THE BHC SYNDICATE

The BHC Syndicate provides technical underwriting and forensic engineering to ensure mandate alignment with New York and London institutional standards.

Our Team

Global experience. Local execution. Exceptional results.

At Berkshire Hills Capital, trust, collaboration, and expertise drive results. Our team unites decades of experience in investment banking, private equity, real estate, and strategic Technical Sponsoring & Forensic Underwriting to build lasting value

Meet our team

Collaboration that Creates Value

TIER 1: THE INSTITUTIONAL & FORENSIC SHIELD

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Simon Sandoval

Managing Principal & Deal Architect (Syndicate Lead)

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Simon Sandoval

Managing Principal & Deal Architect (Syndicate Lead)

Focus: Industrial Execution & Commercial Stabilization.

The Anchor: Simon serves as the Strategic Integrator, providing the "Execution Certainty" for the Syndicate’s mandates. As the primary architect of the firm's pipeline, he directs the Technical Committee’s forensic de-risking protocols, ensuring that every infrastructure asset bridges the gap between Sovereign Compliance and Tenant Stabilization to meet the rigorous standards of New York and London investment committees

Aksel Bratvedt

Senior Board Member (London / Duxhill Associates)

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Aksel Bratvedt

Senior Board Member (London / Duxhill Associates)

Focus: Global Capital Structuring & Transatlantic Distribution.

The Anchor: Aksel manages the structural alignment and institutional placement of mandates within the London and European credit pools. With four decades of senior institutional banking experience in the City of London, he bridges the "Bankability Gap" for regional assets seeking debt facilities and primary listings in the UK and London-Aquis markets.

Allan John Rowley, FCA

Senior Committee Chair (FCA / NYSE: STE)

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Allan John Rowley, FCA

Senior Committee Chair (FCA / NYSE: STE)

Focus: Global Financial Governance & NYSE-Grade Oversight.

The Anchor:Allan serves as the Technical Chairman, providing the institutional "Seal of Readiness" for the Syndicate’s mandates. A Fellow of the ICAEW (FCA) currently overseeing the EMEA financial leadership for a US$22B NYSE-listed leader (STERIS plc) , he ensures that every BHC mandate clears the transparency and audit standards required by S&P 500-level credit committees.

Juerg Hatz, CFA

Senior Investment Chair (CFA / Prime Energy: Board)

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Juerg Hatz, CFA

Senior Investment Chair (CFA / Prime Energy: Board)

Focus:Global Capital Structuring & Basel-Grade Compliance.

The Anchor: Juerg serves as the Strategic Treasurer, providing the institutional "Capital Adequacy" validation for the Syndicate’s mandates. A CFA Charterholder and former Swiss Bank CFO currently overseeing the infrastructure asset allocation for a specialized European energy leader (Prime Energy Invest AG), he ensures that every BHC mandate clears the liquidity and regulatory standards required by Basel III-compliant credit committees.

Norma Canales

Chief Technology Officer (Forensic Data Protocols)

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Norma Canales

Chief Technology Officer (Forensic Data Protocols)

Focus:Technical Operations & Digital Infrastructure Oversight.

The Anchor: Norma architects the Syndicate’s forensic data protocols and digital architecture. Recognized as the "Business Development CEO of the Year 2024 - New York" and selected for the "Women in Hydrogen 50" (Hydrogen Economist), she specializes in aligning regional industrial data with the transparency requirements of Tier-1 institutional lenders.

Sharon Tang

Senior Institutional Advisor (Series 24 / NYSE Member)

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Sharon Tang

Senior Institutional Advisor (Series 24 / NYSE Member)

Focus: Federal Regulatory Compliance & Capital Structure Shield.

The Anchor: Sharon provides the Syndicate’s regulatory architecture. As a FINRA Series 24 General Securities Principal and Partner at J. Streicher (NYSE DMM), she ensures that all mandate capital structures meet the rigorous federal and NYSE-grade standards required for New York institutional distribution.

Irving González

Lead Technical Analyst (LatAm / Ex-EY Mexico)

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Irving González

Lead Technical Analyst (LatAm / Ex-EY Mexico)

Focus: Forensic Underwriting & "In-Situ" Asset Validation.

The Anchor: Irving leads the Syndicate’s technical audit division. A former Director at EY Mexico with 38 years of institutional audit experience, he specializes in the forensic de-risking of regional industrial assets. He ensures that mandate data rooms are transformed into "Audit-Ready" environments, clearing the technical friction that typically stalls mandates during NYC due diligence.

TIER 2: TECHNICAL OPERATIONS & REGIONAL TRIAGE

Jaime Rodríguez Amaya

Associate, On-Site Due Diligence & Asset Engineering

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Jaime Rodríguez Amaya

Associate, On-Site Due Diligence & Asset Engineering

Focus:On-Site Due Diligence & Asset Engineering.

The Anchor: Jaime manages the field-level technical assessments and industrial due diligence. He is responsible for the preliminary screening of physical assets and infrastructure, ensuring that the "In-Situ" data aligns with the forensic standards required by the Tier 1 Committee.

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Andrea Méndez

Senior Associate, LatAm Compliance & Mandate Screening

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Andrea Méndez

Senior Associate, LatAm Compliance & Mandate Screening

Focus: LatAm Compliance & Mandate Screening.

The Anchor: Andrea directs the initial screening and regulatory onboarding for regional mandates. She serves as the primary liaison for regional partners, managing the technical intake process and ensuring that all mandate documentation meets the Syndicate’s Phase 0 entry protocols.

Mandate

To institutionalize regional deal flow through NYSE-grade forensic underwriting and structural transparency.

Strategic Objective

To bridge the technical bankability gap between Latin American industrial assets and global capital pools.

Principle

Technical Sovereignty. Forensic Precision. Institutional Results.

Strategic Alliances & Execution Partners

We are pre-qualifying Regional Execution Leads and Institutional Placement Partners for our Q2 Industrial Pipeline. Contact us to review our JV Protocol.

THE BHC SYNDICATE

The BHC Syndicate provides technical underwriting and forensic engineering to ensure mandate alignment with New York and London institutional standards.

Our Team

Global experience. Local execution. Exceptional results.

Meet our team

Collaboration that Creates Value

TIER 1: THE INSTITUTIONAL & FORENSIC SHIELD

Simon Sandoval

Aksel Bratvedt

Allan John Rowley, FCA

Juerg Hatz, CFA

Norma Canales

Sharon Tang

Irving González

TIER 2: TECHNICAL OPERATIONS & REGIONAL TRIAGE

Jaime Rodríguez Amaya

Andrea Méndez

Strategic Alliances & Execution Partners

NEW YORK:

17 State Street Suite 4000, New York, NY 10004

LONDON:

35 Berkeley Square, London W1J 5BF
United Kingdom

info@bhcrossborder.com

212 796 5878

Institutional inquiries only. All mandates are subject to our Phase 0 Forensic Underwriting Protocol.

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