CDI Global Expands Reach with Two New Member Firms
CDI Global has expanded its network by welcoming two new member firms, further strengthening our global reach in key growth markets.
We are excited to introduce CDI Central America, based in Costa Rica, and CDI Ireland.
Introducing ProInve Financial Consulting, located in Costa Rica
We extend a warm welcome to ProInve Financial Consulting, located in Costa Rica, who will represent CDI Global in Central America. Founded in 2015, ProInve specializes in investment banking, corporate finance, taxation, and strategic consulting. As our newest CDI Global member, ProInve is committed to providing financial solutions that drive capital generation and mobilization, creating a positive societal impact while enhancing shareholder value. Their expertise supports business growth, financing, and operational optimization strategies.
Comprehensive Advisory Services
- Business Advisory: Expert guidance on operational and transactional strategies, business planning, and project development to foster business growth.
- Financial Advisory: Tailored solutions in investment banking, transaction support, valuation, business modeling, KPI optimization, working capital management, and investment portfolio management.
- Tax Advisory: Specialized advice on tax planning, structuring, and compliance, ensuring businesses navigate complex tax regulations with confidence.
- Litigation Advisory: Professional support for civil lawsuits and arbitration, helping clients achieve the best possible outcomes with confidence and expertise.
ProInve offers comprehensive financial advisory and consulting services designed to help businesses achieve their strategic growth and diversification objectives. Their business performance consulting solutions are tailored to meet the unique needs of each client, enhancing operations and improving profitability.
ProInve’s tax consulting services assist clients in navigating complex and ever-evolving tax laws while strategically minimizing tax liabilities.
Additionally, ProInve provides expert financial advisory services, giving clients access to specialized knowledge and experience to effectively address specific financial challenges.
Introducing Beltrae Partners – located in Ireland
We are thrilled to welcome Beltrae Partners to the CDI Global network. As of January 1, 2025, Beltrae Partners officially joins CDI Global, bringing decades of expertise in corporate finance and private equity. Headquartered in Belfast and Dublin, Beltrae Partners was founded in 2003 as an independent Corporate Finance advisory firm and Private Equity investor, offering highly confidential and discreet financial services to corporate clients across Ireland.
Independent Corporate Finance Advisory & Private Equity Services
- Corporate Finance: Expertise in acquisitions, sales, management buyouts (MBOs), buy-ins, and creative deal structuring.
- Private Equity Investment: Specialists in family business exits, seamlessly integrating private equity with corporate finance strategies.
- Property: Proven experience in deal origination, structuring, and strategic investments across a diverse property portfolio.
With an impressive 21-year track record, Beltrae Partners has successfully advised on more than 335 corporate M&A transactions, representing a combined deal value exceeding £4.2 billion.
Beyond its advisory services, Beltrae Partners has actively invested in 22 companies across Ireland. Following multiple successful exits, it remains a significant shareholder in seven businesses. By deploying its own capital alongside executive management teams, Beltrae Partners fosters business growth through equity participation, empowering leadership teams to drive expansion for the benefit of all stakeholders.
We are excited about this partnership and look forward to the value Beltrae Partners will bring to CDI Global and our clients worldwide.
Commitment to Excellence and Growth
With the addition of ProInve Financial Consulting and Beltrae Partners, CDI Global continues to expand its expertise and presence worldwide, reinforcing our commitment to providing unparalleled financial and strategic solutions for our clients.
As CDI Global continues to grow, our core values remain steadfast, delivering world-class advisory services and financial expertise, fostering long-term partnerships, and driving sustainable business success. Our strong capabilities for advising middle-market and cross-border divestitures as well as acquisition search projects and deep industry experience is unmatched among M&A firms. With the addition of ProInve Financial Consulting in Costa Rica and Beltrae Partners in Ireland, CDI Global strengthens its ability to provide comprehensive, high-quality financial and strategic solutions worldwide.
We look forward to the opportunities ahead and the positive impact our expanded network will bring to our clients.
Jeffrey A. Schmidt, Executive Managing Director, CDI Global
