We help business owners achieve their goals.

Who We Are

At Connelly Capital, we stand out as a unique investment bank due to our extensive operational experience. Our Managing Directors and Senior team collectively have over 45 years of hands-on experience as C-level executives, owners, lenders, advisors, and investors in various companies across Puerto Rico, the US Virgin Islands, the United States, and Latin America.

Unlike traditional investment bankers, we approach transactions from a business owner’s perspective. Having navigated industry challenges, hiring issues, and M&A transactions, our team brings a holistic understanding and a practical approach to our clients’ challenges.

Our commitment to delivering exceptional results is reflected in our deep engagement with clients throughout the transaction process. We pride ourselves on building lasting relationships grounded in trust and transparency, ensuring that we are not just advisors but dedicated partners in your success. Together, we can navigate the complexities of the market and unlock new opportunities for growth.

Connelly at
a Glance

$800M+

Accumulated Transaction Value


60+

Transactions


45+

Combined Years of Experience


Our Services

Connelly Capital partners with privately held business owners across diverse industries. Our industry-agnostic approach enables us to tailor our services to meet the unique needs of each client. We are dedicated to maximizing value through strategic acquisitions, divestitures, restructurings, capital raising, and private equity management.

  • At Connelly Capital, we leverage our expertise and the standards of the National Association of Certified Valuation Analysts to deliver balanced valuations. Using asset, market, and income approaches, we provide clear explanations of our calculations and serve as expert witnesses in dispute situations, offering independent assessments to support negotiations.

  • At Connelly Capital, we help maximize the value of your business’ through our expertise in operational strategy, financial engineering, and mid-market M&A. As former founders and operators, we guide you from value enhancement pre-work, process design, buyer identification, offer selection, diligence to final closing, ensuring the best possible outcome for you.

  • At Connelly Capital, we assist clients seeking advice on specific acquisitions as well as those looking to grow through multiple acquisitions. With our extensive experience in founding, operating, and selling businesses, we help clients define acquisition strategies, identify suitable prospects, and manage the entire process from initial discussions to closing, ensuring all strategic, operational, and financial implications are carefully considered.

  • At Connelly Capital, we help businesses overcome the challenge of securing capital for growth, whether it's for a new venture, acquisition, or expansion. Our services encompass financial forecasting, business plan development, company valuations, and negotiation with funders, leveraging our extensive network of banks, private equity firms, and venture capital funds to ensure you get the best value from the market.

  • At Connelly Capital, we help businesses secure the capital they need for growth, whether it's startup funding, acquisition financing, or expansion capital. With a broad network of banks, private equity, and venture capital firms, we handle everything from financial forecasting and business planning to negotiating the best funding terms..

  • At Connelly Capital, we partner with clients looking to restructure their capital stack through recapitalizations, optimizing the mix of debt and equity to improve financial stability and business performance. This process enables companies to address financial challenges, seize growth opportunities, and enhance shareholder value.

  • At Connelly Capital, we actively manage over $600M+ in private equity non-discretionary and discretionary assets, via our two private equity funds, Connelly Capital Series Fund I, LLC and Connelly Capital Series Fund II, LLC.

  • At Connelly Capital, we has have extensive experience managing the entire life cycle of New Markets Tax Credits (NMTC) allocations and transactions—from sourcing to successful financial close and post-close compliance.

    Our advising approach for our clients includes (i) matching the project sponsor with the appropriate Community Development Entities (CDE), Leverage Lenders, and NMTC Investors based on their investment strategy and market opportunities; (ii) sourcing tax credits, deal structuring and closing transactions featuring federal NMTCs; (iii) aligning NMTC financing to other economic incentives; (iv) assisting CDEs or QALICBs with any task related to the NMTC program—from preparing, writing and submitting their NMTC application to NMTC asset management; (v) managing all aspects of deal underwriting for the project; (vi) advising CDEs on project pipeline development; and (vii) developing metrics to measure the community impact and benefit of an NMTC project.

  • At Connelly Capital, we have extensive experience in establishing governance structures, providing litigation support, serving as fractional CFOs, and conducting financial analysis. We are committed to supporting your goals with tailored solutions and strategic insights

Transactions

Our Team

Managing Member
Francisco Uriarte

Managing Member
Gustavo Ayala

Compliance & Operations Manager
Cristina Dominguez

Controller
Yemara Acosta, CPA

Senior Analyst
Rodrigo Fernandez

Analyst
Pedro Alvarez