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Investment Banking

At R² Responsible Research, we advise our clients in:

  1. Financial Advisory Consulting

  2. Capital Raising

  3. Restructuring

  4. Mergers and Acquisitions

  5. Fairness Opinions

  6. Portfolio Valuation (Hedge Funds, Family Offices, CKD’s, PE, VC)

  7. Expert Opinion in legal disputes

Ancla 1


Our experienced analysts have covered local and international issuers in different sectors. Thanks to a global network of Corporates, Institutional Investors, and local analysts, we are able to offer independent market intelligence, Sponsored Research, and Corporate Access solutions, as well as Buy-side and Sell-Side Research Outsourcing.


Startup Advisory

At R² we support entrepreneurs in developing the idea, creating the business model, and pitch deck, training for meetings with investors and the capital-raising process.

  1. Comprehensive advisory

  2. Third-party CFO and Investor Relations

  3. Valuation

  4. Fundraising (debt and equity)


Investor Relations

We advise issuers on how to prepare earnings reports and their communication strategy with the markets. We focus on creating lasting relationships with institutional investors, governed by principles of transparency and integrity, using the best distribution channels. Thanks to our international alliances we are able to organize roadshows inside and outside of Mexico.

Financial Education

R² Responsible Research has celebrated alliances with HiPoDeC (Universidad Panamericana), Benjamin Graham, and Elite Market Instruction thanks to its experienced team of instructors (CFA Charterholders) and graduates from prestigious universities.

  1. Prep courses for the CFA certification (levels I, II, and III)

  2. Finance courses for financial and non-financial executives

  3. Prep course for certifications in the Mexican stock market

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