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Roberto Chagoya

Roberto Chagoya

Transaction Advisory Services & Valuation Partner

Biography

Roberto Chagoya is a graduate in Public Accounting from the National Polytechnic Institute of Mexico, [in Spanish: el Instituto Politécnico Nacional], and is a Certified Public Accountant, (CPA en México), at the Mexican Institute of Public Accountants [in Spanish: el Instituto Mexicano de Contadores Públicos].

He has more than 22 years of experience in advisory service in mergers and acquisitions, auditing, financial Due Diligence, corporate finance, preparation and examination of financial statements in accordance with IFRS in Mexico, US GAAP, Mexican regulations, and tax reports. He was lead partner in Mexico and Central America in the area of mergers and acquisitions, and was in charge of more than 35 people for one of the Big 4 firms, supporting companies from different industries such as financial services, consumer products, telecommunications, manufacturing, pharmaceuticals, and private capital, among others, and in different countries.  

Roberto has stood out in Due Diligence services with regard to merger and acquisition transactions both on the buy-side and the sell-side. In addition, he has participated in carve-out processes and forensic accounting for price adjustments in closing transactions; among other services. Moreover, he has acted as a consultant for important private equity funds and for Mexican and International companies.

Roberto is an integral part of the JA del Río team of experts and shares the firm goal of helping companies to do business in Latin America. 

 

Specialty area
  • Financial Due Diligence
  • Forensic accounting for price adjustments
  • Corporate finance and transaction advisory services.
  • Experience in the examination of financial statements in accordance with IFRS in Mexico, US GAAP, and Mexican regulations. 
  • Financial statement audits
Articles and publications
  • Financial Information Regulations article regarding leasings (IFRS 16 and NIF D-5). Impact and transaction process of M&A and financing operations (2021). Published in LinkedIn, with employees and clients.
  • EBITDA Working Capital article after COVID19. Considerations concerning M&A transactions and financing operations (2021). Published in LinkedIn, with employees and clients.
Memberships and affiliations
  • Member of the Finance Commission of the College of Public Accountants of Mexico [in Spanish: la Comisión de Finanzas del Colegio de Contadores Públicos de México]. 
  • Speaker at the Monterrey Institute of Technology and Higher Education, [in Spanish: el Instituto Tecnológico de Estudios Superiores de Monterrey], for the Master of Business Administration Degree Program, Guadalajara campus. Mergers and acquisitions course taught.
  • Speaker at Anáhuac University, [in Spanish: Universidad Anáhuac], north campus for B.A. Degree Program. Mergers and acquisitions course taught.