#Mexico #Mexico City #Trafalgar #TRF Casa #Carlos Septién

Trafalgar Launches TRF Casa de Bolsa and Appoints Carlos Septién Michel as CEO

In an exciting move for the Mexican financial landscape, Trafalgar has officially announced the launch of TRF Casa de Bolsa, its own securities brokerage. This significant milestone was revealed during a press conference held at the BIVA stock exchange, with the announcement made by Porfirio Sánchez Talavera, the chairman of the financial group. Alongside this launch, Carlos Septién Michel has been appointed as the new Chief Executive Officer of the Trafalgar Group, marking a pivotal moment in the firm’s growth trajectory.

Aiming to Simplify Access to Capital Markets

Trafalgar’s strategic vision with TRF Casa de Bolsa is to revolutionize how mid-sized companies in Mexico access capital markets. The brokerage aims to be a trailblazer in facilitating simplified equity and debt issuances, making it easier for companies to navigate the complexities of financial markets.

Central to this initiative is the emphasis on the simplified securities registration regime established by recent reforms to the Mexican Securities Law. This changes the landscape by allowing mid-market companies to significantly reduce the time and costs typically associated with going public. The streamlined process begins at the BIVA exchange, where listings can now be expedited, thanks to new regulatory support.

Leadership Change Amid Growth

Carlos Septién Michel, the newly appointed CEO, brings a wealth of experience to the role. With over 45 years in executive leadership, including substantial tenures in the financial services and healthcare sectors, Septién is poised to navigate TRF Casa de Bolsa towards its ambitious objectives. He holds degrees in Industrial Engineering from Universidad Iberoamericana and a Master's in Management from Purdue University. His leadership style is rooted in innovation and a focus on delivering results, making him a fitting choice to lead Trafalgar into this new era.

“I’m honored to join Trafalgar at such a pivotal moment,” Septién remarked during the press announcement. “Our goal is clear: to leverage simplified listings at BIVA and create liquidity through our banking platform, enabling us to deliver significant value to our clients.”

Integrated Financial Services for a Diverse Clientele

The establishment of TRF Casa de Bolsa is part of a broader strategy by Trafalgar to consolidate various financial services under one umbrella. The firm offers an integrated platform tailored for small and medium-sized enterprises (SMEs), entrepreneurs, and individual investors, encompassing a variety of offerings:

• - Trafalgar Securities Brokerage: Facilitating transactions in Mexican equities, debt instruments, and international markets, as well as investment funds and trust structures.
• - Trafalgar SOFIPO: Providing retail banking solutions, including deposits and credit services specifically for SMEs and individuals.
• - Trafalgar Pay: Specializing in cross-border payments and remittances, particularly along the Mexico-United States corridor.

This holistic approach allows Trafalgar to address the needs of diverse clients effectively, fostering a robust ecosystem within the financial sector.

Ambitions for Expansion and Public Listing

Notably, Trafalgar is not just regaining ground in Mexico; it also harbors ambitions for international expansion. Through Trafalgar Asset Management, the group has gained control of a U.S.-listed company, which will be rebranded as Trafalgar International. This restructured entity aims to serve as the cornerstone for Trafalgar's expansion strategy in the United States and across Latin America.

The long-term vision includes becoming a publicly listed entity in both Mexico and the United States, contingent on favorable market conditions and compliance with regulatory requirements. The company aims to ensure that its operations in Mexico remain fully compliant and distinct from its international ventures, safeguarding client interests and maintaining transparency.

Conclusion

Trafalgar’s launch of TRF Casa de Bolsa and the appointment of a seasoned executive like Carlos Septién Michel reflect a decisive commitment to enhancing financial access for mid-market companies in Mexico. With innovative approaches and a solid strategic foundation, Trafalgar is poised to redefine the investment landscape while achieving its broader objectives for growth and expansion in international markets.