Institutional Track Record & Underwriting Experience
Institutional Capital Markets (Technical Shield Oversight)
- £500 Million Market Cap (London Aquis/NEX): Technical and financial leadership (CFO) for the public listing and acquisition phase of VI Mining Plc, a multi-asset mining operation in Peru.
- NYSE Institutional Advisory: Strategic advisory and governance protocols for Asia-Pacific institutional entities transitioning to US Capital Markets.
- S&P 500 Financial Leadership (NYSE: STE): Forensic reporting and senior financial leadership (CFO-EMEA) for STERIS plc, a US$22 Billion global leader.
Regional Private Credit & Infrastructure (Mexico / LatAm)
- Mexico-Asia Corridor Alignment: “Forensic Readiness” mapping for industrial assets in the context of institutional investment platform acquisitions (+$2.0B AUM).
- Asset-Based Lending (Monterrey, MX): Structuring and execution of specialized Factoring lines for mid-market industrial providers.
- Agri-Export Forensic Mandate (Guadalajara, MX): Forensic Due Diligence (final stage) for an agricultural export operation supplying Tier-1 US Retailers (Whole Foods, Walmart, and Sam’s Club).
- Institutional Sponsoring (NYC Credit Funds): Technical sponsoring and forensic de-risking of mandates for placement with New York Private Credit funds, ensuring compliance with institutional bankability standards.
Strategic M&A & Restructuring
- Luxury Hospitality & Real Estate (UK): Lead Partner Aksel Bratvedt directed the £108,000,000 (US$135M) debt refinancing for the Champneys Health Resorts portfolio, supporting a five-year repositioning and renovation plan.
- NYSE/AMEX Financial Leadership: Financial direction (Group CFO) for MGT Capital Investments, managing SEC reporting and institutional de-risking.
- Industrial Platform Alignment: “Forensic Readiness” mapping for industrial assets in the context of institutional investment platform acquisitions in Mexico (+$2.0B AUM).
