Valoriza Group
Valoriza Group is a Medellín-based boutique investment bank founded in 2018, providing M&A advisory, valuations, debt structuring, consulting, and private equity services to mid-market and large enterprises across Latin America and the Caribbean.
- Company typePrivate
- Founded2018
- HeadquartersMedellín, Colombia
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Valoriza Group does
Valoriza Group is a boutique investment banking firm founded in 2018 in Medellín, Colombia, providing integrated financial advisory services to mid-market and large enterprises across Latin America and the Caribbean. The firm operates four core service lines: Investment Banking (valuations, M&A advisory, debt structuring), Consulting (financial outsourcing, process restructuring, corporate governance and succession planning), Financing (debt and equity raising, syndicated loans, securitizations), and Private Equity (direct capital investment and access to an international investment fund network). The firm's value proposition is built on the founder's 30+ years of investment banking experience, including two decades at Citibank across New York, Bahamas, Panama, and Colombia, and a network spanning 14 countries with USD 1.4 billion+ in closed transactions and 25+ cross-border deals.
The business model is professional services engagement-based, generating revenue from advisory fees on M&A mandates, transaction fees on completed debt and equity raises, and consulting retainers. The go-to-market is relationship-driven enterprise sales targeting companies seeking cross-border capital, valuations, and financial restructuring. The firm does not operate a proprietary technology platform; its principal assets are human capital, relationships, and deal credentials, including a Euromoney 'Global Deal of the Year' award for the Nassau International Airport project finance transaction. Notable clients include Bancoomeva, Grupo Coomeva, Christus, and Procaps (NASDAQ-registered).
The firm is privately held and founder-controlled by Luis Carlos Ochoa París, with no external institutional investors or parent company disclosed. The team consists of approximately 8-10 professionals including founding partners, junior associates, and analysts recruited from top Colombian universities (EAFIT, EIA) and from Bocconi. Beyond advisory services, the firm has historically deployed proprietary capital into 10 early-stage companies via convertible and equity investments between 2018 and 2020, signalling a strategic intent to build a principal-investing track alongside the advisory franchise.
Valoriza Group firmographics
Firmographics- Name
- Valoriza Group
- Legal name
- Valoriza Group
- Website
- https://valorizagroup.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Valoriza Group is a Medellín-based boutique investment bank founded in 2018, providing M&A advisory, valuations, debt structuring, consulting, and private equity services to mid-market and large enterprises across Latin America and the Caribbean.
- Ownership category
- akta.pro rank
Valoriza Group industry classification
Industry- Product category
- Investment Banking & Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Financial Vehicles (525990)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
- akta.pro secondary industry
- Debt Restructuring & Workout Advisory (Consumer & SME) (FSAEAFAH)
Keywords
Where Valoriza Group is headquartered
LocationHeadquarters
- HQ city
- Medellín
- HQ country
- Colombia
- HQ region
- Latin America
Offices1 record
Markets served
Valoriza Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Investment Banking Advisory: Fees generated from M&A advisory, valuations, and financial consulting engagements with corporate clients
- Transaction-based Advisory: Fees associated with completed transactions including debt structuring, capital raising, and private equity arrangements
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom engagement-based pricing |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels6 records
Valoriza Group product offering
Product offeringCore offering
Valoriza Group is a boutique investment banking firm that advises corporate clients on valuations, mergers and acquisitions, debt structuring, financing, and private equity placements. It also delivers financial consulting services including financial management outsourcing, process and corporate restructuring, and succession planning, primarily to mid-market and large enterprises across Latin America and the Caribbean.
Product overview
Valoriza Group is a Colombian investment banking firm offering an integrated portfolio of four core financial services: Investment Banking (valuations, M&A advisory, debt structuring), Consulting (financial outsourcing, process restructuring), Financing (debt/equity raising, syndicated loans), and Private Equity (direct capital investment, fund network connections). These services work together to provide comprehensive advisory solutions to business clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Banking Core investment banking offering including company valuations (Free Cash Flow, Comparable Multiples, Precedent Transactions), mergers & acquisitions advisory, terms of exchange between companies, and debt structuring such as equity investments, liabilities management, and syndicated loans. Targeted at corporate clients seeking transaction and advisory support.
- Consulting Financial consulting service providing financial management outsourcing (financial planning, forecasting, profitability analysis, investment analysis, financial committees, dashboards/KPIs, debt vs. equity structure), bank follow-up and credit analysis support, and process restructuring covering family protocol, corporate governance, dividend policy, succession planning, and business growth strategy.
