Invex Controladora’s $20.6 Million Notes Offering


Santamarina y Steta acted as deal counsel on the transaction

Invex Controladora executed its offering of $20.6 million notes due 2023.

Invex Casa de Bolsa acted as placing agent CI Banco acted as representative and Fitch México and S&P Global Rating acted as rating agents on the offering.

Invex Controladora S.A.B. de C.V. operates as a financial services firm. The Company, led by Juan Bautista Guichard Michel, Patrick Doucet Leautaud and Roberto Diez De Sollano Diaz offers investment, brokerage, trust, fiduciary, and banking services.

Santamarina y Steta advised Invex Controladora, S.A.B. de C.V., Invex Casa de Bolsa, S.A. de C.V., Invex Grupo Financiero, CI Banco, S.A., Fitch México, S.A. de C.V. and S&P Global Ratings, S.A. de C.V. with a team including Sergio Chagoya Díaz (Picture), Jorge E. Vázquez Navarro and José Antonio López González.

Involved fees earner: Sergio Chagoya Diaz – Santamarina y Steta; Jorge Vázquez – Santamarina y Steta;

Law Firms: Santamarina y Steta;

Clients: CI Banco SA; Fitch México, S.A. de C.V.; INVEX Controladora, S.A.B. de C.V.; Invex Grupo Financiero; INVEX, Casa de Bolsa, S.A. de C.V.; S&P Global, Inc.;

Author: Ambrogio Visconti.