Track Record of Success

We continue to create values and make a difference for our valued clients.

Awards and Recognition

The country’s award-winning independent full-service investment house is here to partner with you.

Best Financial Advisory Company in the SME Sector for 2024 by Global Banking & Finance Review

Best Independent Financial Services Provider Philippines for 2024 by World Economic Magazine

Most Innovative Investment Banking Advisor – Philippines for 2023 by International Business Magazine

The Global Economics - Most Innovative Investment Banking Advisor 2023

Most Innovative Investment Banking Advisor for 2023 by The Global Economics Awards

Asset Asian Awards - Best IPO Philippines

Best IPO Award from the Asset Country Awards for Sustainable Finance for 2022

Asian Banking & Finance Corporate & Investment Banking Awards 2022 - Innovative Deal of the Year - Philippines

Innovative Deal of the Year for 2022 by the Asian Banking & Finance Corporate & Investment Banking Awards

The Global Economics - Most Innovative Investment Banking Firm 2022

Most Innovative Investment Banking Firm for 2022 by The Global Economics Awards

Best Financial Advisory Company in the SME Sector for 2022 by Global Banking & Finance Review

Most Innovative Investment Banking Firm for 2022 by The Global Economics Awards

Deal of the Year for 2022 for Citicore Energy REIT Corporation IPO by Investment House Association of the Philippines (IHAP) Awards

Investment House Association of the Philippines - Best Large Cap - Equity Deal 2022

Best Large Cap – Equity Deal for Citicore Energy REIT Corporation IPO by Investment House Association of the Philippines (IHAP) Awards

We have carved out a name in providing corporate finance and advisory services in the Philippine capital markets. Our efforts have also been acknowledged in the business of underwriting and distribution of fixed income and equity issues.

Successful Deals

Company Confidential
Company Confidential
  • Fairness Opinion and Fair Price Valuation on a Shipping and Logistics Company
  • Financial Advisor
  • August 2023
Company Confidential
Company Confidential
  • Private Placement of a Commercial Bank
  • Financial Advisor
  • August 2023
Company Confidential
Company Confidential
  • Fairness Opinion and Fair Price Valuation on a Philippine Conglomerate
  • Financial Advisor
  • July 2023
Metro Pacific Investments
Metro Pacific Investments
  • Fairness Opinion and Fair Price Valuation
  • Financial Advisor
  • June 2023
Company Confidential
Company Confidential
  • Fairness Opinion and Fair Price Valuation on a Hospital
  • Financial Advisor
  • June 2023
Altenergy
Alternergy
  • PhP1.6 Billion Initial Public Offering of Alternergy Holdings Corporation
  • Co-Lead Underwriter
  • March 2023
Philippine Business Bank
Philippine Business Bank
  • PhP500 Million Stock Rights Offering of Philippine Business Bank
  • Underwriter
  • March 2023
UnionBank
UnionBank
  • PhP12 Billion Stock Rights Offering of Union Bank of the Philippines, Inc.
  • Joint Global Coordinator and Joint Lead Underwriter
  • February 2023
Citicore Energy REIT
Citicore Energy REIT
  • PhP6.40 Billion Initial Public Offering of Citicore Energy REIT, Corp
  • Issue Manager, Financial Advisor, Joint Global Coordinator, Joint Bookrunner, Lead Underwriter
  • February 2022
Double Dragon Properties Corporation
PH Resorts Group
  • Private Top-Up Placement of PhP599.15 Million
  • Lead Underwriter
  • August 2021
Apollo Global Capital logo
Apollo Global Capital
  • Fairness Opinion and Fair Price Valuation of Apollo Global Capital, Inc.
  • Financial Advisor
  • March 2021
Pepsi-Cola Products Philippines, Inc.
Pepsi-Cola Products Philippines, Inc.
  • Fairness Opinion and Share Price Valuation
  • Independent Financial Advisor
  • January 2021
PH Resorts Group
PH Resorts Group
  • Follow-On Offering of PH Resorts Group, Inc.
  • Lead Underwriter
  • November 2020
Philippines Airlines
MerryMart
  • PhP1.60 Billion Initial Public Offering of MerryMart Consumer Corp.
  • Selling Agent
  • June 2020
Double Dragon Properties Corporation
DDMP Reit, Inc.
  • PhP14.70 Billion Initial Public Offering of DDMP Reit, Inc.
  • Selling Agent
  • March 2020
Eastwest Banking Corporation
East West Banking Corporation
  • PhP3.7 Billion Bank Bond Issuance
  • Sole Arranger
  • February 2020
MicroBenefits
MicroBenefits
  • USD10 Million Private Placement
  • Investment Banker
  • March 2016
Italpinas Development Corporation
Italpinas Development Corporation
  • PhP207 Million Initial Public Offering
  • Issue Manager and Joint Lead Underwriter
  • December 2015
Xurpas, Inc.
Xurpas Inc.
  • PhP1.37 Billion Initial Public Offering
  • Co-Lead Underwriter
  • December 2014
Philippines Airlines
Philippine Airlines
  • Fairness Opinion and Share Price Valuation of Philippine Airlines, Inc.
  • Financial Advisor
  • October 2014
Double Dragon Properties Corporation
Double Dragon Properties Corporation
  • PhP1.16 Billion Initial Public Offering
  • Issue Manager and Joint Lead Underwriter
  • April 2014
Maybank
Maybank
  • Share Price Valuation and Fairness Opinion
  • Financial Advisor
  • October 2013
Alaska Milk Corporation
Alaska Milk Corporation
  • Fairness Opinion and Fair Price Valuation
  • Independent Financial Advisor
  • 2012
Eastwest Banking Corporation
Eastwest Banking Corporation
  • PhP5.20 Billion Initial Public Offering
  • Domestic Lead Underwriter
  • 2012
Calapan Ventures, Inc.
Calapan Ventures, Inc.
  • PhP105 Million Initial Public Offering
  • Issue Manager and Sole Underwriter
  • November 2011
Company Confidential
Carmen Copper Corporation
  • USD100 Million Term Loan
  • Investment Banker and Arrangement
  • December 2006

 Need Expert Advice?