Carlos Saez, as Co-Founder and Managing Director of The Operand Group, plays a pivotal role in shaping the landscape of private equity and search funds within the lower middle market. With a robust portfolio that includes supporting over 50 Search Fund entrepreneurs and facilitating more...
Carlos Saez, as Co-Founder and Managing Director of The Operand Group, plays a pivotal role in shaping the landscape of private equity and search funds within the lower middle market. With a robust portfolio that includes supporting over 50 Search Fund entrepreneurs and facilitating more than 20 successful acquisitions across the U.S., Mexico, and Canada, Carlos has established himself as a trusted leader in the industry. His expertise lies in leveraging capital and operational experience to create sustainable value for businesses, ensuring that each partnership is not just transactional but transformative.
At The Operand Group, Carlos is deeply engaged in the Search Fund Community, where he collaborates closely with principals to identify promising investment opportunities and navigate the complexities of acquisition processes. His strategic vision and hands-on approach have been instrumental in developing tailored solutions that meet the unique needs of each entrepreneur, from initial sourcing to post-acquisition integration.
Carlos’s proficiency in financial modeling, proprietary trading, and electronic trading systems enhances his ability to assess market dynamics and optimize investment strategies. His skills in alternative investments and hedging further empower him to mitigate risks while maximizing returns for stakeholders. As a thought leader in the industry, Carlos is committed to fostering a collaborative environment that encourages innovation and growth among emerging entrepreneurs, ultimately contributing to the vitality of the lower middle market. Through his work at The Operand Group, he continues to redefine success in private equity, making a lasting impact on the businesses and communities he serves.
