Strategy Informed by the Experience of Running Businesses
Roberto Martinez is the Founder and President of Caravel Global Advisors. Over more than 40 years, his career has taken him from strategy consulting to senior operating and leadership roles across North America, Latin America, and Europe. That combination shapes the way he advises owners, CEOs, and leadership teams today.
Roberto understands strategy from both sides of the table. He has advised businesses on important decisions and has held responsibility for businesses, teams, markets, growth initiatives, and results. Through CGA, he brings those perspectives together to help leaders navigate consequential strategic challenges and opportunities.
From Strategic Thinking to Operating Responsibility
Roberto built his strategy foundation at Bain & Company and gained experience in transformation and privatization through Barents Group/KPMG. His career later included senior leadership experience with Dell Computers, Coca-Cola Enterprises, Capital One, Cash America, and LINE-X/franchise networks.
Working across different companies and markets gave Roberto direct exposure to the practical realities behind strategy: making choices, entering markets, leading teams, pursuing growth, and being accountable for results.
Experience Across Markets and Business Environments
Roberto's operating and advisory career spans North America, Latin America, and Europe, with substantial experience in the United States, Mexico, Brazil, and the UK. His international experience provides a practical perspective on how markets, operating environments, and business conditions can shape strategic decisions.
This perspective supports CGA's work in international growth while also informing domestic growth, M&A, partnerships, and other complex strategic situations.
Results From the Operator Side of the Table
Roberto's career includes measurable results across international growth and operating leadership.
- Led the Dell Brazil consumer launch, achieving the #1 market-share position within 18 months.
- Led 47 stores and 280 employees at Cash America Mexico, delivering 22% same-store-sales growth in 2013.
- Grew international revenue at IXS/Ultimate Linings by 310% over five years across more than 40 countries.
Academic and Strategic Foundations
Roberto's business experience is supported by an academic background that includes:
- BA, Yale University
- MBA, Harvard Business School
- AI-for-Strategy executive education, MIT
Together with his strategy consulting and operating background, this foundation supports an approach that combines structured strategic thinking with practical business judgment.
The Senior Advisor You Work With Directly
Caravel Global Advisors offers an experienced boutique alternative to the large consulting-firm model. Roberto works directly with senior decision-makers, keeping his experience and attention close to the strategic issue throughout the engagement.
The objective is not to add complexity to the business. It is to bring experienced judgment and an outside perspective to the decisions that can materially influence where the business goes next.
Discuss a Strategic Challenge
Contact
I'm always looking for new and exciting opportunities. Let's connect.
roberto.martinez@caravel-advisors.com / (214) 799-1210