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Lisco Acquisition of a Minority Interest of Orion

Richard Howard; Kimberley Howard;

商品編號:9B13N008
出版日期:2013/06/12
再版日期:2017/07/27
商品來源:Ivey
商品主題:Entrepreneurship; Finance; International Business
商品類型:Case (Gen Exp)
涵蓋議題:Company valuation;minority acquisitions;Chile;Colombia
難易度:4 - Undergraduate/MBA
內容長度:11 頁
地域:Chile; Colombia
產業:Finance and Insurance;
事件年度:2010

A wealth management company in Chile that provided financial advisory services to high net worth individuals and pension funds was at a crossroads. After 15 years in business, the company had become very successful. To increase its value without incurring undue corporate financial risk, the owner, who has invested most of his personal wealth in the company, has the opportunity to make an investment in a similar wealth management company in Colombia. What are the risks and rewards of such a complex international merger and acquisition for this medium-sized enterprise operating in an uncertain political and economic environment?

教學手冊:8B13N008;
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