Sumatoria
Sumatoria is a Bogotá-based boutique investment bank offering financial advisory, M&A, project financing, structuring, and private capital fund management to infrastructure, energy, hydrocarbons, mining, and public transport clients across Colombia and Latin America.
- Company typePrivate
- Founded2000
- HeadquartersBogotá, Colombia
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Sumatoria does
Sumatoria is a boutique investment banking and financial advisory firm headquartered in Bogotá, Colombia, founded in 2000. The firm offers an integrated suite of six service lines: (i) Estructuraci\u00f3n (Structuring) — bid design, due diligence, and limited recourse financing; (ii) Consecuci\u00f3n de Recursos (Fundraising) — syndicated loans, bond issuances, leasing, and equity offerings; (iii) Fusiones y Adquisiciones (M&A) — buy/sell advisory, takeover defense, and valuations; (iv) Asesor\u00eda Financiera (Financial Advisory) — valuations, structured products, and risk hedging; (v) Opini\u00f3n de Experto (Expert Opinion) — regulatory and economic opinions for arbitration and regulatory framework proposals; and (vi) Private Equity Fund Management — managing three private capital funds with combined investments exceeding USD 1 billion. All mandates involve direct, active participation of the firm's partners.
The firm serves large corporations and government entities in infrastructure, energy, hydrocarbons, mining, public transport, and agroindustry, with disclosed transaction volume exceeding USD 25 billion cumulatively across Colombia and other Latin American markets including Chile, Peru, and Panama. The go-to-market motion is relationship-driven enterprise sales through senior partners, with no software products, APIs, or proprietary technology platform offered. Marketing channels are limited to a corporate LinkedIn page and downloadable Spanish/English brochures on the firm\u2019s Wix-hosted website.
Revenue is generated through two streams: (1) transaction-based advisory fees on mandates across the six service lines, and (2) management fees (and potentially carried interest) from the three managed private capital funds. The pricing model is quote-based and customized per transaction, with no publicly disclosed fee schedule. Headcount is 11\u201350 employees, eight of whom are disclosed partners combining economics, law, civil engineering, history, business administration, and industrial engineering credentials from institutions including Universidad de los Andes, Harvard, INSEAD, Georgetown, and Williams College.
Sumatoria firmographics
Firmographics- Name
- Sumatoria
- Legal name
- Sumatoria
- Website
- https://sumatoria.com.co
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Sumatoria is a Bogotá-based boutique investment bank offering financial advisory, M&A, project financing, structuring, and private capital fund management to infrastructure, energy, hydrocarbons, mining, and public transport clients across Colombia and Latin America.
- Ownership category
- akta.pro rank
Sumatoria industry classification
Industry- Product category
- Investment Banking
- NAICS
- Other Investment Pools and Funds (5259), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Investment Management Advisory (RIA) (FSAEAAAB)
- akta.pro secondary industries
- Infrastructure Planning, Capital Programs & Project Delivery Offices (PMOs) (BPAIALAJ), Private Sector & Blended Finance Arms (IFC-type) (BPADACAJ), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
Keywords
Where Sumatoria is headquartered
LocationHeadquarters
- HQ city
- Bogotá
- HQ country
- Colombia
- HQ region
- Latin America
Offices1 record
Markets served
Sumatoria business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations
Revenue model
- Investment Banking Advisory Fees: Advisory fees from structuring, restructuring, project financing, and M&A mandates. Revenue generated through transaction-based fees for services including financial structuring, due diligence, and strategic advisory.
- Private Capital Fund Management: Managing three private capital funds with investments exceeding USD 1 billion. Generates management fees and potentially carried interest from fund operations.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Sumatoria product offering
Product offeringCore offering
Sumatoria is a boutique investment bank providing financial advisory, structuring, M&A, fundraising, and expert opinion services for infrastructure, energy, hydrocarbons, mining, public transport, and agroindustry projects. The firm also manages three private capital funds with over USD 1 billion in investments focused on infrastructure projects including 4G road concessions in Colombia. All mandates are led by senior partners with active participation.
Product overview
Sumatoria is an investment banking firm offering a unified suite of financial advisory services rather than a technology product platform. The core offering consists of six interconnected service lines: (1) Estructuración for structuring and proposal development, (2) Consecución de Recursos for fundraising and financing solutions, (3) Fusiones y Adquisiciones for M&A advisory, (4) Asesoría Financiera for financial advisory and valuation, (5) Opinión de Experto for expert opinions in regulatory proceedings, and (6) Private Equity Fund Management for managing three capital funds exceeding USD 1 billion. The services are delivered through direct advisory engagements led by partners, with no software products, modules, or technology platforms offered.
Differentiator
Problem solved
Functional benefit
Products and services
- Estructuraci\u00f3n (Structuring) Advisory services for structuring and developing proposals for public and private processes, including bid design, offer preparation, due diligence execution, and limited recourse financing for clients in infrastructure and energy sectors.
- Consecuci\u00f3n de Recursos (Fundraising) Financing solutions including syndicated loans, bank credits, bond issuances, leasing, asset-backed loans, equity offerings, share repurchases, and access to strategic and institutional investors for corporate and infrastructure clients.
- Fusiones y Adquisiciones (M&A) Advisory services for buying and selling assets, strategic advisory, takeover defense, valuation opinions, and restructuring, privatization, and asset disposition processes for corporate clients.
