Epsilon Group
Epsilon Group is a Lima-based cross-border investment banking advisory firm providing M&A advisory, capital raising, and asset management services to growing and middle-sized companies, real estate developers, start-ups, and institutional and retail investors across Peru.
- Company typePrivate
- Founded1998
- HeadquartersLima, Peru
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Epsilon Group does
Epsilon Group is a cross-border investment banking advisory firm headquartered in Lima, Peru, with a secondary office in London, England. Founded in 1998 as a regulatory economic consulting practice serving government agencies in emerging markets, the firm pivoted in 2002 into corporate finance and by 2005 narrowed its focus to growing and middle-sized companies in middle-class-impact sectors such as education, health and fitness, beverages, real estate, agroindustry, oil and gas, retail, and soft drinks. Its core offerings are organized around two pillars: Investment Banking (M&A advisory, capital raising for debt and equity, technical analysis and valuations, private placements, fairness opinions, and debt restructuring) and Asset Management (private real estate asset management, real estate variable income, and real estate fixed income products structured through SPVs, structured funds, and built-to-suit vehicles). The firm is organized as a Peruvian SCRL (EPSILON GROUP SCRL), is privately held by its founding partners, and operates with a four-person team: Managing Directors Alvaro Escalante and Brian Hanover, Vice President Luciana Allemant, and Senior Analyst Jose Ignacio Escalante.
Revenue is generated through professional services fees on advisory mandates, capital raising transactions, and asset management fees on alternative investment vehicles. Pricing is not publicly disclosed; advisory engagements are negotiated per mandate and asset management fees vary by fund and investment amount. The go-to-market is exclusively direct and relationship-led, relying on professional networking, referrals, market research publishing (Peru M&A overview, blueberry sector analysis, venture capital ecosystem), and a newsletter. The firm has no proprietary technology platform, no software product, and no API or SDK surface; its competitive differentiation is built on senior banker experience (90+ combined years, including prior tenures at Bozz Allen Hamilton, Tullett Prebon, PwC, KPMG, Banbif, Diageo, AB-InBev, and Citibank), institutional capital relationships (global, regional, and local real estate VC funds; Wayra, Fledge, UTEC Ventures, Angel Ventures; a Southeast US multifamily asset manager with USD 750+ AUM), and a documented track record including US$400+ million in originated real estate assets and two private placements for Grupo Aurora totaling S/. 8.5 million supporting the delivery of 500+ housing units and USD 75 million in client revenue.
Epsilon Group firmographics
Firmographics- Name
- Epsilon Group
- Legal name
- EPSILON GROUP SCRL
- Website
- https://epsilon-group.net
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Epsilon Group is a Lima-based cross-border investment banking advisory firm providing M&A advisory, capital raising, and asset management services to growing and middle-sized companies, real estate developers, start-ups, and institutional and retail investors across Peru.
- Ownership category
- akta.pro rank
Epsilon Group industry classification
Industry- Product category
- Investment Banking Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)
- akta.pro secondary industries
- Cross-Border M&A Advisory (FSAEAGAH), Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)
Keywords
Where Epsilon Group is headquartered
LocationHeadquarters
- HQ city
- Lima
- HQ country
- Peru
- HQ region
- Latin America
Offices2 records
Markets served
Epsilon Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- M&A Advisory Fees: Advisory fees from advising private companies on sale of their business (M&A Advisory) and acquisition of new companies. Includes company valuations and fairness opinion reports.
- Capital Raising Services: Capital raising fees from arranging debt and equity financing in private and public capital markets, including private placements for equity, debt, and impact debt.
- Asset Management Services: Asset management fees for alternative asset classes offered to private retail clients and institutional investors. Includes originating investment opportunities and structuring deals such as buyouts, roll-ups, and build-to-suit funds.
- Debt Restructuring Advisory: Corporate finance services including debt restructuring for companies seeking to optimize their capital structure.
