Mergers and Acquisitions
SUMMA is actively involved in the area of Mergers and Acquisitions (M&A), developing and executing customized and innovative solutions for its customers, both on the sell side and- the buy side, maintaining continuous contact with potential investors and investment funds, with permanent and updated knowledge of the main trends in the most relevant industries.
- Sale and/or acquisition of companies
- Search and incorporation of strategic and financial partners
- Mergers
- Leveraged buyouts by the management (MBO)
- Spin off of business assets
- Business Valuation
- Identification of potential acquisition targets
- Design and implementation of buyout deals
- Negotiation of terms and conditions
- Processes of economic and financial due diligence
- Financial structuring
Credentials
2023
Ascott Resources
Advisory in the capital raise USD$50MM
2023
Amara Foods
Advisory in the acquisition of 48% of shares
2022
BISA
Advisory in the sale of 70% to Cobra
2020
UPAL
Sale of 100% of the shares commissioned by Cisil
2019
Drokasa
Sale of 100% of the shares to Guatemalan Gruop PDC
2019
Agrícola Valle del Sol
Assets sale to Agrokasa
2019
Drokasa
Sale of 100% of the shares to Duwest
2019
Drokasa
Sale of brands and inventory to Medifarma
2019
P. Panamericana
Sale of 100% of the company to CMPC
2017
Sunshine Export
Sale of 80% to Wealmoor and other investors
2017
Laboratorios Portugal
Sale of 51% of Laboratorios Portugal to Sanfer
2016
Ocutec
Sale of 51% of Ocutec to Essilor
2015
Sullair del Pacífico
Sale of 100% of Sullair del Pacífico
2015
Grupo ACP
Advisor in the investment in Futura Schools
2015
Biopap
Repurchase of Biopap and sale of Precisa
2014
MINERVA
Advisor in the sale of major assets and brand Minerva
2013
Coney Park
Sale of 71% of Coney Park to El Comercio Group
2012
Crominco
Sales brands of Goliat and Hamilton
2012
Corporación Rey
Acquisition of a Target firm
2012
Laboratorio Arias-Stella
Merger with ACML and partial sale to Pacífico Peruano Suiza
2011
Peruana de Energía
Search of a strategic partner
2011
Firth Industries Perú
Sale of 100% of Firth to UNACEM
2010
UCAL
Search of new equity partners and debt raising US$237MM
2009
Grupo Albis
Evaluation of an eventual merger
2009
Firth Industries Perú
Evaluation of strategic alternatives
2009
Peruana de Energía
Incorporation of a new strategic partner
2008
Montana
Acquisition of the Chilean’s BASF division
2007
Guggenheim
Raising local capital for invesment fund
2007
Forza
Sale of 100% of Forza to Securitas US$14MM
2007
EMSA
Sale of 100% of EMSA to Precor
2006
Red de Energía
Structuring of a local acquisition
2006
Royal Plaza
Sale of Royal Plaza Shopping Center
2004
U. P. Ciencias Aplicadas
Sale of 100% to Laureate International Universities US$22MM
2004
C. M. Horizonte
Structuring of an acquisition proposal
2000
AGS International S
Division and sale of vending machine business to Vendomática
2000
Unirail-G & W
Concession of the Central, Southern and Cusco-Machu Picchu Railroads
1999
Valente
Valuation, promotion and sale of Náutica
1998
IFH Perú
Acquisition of 37,1% of Socosani by IFH Peru
1998
Manuelita
Acquisition of 74,15% of Laredo by Manuelita
1997
Beta San Miguel
Evaluation of investment opportunity in Casagrande
1997
Conservera Roddy
Financial Restructuring
1996
Cahua
Valuation of Cahua S.A. for the acquisition of a 60% stake by SIPESA
1996
Nations Energy
Proposal to acquire the electric generation assets of SPCC
1996
ELFEC
Acquisition Bid of Empresa de Luz and Fuerza Eléctrica de Cochabamba (ELFEC) in Bolivia
1995
AFP Horizonte
Advisor in the merger of AFP Horizonte with AFP Megafondo
1995
Refinería Conchán
Proposal to acquire Refinería Conchán
1994
GTE
Bid for a 35% stake in CPT by ENTEL
1994
IFH Perú
Acquisition of Banco Internacional del Perú