Phi Capital Partners

Name

Phi Capital Partners

Legal name

Phi Capital Partners SA

Website

https://phicp.com

Company type

Private

Founded year

2022

Operating status

Operating

Ownership category

akta.pro rank

Product category

Investment Banking / Corporate Finance Advisory

NAICS

Investment Banking and Securities Intermediation (523150), Portfolio Management and Investment Advice (523940)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

akta.pro secondary industry

Private Equity Fundraising Placement (FSAEALAB)

Keywords

• Investment banking advisory
• M&A advisory
• Corporate finance
• Private equity investing
• Capital markets advisory

Headquarters

HQ city

Asunción

HQ country

Paraguay

HQ region

Latin America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Corporate Finance Advisory: Advisory fees for M&A transactions (buy-side and sell-side), valuations, fairness opinions, debt and equity restructuring, and capital markets transactions. Revenue is typically earned as success fees or fixed advisory retainers.
2. Private Equity Investment Returns: Returns from equity investments in portfolio companies across Food Industry, Agrotech, Real Estate, and Logistics sectors in the Cono Sur region. Generates carried interest and dividend income from investments.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels1 record

Core offering

Phi Capital Partners is an independent boutique investment bank that advises on mergers and acquisitions, business valuations, fairness opinions, debt restructuring, structured financing, and private capital raises, and simultaneously operates a private equity practice that invests in operating companies within Food Industry & Distribution, Agrotech, Real Estate, and Logistics in the Cono Sur region (Argentina, Brazil, Paraguay, Uruguay). The firm serves companies, institutions, and high-net-worth individuals seeking independent corporate finance advisory and direct investment opportunities.

Product overview

Phi Capital Partners is a boutique investment banking firm offering two integrated service lines: Corporate Finance (advisory services in mergers and acquisitions, valuations, fairness opinions, debt restructuring, and structured financing) and Private Equity (investment activities in the Cono Sur region targeting Food Industry & Distribution, Agrotech, Real Estate, and Logistics sectors). The Corporate Finance division provides M&A advisory, capital analysis, structured financing, and capital markets services, while the Private Equity division makes direct investments alongside strategic partners seeking value creation in specific industries.

Differentiator

Problem solved

Functional benefit

Products and services

• Corporate Finance (Finanzas Corporativas) Independent advisory service covering mergers and acquisitions, business valuations, fairness opinions, debt restructuring, and structured financing solutions for corporate clients, institutions, and high-net-worth individuals in the Cono Sur.
• Private Equity (Capital Privado) Direct investment practice targeting operating companies in Food Industry & Distribution, Agrotech, Real Estate, and Logistics in the Cono Sur (Argentina, Brazil, Paraguay, Uruguay), executed via coinvestments alongside strategic partners with active board participation and a focus on corporate governance improvements.
• Mergers and Acquisitions Advisory Strategic advisory and execution support for sellers, buyers, boards, and management teams in M&A transactions including sales, purchases, mergers, joint ventures, and cross-border transactions across the Cono Sur.
• Business Valuation and Capital Analysis Detailed analysis of business operations, financial statements, business cycles, working capital requirements, and investment projects to support valuation, maximize value, and manage risk.
• Structured Financing Customized financing solutions, including specialized and complex structured financing for projects or acquisitions, designed for both public and private clients.
• Debt Restructuring and Recapitalization Advisory and representation in complex debt restructuring and recapitalization processes for companies, shareholders, investors, creditors, and buyers.
• Private Capital Raising Support for clients raising capital from institutional investors and other private sources, covering the full process from initial company or project preparation to negotiation of binding terms.
• Capital Markets (Debt and Equity) Advisory across all aspects of public offerings of debt or equity, from initial preparation through to coordination with regulated entities and service providers.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Pandion PartnerscoreStrategic or Co-development PartnerStrategic alliance with Pandion Partners, a global investment banking network. Pandion Partners logo appears on the firm website indicating a formal partnership arrangement, likely providing access to international deal flow and cross-border transaction capabilities.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Perella Weinberg Partners: Global independent advisory firm with M&A advisory, capital markets, and asset management. Comparable as a boutique-to-mid-sized independent financial advisory platform offering conflict-free services — relevant for benchmarking how boutique IB economics and capabilities evolve at scale.
• Houlihan Lokey: Global independent investment bank with M&A advisory, capital markets, and financial restructuring services. Comparable as a conflict-free boutique IB that has scaled from regional roots to a global franchise — relevant as a business-model benchmark for how a Phi's positioning could scale.
• Moelis & Company: Global independent investment bank with M&A advisory, restructuring, and capital markets services. Comparable as an independent boutique IB that scaled via conflict-free positioning — analogous business model to Phi Capital Partners but at vastly larger scale.
• Lincoln International: Global boutique investment bank specializing in M&A advisory and capital raising for mid-market companies. Comparable in business model — independent boutique IB serving mid-market clients globally, with sector-specialized advisory similar to Phi's M&A and capital raising focus.
• Greenhill & Co: Independent global M&A advisory boutique (now part of Mizuho). Comparable as a pure-play independent advisory boutique whose model Phi mirrors — independent, conflict-free, senior-led M&A advisory — though at materially greater scale.

Direct peers

• IM Trust: Independent Chilean investment bank and asset manager with M&A advisory, capital markets, and wealth management. Comparable as a Southern Cone boutique offering independent corporate finance advisory with a regional multi-product footprint similar to Phi Capital Partners.
• Vinci Partners: Brazilian independent alternative investment firm with Private Equity, Corporate Credit, and Asset Management operations. Comparable as a Latin American partner-owned investment platform combining direct PE investing with broader financial services, similar to Phi's dual Corporate Finance/PE model.
• LarrainVial: Chilean-headquartered regional investment bank and asset manager with Corporate Finance advisory and Private Equity operations across Latin America. Comparable as a regional boutique-to-mid-market IB offering M&A advisory, capital markets, and PE investment services in Southern Cone markets.

Regional players

• Riverwood Capital: US-Latin America focused Private Equity firm investing in growth-stage technology and consumer businesses across the region. Comparable as a regionally focused PE investor with LatAm deployment and a sector-specialization thesis akin to Phi's sector-focused Cono Sur PE strategy.
• GBM (Grupo Bursátil Mexicano): Peruvian investment bank offering brokerage, corporate finance advisory, and wealth management across the Andean region. Comparable as a regional boutique IB with M&A advisory and capital markets services targeting mid-market Latin American corporate clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/phi-capital-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 Phi Capital Partners