Felipe Santos

Background

About Felipe Santos

Seasoned investment analyst (+20 years’ experience - VP) covering Latin America with strong communication skills and client relationships and used to interact/negotiate not only with diverse stakeholders (CEO, CFO, equity investors and debt holders), but also with ministries and government authorities from regulatory agencies. Strong leadership and people management skills being known for attentively listening to internal/external clients, comprehending their requirements, and assessing companies’ business viability. · Published reports and investment materials that contributed to formulating strategies for investment bank (O&G/Services industry in Mexico) fostering business growth that resulted in a strong investment or advisory pipeline. · Leadership training & coordination of teams and lead investment or advisory deals with comprehensive due diligence in several IPO and follow-ons. Lead conferences, and deal and non-deal roadshows with investments funds from Brazil, Mexico, Colombia, Chile, Argentina, North America, Europe, and Middle East. Robust knowledge of financials, accounting, companies’ valuation, M&A with career combined in Sell and Buy side, planning and audit with several local certifications and master’s degree in Macroeconomics and Finance. Strong knowledge of Oil & Gas, Chemicals, Utilities, Logistics & Transportation sectors. · Ranked by Institutional Investor for Oil & Gas sector (2014 and 2016). · Awarded with Thompson Reuters #2 Latin America Top Stock Energy Picker,(2016).