Valuations

A valuation process helps investors understand the value of a business in order to asses a potential sale or purchase, capital contributions, divestments, splits, creation of family blocks, performing OPA’s, IPO’s and IPV’s and other business decisions. The most advanced technology, a deep knowledge of the industries, a solid data base and constant professionalism in implementing the most appropriate and modern techniques, make SUMMA a recognized leader in these processes. We emphasize that SUMMA is registered as a Valuation Entity by the Superintendencia de Mercado de Valores (SMV) to execute  OPA’s, OPI’s and OPC’s.  

  • Valuation of enterprises and shareholder´s equity
  • Valuation of projects
  • Valuation of business units
  • Issuance of fairness opinions
  • Assessing exchange ratios

Credentials

2024
Pesquera Caral

Valuation

2024
Proempresa

Valuation

2023
UPCH

Valuation

2023
Agualima

Valuation

2023
Khipu

Valuation

2023
Inka Crops

Valuation

2023
Sistemas Analíticos

Valuation

2022
Agrokasa

Valuation

2022
Acero Deck

Valuation

2020
Sistemas Analíticos

Valuation and strategic adivsory

2022
Agroindustrias AIB

Valuation

2021
Pesquera Caral

Valuation

2021
Cabal

Valuation

2021
Power

Valuation

2020
Sistemas Analíticos

Valuation and strategic adivsory

2020
CENSAL

Valuation

2020
COELVISAC

Valuation

2020
Inversiones Granadero

Valuation

2020
DRASAC

Valuation

2016
Solvet

Valuation

2016
Pesquera Centinela

Valuation

2016
Via Consumo

Valuation

2016
TAL S.A.

Valuation

2016
Textil El Amazonas

Valuation and strategic adivsory

2016
P. Panamericana

Valuation

2015
P. Panamericana

Valuation

2015
Mambrino

Valuation

2015
S. Aéreos Los Andes

Valuation

2014
DIVISO G. Financiero

Valuation

2014
Mondelez Perú

Valuation

2014
Agroindustrias AIB

Valuation

2014
REP

Valuation of assets for acquisition

2014
Mountain Lodges

Valuation

2014
S. Aéreos Los Andes

Valuation

2013
Mondelez Perú

Valuation

2013
INCASUR

Valuation

2013
Ferrosalt

Valuation

2013
Komfort

Valuation

2013
Viejo Tonel

Valuation

2013
El Rocío

Valuation

2012
Sullair del Pacífico

Valuation

2012
Laboratorios Portugal

Valuation

2011
Atacocha

Valuation

2011
C. Agroindustrial Beta

Valuation

2011
Corporación Azucarera

Valuation ECUDOS from Ecuador

2011
Soboce

Valuation SOBOCE and FANCESA

2010
Soboce

Valuation SOBOCE and FANCESA

2010
Cormin Callao

Valuation

2010
Profuturo AFP

Valuation

2010
Grupo ACP

Valuation

2009
ETNA

Valuation

2008
Termopichincha

Valuation

2008
Perú Travel Bureau

Valuation

2008
Nestlé Perú

Valuation

2008
C. Refrigerados INY

Valuation

2008
Mercantil

Valuation

2008
Global Chemicals

Valuation

2008
Radiadores Fortaleza

Valuation

2008
Pesquera Exalmar

Valuation

2008
Coney Park

Valuation

2008
Luz del Sur

Valuation

2008
Latina Seguros y RSos

Valuation

2008
C. Agroindustrial Beta

Valuation

2008
Argentum

Valuation

2008
Derivados del Maíz

Valuation

2007
Backus

Valuation

2007
Clínica San Felipe

Valuation

2007
Corporación Azucarera

Valuation

2007
Kraft Foods Perú

Valuation

2007
Peruana de Energía

Valuation

2007
Electro Sur Medio

Valuation

2007
Argentum

Valuation

2007
Pesquera Hayduk

Valuation

2007
AFP Unión Vida

Valuation

2007
Minera Atacocha

Valuation

2006
Telefónica del Perú

Valuation

2006
Minera Argentum

Valuation

2006
C. Agroindustrial Beta

Valuation

2006
Pesquera Exalmar

Valuation

2006
Vidrios Planos

Valuation

2006
Inmobiliaria Pariachi

Valuation

2006
Industrias del Envase

Valuation

2006
Cervecería San Juan

Valuation

2006
Cervesur

Valuation

2006
Backus

Valuation

2006
Kraft Foods Perú

Valuation

2005
I. Panamericana

Valuation

2005
C. Móviles del Perú

Valuation

2005
Fenper

Valuation

2005
Telefónica Empresas

Valuation

2004
PC Moda

Valuation

2004
Molitalia

Valuation

2004
FANCESA – SOBOCE

Valuation

2003
Telefónica del Perú

Valuation

2003
Proempresa

Valuation

2003
Tabacalera Nacional

Valuation

2003
S. I. Administración

Valuation

2001
Tech Pack

Valuation

2001
A. I. Paramonga

Valuation

2000
Idiesa

Valuation

1999
Fibraforte

Valuation

2000
URBI

Valuation

1997
S. I. Morococha

Valuation

1997
Porfin

Valuation

1996
Interquímica

Valuation

1996
Indeco

Valuation

1996
Drokasa

Valuation