- Financing Financing service offering debt structuring and equity raising, liabilities management, financial advisory, bridge loans, syndicated loans and club deals, securitizations, investment funds network access, and corporate debt solutions for corporate clients needing capital structure advisory and execution.
- Private Equity (Fondo de Capital)
Companies that use Valoriza Group
Customer profileNamed customers5 records
Segments2 records
Ideal customer profiles2 records
Valoriza Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Valoriza Group partnerships and signals
Strategic signalScale indicators4 records
Recent moves7 records
Expansion highlights12 records
Valoriza Group competitors and assessment
Company assessmentBroad incumbents
- Lazard: Global boutique investment bank with deep M&A advisory, debt restructuring, and capital advisory practices. Comparable to Valoriza as a similarly-positioned advisory boutique, but operating at vastly greater scale across global cross-border mandates.
- Rothschild & Co: Global advisory firm with leading M&A, debt restructuring, and capital advisory businesses. Closely comparable to Valoriza's advisory scope, particularly in cross-border mid-market M&A and debt structuring, with a heritage of independence and family-controlled ownership.
- Evercore: Independent global advisory firm with a flagship M&A and capital advisory practice. Mirrors Valoriza's boutique advisory model — pure-play, relationship-driven, no balance-sheet lending — but with global scale and a much larger Latin American franchise.
Regional players
- BTG Pactual: Largest Latin American investment bank, offering M&A advisory, equity research, sales & trading, and asset management across the region. Direct competitor to Valoriza for Latin American M&A mandates, with deeper capital markets and PE capabilities.
- GBM (Grupo Bursátil Mexicano): Mexican investment bank and brokerage with corporate finance, M&A advisory, and equity research. Comparable to Valoriza as a regional investment bank serving mid-market and large enterprise clients, though focused on the Mexican market.
- IM Trust: Chilean investment bank offering corporate finance advisory, M&A, and wealth management across Latin America. Directly comparable to Valoriza as a mid-sized regional boutique competing for mid-market and large-cap advisory mandates in the Andean region.
- Vector Casa de Bolsa: Mexican brokerage and investment bank with corporate finance, M&A, and asset management businesses. Comparable to Valoriza as a regional boutique competing for mid-market advisory mandates, with a stronger domestic Mexican footprint.
- LarrainVial: Chilean investment bank and asset manager with corporate finance advisory, equity research, and sales & trading across Latin America. Comparable to Valoriza as a regional boutique, though with a larger footprint in Chile and asset management services.
Others
- Deloitte Corporate Finance: Big 4 corporate finance advisory practice providing M&A, valuations, and restructuring services globally. Comparable to Valoriza on competitive advisory mandates, with the advantage of an integrated audit/consulting platform and broader international reach.
- KPMG Corporate Finance: Big 4 corporate finance advisory practice offering M&A advisory, valuations, and debt advisory globally. Direct competitor to Valoriza on valuation and M&A mandates, particularly for mid-market clients seeking Big 4 brand association and cross-border execution.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Valoriza Group social profiles
Digital presenceValoriza Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Valoriza Group leadership team
Management profileNumber of profiles
Profiles7 records
Valoriza Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Valoriza 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 Valoriza Group
What does Valoriza Group do?
Valoriza Group is a boutique investment banking firm that advises corporate clients on valuations, mergers and acquisitions, debt structuring, financing, and private equity placements. It also delivers financial consulting services including financial management outsourcing, process and corporate restructuring, and succession planning, primarily to mid-market and large enterprises across Latin America and the Caribbean.
Is Valoriza Group a public or private company?
Valoriza Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Valoriza Group founded?
Valoriza Group was founded in 2018. It employs 1 to 10 people.
Where is Valoriza Group based?
Valoriza Group is headquartered in Medellín, Colombia, in the Latin America region.
How does Valoriza Group make money?
Two revenue lines are on record. Investment Banking Advisory is the primary driver. The others are transaction-based Advisory.
Who are Valoriza Group's main competitors?
Broad incumbents on record are Lazard, Rothschild & Co and Evercore. Regional players are BTG Pactual, GBM (Grupo Bursátil Mexicano), IM Trust, Vector Casa de Bolsa and LarrainVial. Others are Deloitte Corporate Finance and KPMG Corporate Finance.
Does Valoriza Group have an API?
No public API is recorded for Valoriza Group.
What industry is Valoriza Group in?
Valoriza Group's product category is Investment Banking & Financial Advisory. Its primary akta.pro industry code is BPAHADAB, Corporate Finance & Capital Advisory, with a secondary code of FSAEAFAH, Debt Restructuring & Workout Advisory (Consumer & SME). Its NAICS code is 523940 and its SIC code is 6282.