IBS is an asset management and a financial consulting firm

About Us

IBS is a boutique asset management and a specialized financial consulting firm with operations in Europe, Central America and the Caribbean.

Born in 1997 in the Dominican Republic, inspired by the concept of economic value creation and the development of long-term relationships with our clients.

STRATEGIC BUSINESS UNITS:


  • · Asset Management

  • · Corporate Finance

  • · Multidisciplinary Services for SMEs



  • CORPORATE

    MISSION

    Create economic value for our customers

  • SOCIAL

    MISSION

    Contribute with the sustainable development of the communities where we operate.

Faithful to our mission, we work passionately to exceed the expectations of our clients, based on our values and beliefs.

Our creed

  • The generation of economic value as a fundamental axis in the evolution of the human race.

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  • In evolution and continuous learning.

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  • In innovation and entrepreneurship as engines of socio-economic development.

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  • First in the client: We believe that all our clients have financial potential and, in the commitment, to help achieve it.

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  • In long-term relationships built with respect, honesty and transparency.

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  • In "Strategic Patience" based on long-term vision and thinking.

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  • In excellence: Obtaining the highest level of performance.

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  • In strategic alliances and synergies.

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  • In the balance between life, wealth and value.

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  • In collaborative relationships and negotiations based on creating value for all parties.

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OUR PASSION

Passionate about our work and the results, we focus on serving to the needs of our customers.

OUR REASON FOR BEING

Create value for our customers, collaborators and the environment around us.

OUR GOAL

Develop a long-term relationship with our clients based on honesty and respect, helping them achieve their goals and dreams by identifying and creating new opportunities.

Genetics of the Firm

Our History

1997

Our origin

The firm was born in Santo Domingo, Dominican Republic under the name of Servicios Múltiples Empresariales, today IBS Management.

A multidisciplinary firm whose portfolio of services included investment management, specialized financial consulting and securities brokerage.

1999


The SME Platform is born

In 1999, operations were consolidated under the umbrella of the Integrated Business Services Group (IBS).

In September 1999, an agreement was signed with CBIZ Century Small Services Solutions Inc, which granted us the exclusive exploitation rights of the franchise for the entire territory of the Dominican Republic.

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At that time, CBIZ was the leading provider of services under the outsourced business services modality for small and medium sized businesses in the United States. A network of more than 850 offices, more than 5,000 employees providing services to more than 110 thousand clients.

Ranked that year by “Accounting Today” magazine as the seventh largest accounting firm in the United States, CBIZ was also the seventh largest in financial valuation services.

With the signing of this agreement, the IBS small business platform is born.

2001


Specialization

In 2001, the asset management platform specialized in the real estate sector was born.

Since its inception, this unit has developed and managed private real estate investment companies in the Dominican Republic.

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Pioneers in the professional management of this type of companies, we have participated in the development of large real estate projects and promoted the development of the stock market in the Dominican Republic.

2002

FIDUCIAL

At the end of 2001, the French firm FIDUCIAL Inc acquires the operations of CBIZ Century Small Services Solutions Inc in the United States, becoming the franchisor of the IBS Small Business Platform.

With this acquisition, FIDUCIAL becomes the seventh accounting firm in the United States and the thirteenth multidisciplinary firm offering comprehensive services to small and medium businesses in the world.

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As of 2016, FIDUCIAL invoiced more than USD $ 1,610 Million through 1,150 locations around the world with 17,340 employees.



The transition is implemented in the DR during the year 2002. As of that date IBS operates as a FIDUCIAL franchisee in the Dominican Republic.

2007


Regional expansion

The specialized asset management platform in the food and beverage sector is born and the company's regional expansion process begins.

This specialized team has participated in the development and management of leading private equity funds in the Central American and Caribbean region in the industry.

2018


European platform is born

As part of a process of expansion and diversification of the firm, the European platform was born in early 2018.

The objective in the first phase is to develop an investment platform in Madrid, Spain as the territorial axis of the project in a first stage.