job title there was a Jr. Lawyer of the notary, and also as co-responsible for notarial certification. I majored as a lawyer at Universidad Nacional Autónoma de México (UNAM). I am currently studying a business law master’s degree at the UNAM Law School’s Postgradute. Also, I am a certified member from Barra Mexicana Colegio de Abogados A.C.

FISCAL SPECIALIST ACCOUNTANT

CESAR LÓPEZ VILLANUEVA
My responsibilities at Gerbera are based on performing the reviewing and compliance activities about fiscal issues, as well as Gerbera companies’ social security matters. I provide fiscal consulting for the correct transaction treatment based on the current legislation. I am a Public Accountant majored from Universidad Autónoma de México (UNAM) and I got a master’s degree in administrative law at Barra Nacional de Abogados. I’ve got a 5-year expertise on accounting and fiscal areas with regular training on tax laws. In 2017, I worked as an executive accountant at Grupo Day Asesores. The following year, I joined Grupo Fármacos Especializados as a fiscal analyst. 2022, I was the tax supervisor at Espinosa Campos Asociados S.C.

ACCOUNTANT

HERNÁN ALONSO PAREDES VALENCIA
My main duties as an Accountant are to ensure compliance with the tax obligations of all individuals. I began my career as an accounting assistant at Alba y Asociados, later at Maviaca as a Junior Accountant, and prior to joining Gerbera, manager at Consultoría Priamo. I earned a Bachelors degree in Accounting from the Universidad Nacional Autónoma de México (UNAM).

ACCOUNTANT

ISRAEL VERA MORALES
In my role as accountant at Gerbera, I am responsible for supporting the administrative and financial activities of the group’s treasury, as well as for monitoring the financial transactions of the group’s companies. I began my career as an accounting assistant at Consultores y Asesores Navarro y Asociados. Subsequently I joined Quibrera Saldaá Hermanos in a similar role. I have also worked for Innovamédica as an Accountant and in 2010 I entered Alandra Medical, an investee company of Gerbera Capital where I stayed up until my incorporation to the fund’s team. I have an Accounting degree from the UNAM.

FINANCE ADMINISTRATION MANAGER

JAVIER VELA CARRILLO
I majored in Law at UNAM University, and I am really keen on Venture Capital. I have also done post degree studies at my alma mater, as well as at Anahuac University, on business, corporative, and private capitals subjects. Currently, I am taking a Professional Certification as Entrepreneurship and Innovation Consultant, at Salamanca University, Spain I have had the opportunity for building up and managing investing funds, either national or overseas, as well as participating on diverse successful disinvestments. Similarly, I have participated in creating and following up federal programs to back up entrepreneurship and initial capital. sponsored by big entities, such as National Financiera, CONACYT, Economy Ministry , INADEM, among others. At Gerbera Capital, my major duties are: Encouraging the sound procedures of the investments, identifying and monitoring possible legal and/or financial risks, creating new projects and processes, which are aimed to keep Gerbera Capital as one of the leaders in the Private Capital environment.

VICEPRESIDENTE DE ADMINISTRACIÓN

Jessica Gamboa García
Mi responsabilidad como Vicepresidente consiste en asegurar el correcto funcionamiento de diversas áreas relacionadas con actividades de finanzas y tesorería, contabilidad, auditoría, impuestos y ERP, mismas que fungen como un soporte primordial para que las empresas invertidas alcancen su propia autonomía en el mediano plazo y optimicen sus recursos con el apoyo de la experiencia y especialización del equipo Gerbera. De igual manera, soy responsable de la supervisión de las operaciones de los fideicomisos y del reporteo a los inversionistas, y fungo como canal de comunicación entre Gerbera y las empresas invertidas, emprendedores, instituciones fiduciarias e inversionistas. A la fecha, participo en iniciativas de mejora para las empresas, levantamientos de capital, Due Diligence, procesos de desinversión, así como en el Comité Ejecutivo y Consejo de Administración de ciertas empresas invertidas. Antes de incorporarme a Gerbera colabore en la CNBV como Subdirector de Conducta de Participantes del Mercado, supervisando a empresas que cotizan en la BMV e inicie mi carrera profesional en OSY, firma especializada en consultoría y litigio fiscal. Cuento con más de 10 años de experiencia en diversas áreas. En el ITAM estudie las carreras de Administración y de Contaduría Pública y Estrategia Financiera, así como el Diplomado en Asesoría Corporativa; recientemente curse un Diplomado de Fideicomisos. En materia de regulación y supervisión bursátil he participado en diversos Seminarios impartidos por la US SEC y la OICV-IOSCO y en materia de IFRS, NIF e Instrumentos Financieros he tomado cursos impartidos por el IIMV, así como cursos de Auditoría Forense, PLD y Reformas Fiscales.

