What We Do

HOW WE WORK WITH
OUR CLIENTS

CORPORATE
FINANCE
WEALTH
MANAGEMENT
INSTITUTIONAL
SERVICES
ALTIS
AGF
PRINCIPAL
INVESTMENTS

CORPORATE
FINANCE

We advise economic groups, companies, families and individuals on financial transactions and projects which lead to promising prospects.

We do not believe in preconceived formulas. Instead, we guarantee a rigorous analysis which allows us to understand the needs of our clients and reading every transaction accurately. This allows us to effectively plan for and reach our clients’ objectives.

«»You’ve got to think about big things while you’re doing small things, so that all the small things go in the right direction»

Alvin Tofler

«Strategy is a commodity, execution is an art.»

Peter Drucker

Mergers and Acquisitions

We have vast experience in the execution of sales and acquisitions in different industries and countries in the region. We offer the following services:

  • Business case analysis Appraisals
  • Discussion of strategic alternatives
  • Identifying and contacting different potential buyers
  • Administration of competitive processes to maximize value
  • Designing and preparing offers
  • Negotiating and executing transactions

Appraisals and Professional Opinions

Our consulting services include:

  • Modeling of prospective scenarios.
  • Appraisals.
  • Drafting reports.

Financial Restructuring

Complex transactions which require in depth analysis, knowledge and experience in restructuring processes. Our work includes:

  • Diagnosing the financial situation.
  • Analyzing its capital structure
  • Assessing alternatives and courses of action
  • Modeling financial projections in different scenarios
  • Designing instruments and terms of restructuring
  • Presenting proposals and negotiations with creditors
  • Assisting the agreement execution and closing

WEALTH
MANAGEMENT

We advise economic groups, companies, families and individuals on financial transactions and projects which lead to promising prospects.

We do not believe in preconceived formulas. Instead, we guarantee a rigorous analysis, which allows us to understand the needs of our clients and reading every transaction accurately. This allows us to effectively plan and reach our clients’ objectives.

«There are two times in a man’s life when he should not speculate: when he can’t afford it, and when he can.”

Mark Twain

“Diversification is protection against ignorance. It makes little sense if you know what you are doing.»

Warren Buffett

INSTITUTIONAL
SERVICES

We offer investment products from a select group of international asset management companies among institutional investors and private banks in Latin America.

Our aim is to provide a high quality service and develop long term relationships.

We have built alliances with mutual fund administrators and alternative international assets, among them are:

ALTIS
AGF

Altis S.A. Administradora General de Fondos (Altis AGF) was constituted on January 13th, 2016, and its existence was authorized by the Superintendencia de Valores y Seguros, by means of Exempt Resolution N° 497 on March 4th, 2016.

The objective of Administradora General de Fondos is the administration of third party resources, notwithstanding the ability to carry out other complementary business activities, authorized by the Superintendencia de Seguros y Valores.

The CEO is Mrs. Marisol Gómez V., and the AGF Board of Directors consists of the following members:

Felipe Joannon V. – Presidente

José Gabriel Palma

Alejandro Puentes B.
Ramón Lagos S.
Juan Carlos Parra U.

PRINCIPAL
INVESTMENTS

We structure private alternative investments. With a practical and flexible approach, we seek specific opportunities in a wide range of alternative assets. We make the most of our experience in restructuration and administration to generate a co-investment platform for our clients.