Track Record of Success
We continue to create values and make a difference for our valued clients.
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
Most Innovative Investment Banking Advisor for 2023 by The Global Economics Awards
Best IPO Award from the Asset Country Awards for Sustainable Finance for 2022
Innovative Deal of the Year for 2022 by the Asian Banking & Finance Corporate & Investment Banking Awards
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
Leading Independent Financial Services Provider Philippines for 2022 by World Business Outlook
Deal of the Year for 2022 for Citicore Energy REIT Corporation IPO by Investment House Association of the Philippines (IHAP) Awards
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
- Fairness Opinion and Fair Price Valuation on a Shipping and Logistics Company
- Financial Advisor
- August 2023
Company Confidential
- Private Placement of a Commercial Bank
- Financial Advisor
- August 2023
Company Confidential
- Fairness Opinion and Fair Price Valuation on a Philippine Conglomerate
- Financial Advisor
- July 2023
Metro Pacific Investments
- Fairness Opinion and Fair Price Valuation
- Financial Advisor
- June 2023
Company Confidential
- Fairness Opinion and Fair Price Valuation on a Hospital
- Financial Advisor
- June 2023
Alternergy
- PhP1.6 Billion Initial Public Offering of Alternergy Holdings Corporation
- Co-Lead Underwriter
- March 2023
Philippine Business Bank
- PhP500 Million Stock Rights Offering of Philippine Business Bank
- Underwriter
- March 2023
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
- PhP6.40 Billion Initial Public Offering of Citicore Energy REIT, Corp
- Issue Manager, Financial Advisor, Joint Global Coordinator, Joint Bookrunner, Lead Underwriter
- February 2022
PH Resorts Group
- Private Top-Up Placement of PhP599.15 Million
- Lead Underwriter
- August 2021
Apollo Global Capital
- Fairness Opinion and Fair Price Valuation of Apollo Global Capital, Inc.
- Financial Advisor
- March 2021
Pepsi-Cola Products Philippines, Inc.
- Fairness Opinion and Share Price Valuation
- Independent Financial Advisor
- January 2021
PH Resorts Group
- Follow-On Offering of PH Resorts Group, Inc.
- Lead Underwriter
- November 2020
MerryMart
- PhP1.60 Billion Initial Public Offering of MerryMart Consumer Corp.
- Selling Agent
- June 2020
DDMP Reit, Inc.
- PhP14.70 Billion Initial Public Offering of DDMP Reit, Inc.
- Selling Agent
- March 2020
East West Banking Corporation
- PhP3.7 Billion Bank Bond Issuance
- Sole Arranger
- February 2020
MicroBenefits
- USD10 Million Private Placement
- Investment Banker
- March 2016
Italpinas Development Corporation
- PhP207 Million Initial Public Offering
- Issue Manager and Joint Lead Underwriter
- December 2015
Xurpas Inc.
- PhP1.37 Billion Initial Public Offering
- Co-Lead Underwriter
- December 2014
Philippine Airlines
- Fairness Opinion and Share Price Valuation of Philippine Airlines, Inc.
- Financial Advisor
- October 2014
Double Dragon Properties Corporation
- PhP1.16 Billion Initial Public Offering
- Issue Manager and Joint Lead Underwriter
- April 2014
Maybank
- Share Price Valuation and Fairness Opinion
- Financial Advisor
- October 2013
Alaska Milk Corporation
- Fairness Opinion and Fair Price Valuation
- Independent Financial Advisor
- 2012
Eastwest Banking Corporation
- PhP5.20 Billion Initial Public Offering
- Domestic Lead Underwriter
- 2012
Calapan Ventures, Inc.
- PhP105 Million Initial Public Offering
- Issue Manager and Sole Underwriter
- November 2011
Carmen Copper Corporation
- USD100 Million Term Loan
- Investment Banker and Arrangement
- December 2006