Case Name :      Lisco Acquisition of a Minority Interest of Orion

Authors :           Richard Howard, Kimberley Howard

Source :             Ivey Publishing

Case ID :            W13232

Discipline :        Finance

Case Length :    11 pages

Solution Sample availability : YES

Plagiarism : NO (100% Original work)

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 Columbia. 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?