Epsilon Group

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.

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

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

• Investment banking advisory
• Mergers and acquisitions
• Capital raising services
• Real estate asset management
• Venture capital advisory

Headquarters

HQ city

Lima

HQ country

Peru

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. 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.
2. 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.
3. 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.
4. 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

Core 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.

Named customers1 record

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core and minor.

• Southeast US Multifamily Asset Manager (with USD 750+ AUM)coreStrategic or Co-development PartnerEpsilon 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)minorOthersWayra 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 VenturesminorOthersAngel Ventures obtained FOMIN backing to launch a Pacific Alliance-focused fund and is identified as an integral player in Peru's venture capital ecosystem.
• FledgeminorOthersFledge is identified as an integral player in Peru's venture capital ecosystem contributing to the growth of the local startup ecosystem.
• UTEC VenturesminorOthersUTEC Ventures is identified as an integral player in Peru's venture capital ecosystem contributing to startup ecosystem development.
• Kusi ContratistasminorOthersConstruction 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

Regional 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

• LinkedInlinkedin.com/company/epsilon-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Epsilon Group