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 and succession protocols

Credentials

2022
Fundo San Fernando
Fundo-San-Fernando

Strategic Advisory

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2020
Inversiones Granadero
Inversiones-Granadero

Strategic Advisory

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2020
John Laing
JOHN-LAING

Strategic Advisory on Public-Private Partnerships

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2019
Contugas

Strategic Advisory

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2016
Chema
chema

Advisory Corporate Governance

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2014
EGE Santa Lorenza
santa-lorenza.PNG-100x51

Evaluation of financing alternatives

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2013
P.Sourcing Group
PSG1

Evaluation of strategic alternatives

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2012
Montana
montana

Evaluation of strategic alternatives

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2012
Minera Poderosa

Evaluation of financing alternatives

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2011
Industrias Vencedor
Vencedor logo

Evaluation of strategic alternatives

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2011
Corporación Rey

Evaluation of strategic alternatives

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2010
Fenper
fenpero (2)

Evaluation of strategic alternatives

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2010
Olsa RE
olsa-re (2)

Evaluation of strategic alternatives

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2010
REP
Logo_isa

Arbitrage process regarding demands from workers union

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2009
Pesquera Hayduk
hayduk1

Sale of strategic assets

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2008
Marubeni Corporation
marubeni (2)

Evaluation of investment opportunities

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2008
Securitas S. Holding
securitas (2)

Evaluation of investment opportunities

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2004
C. Minero Horizonte
consorcio-minero-horizonte.PNG

Evaluation of an hidroelectrical project

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2002
P. Playa Hermosa
ProInversion

Evaluation of Playa Hermosa project

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2001
Plásticos Fort

Liquidation of Plásticos Fort

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2000
IFH Peru
ifh-peru (2)

Evaluation of Business Plan to constitute an AFP

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1998
Canayma
sleep-in (2)

Financial Analysis Canayma

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1998
Parques Empresariales
cosapi (2)

Negotiation, structuring and valuation of the Corporate Office Complex Project

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1997
Choice Atlántica
choice-atlantica.PNG

Analysis of the hotel sector for the possibility of market entry

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1997
Manuelita
manuelita

Design of entry strategy to the sugar industry

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1995
Le Monde
Le-monde.PNG

Design of strategy and structure for incoporation of Le Monde

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1994
Fibrotambores
fibrotambores (2)

Market study of fiber paper drums

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1994
Consorcio Privado
afp-horizonte

Feasibility study for incorporation of AFP Horizonte

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1993
Banco Interandino
banco-interandino (2)

Financing of investment projects

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1993
Profonanpe
profonampe (2)

Implementation of an Investment Fund

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1993
BID

Capital Market Development in El Salvador and Guatemala

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1993
CAF
corporacion-andina-fomento (2)

Establishment of a second floor bank in Bolivia

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1993
Banco Santander
banco-santander (2)

Evaluation of investment opportunities

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1993
Gobierno de Honduras
honduras (2)

Establishment of private pension fund administration system in Honduras

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1992
Banco Mundial
banco-mundial.PNG

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

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