Go-to-market motion3 records
Distribution channels2 records
Marketing channels3 records
Epsilon Group product offering
Product offeringCore offering
Epsilon Group is a cross-border investment banking advisory firm headquartered in Lima, Peru, focused on growing and middle-sized companies. The firm provides M&A advisory, capital raising, private real estate asset management, venture capital/funding start-ups advisory, real estate development advisory, and deal structuring and investment management services. Offerings are tailored for company owners and operators, real estate developers, and private investors seeking exposure to Peruvian and Latin American opportunities.
Product overview
Epsilon Group operates as a cross-border investment banking advisory firm offering a platform of financial services centered around M&A Advisory and Asset Management. The core offerings include Investment Banking services (M&A Advisory, Capital Raising, and Technical Analysis) and Asset Management (Private Real Estate Asset Management, Real Estate Variable Income, and Real Estate Fixed Income). The firm also provides specialized advisory services including Deal Structuring and Investment Management, Venture Capital/Funding Start-Ups advisory, and Organic Growth Advisory for Real Estate Developers. Additional services include Investment Ideas/Research covering Peru market opportunities, Real Estate Development, Infrastructure Demand, M&A Deals Overview, and sector-specific analyses such as Peruvian Blueberries. The portfolio is structured around advisory and research services rather than a unified software platform or technology product.
Differentiator
Problem solved
Functional benefit
Products and services
- M&A Advisory Investment banking advisory for mergers and acquisitions, applying industry-standard valuation methodologies and financial modeling to support transaction execution for companies seeking strategic combinations or divestitures.
- Capital Raising Advisory for private placements and capital raising transactions, helping companies secure debt or equity financing from domestic and international investors.
- Private Real Estate Asset Management Management of private real estate investment portfolios including variable income and fixed income strategies, along with debt restructuring services for real estate clients.
- Real Estate Development Advisory Advisory on residential and commercial real estate market opportunities in Peru, including housing deficit analysis and real estate investment strategies for developers and investors.
- Organic Growth Advisory for Real Estate Developers Strategic advisory for real estate developers to reduce proprietary capital exposure by partnering with real estate venture capital funds, enabling organic growth without over-leveraging the balance sheet.
- Venture Capital / Funding Start-Ups Advisory Advisory and pipeline management for venture capital and start-up funding, connecting early-stage Peruvian and Latin American ventures with regional and international investors.
- Deal Structuring and Investment Management Advisory on deal structuring and active investment management for clients, designing transaction structures and managing investments across the firm's mandates.
- Local Infrastructure Demand Advisory Advisory on local infrastructure demand opportunities in Peru, supporting clients evaluating infrastructure-related investments and partnerships.
- Peru in Your Investment Portfolio Advisory Advisory for international and domestic investors on incorporating Peru-focused opportunities into broader investment portfolios, leveraging local market intelligence and cross-border transaction capability.
Companies that use Epsilon Group
Customer profileNamed customers1 record
Segments5 records
Ideal customer profiles5 records
Epsilon Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Epsilon Group partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- Southeast US Multifamily Asset Manager (with USD 750+ AUM)coreEpsilon Group is collaborating with the capital markets team of one of the leading multifamily asset managers in the southeast region of the United States, with more than USD 750 in AUM. The collaboration involves raising capital for one of their multifamily income funds and helping them establish investment partnerships with global private equity and other institutional investors.
- Wayra (Telefonica Open-Future)minorWayra is identified as an integral player in Peru's venture capital ecosystem, backed by Telefonica Open-Future, contributing to the growth of the local startup ecosystem which Epsilon Group advises upon.
- Angel VenturesminorAngel Ventures obtained FOMIN backing to launch a Pacific Alliance-focused fund and is identified as an integral player in Peru's venture capital ecosystem.
- FledgeminorFledge is identified as an integral player in Peru's venture capital ecosystem contributing to the growth of the local startup ecosystem.
