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Latin America's Top Corporate Access Providers

Ranking Overview Methodology

Even after a turbulent year, the demand in Latin America for corporate access—the business of connecting investors with company executives—continues to gather momentum from international and regional investors alike.

“As we have been observing in recent years, there is a growing interest in investor trips to Latin America, both from European and North American investors as well as Brazilians,” said Juliana Dias, head of corporate access for BTG Pactual. Several macro events have influenced investor behavior over the past 12 months—from presidential elections in Argentina and Mexico, which impacted market conditions—and reshaped corporate access opportunities across the region, including trips, conferences and meetings with political consultants.

To select the members for II Research’s 2024 Latin America’s Top Corporate Access Providers, we invited participants in the 2024 Latin America Research Team and 2024 Latin America Executive Team Surveys to provide feedback on the firms that provided the best corporate access across a number of attributes.

From the 2024 Latin America Research Team survey, representing the buy-side point of view, we received responses from 288 investors at 228 firms. This group rated sell-side firms on a scale from 1 to 5 for the overall corporate access they provided across six attributes: Conferences; Field Trips; Logistics; Roadshows; Team Quality; and Virtual Events. In the Conferences attribute, voters named their top five conferences.

Each vote was weighted by the voting firm’s Latin America commission range and the rating awarded to create the rankings.

The Corporate Access Leaders table, based on the buy-side voter’s survey, was calculated by adding together a firm’s overall corporate access scores within each attribute to produce a table of the top ten firms.

From the 2024 Latin America Executive Team survey, representing the corporate point of view, 181 corporates ranked their top sell-side firms on the following attributes: Investor Feedback; Investor Introductions or Ad Hoc Requests; Non-Deal Roadshows; Reverse Roadshows or Site Visits; and Conferences. In the Conferences attribute, voters named their top five conferences. Each attribute score was based on the ranking given to the firm.

The Corporate Access Leaders Table based on the corporate response was calculated by adding together a firm’s attribute scores to produce a table of the top ten firms.

The names of those surveyed are kept confidential to ensure their continuing cooperation. Voters must meet eligibility requirements, and all ballots are reviewed by II’s Research Operations Group.

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