Four Trees Merchant Partners

What Four Trees Merchant Partners does

Four Trees Merchant Partners is an independent boutique merchant bank founded in 2015 by a group of experienced professionals and private investors, operating across offices in New York, Madrid, and Santiago de Chile. The firm offers three integrated service lines: Corporate Finance (independent advisory and execution for structured finance, project finance, corporate finance, financial restructurings, and M&A), Wealth Management (customized solutions for high-net-worth individuals, families, corporations, and foundations), and Asset Management (origination and structuring of differentiated investment opportunities in energy and infrastructure). Its core technology is a human-relationship-driven financial services platform, with no disclosed AI, API, or proprietary software products; value is delivered through direct senior partner involvement in every mandate and a global investor network spanning pension funds, endowments, financial funds, insurance companies, and strategic investors. The firm earns revenue through advisory fees on capital markets transactions, management fees and carried interest on asset management mandates, and fixed/variable commissions on wealth advisory services. Its regulated Chilean entity, Four Trees Asesoría y Gestión Patrimonial Limitada, operates under CMF oversight, while the firm has also taken equity positions in operational energy ventures such as the Empresas Lipigas distributed energy joint venture and the Atacama Hydrogen Hub consortium.

Name

Four Trees Merchant Partners

Legal name

Four Trees Asesoría y Gestión Patrimonial Limitada

Website

https://fourtreescapital.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Four Trees Merchant Partners is an independent boutique merchant bank founded in 2015, offering corporate finance advisory, wealth management, and asset management services focused on energy and infrastructure sectors for corporate clients, high-net-worth individuals, and institutional investors across the Americas and Europe.

Ownership category

akta.pro rank

Headquarters

HQ city

Madrid

HQ country

Spain

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Corporate Finance Advisory: Independent advisory fees for structuring, project finance, corporate finance, financial restructurings, and M&A transactions. Boutique service with partner involvement and flexible fee schemes including potential association structures.
2. Asset Management: Management fees and carried interest from differentiated investment opportunities in energy and infrastructure. Participates with minority equity stakes in projects.
3. Wealth Management Advisory: Advisory fees charged to high-net-worth individuals and families. Declares charging fixed and variable commissions to clients for investment advice services.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels1 record

Core offering

Four Trees Merchant Partners is an independent boutique merchant bank that delivers three integrated services: (1) Corporate Finance advisory and execution for structured, project and corporate finance, financial restructurings, and M&A; (2) Wealth Management solutions for high-net-worth individuals, families, corporations and foundations; and (3) Asset Management focusing on differentiated investment opportunities in energy and infrastructure. Senior partners are directly involved in every engagement, and the firm maintains a global investor network across the Americas and EMEA.

Product overview

Four Trees Merchant Partners operates as a boutique merchant bank offering three integrated core services: Corporate Finance (investment banking advisory, M&A, project finance), Wealth Management (personalized asset management for high-net-worth clients), and Asset Management (origination and structuring of investment opportunities in energy and infrastructure). The firm focuses on Latin American and European markets with offices in New York, Madrid, and Santiago de Chile.

Differentiator

Problem solved

Functional benefit

Products and services

• Corporate Finance Independent advisory and execution services for structured, project and corporate finance, financial restructurings, and mergers and acquisitions. Provides unbiased advice across the capital structure to reach efficient financing solutions for corporate clients and financial sponsors.
• Wealth Management Customized wealth management solutions for high-net-worth individuals, families, corporations, and foundations, covering asset and liability organization and management. Delivered with total alignment to client objectives and transparency in incentives.
• Asset Management Origination and structuring of differentiated investment opportunities in energy and infrastructure, providing access to non-conventional asset classes and strategies. Targets transmission, NCRE generation, distributed generation, infrastructure, and transport assets, with minority equity participation alongside clients.

Quantifiable outcome

• US$ 5,000MM+ in total deal value across 20+ transactions
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Empresas LipigascoreStrategic or Co-development PartnerFour Trees developed a distributed energy business and sold 80% to Empresas Lipigas. Alliance aims to develop jointly a platform to deliver distributed energy solutions to Lipigas customers. Business plan targets 20-25 MW in 3 years through net-billing and Solar Communities. Four Trees retains 20% equity stake as joint venture partner.
• Atacama Hydrogen Hub ConsortiumcoreStrategic or Co-development PartnerFour Trees is part of a consortium to develop a green hydrogen project in Antofagasta region near Mejillones. First 2 GW electronics facility powered by solar photovoltaic panels in the world's highest irradiation zone. Consortium brings together top-tier professionals with extensive experience in energy, project development, finance, and environmental engineering.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Lazard: Lazard is a global independent advisory and asset management firm; comparable as a large-scale boutique investment bank with energy/infrastructure advisory and wealth/asset management practices overlapping with Four Trees' three-pillar model.
• Rothschild & Co: Rothschild operates a global independent advisory and wealth/asset management business with deep European roots; comparable to Four Trees' partner-led, independent advisory model serving corporate and family clients across geographies.
• Banco BTG Pactual (Chile): BTG Pactual is a Latin American investment bank with strong Chilean operations; competes for the same corporate finance, project finance and wealth management mandates in Chile and across the region.
• Houlihan Lokey: Houlihan Lokey is a global independent investment bank with a strong M&A, restructuring, and capital markets practice; comparable as a larger independent advisory peer competing for mid-to-large corporate finance mandates across multiple sectors including infrastructure.
• Santander Investment Banking (CIB): Santander's corporate and investment banking division is one of Four Trees' main large-scale competitors in Latam project finance and energy advisory; cited as the historical employer of multiple Four Trees founders, indicating direct overlap in client relationships and deal flow.

Direct peers

• Evercore: Evercore is a pure independent advisory boutique focused on M&A, restructurings, and capital markets; the closest direct analogue to Four Trees' independent corporate finance advisory practice in philosophy and senior-partner-led execution.
• Moelis & Company: Moelis is a global independent advisory firm with operations across the Americas and Europe; comparable as a senior-banker-led boutique serving corporates on M&A and capital structure advice, similar to Four Trees' corporate finance practice.
• LarrainVial: LarrainVial is the leading Chilean independent investment bank and asset manager; directly competes with Four Trees in Chilean corporate finance, project finance, asset management, and wealth advisory, sharing the same local institutional client base.

Regional players

• Claro y Asociados: Claro y Asociados is a Chilean boutique investment bank providing M&A and corporate advisory; a regional peer in the same Santiago market competing for corporate finance mandates with similar partner-led delivery.

Emerging players

• Greentech Capital Advisors: Greentech (now part of Houlihan Lokey / Seligman advisory) is an independent advisor focused on clean energy and sustainability; comparable as a sector-specialist boutique competing for the same renewable energy and infrastructure deal flow.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/four-trees-merchant-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Four Trees Merchant Partners