Family Offices in Latin America

Acuitas Investments, LLC is an investment management firm specializing in identifying unique investment opportunities within inefficient global small and microcap markets. The firm employs a multi-manager approach across its strategies, which include U.S. Microcap, Small Cap, International Small Cap, and Emerging Markets Small Cap equities. Their investment philosophy is rooted in the belief that certain markets are inherently less efficient, offering skilled investment managers the opportunity to generate best-in-class returns.Founded in 2011 by Christopher D. Tessin and Dennis Jensen, Acuitas Investments was established on the core principles of exceptional research, a commitment to investment excellence, and superior client service. The firm's partners are invested alongside their clients, ensuring alignment of interests. They emphasize the importance of dedicated resources for identifying and monitoring early life-cycle, high-conviction investment managers, particularly in less efficient market segments.While Acuitas Investments primarily focuses on managing multi-manager funds, their portfolio holdings, as disclosed in SEC filings, have included public equities such as RADCOM Ltd., Solaris Oilfield Infrastructure, Inc., Marchex, Inc., Silicom Ltd., and Alpha and Omega Semiconductor Limited. The firm's research approach is fundamentally based, forward-looking, and supplemented by quantitative analysis, with a focus on robust idea generation and deep qualitative research into investment teams.The leadership team includes founders Christopher D. Tessin, who serves as Managing Partner and Lead Portfolio Manager, and Dennis Jensen, who is a Partner and the Director of Research. Both have extensive backgrounds in asset management and investment research, including significant tenures at Russell Investments. Other key team members include Doug Porter, Senior Research Analyst and Portfolio Manager for international and emerging markets small cap portfolios, Lisa Thenell, Chief Compliance Officer and Chief Operating Officer, and Matt Nieman, Portfolio Manager for U.S. Microcap portfolios and Senior Research Analyst.

Beamonte Investments is a global single-family office established in 2000, specializing in private equity and structured lending. The firm operates as both a principal and agent, having executed transactions exceeding US$8 billion across diverse industries and geographical regions. Their investment philosophy centers on long-term value creation and disciplined practices, positioning them as an agile capital partner for growth-oriented companies. Beamonte Investments is distinguished by its independence from outside limited partners, which grants it the flexibility to act swiftly and strategically in unique situations, unconstrained by traditional mandates or fundraising cycles.The firm actively invests in private growth companies, prioritizing those with predictable, recurring revenue streams, strong capital efficiency, and robust competitive advantages. Beamonte Investments adopts a hands-on approach, collaborating closely with entrepreneurs and management teams to implement best practices, scale operations, and navigate complex market environments. Their engagement post-investment is deep, working alongside leadership to define long-term roadmaps and carefully selecting board members who serve as trusted advisors, fostering constructive dialogue for better decision-making.Beamonte Investments focuses on building enduring, scalable platforms that deliver consistent, risk-adjusted returns, emphasizing patience, partnership, and value creation over quick exits. Their sector interests span Media, Financial Services & Fintech, Healthcare, Healthtech & Medtech, Technology, Software & Gaming, Business Services, Real Estate, Education & Edtech, and Manufacturing. The firm maintains offices in New York, Mexico City, London, and Madrid, enabling them to source and execute transactions across North America, Latin America, and Europe, with particular expertise in underserved and fragmented markets where operational insight and patient capital can generate significant value.Luis F. Trevino serves as a Senior Managing Director at Beamonte Investments and leads the private equity arm, Beamonte Capital Partners, which focuses on opportunities in Latin America. He also presides over Beamonte Mexico Holdings (BMXH), a diversified holding company targeting private and public investments in Mexico. Trevino's extensive background includes investment banking, private equity, strategic consulting, and corporate finance advisory, with significant experience in leveraged finance, distressed debt, and cross-border transactions in the US and Latin America. He has been involved in structuring numerous debt transactions across various industries, including health, IT, and pharmaceuticals.

Jolimont Global is an investment firm specializing in high-growth mining equipment, technology, and services (METS) companies. The firm focuses on identifying and supporting emerging technologies and innovative ideas within the mining sector, aiming to enhance productivity, reduce costs, and promote environmental sustainability. Their investment strategy encompasses various stages, from early-stage venture capital to growth and late-stage rounds, with typical deal sizes ranging between $15 million and $20 million.Founded in 2003 as Jolimont Capital by Lex McArthur and Charles Gillies, the firm later became Jolimont Global Mining Systems. In September 2019, Jolimont Global Mining Systems Pty Ltd was acquired by Resource Capital Funds (RCF), a prominent private equity investor in the metals and mining sector. Following the acquisition, the principals of Jolimont Global Mining Systems now manage the RCF Innovation team, overseeing funds such as RCF Jolimont Mining Innovation Fund II, which continues the focus on mining innovation.Jolimont Global, through its various iterations and its current integration with Resource Capital Funds, has a track record of investing in companies that bring transformative solutions to the mining industry. Notable investments include SciAps, a manufacturer of high-performance handheld instrumentation, and Rail-Veyor Technologies Global Inc., an autonomous materials handling specialist. The firm's portfolio companies often contribute to key industry trends such as electrification, automation, and decarbonization in mining operations.The firm's leadership, including founders like Charles Gillies and Lex McArthur, brings extensive commercial experience in mining, technology, private equity, and finance. This deep industry expertise allows Jolimont Global to provide not only capital but also strategic guidance and capabilities to its portfolio companies, accelerating the commercialization of new technologies globally. The team actively scans and evaluates mining technology products and services from around the world, maintaining relationships with leading research institutions and universities.

Spell Capital Partners, LLC is an established investment firm specializing in private equity, with a focus on acquiring controlling interests in well-managed, historically profitable industrial manufacturing businesses. The firm targets companies within the lower middle market, emphasizing sectors such as plastics, capital equipment, packaging, precision metal fabrications, and various commercial products and services. Spell Capital collaborates closely with management teams, leveraging its expertise in acquisitions and financing to foster both internal growth and expansion through add-on acquisitions.Founded in 1988 by William "Bill" Spell, the firm has accumulated over 35 years of successful private equity investment experience. Initially managing both private equity and mezzanine capital, Spell Capital's mezzanine lending and secondary-investment business was sold in the summer of 2022 and subsequently renamed NorthCoast Mezzanine as part of Mr. Spell's succession planning strategy. Currently, new control equity deals are primarily funded by the Spell Family Office, following the investment of its fifth private equity buyout fund, Spell Capital Partners Fund V.Spell Capital Partners has a track record of strategic acquisitions and divestitures. Recent activities include the acquisition of MacDonald & Owen in March 2026 and All Star Corrugated in June 2024. Notable sales include Norshield Security Products in December 2024 and Complete Packaging in March 2024. The firm's portfolio has included diverse industrial companies such as Precision Production, Atlas Wire, LLC, Diamond Graphics, Durocolour, Northwood Foods, and Patriot Armor.The firm's investment professionals are recognized for their diverse backgrounds, successful investment track records, and extensive business networks. They bring long-standing experience in investing in lower middle market companies across various economic cycles. The team, led by Founder and President Bill Spell, includes key members such as Andrea Nelson (Chief Operating Officer/CFO), Jim Rikkers (Senior Managing Director), and Harry Spell (Managing Director), among others. They are committed to open communication, timely feedback, and a flexible approach to structuring transactions to meet the needs of sellers and drive long-term value creation.