Financial Advisory & Business Development

Building lasting relationships.
Moving opportunity forward.

Bluefoot Advisors helps businesses and financial institutions across Latin America and the United States access financing, pursue growth, and develop strategic partnerships. We connect clients with capital providers and specialist expertise across long-term financing, working capital, trade finance, portfolio financing, and cross-border expansion—while staying engaged in the relationship.

Your goalsFinancing & working capital
New clients & market opportunities
Bluefoot AdvisorsAdvice · Introductions · Relationships
The right expertiseCapital providers & financing specialists
Technology, payments & business partners
What We Do

Capital, connections, and solutions for growth.

Financing and business development built around your goals. Explore our capabilities, then let’s discuss the right path for your business.

01

Long-Term & Growth Financing

Explore financing for expansion, equipment, acquisitions, and eligible projects. We help prepare the financing case and coordinate discussions with private lenders and relevant development finance or export credit institutions.

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02

Working Capital & Trade Finance

Explore funding for operating needs, bridge requirements, imports, and exports. We assess the business, repayment sources, timing, and potential financing providers.

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03

Portfolio Financing & Securitization

Evaluate funding supported by loan portfolios, receivables, and other eligible assets. We coordinate portfolio assessment and structure selection with specialist partners, from secured facilities and factoring to securitization.

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04

U.S. & Cross-Border Expansion

Pursue financing for U.S. operations, investment in new markets, and international growth. Opportunities may include eligible rural U.S. projects and development or government-backed financing programs.

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05

Commercial Representation & Business Development

Reach relevant decision-makers, develop qualified opportunities, and build lasting client relationships. Bluefoot acts as an introducer and relationship partner, with specialist providers leading technical delivery.

Discuss a partnership
For financial institutions

Funding for your institution. Capital for your clients.

We work with banks, cooperatives, microfinance institutions, and other lenders exploring institutional funding, financing supported by loan portfolios, and opportunities for their corporate clients. Each discussion starts with the institution’s objectives, financial profile, and market.

Discuss a partnership
Specialist Business Solutions

Connect your business with the right expertise.

Alongside financing and business development, we help clients evaluate AI workflows, fraud detection, cross-border payments, and FX solutions. Specialist providers deliver the services; Bluefoot helps clarify needs, coordinate introductions, and support the relationship.

AI workflows

Assess opportunities to streamline document preparation, financial reporting, reconciliation, and everyday operations with human review.

AI fraud detection advisory

Evaluate tools that flag unusual transactions, suspicious patterns, and document inconsistencies for further investigation.

Payments & FX

Explore international payments and currency exposure solutions for overseas suppliers, export receipts, and intercompany flows.

U.S. Business & International Growth

Build your business. Open new possibilities.

Explore financing for U.S. business growth, eligible rural projects, international companies establishing U.S. operations, and cross-border expansion with an export component.

Our Approach

We bring businesses, capital providers, and specialist partners together around shared goals.

We begin by understanding your priorities. Then we identify relevant opportunities, make purposeful introductions, and stay engaged as relationships develop. Specialist partners lead their own technical delivery; Bluefoot provides advice, coordination, and consistent follow-through.

“El optimismo firme y paciente siempre rinde sus frutos.”
— Carlos Slim

“Steadfast, patient optimism always bears fruit.”
English translation

Principles of Grupo Carso

Process

From first conversation to the next step

A clear, collaborative process for financing opportunities and commercial partnerships.

01

Understand your goals

We clarify the business need, target market, timing, and the role you want Bluefoot to play.

02

Assess the opportunity

We review the financing requirements or commercial proposition and identify what is needed for a productive discussion.

03

Connect the right parties

We introduce relevant capital providers, specialists, or prospective clients based on the opportunity and each party’s criteria.

04

Coordinate the next steps

We support discussions and follow-up while financing institutions and specialist providers lead their own approvals and delivery.

05

Develop the relationship

We stay engaged within the agreed mandate to help maintain communication and identify future opportunities.

Who We Serve

Businesses, financial institutions, and specialist partners

We work with decision-makers seeking financing and business solutions, and specialist providers seeking relevant client relationships. Our focus includes Latin America, the United States, and cross-border opportunities.

SECTORS WE SERVE

Infrastructure Energy & Power Renewables Manufacturing & Export Agriculture & Agribusiness Mining & Natural Resources Transportation & Logistics Telecommunications Healthcare Real Estate & Construction Financial Services Technology

GEOGRAPHIES

Latin AmericaUnited StatesCross-Border Opportunities
About

Leadership

Joseph Cuevas

Joseph Cuevas

Managing Director

Joseph Cuevas brings more than 25 years of banking, lending, and credit leadership to Bluefoot Advisors. As Managing Director, he connects financial institutions, businesses, and sponsors across the U.S. and Latin America with financing partners, structuring working capital, bridge and long-term financing, securitizations, and cross-border transactions.

Previously, he led Lending Products Advisory for the Americas at UBS Private Bank, developing tailored financing solutions for private banking clients; served as Head of Credit Control for Global Trade Finance in the Americas at SMBC, overseeing a multibillion-dollar portfolio; and was Managing Director for Latin America at World Business Capital, originating and executing financing supported by export credit agencies and development finance institutions. Earlier roles at Citi, Standard Chartered, UBS Investment Bank, and GE Capital added deep experience in corporate lending, restructuring, and complex credit situations.

Joseph combines longstanding regional relationships with a practical understanding of how lenders evaluate, structure, and execute transactions. Fluent in English and Spanish, with working knowledge of Portuguese, he holds a BBA from Pace University and completed Harvard’s CORe program in business analytics, economics, and accounting.

Structured Finance Securitizations USDA & DFI Programs LatAm Expansion