MoonSail is led by a team of seasoned investors who have executed more than 20 lower middle market private equity transactions, with over $1 billion in aggregate enterprise value
Mr. Ortiz was a Principal at Palladium Equity Partners, a $2 billion AUM private equity firm based in New York focused on making investments in lower-middle market companies with a focus on founder and family-owned businesses. At Palladium, Mr. Ortiz led deal teams overseeing more than $500 million in equity value and was responsible for sourcing, screening, and diligence of new investment opportunities across the healthcare, industrial products, and financial services industries.
Born and raised in Puerto Rico, Mr. Ortiz began his career as an Analyst in internal M&A group of Banco Popular executing principal investments and acquisitions in transaction processing and financial services companies in the U.S. and Latin America. He then served as an Associate with Advent-Morro Equity Partners, a San Juan-based private equity firm affiliated with Boston-based Advent International, where he invested in opportunities in healthcare services, business services, and manufacturing. Mr. Ortiz earned a BS from the Georgia Institute of Technology and an MBA from Stanford’s Graduate School of Business.
Mr. Rodríguez was most recently a Managing Director and Deputy Head of Macro at Credit Suisse in New York and London. Mr. Rodríguez began his career on Wall Street in the Public Finance Department of Merrill Lynch in 1996 where he focused on interest rate hedging strategies to enhance debt transactions for municipal clients and non-for profit institutions. After working several years covering banking clients he shifted his focus to trading where he rose to manage Merrill Lynch’s proprietary guaranteed investment contract business.
In 2004, Mr. Rodríguez transitioned to Deutsche Bank to establish the bank’s Municipal Bond effort from scratch. Over the next 6 years, he built an elite banking team covering all aspects of municipal bond trading and grew the business into one of the most profitable segments of the bank. Mr. Rodríguez received his BS in Finance and MS in Accounting from Tulane University, with honors.