Ramiro A. Ortiz assists the firm’s South Florida business development efforts.  Ramiro has nearly 50 years of leadership, operations, and sales experience, serving as a senior executive in various South Florida institutions, including as president of BankUnited and SunTrust Bank.  

Ramiro is dedicated to the community, and has served as chairman of the Greater Miami Chamber of Commerce, co-chair of the United Way of Miami Dade County, and as an elected member of the Orange Bowl Committee, among numerous other civic roles. Ramiro is a graduate of the School of Bank Administration at the University of Wisconsin.

 

 

 

 

 

 

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Bert is a senior executive with over 40 years of expertise streamlining business processes, controlling expenses, enhancing revenue, and motivating talent to drive profitability.  Bert has assumed the CFO role six times, including three publicly traded and three private equity-backed companies.  During this period, he successfully raised over $2 billion of financing and $600 million in private and public equity.  

Bert has served as CFO of US Century Bank and BankUnited, where he had financial responsibility for a $15 billion balance sheet.  Additionally, he was CFO of Vertical Bridge REIT, the largest private owner and operator of communications infrastructure in the US, CFO of Intcomex, a $1.3 billion international electronics distributor, and COO and CFO of Trade Street Residential, a multifamily REIT, which he successfully took public through an IPO.  He started his career in public accounting and served as a Director at PWC.  

Bert is a licensed CPA and received his Master of Business Administration and Bachelors from the University of Miami and was appointed to the President’s Council of his alma mater.

Carlos has over 15 years of experience in private equity, mergers & acquisitions, financial analysis, and accounting.

Carlos previously held a dual senior financial reporting and accounting role at CalAtlantic Title, Inc, a subsidiary of Lennar Corporation. Carlos was a critical leader in various M&A transactions, where he was responsible for assessing and integrating financial processes and reporting.

Prior to CalAtlantic Title, Carlos was a Senior Associate at EIH Capital Partners, a private investment firm that focused on the acquisition of corporate divestitures. Carlos was responsible for leading the deal origination efforts and M&A process in North America and Europe. Along with managing relationships with Fortune 500 executives and investment bankers, he held an important role in organizing and training the firm’s business development team and instrumental in both buy-side and sell-side transactions.

Carlos received his Bachelor of Business Administration with a major in Finance and a Master of Business Administration from Florida International University.

Gerry is an accomplished retail and franchise executive, having led numerous turnarounds as both a CEO and COO.  He spent over 16 years working with Wayne Huizenga, initially serving as COO of Blockbuster Entertainment, where he was responsible for its expansion from twenty stores in Dallas to over 5,000 stores internationally (~$6 Billion in revenues).  He subsequently went on to become the founding COO of AutoNation, where he oversaw the acquisition and integration of over 300 dealership locations nationwide (~$15 Billion in revenues).  

Since then, Gerry has led various turnarounds, including serving as COO of NationsRent, where he facilitated the sale of the company to Sunbelt Rentals to avoid liquidation, and CEO of Lady of America Franchise Corp. and FAST-FIX Jewelry and Watch Repairs, where he engineered their turnaround and subsequent sales.   

An active member of the South Florida community, he has been a board member of numerous organizations, including the Humane Society of Broward, NOVA University, and the Boys and Girls Club of Broward County.  Gerry graduated from York University in Canada, where he majored in Industrial Chemistry. 

Jack has deep experience leading numerous corporate turnarounds as both an advisor and operator, having served as a President, COO, and CFO.  His restructurings and operational turnaround experience includes a regional mid-size retailer, two North American paper mills, a national sports governing body, a pan-European data center owner/operator, a global subsea cable laying company and a $1.2 billion public environmental services company.  

Previously, he was an operating Principal of The Carlyle Group, where he led two portfolio company restructurings.  Prior to that, he was a Partner at McKinsey & Company where he co-founded its Miami office.  At McKinsey, he supported clients across North and South America, Europe, and Australia in various industries including financial services, manufacturing, consumer products, retail, and telecommunications.  Jack has a Master of Business Administration from Harvard Business School and a Bachelors in Mechanical Engineering from Duke University.

