Valuation Advisory Services
Valuation and consulting for financial reporting; federal, state and local tax; investment; and risk management purposes.
Alex Stern is a senior advisor in the Valuation Advisory Services practice and is the office leader for Duff & Phelps in Mexico City. He has over 20 years of experience in resolving complex issues for clients, advising on acquisitions, sale mandates, divestitures, capital placement and deployment and other transactional related assignments. In addition, Alex has provided several clients with valuation and modeling consulting services for the purposes of accounting, tax planning, financing, mergers and acquisitions, and litigation.
Having spent considerable time working in New York and Mexico City, and by covering many aspects of the M&A lifecycle for corporations and financial sponsors, Alex has gained experience across a wide range of industries and geographies. Alex has worked on over 40 transactions representing over $2B in transaction value, and most deals have involved companies in the mid-market segment.
Alex has extensive M&A advisory experience which includes the following: provided buy-side advisory as part of the multi-country team for a UK based company that provides engineering services in relation to an acquisition search in Latin America; provided buy-side advisory to one of the largest food and condiment manufacturers of Japan, in their expansion efforts in Latin America; acted as buy-side advisor and perform a commercial due diligence for a company that provides wireless vehicle tracking services, the company is a U.S. based multinational expanding its footprint in Latin America; advised a Belgian manufacturing company on their cross-border acquisition and due diligence of the largest local player in the Mexican market; led an M&A buy-side initiative to assist clients identify and successfully execute on cross-border transactions in emerging markets.
Prior to joining Duff & Phelps, Alex was a financial advisory partner at Deloitte, based in Mexico City and New York.
Alex holds a B.S. degree in Industrial Engineering from Universidad Iboroamericana in Mexico City and an M.B.A. from the University of Salford, in Manchester U.K. Alex speaks fluent Spanish, English and German.
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Sale of 29.3% stake in