BUSINESS AND FINANCIAL EXPERTS TEAM

Connecting Capital with Business, and Business with Capital

Combined experience of Directors

Banking & Insurance

Panama

US$ 225 MM

Sale of Insurance Company

Panama

US$ 50 MM

Capital Investment for Insurance Company

Panama

N/A

ALM and RAROC Models Buildup

Panama

N/A

RAROC Model build-up

Ecuador

US$ 12.2 MM

Valuation Insurance Company

Panama

US$ 5.0 MM

Preferred Shares Public Issuance (Bank)

Panama

US$ 25.0 MM

Mortgage-backed Loan facility

Panama

N/A

Strategic and Financial Advisory for Microfinance Entity

Panama

N/A

ALM Model Buildup

Panama

N/A

Asset-Liability Management Model Buildup

Panama

N/A

Microfinance Entity Valuation

Panama

N/A

Financial Advisory to purchase 51% Equity stake for Insurance Company

Industrial

Panama

US$ 4.0 MM

Valuation and Sale of Equity Shares in a Shipyard and Ship Chandler

Panama

N/A

Financial Advisory for Hidroelectric Project Paso Ancho Hydropower 7 MW

Panama

US$ 2.9 MM

Working capital Loan Facility for Shipyard

Panama

N/A

Financial Advisory for Teak wood extraction company

Panama

N/A

Financial Advisory for Heavy Equipment Spare parts Importing company

Panama

N/A

Advisory for beverage bottling company

Panama

US$ 10.0 MM

Private Equity Fund Structuring

Real Estate Development

Panama

N/A

Financial Advisory for Trump Ocean Club Panama

Panama

US$ 20.0 MM

Preffered Shares Private Issuance for Real Estate Developer

Panama

US$ 6.0 MM

2,000 middle-income housing project Sale

Panama

US$ 8.0 MM

Asset-Backed Securitization facility

Panama

US$ 50.0 MM

Beach front Real Estate Development Project Structuring

Panama

US$ 3.0 MM

Interim Construction Loan Structuring for Contractor

Panama

US$ 2.8 MM

Financial Structuring for 114 Condo Tower

Franchised

Panama

N/A

Financial Advisory for Dominos Pizza Panama

Panama

N/A

Financial Advisory

Panama

US$ 20.0 MM

Private Equity Fund Structuring for Fast Food Franchise Stores

Panama

N/A

Financial Advisory for a Maritime Freight forwarding Company

Commitment

Our commitment to help our clients implementing value-creation strategies transforms our Services Offering, for a truly tailor-made financial-oriented Solutions Partner and Funding Source

Value Creation & combined results

Experts and allied network of Investment Groups, Family Offices, Banks, Rating Agencies, Lawyers, Developers and Service Providers, ready and willing to connect Capital with Business and Business with Capital

Code of Conduct

The Founders of Inverziona, Members of its Board of Directors, Advisors and Strategic Partners always adhere to the Code of Conduct at all levels

  • Always prioritize the interest of our clients in all actions and commitments.

  • Manage the funds of our investors professionally and efficiently.

  • Be transparent before our regulators, inspectors and investors.

  • Legal compliance, act with justice and keep the promises.

  • Identify and disclose any type of conflict of interest that may arise.

  • Investments with low environmental impact and that provide quantifiable benefits to the social contexts that impact.

  • Attract, retain and motivate exceptional talent.

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LET’S GET STARTED

We’re here to help you find the best way to reach your goals for connecting Capital with Business, and Business with Capital. We take great pride in our expertise and look forward to hearing from you.