 

 

 

Julian is a senior executive and advisor with 30+ years of experience in performance transformation, change management and strategic execution in manufacturing, healthcare and multiple industrial sectors across the US, Asia and Europe.    

Previously Julian was Senior Advisor for private equity firm Cerberus, where he led strategic and operational performance improvement across the firm’s $30 billion portfolio.  Prior to that, he was Managing Director at turnaround firm AlixPartners, where he led restructuring and reorganizing of public and privately owned companies.  He was also Director (Senior Partner) at McKinsey & Company where he co-led the firm’s Operations Strategy and Lean Operations practices and led performance transformation for industrial and service companies.  Julian has extensive line operating experience including several years as COO in a privately owned engineering and manufacturing company.  

Julian has a Masters of Business Administration from Harvard Business School and Masters and Bachelors degrees in mechanical engineering from the University of Melbourne in Australia.

 

Stephen is a high-impact operating executive with deep operations and transformation expertise.  A Lean Six Sigma Master Blackbelt, he has overseen numerous performance improvements and operational turnarounds across middle-market businesses in industries such as logistics, manufacturing, healthcare, and business services.   

Since the Great Recession, he served as a General Partner and Operating Partner for Kamylon Holdings, a lower middle-market private equity fund, and CEO, and Board Member for various  portfolio companies.  During that time, he assumed the CEO role for two portfolio companies, LifeLine Ambulance and Transpac Aviation, both of which had dramatic and rapid profitability and performance improvements despite being initially unprofitable.  Earlier in his career, he was a Project Manager at McKinsey & Company where he led various cultural change initiatives.  

Stephen has an MBA from London Business School, a Bachelor of Managerial Economics from the US Coast Guard Academy, and was a Commissioned Officer and helicopter pilot for the U.S. Coast Guard and Navy.  

 

John Chung is an experienced investment banker with more than 35 years of experience throughout Latin America.  He successfully helped distressed clients restructure and sell through a variety of devaluation and political crises across the region.  John’s experience spans a wide range of industries including: industrials, oil & gas, utilities, media & telecom, food & beverage, and financial institutions.  

Previously, John was a Managing Director at Citigroup where he led its Investment Banking efforts for Central America & the Caribbean and prior to that was the Co-Head of Mergers and Acquisitions for Salomon Brothers in Latin America.  He began his career at S.G. Warburg.  

John received his Masters of Business Administration from Harvard Business School and a Bachelors from Davidson College.

 

 

 

Mike has over 35 years of experience as an executive and advisor, serving in roles across various business functions, including operations, finance, sales, IT, and human resources.  With extensive hands-on experience in energy and oil & gas, he oversaw restructurings and reorganizations associated with various oil market downturns.  

Previously, Mike was a Chief Risk Officer and Managing Director at Alinda Capital Partners, where he was responsible for portfolio management of its $9+ Billion portfolio.  While there, he led and oversaw performance turnarounds of various companies as well as served as an interim-CEO and board member.   Prior to that, Mike was a senior management consultant at a number of firms including McKinsey & Company, Cap Gemini, Deloitte Consulting, and Satyam Computer Services.  There, he led numerous cost reduction and business improvement projects.  

Mike has a Masters of Business Administration from Harvard Business School and a Bachelors in chemical engineering from Cornell University.

 

Jonathan is the founder of SION CAPITAL LLC, a hospitality and real estate consulting and investment firm, focused on the U.S., Latin America, and the Caribbean.  He has 16+ years of diverse experience in the hospitality, real estate, consulting, investing, and operating realms; and, has executed numerous real estate projects for hotel, resort, casino, marina, golf, condo-hotel, residential, restaurant, parking, and mixed-use developments and investments, across every major lodging brand family. 

Jonathan is also a columnist for HotelNewsNow.com, a hospitality industry knowledge portal and he writes about cross-border investment topics and frequently guest lectures at universities and conferences. 

Jonathan previously worked in different roles at HotelAVE, JLL, and BofA Securities, among other leading firms and world-renowned hotels.  Jonathan has a Bachelor’s degree from Cornell University’s School of Hotel Administration and a Diploma from Les Roches International School of Hotel Management; and, he serves in alumni leadership roles for both institutions.