Mr Daniel Kuri Breña > Kuri Breña, Sánchez Ugarte y Aznar > Mexico City, Mexico > Lawyer Profile

Kuri Breña, Sánchez Ugarte y Aznar‘s capital markets practice specialises in advising bond issuers and financial intermediaries on the design and implementation of securitisation structures for several kinds of assets, in addition to issuances of equity and debt instruments. Founding partner Daniel Kuri Breña, who designed and implemented the first securitisation of trade receivables in Mexico, co-leads the practice; he specialises in securitisations and other structured financing transactions. Alongside him, Álvaro Sarmiento Lapiedra handles structured financing transactions and the issuance of debt instruments, as do Miguel Vallejo (promoted to partner in February 2022), and of counsel José Alejandro Casas Farías. Since publication, Sarmiento has left the firm (effective January 2024).

Fielding ‘a robust, professional team’ that provides ‘close and adequate monitoring of projects and customer needs’, Kuri Breña, Sánchez Ugarte y Aznar‘s well-established 15-strong practice that advises on matters ranging from M&A, joint ventures, private equity, venture capital and cross-border transactions, to general corporate matters – particularly in relation to the real estate, energy, manufacturing, banking and automotive sectors. Indeed, clients highlight the practice group’s ‘incredible knowledge of the corporate and stock market world’, and also note how the practice has proved adept at remaining abreast of the constant evolution of the M&A market so as to meet all client expectations. The practice is co-led by founding partner Daniel Kuri Breña, whose corporate practice is centred on joint ventures, M&A (particularly on behalf of funds), private equity and venture capital investments; Luis Octavio Núñez, who also handles M&A, private equity, venture capital and joint ventures – particularly in relation to the real estate and development, manufacturing and finance sector; and antitrust specialist Jesús Sánchez Ugarte (also a co-founding partner) who focuses on M&A and financings. Additional bench depth is provided by corporate and finance partner Álvaro Sarmiento Lapiedra; with younger partner Silvia Ema Roldan, who was raised to the partnership in July 2023, rounding out the partner level team. Key support is provided by senior associate Álvaro Alan Pérez; and intermediates Daniel García Hernández (who returned to the firm from an in-house position in mid-2022), and Elizabeth Tovar, who focuses on real estate-related matters.

The key strengths of the banking and finance practice at Kuri Breña, Sánchez Ugarte y Aznar lie in structured and asset-backed financing, project finance and real estate financing. The nine partner-strong team has additional expertise in representing Mexico’s development banks. Four partners head up the practice group: Guillermo Garay specialises in public and private biddings, cross-border financings and securitisations; Rodrigo López Márquez contributes expertise in financings, financial regulation and fintech; Alejandro Sobarzo Hadad is skilled at the issuance and placement of equity and debt instruments for companies through the Mexican stock exchange; and Álvaro Sarmiento Lapiedra focuses on structured financing. Bernardo Luna Gutiérrez and founding partner Daniel Kuri Breña, along with key associates Silvia Roldán and Alfonso Alfaro Rincón Gallardo, are additional names to note. Since publication, Sarmiento has left the firm (effective as of January 2024).