Remezzano

Expanding a business in the U.S. should be an exciting achievement. However, for many Latin American business owners, the U.S. market presents challenges such as navigating complex financial regulations, understanding valuation processes, and adjusting to new market dynamics. To ensure a successful expansion, businesses must secure expert financial counsel, efficiently structure cross-border transactions, and identify investments with balanced risk.

This is where Andrés Remezzano Bongiovani comes in. With over 27 years of experience in financial advisory, he specializes in mergers and acquisitions, business valuation, and wealth management. Having worked extensively in Argentina, Peru, and Mexico, Andrés possesses deep insights into both Latin American and U.S. markets. His ability to connect with Latin American entrepreneurs—speaking their language and understanding their unique challenges—sets him apart from other advisors in the field.

He founded Remezzano to help Latin American generational entrepreneurs navigate the complexities of cross-border expansion and family business challenges. The firm provides tailored financial advisory services to support their growth in the U.S. market and beyond.

“When I speak with Latin American entrepreneurs in the U.S.—whether they’re first-generation business owners or second-generation investors—I can relate to their challenges in a way that most U.S.-based advisors cannot,” says Andrés.

Market Challenges and Innovative Solutions

Latin American business owners entering the U.S. face several major obstacles, including a lack of financial advisors.

A recent McKinsey study estimates a widening shortage of wealth management professionals, leaving many business owners with little guidance. Financial literacy is another issue, as many high-net-worth individuals lack the knowledge needed to invest their assets effectively. Additionally, the complexities of entering the U.S. market create significant barriers—entrepreneurs must attract investors, comply with regulations, and adapt to a new business environment, all while managing risks in an unfamiliar financial landscape.

Remezzano offers targeted solutions to these challenges. The firm specializes in assisting Latin American companies with expansion by connecting them with investors, structuring transactions, and securing financing. For instance, a Mexican restaurant chain looking to expand into Florida may struggle to find the right investors or set up its U.S. operations efficiently. Remezzano oversees the entire process, from securing financial partners to ensuring successful market entry.

The firm is also deeply involved in family business advisory, a critical service given that 60 percent to 70 percent of U.S. companies are family-owned. Succession planning, shareholder agreements, and business valuations are essential to maintaining stability, and Remezzano ensures that ownership transfers are handled equitably and strategically.

Wealth management is another key area where the firm provides substantial value. Many high-net-worth individuals, despite their business success, lack the expertise to navigate complex investment decisions. Rather than simply offering portfolio advice, Remezzano provides financial education and coaching, empowering clients to make informed investment choices.

Client Successes and Future Growth

Several real-world examples highlight the firm’s success. In one case, a family sought to transfer ownership from a father, who held a 75 percent stake in his company, to his children. Remezzano conducted a business valuation to ensure shares were distributed fairly while maintaining both family harmony and financial stability.

In another case, a couple going through a divorce needed to divide their jointly owned business. Remezzano performed a thorough valuation, facilitating a fair and equitable settlement. The firm has also guided numerous clients in wealth management, helping them make informed investment decisions rather than relying on speculation.

Looking ahead, Remezzano plans to expand in California, Florida, and New York—key markets with strong Latin American business networks. Committed to a boutique, client-focused approach, the firm continues to pave the way for success in an evolving financial landscape.