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