Investment Summary

Advent Morro Equity Partners Invests In Switch Business Transformation

On January 1, 2021, private equity firm Advent Morro Equity Partners invested in business services company Switch Business Transformation

Investment Highlights
  • This is Advent Morro Equity Partners’ 2nd transaction in the Business Services sector.
  • This is Advent Morro Equity Partners’ 10th transaction in Puerto Rico.

Investment Summary
Date 2021-01-01
Target Switch Business Transformation
Sector Business Services
Investor(s) Advent Morro Equity Partners
Deal Type Stake Purchase

Target

Switch Business Transformation

San Juan, Puerto Rico
Switch Business Transformation is a business consulting company that helps organizations improve and optimize their processes by identifying and defining the organization’s needs and designing specific solutions within the Salesforce Platform and other related products that integrate customer's information and processes. Switch Business Transformation is based in San Juan, Puerto Rico.

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Investor(S) 1

Investor

Advent Morro Equity Partners

San Juan, Puerto Rico

Investor Investor

Category Private Equity Firm
Founded 1989
Size Small
Type Sector Agnostic
DESCRIPTION

Advent Morro Equity Partners is a private equity firm focused on opportunities connected to Puerto Rico. The FIrm invests in companies operating in Puerto Rico, Puerto Rican companies expanding into the US, and established US-based companies whose products or services target the US hispanic market. Advent Morro’s seeks to team with management teams looking for capital to accelerate growth organically or through acquisitions. The Firm looks to invest $5 to $10 million in companies with annual revenues between $5 and $20 million. Sectors of interest include healthcare, hospitality, telecommunications, software-development, distribution, education and medical insurance. The Firm will consider a variety of investment situations, including MBOs, corporate divestitures, turnarounds, recapitalization of family owned businesses, and industry consolidation. Advent Morro Equity Partners was formed 1989 and is based in San Juan.

DEAL STATS #
Overall 21 of 22
Sector (Business Services) 2 of 2
Type (Stake Purchase) 5 of 5
Country (Puerto Rico) 10 of 11
Year (2021) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-01-01 Miramar Brewing

Puerto Rico

Miramar Brewing is a craft beer brewing, beer pub and craft beer distribution company located in Puerto Rico.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-02-01 Andeno

San Juan, Puerto Rico

Andeno is an online small loan consumer lending company. Andeno is based in San Juan, Puerto Rico.

Buy -
Mergr

Product

Company

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