- Asesor\u00eda Financiera (Financial Advisory) Business valuation, structured products and derivatives, business planning, sector analysis, financial restructuring, risk hedging strategies, and investment strategies for corporate and institutional clients.
- Opini\u00f3n de Experto (Expert Opinion) Regulatory and economic expert opinions for arbitration proceedings, fiscal responsibility processes, regulatory framework proposals, and regulatory impact analysis provided to legal and regulatory clients.
- Private Equity Fund Management Management of three private capital funds with investments exceeding USD 1 billion, focused on infrastructure projects including 4G road concessions in Colombia through the Uni\u00f3n para la Infraestructura fund.
Quantifiable outcome
- USD 25 billion+ in transactions completed
- +1 more outcomes
Companies that use Sumatoria
Customer profileSegments3 records
Ideal customer profiles3 records
Sumatoria technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Sumatoria partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights5 records
Sumatoria competitors and assessment
Company assessmentBroad incumbents
- BTG Pactual: Largest independent investment bank in Latin America with full-service M&A, capital markets, and asset management capabilities. Comparable to Sumatoria in cross-border LatAm advisory and project finance, but operates at significantly greater scale with a much broader product set.
- IFC (International Finance Corporation): World Bank Group's private-sector development finance arm, advising and financing infrastructure and energy projects across emerging markets including Latin America. Comparable to Sumatoria in project finance and blended finance advisory for infrastructure concessions.
- CAF (Development Bank of Latin America and the Caribbean): Latin American development bank financing infrastructure and energy projects across the region. Comparable to Sumatoria in financing and structuring infrastructure mandates, though operates as a multilateral institution rather than a private advisor.
Direct peers
- Larraín Vial: Chilean boutique investment bank and asset manager offering M&A, capital markets, and wealth advisory. Directly comparable to Sumatoria as a regional boutique IB with strong local relationships and integrated asset management, though based in Chile rather than Colombia.
- IM Trust: Chilean boutique investment bank focused on M&A, capital markets, and corporate advisory. Comparable to Sumatoria in regional boutique positioning and relationship-driven advisory model, with sector overlap in infrastructure and resources.
- Credicorp Capital: Peruvian/Andean investment banking and asset management arm of Credicorp, with M&A, equity capital markets, and project finance capabilities. Notably connected to Sumatoria as co-manager of the 4G road concessions fund via Sura AM, making it a particularly close operational peer.
- Corficolombiana: Colombian investment banking and infrastructure investment firm (part of Grupo Aval) with deep expertise in infrastructure concessions, project finance, and structured debt. Highly comparable to Sumatoria given shared Colombian base and infrastructure-concession focus.
- Inverlink: Chilean boutique investment bank specializing in M&A, valuations, and corporate restructuring. Comparable as a small regional boutique IB focused on advisory mandates rather than balance-sheet-heavy underwriting.
Regional players
- Financiera de Desarrollo Nacional (FDN): Colombian national development bank focused on structuring and financing infrastructure projects. Comparable to Sumatoria as a Colombian infrastructure-finance counterparty that the firm frequently works alongside on concession mandates.
- GBM (Grupo Bursátil Mexicano): Mexican boutique investment bank offering M&A, capital markets, and asset management. Comparable to Sumatoria as a LatAm boutique IB, though focused primarily on the Mexican market rather than the Andean region.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Sumatoria social profiles
Digital presenceSumatoria financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sumatoria leadership team
Management profileNumber of profiles
Profiles8 records
Sumatoria funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sumatoria M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sumatoria
What does Sumatoria do?
Sumatoria is a boutique investment bank providing financial advisory, structuring, M&A, fundraising, and expert opinion services for infrastructure, energy, hydrocarbons, mining, public transport, and agroindustry projects. The firm also manages three private capital funds with over USD 1 billion in investments focused on infrastructure projects including 4G road concessions in Colombia. All mandates are led by senior partners with active participation.
Is Sumatoria a public or private company?
Sumatoria is a private company. It is classified as unknown and is currently operating.
When was Sumatoria founded?
Sumatoria was founded in 2000. It employs 11 to 50 people.
Where is Sumatoria based?
Sumatoria is headquartered in Bogotá, Colombia, in the Latin America region.
How does Sumatoria make money?
Two revenue lines are on record. Investment Banking Advisory Fees are the primary driver. The others are private Capital Fund Management.
Who are Sumatoria's main competitors?
Broad incumbents on record are BTG Pactual, IFC (International Finance Corporation) and CAF (Development Bank of Latin America and the Caribbean). Direct peers are Larraín Vial, IM Trust, Credicorp Capital, Corficolombiana and Inverlink. Regional players are Financiera de Desarrollo Nacional (FDN) and GBM (Grupo Bursátil Mexicano).
Does Sumatoria have an API?
No public API is recorded for Sumatoria.
What industry is Sumatoria in?
Sumatoria's product category is Investment Banking. Its primary akta.pro industry code is FSAEAAAB, Investment Management Advisory (RIA), with a secondary code of BPAIALAJ, Infrastructure Planning, Capital Programs & Project Delivery Offices (PMOs). Its NAICS code is 5259 and its SIC code is 6199.