Juan Ortega
M&A Advisor Guiding Founder-Led Middle Market Companies to Successful Exits | Managing Director at ACT Capital Advisors | Operator-Turned-Strategic Advisor | Maximizing Value in Mergers & Acquisitions
- Role
- Managing Director at Act Capital Advisors
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Juan Ortega
Most founders built their companies to run them—not sell them. I help founder-led, lower middle-market companies run disciplined, competitive sale processes that protect confidentiality, preserve options, and match you with the right partner—with sound governance and fit, not just the highest bidder. As Managing Director at ACT Capital Advisors, I combine a proven process with an operator’s lens so owners are prepared and well-represented.I’ve been on your side of the table: as CEO of HCOA Fitness during bankruptcy, I restructured leases and rebuilt the team to return to profitability; later I scaled Orangetheory Fitness as a Missouri Area Developer and served on the Franchise Advisory Council through COVID. That experience gives me a clear view of cash flow, timing, and founder psychology.My approach: → Pre-mortem deal-killers: maximize close certainty → Thesis-driven buyer mapping: value, growth, risks → Robust processes: empowered teams, streamlined systems, QofE-ready financials → Controlled competition: time-boxed stages, IOI filters, tiered data room access, sharp management meeting prep → Bank terms before exclusivity: working capital, net debt, escrow/RWI, earnouts, rollover → Seamless handoff: exit role, retention, customer communications, 100-day planI focus on: Aerospace & Defense; Industrials & Manufacturing; B2B services—plus specialty consumer & franchising and select multi-site/recurring-revenue businesses.Planning an exit in the next 12–24 months? Let’s have a low-lift conversation about value range, likely buyers, and a process designed around your goals. j••••••@actcapitaladvisors.com Follow me for weekly insights on M&A and value creation.
Experience
Managing Director
Sep 2025 — Present · Miami, FL, US
I help business owners convert a lifetime of work into a high-conviction exit—clear story, qualified buyers, structured process, and steady execution all the way to closing.
Education
Florida International University - College of Business
MBA, Concentration: Finance
2006 — 2008
Georgia Institute of Technology
B.S., Industrial Engineering
2000 — 2004
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