Barri Financial Group logo

FINANCIAL SERVICES—BARRI FINANCIAL GROUP

In addition to providing capital for organic growth and acquisitions to this Hispanic-focused consumer financial services company in the US, Alloy team members led the creation of a growth plan that included adding meaningful new financial products to the company’s services offering as well as systematic geographic expansion. During the partnership, the company has grown from offering one primary financial product in 85 locations in one state to offering over 15 financial products in over 1,400 locations in 16 states. Among initiatives led by Alloy team members are: the build-out of senior management leadership; identification and negotiation of strategic partnerships and acquisitions; and selection and implementation of integrated accounting and reporting systems.


La Michoacana Meat Market logo

FOOD RETAIL AND DISTRIBUTION—
LA MICHOACANA MEAT MARKET

In addition to providing growth capital to this Hispanic-focused grocery retailer in the US, Alloy team members partnered with the founder to institutionalize operations and build the management team and infrastructure necessary to achieve the company’s growth plan. During the partnership, the retailer increased its footprint from 77 stores to 147 stores. Among initiatives led by Alloy team members were: the selection and implementation of multiple management systems (accounting, inventory and POS); formation of institutional quality corporate office team and processes (finance, merchandising, human resources, distribution, IT, legal); and created a systematic plan for new store growth.