Investment Consulting USA was founded in 2018 by two advisors who had already spent years on both sides of the table: owner-operated business sales and institutional M&A. The firm has stayed deliberately small so that the people you meet first are the people who negotiate your deal.
The three things every client can count on.
Most firms are compensated to bring you to market today. We have built our reputation on a different discipline: giving owners an honest assessment of their business, their timing, and their value — and proceeding only when it genuinely serves their interests.
We take on only the clients we are confident we can serve well. If your business is not yet ready, or we are not the right fit, we will tell you directly and point you toward a better path — with no engagement and no pressure.
The sale of a business is a confidential matter. Our off-market approach ensures your staff, customers, and competitors remain unaware until you decide otherwise — protecting both your operations and your negotiating position.
A period of preparation — clean financials, precise positioning, a stronger pool of buyers — can change your outcome by seven figures. We help you sell from a position of strength rather than urgency.
Together the firm has closed more than $108 million in transactions, and between them the partners have also worked on institutional transactions in the hundreds of millions of dollars.
Alejandra has advised business owners since 2015 and co-founded Investment Consulting USA in 2018. She began in small business sales, connecting U.S. owners with foreign direct investment, and her work grew steadily into larger and more complex transactions.
That path took her to Deloitte’s Integration & Divestiture team, where she spent two years as an M&A consultant on multinational mergers and divestitures for large healthcare and financial institutions, including banks, in transactions measured in the hundreds of millions of dollars.
She brings both sides of that experience to every engagement: a feel for owner-operated businesses and the discipline of institutional M&A. Her transaction work spans privately held companies from the low six figures to $50 million and beyond, across hospitality, distribution and manufacturing, services, wholesale and retail, franchises, technology, and financial services. She leads valuation and deal structuring, negotiates terms on the owner’s behalf, and directs lenders, CPAs, and attorneys through diligence to closing.
Master of Business Administration and Master of Science in International Real Estate, Florida International University · Licensed real estate sales associate · Member, Business Brokers of Florida, since 2015.
Since co-founding Investment Consulting USA in 2018, Alfonso has advised owners of privately held businesses on when to sell, what their company is truly worth, and how to reach the right buyer without the world knowing. Nearly all of that work arrives the same way: by referral from a client he told the truth to.
Before the firm, he worked on cross-border institutional transactions in infrastructure and corporate development, including deals above $120 million, then spent time inside a regional bank learning underwriting and customer vetting from the lender’s side. That background is why he reads a business the way a lender and a buyer will. Based in downtown Miami and fluent in both markets, he brings qualified buyers from across the United States and Latin America to the table and stays involved from the first conversation to closing.
BA, Accounting, Miami Dade College · ABA Universal Banking credential · NMLS mortgage loan originator license (inactive); not currently acting as a mortgage broker or originating loans.
“We would rather turn down a client than take on one we cannot help. But when we know we can make a difference — you can bet the house we are going to make it happen.”
Our advisors hold active membership in the professional associations that set the standard for ethics and competence in our profession — at home in Florida and internationally.
The global standard for professionalism and ethics in the sale of privately held businesses — reflected in every opinion of value we deliver.
Florida’s principal network for connecting qualified buyers and sellers. Membership is held individually by Founding Partner Alejandra B. Barrera, not by the firm.
The BBB’s highest rating — earned through a record of trust, transparency, and doing right by every client.
Owners start with a free, confidential estimate. Buyers start with a deal review from $199.
Not ready for an estimate, or want to understand how we work before sharing any numbers? Send us a note. A senior advisor will reply privately, typically within one business day.
Prefer to talk? +1 (561) 765-2303 · info@ic-usa.com
A senior advisor will reply privately, typically within one business day.