FISCAL ACCOUNTANT

JORGE FRANCISCO COMPAÑ VALLEJO
My main responsibility in Gerbera Capital is to review the determination of monthly and annual taxes of the legal entities that are related to the Gerbera platform, as well as to carry out the corresponding activities of the tax department. I am an accountant graduated from the School of Accounting and Administration at the UNAM, and I have a diploma in tax contributions. Currently I am pursuing a Master's degree in taxes and a diploma in Tax Law and Taxpayer's defense means, I have more than 10 years of work experience in the tax and accounting area, I worked in Neme y Asociados as an accounting assistant from 2010 to 2013, during 2014 I participated as a semi Senior tax in Prieto, Ruiz de Velasco, from 2014 to 2016 I was Assistant Tax Advisor, and during 2016 - 2017 I worked as a Tax specialist in Afore Sura, during 2017 - 2018 I held the position of Tax Supervisor in Grupo MVS Dish, from 2018 to 2020 I participated as Tax Coordinator in IGSA, finally before joining Gerbera, I worked as a general tax accountant from 2020 to 2021 in Larvatex.

FISCAL ACCOUNTANT

LAURA RAMOS HERNÁNDEZ
I am a fiscal specialist accountant at Gerbera Capital. I am in charge of looking over fiscal duties compliance over the assigned entities, as well as giving support on general fiscal issues. I majored as an accountant at Instituto Politécnico Nacional (IPN), and I took a Federation Fiscal Code seminar. I’ve got a 16-year expertise on accounting and fiscal areas working for “Maviaca Consultores”, where I began as an accountant assistant, and eventually as a Senior Accountant. Later I joined Open Places, which is an SGF Global member, working as an Accountant Specialist.

HUMAN RESOURCES MANAGER

LEESLY VÁZQUEZ VILLAFAÑE
I am head of the Human Resources area within Gerbera Capital, I have more than 20 years of experience in the banking sectorin companies such as HSBC, Maxiprenda (a leading pawn shop in Mexico) as Human Resources Manager, Banco Santander as Deputy Director of Training , Banca Mifel serving as Deputy Director of Training and Internal Communication, and in Inmunomedi (a medical corporation) as Human Resources Manager. I am a graduate of Marketing studies at UNITEC, completed an MBA at ITAM andalso had the opportunity to complete a diploma in Strategic Management of Human Resources at TEC de Monterrey".

SENIOR FINANCIAL ANALYST

MABELA DÍAZ ETIENNE
I am a Senior Financial Analyst in Gerbera’s global portfolio management division. My main responsibilities involve the qualitative and quantitative analysis of investment opportunities, particularly in relation to public companies and industrial sectors. Prior to joining Gerbera, I worked for Actinver as an operator in the group’s money and derivative trading desks. As part of my role in Actinver, I received a license by the AMIB to operate in Money and Derivatives Market. I have also worked for LM Capital, an Asset Manager in San Diego, Ca. and for the company that David Laris Created in Shanghai, China, as an M&A project consultant. I have taken executive courses at Columbia University and The London School of Economics. I have a Bachelor’s in Economy from Universidad Iberoamericana where I attained the Suma Cum Laude acknowledgement graduating first in my class and attained a MBA from the University of San Diego where I was a “FEI Scholar”, which recognized me as the top finance student at the Unitversity of San Diego.

ERP ADMINISTRATOR

MARTINIANO GONZÁLEZ GONZÁLEZ
As an ERP administrator, I am responsible for assuring the best practices on module processes over ERP Dynamics 365. Currently I oversee service applications attention and process implementations for new Gerbera’s trust members. I have experience on accounting, systems implementation, processes and ERP (Dynamics 365 and Sinube) consulting. I am certified as Microsoft Dynamics 365 functional finance advisor. I worked at Estrella Blanca buses company on the accounting area, at Soluciones JJT SC direction as an consultant, and also at Fesworld SC as a functional consultant. I majored on Accounting from Universidad Autónoma del Estado de México (UAEM) and I got a master degree on Project Direction from Universidad Tecnológica de México.

