Professional talent, personal commitment

Experts in corporate finance, negotiation, and with a deep understanding of the industry and corporate transactions, but most importantly, people who think just like you.

Managing Partner

Jorge López Moreno

edgar
Associate

Edgar Fernández Vidal

Analyst

Felipe Agar Martín

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Senior Advisor

Julio Urgel

Cuadro de Mando
Associate Director

Orencio Cuartero

GERARDO LADRON
Associate Director

Gerardo Ladrón

Managing Partner

Jorge López Moreno

Mr. López Moreno founded Liceo Capital Advisors after several years of experience as investor and management positions in London and Madrid, and having participated in investments and projects in UK, USA, UAE, Canada and Switzerland.

Prior to Liceo Capital Advisors, Mr. López Moreno was Investment Director and Partner at Poniente Capital Ventures, a Madrid-based mid-market investment platform, where he was in charge of sourcing investment opportunities, analysis, negotiation and execution of deals. He was also heavily involved in fundraising. Before Poniente Capital Ventures, Mr. López Moreno was an Investment Associate at GSP Capital, a London-based Family Office. He has also worked for global private equity funds such as H.I.G. Capital, with more than USD 30 bn. of assets under management, and collaborated with the Canadian Pension Plan Investment Board, with more than USD 350 bn of assets under management – CPPIB – on specific projects. He started his career as a process engineer at Nestlé in Switzerland. Mr. López Moreno has also assumed general management responsibilities, as interim CEO, at certain companies his funds invested in, and manage aggressive value creation plans for investors.

Mr. López Moreno is a graduate in Industrial Engineering from ICAI (Excellence diploma and scholarship from the city of Madrid), has a M.Sc. degree in Mechanical Engineering from École Polytechnique Fédérale de Lausanne, EPFL (awarded the Zanelli prize for his Master thesis research work), and has an MBA from Harvard Business School, where he was appointed by the Finance Unit faculty as tutor for first year Finance students.

edgar

Associate

Edgar Fernández Vidal

Mr. Fernández is a graduate in Economics and has a master’s degree in management from IE University, where he graduated with Honors, as top student in his Class.

Prior to joining Liceo Capital Advisors, Mr. Fernández worked at top international – Amiral Gestion in Paris – and national investment funds – Queka Real Partners – where he performed strategic and financial analysis of potential investment opportunities, as well as in-depth market, industry and economic research.

Mr. Fernández is also an Associate Professor, teaching Investment Strategies and Valuation, at the ISBIF in Madrid. He is also speaker at economic conferences and at international research centers such as the Austrian Economic Center.

Analyst

Felipe Agar Martín

He has worked in the real estate consulting firm CBRE and Renault RCI Bank where he began his career in the financial industry. Later, he joined the consulting firm KPMG where he worked for the audit department specializing in the pharmaceutical and healthcare sectors. Felipe has a degree in business administration (E2) from Universidad Pontificia de Comillas – ICADE.

julio

Senior Advisor

Julio Urgel

Mr. Urgel is a Corporate Finance and Negotiation Professor at IE Business School from 1989, being Dean of the school between 1994 and 2000, period during which Julio greatly contributed in the school´s internationalization and academic development that would propel its reputation as one of the most prominent business schools worldwide.

Professor Urgel graduated as IT Engineer at the Universidad Politécnica de Madrid, has an MBA degree from IESE, and completed his Doctor in Business Administration degree at Harvard Business School, where he specialized in Negotiation, currently being one of the most recognized negotiation experts in our country.

Mr. Urgel has shared his role in academia, with prominent positions at the EFMD (European Foundation for Management Development), where he was responsible for EQUIS (worldwide recognized quality assessment for business schools) for many years, visiting the top business schools worldwide. Furthermore, Mr. Urgel has been an active consultant and advisor in numerous projects for companies, families, and individuals, and in the context of high-complexity corporate transactions and negotiations. Mr. Urgel serves as board member at various national and international organizations, amongst others the Harvard Club of Spain.

Cuadro de Mando

Associate Director

Orencio Cuartero

Licenciado en Derecho por la Universidad de Zaragoza y Máster Ejecutivo en Banca y Finanzas por la Escuela de Finanzas Aplicadas (AFI-Ahorro Corporación). Orencio posee una amplia experiencia en el sector financiero, con más de 25 años gestionando equipos para la       comercialización y distribución de servicios financieros. Comenzó su carrera profesional en La Unión y El Fénix Español, dónde llegó a ser Director Regional de Aragón y Soria en 1990. Posteriormente, se incorporó como Director de Grandes Cuentas al grupo asegurador suizo Berner-Vaudoise, y más tarde, en Ibercaja, sería uno de los responsables de los planes de pensiones de Empleo y Director de Previsión de Colectivos, encargado de la gestión y captación de planes de empleo. Desde 2010, Orencio es Director Territorial de la zona Norte en Caser Seguros.

En 2019, en paralelo a su posición de Director en Caser, Orencio se incorpora al equipo de Liceo Capital Advisors como Director Asociado, liderando parte del desarrollo de negocio y relación con empresas familiares.

GERARDO LADRON

Associate Director

Gerardo Ladrón

Licenciado en Derecho por la Universidad de Zaragoza y Máster en Asesoría de Empresas. Además ha realizado cursos de postgrado en Dirección Económica y Financiera, Planificación de Operaciones de Reestructuración, y Valoración de Empresas.

Gerardo ha ejercido la abogacía desde 1999 como abogado independiente a través de su despacho propio en Zaragoza. En 2004 fundó Controller Abogados y Economistas, un despacho especializado en áreas tributarias y mercantil y de ayudas fiscales a I+D. Desde Controller, Gerardo ha asesorado a numerosas empresas familiares y grupos industriales en operaciones societarias y otros proyectos de inversión.

En 2019, en paralelo a su posición de Fundador y Socio Director de Controller, Gerardo se incorpora al equipo de Liceo Capital Advisors como Director Asociado, liderando parte del desarrollo de negocio y relación con empresas familiares.

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