Caitlin Harvey - Managing Member of Bright Light Behavioral and Developmental Services

  • "I am very satisfied with the services provided by Mergium Advisors. Luis made the process seamless and ensured success during the entire process. He provided his services throughtout the sale of my company and provided an honest and accurate representation of the value our company held. He ensured buyers in our market were presented with the best information to entice potential buyers to see the value of my company. Luis is very detailed oriented and was steadfast in finding a quality fit for my selling process. I am pleased with the results and would recommend his services."

Karen Horton - Managing Member of Speech Works Pediatric Therapy

  • "Luis and I worked together on the sale of my pediatric therapy practice. I found him to be honest, knowledgeable, and attentive to the needs of both the buyer and myself as the seller. Luis brings incredible value to both sides of the transaction, and I always felt comfortable with every step in the sale process. I often felt that on many occasions he was an advocate and a teacher since this process can be emotional and overwhelming. Having the unique experience of working with Luis, I would not hesitate to recommend him to anyone who is considering selling their business."

Charles Dupplin - CEO Hiscox

  • "We were referred to Luis by KPMG in London. Often such internal referrals are disappointing but we were very happy with the work which Luis did for us in connection with the selling of a sugar refinery."

David Ashe - President & CEO at FFI Holdings Inc.

  • "Luis represented the selling party in a transaction our company invested in (Carvajal Group). His resourcefulness and results-oriented work were critical to getting the deal closed. I would not hesitate to recommend Luis and his firm (Mergium) in any M&A transaction: you will have creativity, persistence and hard work on your side!"

Odilon Almeida - President Western Union - Global Money Transfer

"I worked with Luis Lopez during his stay at The Western Union Company. He added considerable value to our operation during this period, always showing high level of integrity. He is a results oriented professional, fast on acting and efficient on developing the appropriate business controls."

Rakesh Barthia - CEO at India Glycols Limited

  • "We were looking to establish a business presence in Brazil through acquisitions.... Luis brought in a very high degree of personal commitment, knowledge and flexibility to the discussion and the mandate. Luis made the whole discussion simple for us who were completely new to the Brazilian environment."

Jane Dabney - Managing Director at UBS Investment Bank

  • "Working with Luis for many years, I found him insightful and highly intelligent with a deep knowledge of our and many other industries. Luis is extremely detail oriented, skilled with technical analysis, multilingual, and thoughtful with respect to strategic decisions. I would highly recommend Luis as a trusted advisor."

Claudio Ramos - Group CFO at Conasa Infraestrutura

  • "Luis is an outstanding professional, with exceptionally good technical skills. He's very energetic and persuasive and is relentlessly on top of things. His achievements and performance as a financial advisor were exceptional, bringing very high results to the firm. He's also a very enjoyable individual."




Disclaimer: (i) These testimonials may not be representative of the experience of other customers; (ii) The testimonials are not guarantee of future performance or success.


M&A / Capital Raising
Selling a business
Selling Schools and Educational Institutions
Buying a business
Buying a School / Due Diligence
Capital raising (debt / equity)
Advisory Services
Virtual CFO Services
Joint ventures / transaction alliances
Business capitalization plans
Detailed financial modeling

Securities transactions conducted through StillPoint Capital, member FINRA/SiPC., Tampa, FL. Certain members of Mergium are Registered Representatives of the broker dealer StillPoint Capital, LLC. Mergium Advisors Inc. and StillPoint Capital LLC, are not affiliated entities. For more information on registered Representatives or Broker Dealers please visit FINRA Broker Check.

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