TRANSACTION ADVISORY
About Ecuitee:
Expert Transaction Advisory & Strategic Investment Solutions
At Ecuitee Transaction Advisory, we specialize in deal-making, investment strategy, and corporate finance, helping businesses and investors seize high-value opportunities.
Our team of project developers, investment bankers, and financial advisors connects investors with promising companies in select markets. We bring a powerful blend of financial expertise and real-world business experience to every transaction.
But credentials alone aren’t enough. What sets us apart is our hands-on experience. We understand the challenges, the opportunities, and the strategies needed to take your business to the next level.
Some people call us deal nerds. To those people, we say, “Ab-so-lute-ly!”
We love what we do that's why there's no doubt we geek out over deal-making.
We thrive on numbers, strategy, and market insights. We love dissecting financials, structuring deals, and leveraging technology to drive smarter transactions.
Our commitment is simple: to provide a seamless, high-value transaction advisory experience, if it’s buying or selling a business, securing funding, or navigating M&A, we’re passionate about helping entrepreneurs make smarter decisions, maximize value, and seize new opportunities.
Partnering in Your Success
Selling your business isn’t just a transaction—it’s a pivotal moment in your journey.
With our expertise in business sales and transitions, we provide comprehensive support at every stage, from precise valuations to strategic marketing that attracts the right buyers.
Our goal is to maximize your business’s value and ensure a smooth, successful sale.
Let us take care of the details so you can stay focused on what you do best—leading your business.
Trust us to navigate the complexities and deliver a seamless, rewarding selling experience.
MEET THE CORE TEAM
Jose Filadelfo “Joefil” R. Escay
Entrepreneur, Project Developer & Financial Specialist
Principal Advisor
Jose Filadelfo “Joefil” R. Escay is a seasoned entrepreneur, project developer, and financial expert with over 30 years of experience in strategic partnerships, business expansion, and organizational development. His expertise spans multiple industries, including:
✅ Electric Power Distribution
✅ Water Supply & Sanitation
✅ Telecommunications & Information Technology
✅ Real Estate Development & General Aviation
Global Expertise & Public Sector Leadership
Joefil has played a pivotal role in utility management, energy restructuring, and economic policy at the World Bank (Washington, DC). His work extends across the Philippines, Mongolia, India, and Bolivia, where he led transformative projects that improved infrastructure and financial efficiency.
Innovative Business & Investment Strategies
With a graduate degree in International Business from a top U.S. university and a bachelor’s degree in Economics, Joefil has a unique ability to develop creative, out-of-the-box solutions. His expertise includes:
🔹 Asset Purchase “Claw-Back” Mechanisms – Ensuring fair partnerships in international joint ventures
🔹 Indirect Privatization & Acquisition Strategies – Maximizing value in public utility investments
Our Vision – Achieving Business Equilibrium
At Ecuitee, we believe in creating win-win solutions for business owners and investors. Joefil’s approach is rooted in the concept of equilibrium—a balance that fosters sustainable growth and successful partnerships.
Cynthia F. Robel
Licensed Financial Advisor & Investment Expert
Senior Advisor
Cynthia F. Robel is a licensed financial advisor with over 20 years of experience in investment and portfolio management. Her expertise spans fund management, financial modeling, and M&A preparation, making her a trusted partner for high-value clients and businesses.
Expertise in Investment & Business Brokerage
Cynthia has built a strong client base and network among blue-chip conglomerates by combining data-driven analytics, strategic insights, and exceptional negotiation skills. She specializes in:
✅ Portfolio & Fund Management – Tailored investment strategies for long-term growth
✅ Business Brokerage – Partnering with the world’s largest business brokerage firm
✅ Mergers & Acquisitions (M&A) – Preparing companies for successful partnerships and acquisitions
✅ Financial Modeling & Investment Appraisal – Optimizing business valuation and deal structuring
Education & Professional Certifications
Cynthia holds a bachelor’s degree in Finance and has earned specialized certifications in:
📜 Trust and Investment Appraisal – From a top-ranked university in the country
📜 Project Finance Investment Appraisal – From the Association of Development Finance Institutes for Asia and the Pacific
A Results-Driven Approach to Financial Success
Cynthia’s philosophy blends principles with a results-driven mindset. Whether structuring high-value investments, negotiating deals, or advising on financial strategies, she ensures clients achieve their financial goals with precision and efficiency.
Ready to Buy or Sell a Business?
We know that buying or selling a business is a big decision, and you don’t have to do it alone.
Our expert consultants take the time to understand your goals and guide you through every step—so you can make the right moves with confidence.
Let’s talk about your next big opportunity.
“The secret of change is to focus all your energy not on fighting the old, but on building the new.”
— Socrates
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