Juan Ortega
Managing Director | Miami
Juan's distinctive background as a former C-level executive and middle market entrepreneur infuses his M&A advisory with unparalleled depth. Celebrated for driving territory expansion, mastering strategic acquisitions, and championing sustainable business growth, his command over corporate restructuring and M&A processes is evidenced by consistently maximized equity returns and minimized transaction risks.
In the competitive realm of the fitness industry, Juan's leadership as a multi-unit area developer and franchisee led to transformative operational changes and strategic mergers. His efforts significantly bolstered the brand's presence in the Midwest, culminating in a strategic territory sale in 2021. As the CEO of a health club chain spanning Miami and Puerto Rico, he adeptly leveraged the business as a catalyst for numerous strategic acquisitions, fostering an expansion that facilitated a lucrative exit to a private equity group.
Juan's early career saw him cultivating a diverse business and investment strategy skill set, working within a South Florida family office and a commercial real estate development firm. Immersing in sectors from luxury hospitality to wellness, he sharpened his M&A and investment management acumen, fostering a robust platform for strategic investments and business development.
His academic foundations—an MBA in Finance from Florida International University and a BS in Industrial Engineering from the Georgia Institute of Technology—complement his rich professional narrative, underscoring his strategic foresight and operational expertise.
JuanOrtega@mergerpartners.com