Luis Perez Balderrama

Vice President, Investment Banking @ Banchile Citi Global Markets

About

Investment banker with 10+ years of experience in cross-border M&A, financial restructurings, and strategic advisory to global corporations, state- and family-controlled companies, and institutional investors from Europe, Asia, and the Americas. Proven track record in leading international, multicultural, and intergenerational teams in high-pressure, results-oriented environments. Accumulated transactional experience of ~US$20bn in Enterprise Value in sectors such as energy, infrastructure, consumer & retail, financial services, among others.

Country

Brazil

City

São Paulo

Industry

Investment Banking

Skill

Restructuring, Mergers & Acquisitions (M&A), Portfolio Management, Financial Analysis, Investments, Corporate Finance, Mergers & Acquisitions, Company Valuation, DCF Valuation, Trading Multiples Valuation, Transaction Multiples Valuation, Business Strategy, Investments, Pitch Books, Teasers, Information Memorandum, Microsoft Excel, Microsoft Power Point, Capital Raising, Bloomberg Terminal

Experience

Vice President, Investment Banking

Banchile Citi Global Markets

2023-8 - 2024-4 · 9 mos

Santiago, Chile

Vice President, Investment Banking

Lazard

2020-1 - 2023-5 · 3 yrs 5 mos

Santiago, Chile

Associate, Investment Banking

Lazard

2016-1 - 2020-1 · 4 yrs 1 mo

Santiago, Chile

Analyst, Investment Banking

MBA Lazard

2013-11 - 2015-12 · 2 yrs 2 mos

Santiago, Chile

Analyst (Intern), Investment Banking

Alegro Capital

2012-10 - 2013-3 · 6 mos

London, United Kingdom

Alegro Capital is an investment bank focusing on TMT, Industrial and Renewable/Clean Tech sectors across Europe - Collaborated on a USD 250m project-level equity financing for a potash mining company based in the U.S. - Developed comprehensive valuation analysis including discounted cash flow, comparable transactions and trading multiples - Produced marketing materials for corporate clients including company profiling, teasers and information books - Generated a list of potential targets for an engineering consultancy firm based in the U.K. - Quantified the acquiring capability of an I.T. services company based in Germany - Researched activist hedge funds for a sell-side transaction of a lighting manufacturer based in Austria

Analyst, Corporate Finance

Locfund Next

2010-10 - 2011-7 · 10 mos

La Paz, Bolivia

LOCFUND is a financing fund in local currency, managed from Bolivia and Costa Rica, dedicated to financial institutions in Latin America and The Caribbean - Analysed the capital structure and liquidity of several banks based in Argentina, Bolivia, Ecuador, Mexico and Peru - Assisted the Senior Investment Officer in executing 5 senior loans worth USD 5m for financial institutions - Conducted market research and produced quarterly reports for the Investment Committee - Monitored and analysed exchange rates and their fundamentals across the region - Interacted with top executives at many Latin American banks

Analyst (Intern), Corporate Finance

INVESTA ADVISORS

2009-12 - 2010-1 · 2 mos

La Paz, Bolivia

Investa Advisors is a consultancy firm based in La Paz, Bolivia - Evaluated the impact of micro-finance loans in the aggregated potato production - Performed portfolio analysis of financial institutions engaged in micro-finance - Based on the final report, the Bolivian Finance Ministry disbursed a new loan facility worth USD 20m for micro-finance banks

Education

City St George’s, University of London

Financial Economics

2011 - 2012 · 1 yr

Modules: Financial Derivatives, Econometrics, Asset Pricing, Numerical Methods and Mathematical Finance Key project: Monte Carlo simulation of Delta Hedging using the Black & Scholes model