Alfonso Perez Davalos

Expert Sr. Partner

Leads Stratēon’s Banking, Financial, PE and Sustainability Practices. He is a finance and strategy executive with 25+ years building and safeguarding value across banking, beverages/CPG, industrial packaging, and mid-market advisory.

Contact

Linkedin

About Alfonso

Banking

Corporate Finance

M&A

ESG / Board & Governance

Sustainability

Industrial

CPG / Beverages

Private Equity

Alfonso is a transformation professional with over 20 years of experience. He is passionate about institutionalization and client service. With a solid finance and markets background he commands the best objective tools in analysis, leadership, and sales.

His key strengths include strategic problem-solving, stakeholder communication, and change, and excels at bringing people together to achieve common goals. He has a reputation for maintaining a keen focus on deadlines and ensuring top-quality results under pressure, gaining stakeholders trust based on results.

He has held leadership roles at J.P. Morgan Private Bank (Executive Director), served as Treasury & Risk Manager at Grupo Modelo (beer/CPG), is a Partner at Strategic Affairs (corporate finance, institutionalization, M&A), and sits on the board of a private pulp, paper & transformation group that supplies packaging to consumer industries.

He also brings nonprofit governance depth as Treasurer of APEC Hospital de la Ceguera.

This blend of corporate finance, operating rigor, and board stewardship makes him a practical ally for founders and operators in many industries.

Expertise

Education

Board Experience

Alfonso sits in the Boards of privately held companies and is also member of the Finance and Audit committees.

He also sits in the board of a non-profit organization, and provides Independent Advisory to some other Boards.

Universidad Iberoamericana

B.S. in Business Administration & Finance

  • Executive Director, J.P. Morgan Private Bank (Mexico): Led high-net-worth client relationships, portfolio performance, and end-to-end compliance, improving client experience and growth. 

  • Treasury & Risk Manager, Grupo Modelo: Managed investment execution under strict risk protocols; contributed to SAP rollout and institutionalization of the investment process. 

  • Partner, Strategic Affairs: Delivered M&A, refinancing, and institutionalization initiatives for mid-market companies; focus on corporate finance and business development. 

  • Board Member, Private Pulp/Paper & Transformation Group: Helped drive institutionalization, audit, controls, planning, and finance across five divisions (pulp & paper, corrugators, transformation, transport, corporate services/real estate).

  • Treasurer, APEC Hospital de la Ceguera: Oversaw financial governance at one of Mexico’s leading ophthalmology institutions.

Universidad Iberoamericana

MIT Professional Education

IE Business School

IPADE

Corporate Finance

IMBA Business & Finance

Business Administration & General Management

IE Business School

Executive Education Program (Alta Dirección)

Sustainability - Strategies & Opportunities

Career Highlights

Corporate Experience