- UTEC VenturesminorUTEC Ventures is identified as an integral player in Peru's venture capital ecosystem contributing to startup ecosystem development.
- Kusi ContratistasminorConstruction company owned by Grupo Aurora (Epsilon Group's client) that handles all construction needs for their real estate development projects.
Scale indicators9 records
Recent moves6 records
Expansion highlights5 records
Epsilon Group competitors and assessment
Company assessmentRegional players
- LarrainVial: Chile-based investment bank and asset manager with cross-Andean reach. Comparable as a Latam boutique offering M&A advisory, capital markets and asset management to mid-market and family-owned clients across the region.
- GBM (Grupo Bursátil Mexicano): Mexican broker-dealer and investment bank offering brokerage, corporate advisory and asset management. Comparable as a regional mid-market IB with a similar blend of advisory and asset management services in an emerging market.
- Sabadell Capital: Spanish-origin mid-market investment banking and capital markets platform with selective Latam activity. Comparable as a boutique IB serving mid-market companies on cross-border M&A and capital raising mandates.
Broad incumbents
- BTG Pactual: Largest independent investment bank in Latin America with IB, asset management, securities and lending. Competes for the same cross-border mid-to-large mandates out of Peru and the broader Andean region.
- Evercore: Independent global boutique investment bank with Latam coverage through its advisory practice. Comparable as a senior-led, advisory-only boutique competing on relationships and execution quality in cross-border mid-market M&A.
Direct peers
- Credicorp Capital: Peru-based investment banking and asset management arm of Credicorp, offering M&A advisory, capital markets, and securities services. Most directly comparable domestic competitor to Epsilon, operating in the same market with an overlapping service stack.
- GP Bullhound: Global boutique investment bank focused on technology and growth companies. Comparable as a senior-led, relationship-driven boutique IB model delivering M&A and capital raising services to mid-market companies.
- Kallpa Securities: Peruvian broker-dealer and investment bank offering equity brokerage, corporate finance and M&A advisory across Peru. Comparable as a domestic full-service capital markets intermediary competing for the same mid-market Peruvian clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Epsilon Group social profiles
Digital presenceEpsilon Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Epsilon Group leadership team
Management profileNumber of profiles
Profiles4 records
Epsilon Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Epsilon Group 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 Epsilon Group
What does Epsilon Group do?
Epsilon Group is a cross-border investment banking advisory firm headquartered in Lima, Peru, focused on growing and middle-sized companies. The firm provides M&A advisory, capital raising, private real estate asset management, venture capital/funding start-ups advisory, real estate development advisory, and deal structuring and investment management services. Offerings are tailored for company owners and operators, real estate developers, and private investors seeking exposure to Peruvian and Latin American opportunities.
Is Epsilon Group a public or private company?
Epsilon Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Epsilon Group founded?
Epsilon Group was founded in 1998. It employs 1 to 10 people.
Where is Epsilon Group based?
Epsilon Group is headquartered in Lima, Peru, in the Latin America region.
How does Epsilon Group make money?
Four revenue lines are on record. M&A Advisory Fees are the primary driver. The others are capital Raising Services, asset Management Services and debt Restructuring Advisory.
Who are Epsilon Group's main competitors?
Regional players on record are LarrainVial, GBM (Grupo Bursátil Mexicano) and Sabadell Capital. Broad incumbents are BTG Pactual and Evercore. Direct peers are Credicorp Capital, GP Bullhound and Kallpa Securities.
Does Epsilon Group have an API?
No public API is recorded for Epsilon Group.
What industry is Epsilon Group in?
Epsilon Group's product category is Investment Banking Advisory. Its primary akta.pro industry code is BPAHAOAA, M&A Advisory (Buy-Side & Sell-Side), with a secondary code of FSAEAGAH, Cross-Border M&A Advisory. Its NAICS code is 523940 and its SIC code is 6211.