Strategic Advisory

Supporting its customers, local and foreign, in the evaluation of projects and economic and market studies. SUMMA also provides advice on strategic planning and financial management with the objective of maximizing shareholders value.

  • Evaluation of projects
  • Evaluation of investment options
  • Design of business plans
  • Establishment of corporate governance
  • Analysis of family companies

Credentials

2022
Fundo San Fernando

Strategic Advisory

2020
Inversiones Granadero

Valuation and strategic advisory

2020
John Laing

Strategic Advisory on Public-Private Partnerships

2019
Contugas

Strategic Advisory

2016
Chema

Advisory Corporate Governance

2014
EGE Santa Lorenza

Evaluation of financing alternatives

2013
P.Sourcing Group

Evaluation of strategic alternatives

2012
Montana

Evaluation of strategic alternatives

2012
Minera Poderosa

Evaluation of financing alternatives

2011
Industrias Vencedor

Evaluation of strategic alternatives

2011
Corporación Rey

Evaluation of strategic alternatives

2010
Fenper

Evaluation of strategic alternatives

2010
Olsa RE

Evaluation of strategic alternatives

2010
REP

Arbitrage process regarding demands from workers union

2009
Pesquera Hayduk

Sale of strategic assets

2008
Marubeni Corporation

Evaluation of investment opportunities

2008
Securitas S. Holding

Evaluation of investment opportunities

2004
C. Minero Horizonte

Evaluation of an hidroelectrical project

2002
P. Playa Hermosa

Evaluation of Playa Hermosa project

2001
Plásticos Fort

Liquidation of Plásticos Fort

2000
IFH Peru

Evaluation of Business Plan to constitute an AFP

1998
Canayma

Financial Analysis Canayma

1998
Parques Empresariales

Negotiation, structuring and valuation of the Corporate Office Complex Project

1997
Choice Atlántica

Analysis of the hotel sector for the possibility of market entry

1997
Manuelita

Design of entry strategy to the sugar industry

1995
Le Monde

Design of strategy and structure for incoporation of Le Monde

1994
Fibrotambores

Market study of fiber paper drums

1994
Consorcio Privado

Feasibility study for incorporation of AFP Horizonte

1993
Banco Interandino

Financing of investment projects

1993
Profonanpe

Implementation of an Investment Fund

1993
BID

Capital Market Development in El Salvador and Guatemala

1993
CAF

Establishment of a second floor bank in Bolivia

1993
Banco Santander

Evaluation of investment opportunities

1993
Gobierno de Honduras

Establishment of private pension fund administration system in Honduras

1992
Banco Mundial

Analysis of financial systems in Perú, México, Ecuador and Bolivia