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The Mexican Decade & Near Shoring - Private Equity Opportunities in Mexico with Sebastian Miralles
Manage episode 411371341 series 3526282
Konten disediakan oleh Patrick Flood. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Patrick Flood atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
In this episode I speak with Sebastian Miralles. Sebastian is the founder and managing partner of Tempest Capital, one of the leading private equity firms in Mexico.
We discuss Sebastian's "Mexican Decade" thesis and how it relates to the "Near Shoring" trend. We also discuss corporate governance and conducting due diligence in Mexico, as well as the upcoming elections in Mexico.
This is a fascinating conversation that is full of useful information for investors interested in Mexico!
If you want to connect with Sebastian and follow his work, here are the links to his LinkedIn and X profile, as well as a link to a recent research piece:
LinkedIn: https://www.linkedin.com/in/sebastianmiralles/
Twitter/X: https://twitter.com/smirallesacuna
Tempest Capital: https://www.tempestcapital.com/
Research piece: "The Mexican Decade, the first derivative is here." October 2023: https://www.linkedin.com/posts/tempestcapital_the-mexican-decade-the-1st-derivative-is-activity-7120165987366141952-6iBG?utm_source=share&utm_medium=member_desktop
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