Amalgamated Investment Bancorporation

General Information

Address: 11th Floor, 6805 Ayala Avenue, Makati City 1226
Tel No: 588-4242
Fax No: 845-2187
Email Address:

Representative: Mr. Robert Charles M. Lehmann
Designation: President and CEO
Tel No: 588-4242
Fax No: 845-2187
Email :

Alternate: Mr. Servando . Alvarez, Jr.
Designation: Executive Vice President and CFO
Tel No : 588-4242
Fax No. 887-1121
Email :

Date of Incorporation: September 16, 1997


Selected Balance Sheet Items as of December 31, 2009

Total Assets

PhP 708,567,726

Total Liabilities

PhP 355,070,558

Total Equity

PhP 353,497,168

Board of Directors

Mr. Juan Carlos del Rosario


Dr. Isidro B. Benitez Vice-Chairman
Mr. Michael Wee Executive Committee Chairman, Director
Mr. Rene B. Benitez Audit Committee Chairman, Director
Mr. Cesar O. Virtusio Credit & Risk Management Committee Chairman, Director
Mr. Jose V. Cruz President
Ms. Teresita B. Benitez Director
Ms. Ng Kah Lin Director
Mr. Maximo O. Borromeo Director
Mr. Tomas Agustin P. Lorenzo Director

Ms. Mellissa B. Limcaoco


Atty. Danilo Enrique Co


Our Management Team

Jose V. Cruz


Investment Banking and Capital Markets Group

Mr. Claro N. Lorredo Executive Director
Head of Investment Banking and Capital Markets Group
Mr. Stanley L. Saguinsin Associate Vice President

Treasury and Sales Group

Mr. Servando B. Alvarez, Jr. Executive Director
Head of Treasury and Sales Group
Ms. Noemi A. Trinidad Vice President
Private Clients & Sales
Ms. Zarah Jane D. Dominguez Vice President
Private Clients & Sales
Ms. Linnette R. Serrano Assistant Vice President
Ms. Aileen N. Veloso Manager

Finance and Admin

Vilma M. Aquiatan Manager
Head of Finance
Peter M. Dela Cruz Assistant Manager- Settlement

Business / Product / Service Lines:

Mergers and acquisitions
Structured finance
Restructuring advisory
Initial public offering
Loan syndication, arrangement, and acquisition financing

Private Clients / Money Markets
Prime Commercial Papers
Treasury Bills and other Government Securities
Trade Receivables
Registered Promissory Notes
Other Fixed-Income Securities
Alternative Investments

List of Stockholders

MF-AIB Holdings, Inc. 25.00%
Makati Finance Corporation 30.00%
Hiap Moh Corproation 20.00%
Pioneer Ventures, Inc. 8.33%
Treasury Shares 16.67%





Recent Major Deals:

In April 2008, we successfully closed a Php 300 Million Dollar Denominated Term Loan for Lapanday Foods Corporation (LFC), a Philippine company involved in exporting Philippine Fruits. Later on, in February 2009, we closed the second tranche of the loan, another Php 300 Million Peso Denominated Term Loan for LFC. We also were participating underwriters in the different debt offerings such as SM Investment Corp. and Philippine Long Distance Telephone (PLDT).