About Us

We are Trusted Advisors to our portfolio companies. We pride ourselves on our strong values and our proven track record of helping companies increase profitability and enterprise value.

Our Goal

We aim to consistently deliver high returns for our investors, hire and grow a diverse team of top-notch talent, and care for the communities where we invest.

INVESTMENT CRITERIA

What We Believe In

Trusted Teamwork

We're dependable advisors to the companies we're invested in

We keep the interests of our investors, general partners, portfolio companies, and communities in sync

We're open and honest with our companies and stakeholders

Collaboration is Key

We value our colleagues and the teams in our portfolio companies

We push for results in friendly, cooperative settings

We aim to make a positive difference for our stakeholders and communities

Embrace Risk

We look for growth potential and aren't afraid of taking calculated risks

We're all about performing at our best throughout the entire investment process

Stay Curious & Creative

We create value by building unique knowledge and insights

We're always questioning our viewpoints and those of others

Meet Our Founders

MoonSail is led by a team of seasoned investors

Rafael Ortiz

Managing Director at Moonsail

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.

Carlos Rodríguez

Managing Director at Moonsail

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.

Carlos Rodríguez MoonSail Capital Managing Director

Investment Criteria

MoonSails’s goal is to truly partner with management teams, providing not just capital but also strategic advice and operational tools that take companies to the next level. However, we do look for some fundamental components to work with. See if you fit!

VIEW CRITERIA

Recent Investments

We provide both equity and debt to lower middle market businesses for growth, acquisitions, recapitalization, or management buyouts. This can take the form of equity (preferred or common) or de

VIEW PORTFOLIO

Let's Shape the Future Together

At MoonSail Capital, we're ready to support your business's growth and innovation with strategic financial resources. Whether you're an entrepreneur seeking a partner for your next venture or an investor looking for unique opportunities, we invite you to join us. Let's explore how we can achieve remarkable results together.