Commodity Trading and Merchant Banking - M&A - Insurance

Merchant Banking

Commodity Trading and Merchant Banking

Univest Asset Management Logo

Univest Asset Management is a boutique merchant bank, advising clients on the structuring and sourcing of funding packages of all types. It conducts a trading business involving the delivery of gold bullion, financial instruments, commodities and other assets. As Asset Managers, Univest manages private funds and high-valued assets for its clients, promoting developments using Private Wealth Management Programs.


BIDC was a boutique Wall Street merchant bank. From 2007 to 2009, I was a vice president of the firm working on the Balkans and Chinese markets, commodity trading, securitizations and junk bond activities.

M&A, Due Diligence

We conducted preacquisition due diligence on behalf of our client RAL Diagnostics, which resulted in their taking a significant equity position in the capital of CLEMEX, a Canadian company whose stock is traded on the TSX/CDNX (Canadian Venture Exchange Network) under the symbol CXG.A. Clemex is a designer and manufacturer of Image Analysis systems and software for microscopy applications.

CLEMEX: Intelligent Microscopy


The Guardian Group is engaged in the underwriting of all classes of long-term insurance business and is particularly strong in Life and Pensions. It is based in Trinidad & Tobago and is the leading Caribbean insurer.