MANAGING PARTNER

RAÚL A. URANGA LAMADRID
My role as Managing Director at Gerbera is to ensure that the group’s investments correspond to our desired level of risk and returns through the supervision of our investment transactions and by following up on the fund’s activities. In 2002 Alonso and I co-founded Rocher Holdings, a real estate developer specializing in the residential market in the Bajío and West of Mexico regions. Since 2001 I’ve been a member of the Board of Grupo Lotus, the third largest importer and independent distributor of tires in the country. To date I am an active member of the company’s Executive Committee. I was member of the Board of Directors and co-founder of Metroscubicos.com up until 2007, the year in which the company was sold to Time Warner. Prior to my activities at Gerbera, I have worked as a consultant at the Boston Consulting Group (BCG) in their Madrid and Monterrey offices. I have also collaborated as Corporate Associate at BANAMEX where I actively participated in the more than $1.2 BN USD corporate restructuring of Grupo Sidek-Situr. Currently I participate as a mentor in the Guadalajara chapter of Endeavor, an ONG that supports high impact entrepreneurs. I have a degree in business administration from the TEC de Monterrey and an MBA from The Amos Tuck School of Business of Darthmouth College.

ANALYST OF FINANCIAL INFORMATION AND INVESTOR RELATIONSHIPS

RAUL CORDERO PEREGRINA
My role at Gerbera Capital is as an Analyst of Financial Information and Investor Relationships. Before joining Gerbera, I worked as a Financial Analyst at SURA Investment Management, at GBM as an Institutional Investment Manager and at Banorte as a Project Manager. I received a Business Administration Degree from Universidad Iberoamericana, same University where I am currently studying an MBA.

ANALISTA DE CONTROL PRESUPUESTAL Y NUEVOS PROYECTOS

SANTIAGO LÓPEZ RUIZ
My main responsibilities in Gerbera Capital are focused on performing budget analysis and monitoring, expense control, use of banking platforms, quantitative analysis and information processing for the companies in which we invest and Gerbera’s Capital owned platform. At ITAM, where I completed my degree in Public Accounting and Financial Strategy, I obtained the NUESTRO ITAM scholarship due to my academic performance and in 2018 I obtained the ERASMUS+ scholarship for an academic exchange in Istanbul, Turkey. That same year I joined EY as an auditor, being part of national and international companies audit teams Additionally, I worked in 2020 at Kelth, a start-up related to nutrition, where I had the opportunity to innovate several processes, mainly related to adequate internal control, budget control and financial planning".

EXECUTIVE ASSISTANT

VERÓNICA FLORES MUÑOZ
I am a General Executive Assistant at Gerbera. My main responsibilities include the coordination and control of various administrative activities. I have over 20 years of experience as a Management and Executive Management Assistant. In this role, I have collaborated at various companies including; Corporacion Televisa and Seguros Monterrey New York Life., I have also worked at SILODISA and ABADI training and developing quality controls through the implementation of internationally benchmarked policies and procedures. I studied as an Executive Bilingual Secretary, attaining my degree from the Lafoel School.

MANAGING EXECUTIVE PARTNER

XIMENA DÍAZ ETIENNE
My responsibility as Managing Executive Partner is to ensure the optimal efficiency and control in the management and allocation of the group’s financial resources. I am in charge of supervising the implementation and compliance of the group’s budgets, the timely and accurate payment of taxes and the management of our treasury. I also supervise the management of Investment portfolios, compliance of legal and fiscal requirements, as well as the issuance of timely and accurate cash flow reports and projections. Previously I have worked in the public relations department of Zeña Baruffa, N.Y. and as the Treasury and Logistics Director at Casa Díaz de Máquinas de Coser. I graduated with a degree in Sales and Marketing for the fashion industry from the Parson School of Design at The New York School University in New York. I also have a degree in Textile Design from the Universidad Iberoamericana and a Graduate certificate in the Analysis and Accounting of Financial Instruments from the ITAM.

MANAGING PARTNER