Capital Markets

SUMMA advises clients in the structuring of financial instruments that suit the conditions of the company, and the needs of the capital markets, to meet the companies’ financing requirements. The deep and detailed understanding of the key credit and financing variables and value creation, coupled with the application of modern methods of presentation and marketing, have allowed SUMMA to achieve successful ventures for our clients in the capital markets.

  • Structuring of fixed Income Instruments: short and long term
  • Structuring of equity Instruments: Common Shares, Preferred stock, ADRs and Options
  • Structuring of Convertible Bonds
  • Structuring of structured debt and securitization trusts

Credentials

2007
Coporación Rey

Evaluation of financing alternatives

2007
IEQSA

Evaluation of financing alternatives

2006
Proinversión

Advisor to the Peruvian Government sale of EEPSA US$15MM

2005
Drokasa

Co-Structuring agent to Drokasa bond US$25MM

2005
Pesquera Exalmar

Co-Structurer of Commercial Paper Program US$5MM

2005
Financiera CMR

Structuring agent of the Third Program of Certificate of Deposits US$98MM

2003
Financiera CMR

Structuring agent Second Program of Certificates of Deposit US$46MM

1997
Cementos Lima

Co-structuring Agent of Corporate Bonds Program

1997
Interbank Overseas

Structuring Agent of a Structured Bond

1997
C.C. del Perú

Structuring Agent of Corporate Bond US$12MM

1997
Edelnor

Sale of Peruvian Government’s stake in Edelnor

1996
Luz del Sur

Sale of Peruvian Government’s remaining shares in Luz del Sur S.A.

1996
Fima

Agent and advisor in the placement of 77% of their labor shares and structurer of their coporate bonds

1994
Banco Interandino

Structuring Agent Leasing Bonds

1994
Cepsa

Placement of a 25% share participation in Compañía Embotelladora del Pacífico S.A.

1993
Minera Poderosa

Structuring Agent Euro-bond Program

1993
Banco Interandino

Structuring Agent    First issuance of Negotiable Certificates of Deposit