ABOUT ECUITEE
We've sat on
both sides
of the table.
Most M&A advisors have never run a business, made a payroll, or felt the weight of an exit decision that affects a family, a team, and decades of work. At Ecuitee, our advisors bring operating experience alongside finance credentials.
At Ecuitee, we specialize in deal-making, investment strategy, and corporate finance — helping businesses and investors seize high-value opportunities across the Philippines and selected international markets.
We bring a powerful blend of financial expertise and real-world business experience to every transaction.
We thrive on numbers, strategy, and market insights. We love dissecting financials, structuring deals, and leveraging deep market knowledge to drive smarter transactions.
But credentials alone aren't enough. What sets us apart is our hands-on operating experience — we understand the challenges that business owners face at pivotal moments.
We treat every engagement as if our own equity were in the deal.
Our approach is disciplined and practical: clarify the transaction objective, evaluate strategic fit, build decision-grade financial models, qualify counterparties, manage confidential processes, and negotiate toward executable outcomes.
We give you an honest valuation range, an honest assessment of your options, and an honest timeline — even when the truth is inconvenient.
You will never be oversold on what your business is worth or how fast we can close it.
That discipline is why our clients trust us with the most consequential decisions of their business lives.
To give business owners the same caliber of advisory that corporations take for granted.
Large corporations have entire M&A teams, investment banks, and legal counsel on retainer.
Business owners — even very successful ones — often go into the most important transaction of their lives without anyone in their corner who has done this before.
Ecuitee exists to change that.
We bring institutional-quality advisory to the Philippine mid-market. Every client, every mandate, every deal — handled with the same rigor we would apply to a billion-peso corporate transaction.
International Business, Investments & Capital Markets
Jose leads all client mandates at Ecuitee across sell-side and buy-side transactions, valuation, capital strategy, due diligence, and strategic partnerships.
He brings a C-suite operating perspective to every deal — combining executive leadership experience, financial analysis, cross-border business judgment, and hands-on deal execution.
He advises business owners, corporate acquirers, investors, and entrepreneurs on acquisitions, divestitures, growth capital, market entry, succession, and value-creation strategies.
Jose is known for bringing structure to complexity — working with owners at pivotal moments with confidentiality, clarity, and senior-level judgment.
Project Finance Advisory
Cynthia supports transaction execution, capital structuring, investment analysis, and project development at Ecuitee.
With a background in accountancy, financial advisory, and portfolio management, she brings analytical discipline and operating rigor to every client mandate.
Her work ensures that every deal Ecuitee touches is backed by clean financial analysis, rigorous due diligence, and a structured approach to risk.
She helps give clients the confidence to move decisively at critical moments.