Managing Director at Moonsail
Mr. Ortiz was a Principal at Palladium Equity Partners, a $2 billion AUM private equity firm based in New York focused on making investments in lower-middle market companies with a focus on founder and family-owned businesses. At Palladium, Mr. Ortiz led deal teams overseeing more than $500 million in equity value and was responsible for sourcing, screening, and diligence of new investment opportunities across the healthcare, industrial products, and financial services industries.
Born and raised in Puerto Rico, Mr. Ortiz began his career as an Analyst in an internal M&A group of Banco Popular executing principal investments and acquisitions in transaction processing and financial services companies in the U.S. and Latin America. He then served as an Associate with Advent-Morro Equity Partners, a San Juan-based private equity firm affiliated with Boston-based Advent International, where he invested in opportunities in healthcare services, business services, and manufacturing. Mr. Ortiz earned a BS from the Georgia Institute of Technology and an MBA from Stanford’s Graduate School of Business.